Purchases and Sales Made in Q4 2023 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q4 2023. The information is specifically focused on institutions that hold shares of Okta, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-1- 0.13% |
$65.8 - $91.7
|
783
$73.6K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1Closed |
$65.8 - $91.7
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2- 0.99% |
$132 - $183
|
200
$18.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-2- 0.07% |
$132 - $183
|
3.02K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
SELL
|
- |
-3- -0.0% |
$197 - $275
|
73.2K
$6.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 9.09% |
$263 - $367
|
40
$3.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4- 0.85% |
$263 - $367
|
464
$43.6K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4- 1.16% |
$263 - $367
|
342
$32.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6- 7.41% |
$395 - $550
|
75
$7.05K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-8- 0.14% |
$526 - $734
|
5.69K
$535K
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
SELL
|
- |
-9- 0.16% |
$592 - $825
|
5.65K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9- 4.33% |
$592 - $825
|
199
$18.7K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-10- 0.74% |
$658 - $917
|
1.34K
$126K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-11- 25.0% |
$723 - $1.01K
|
33
$3.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-14- 0.41% |
$921 - $1.28K
|
3.39K
$319K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-14- 33.33% |
$921 - $1.28K
|
28
$2.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-16- 0.69% |
$1.05K - $1.47K
|
2.29K
$215K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-16- 66.67% |
$1.05K - $1.47K
|
8
$752
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-19- 6.69% |
$1.25K - $1.74K
|
265
$24.9K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23- 0.87% |
$1.51K - $2.11K
|
2.63K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-23- 0.39% |
$1.51K - $2.11K
|
5.91K
$555K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-25- 29.76% |
$1.64K - $2.29K
|
59
$5.55K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-26- 18.06% |
$1.71K - $2.38K
|
118
$11.1K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-30- 75.0% |
$1.97K - $2.75K
|
10
$940
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-30- 28.85% |
$1.97K - $2.75K
|
74
$6.96K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-31- 77.5% |
$2.04K - $2.84K
|
9
$846
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-34- 1.31% |
$2.24K - $3.12K
|
2.57K
$241K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-37- 10.66% |
$2.43K - $3.39K
|
310
$29.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-37- 1.04% |
$2.43K - $3.39K
|
3.51K
$330K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-39- 0.34% |
$2.56K - $3.58K
|
11.5K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-41- 28.47% |
$2.7K - $3.76K
|
103
$9.68K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-44- 1.6% |
$2.89K - $4.04K
|
2.7K
$254K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-46- 0.07% |
$3.02K - $4.22K
|
70.4K
$6.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-51- 0.83% |
$3.35K - $4.68K
|
6.12K
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-56- 0.34% |
$3.68K - $5.14K
|
16.2K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-60- 1.28% |
$3.95K - $5.5K
|
4.62K
$434K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-63- 1.22% |
$4.14K - $5.78K
|
5.11K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-67- 0.07% |
$4.41K - $6.15K
|
96.3K
$9.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-76- 10.05% |
$5K - $6.97K
|
680
$63.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-86- 20.19% |
$5.66K - $7.89K
|
340
$32K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-87- 60.84% |
$5.72K - $7.98K
|
56
$5.26K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-90- 1.37% |
$5.92K - $8.25K
|
6.49K
$610K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-95- 6.69% |
$6.25K - $8.71K
|
1.33K
$125K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-97- 1.33% |
$6.38K - $8.9K
|
7.17K
$674K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-99- 6.08% |
$6.51K - $9.08K
|
1.53K
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-100- 2.4% |
$6.58K - $9.17K
|
4.07K
$382K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-105- 2.22% |
$6.9K - $9.63K
|
4.62K
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-109- 28.09% |
$7.17K - $10K
|
279
$26.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-110- 0.72% |
$7.23K - $10.1K
|
15.1K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-125- 0.93% |
$8.22K - $11.5K
|
13.4K
$1.26M
|