Purchases and Sales Made in Q4 2024 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 29.41% |
$359 - $431
|
22
$2.08K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 100.0% |
$287 - $344
|
8
$755
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 2.0% |
$144 - $172
|
102
$9.63K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 3.33% |
$71.8 - $86.1
|
31
$2.93K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.08% |
$71.8 - $86.1
|
1.25K
$118K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2- 1.71% |
$144 - $172
|
115
$10.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-5- 0.16% |
$359 - $431
|
3.06K
$289K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9- 0.33% |
$646 - $775
|
2.74K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 2.17% |
$718 - $861
|
450
$42.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10- 13.16% |
$718 - $861
|
66
$6.23K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-15- 37.5% |
$1.08K - $1.29K
|
25
$2.36K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-19- 4.27% |
$1.36K - $1.64K
|
426
$40.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-20- 0.4% |
$1.44K - $1.72K
|
4.93K
$466K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-22- 29.73% |
$1.58K - $1.89K
|
52
$4.91K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-23- 15.33% |
$1.65K - $1.98K
|
127
$12K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-27- 16.46% |
$1.94K - $2.32K
|
137
$12.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31- 0.45% |
$2.23K - $2.67K
|
6.86K
$647K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-33- 0.03% |
$2.37K - $2.84K
|
120K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-35- 1.49% |
$2.51K - $3.01K
|
2.32K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-45- 6.28% |
$3.23K - $3.87K
|
672
$63.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-45- 0.17% |
$3.23K - $3.87K
|
25.8K
$2.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-112- 0.91% |
$8.04K - $9.64K
|
12.1K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-115- 15.17% |
$8.26K - $9.9K
|
643
$60.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-222- 19.89% |
$15.9K - $19.1K
|
894
$84.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-230- 1.6% |
$16.5K - $19.8K
|
14.1K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-340- 8.26% |
$24.4K - $29.3K
|
3.77K
$356K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-377- 2.59% |
$27.1K - $32.5K
|
14.2K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-386- 7.48% |
$27.7K - $33.2K
|
4.77K
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-494- 79.04% |
$35.5K - $42.5K
|
131
$12.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-512- 8.53% |
$36.8K - $44.1K
|
5.49K
$518K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-632- 10.47% |
$45.4K - $54.4K
|
5.4K
$510K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-634- 60.67% |
$45.5K - $54.6K
|
411
$38.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-665- 3.42% |
$47.8K - $57.3K
|
18.8K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-686- 90.5% |
$49.3K - $59.1K
|
72
$6.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-737- 2.56% |
$52.9K - $63.5K
|
28K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-743- 78.79% |
$53.4K - $64K
|
200
$18.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-750- 50.0% |
$53.9K - $64.6K
|
750
$70.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.24K- 19.54% |
$88.9K - $107K
|
5.1K
$481K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.94K- 25.82% |
$139K - $167K
|
5.57K
$526K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.12K- 37.71% |
$152K - $183K
|
3.5K
$331K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.69K- 38.22% |
$193K - $231K
|
4.34K
$410K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.14K- 7.63% |
$225K - $270K
|
38K
$3.59M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.29K- 1.17% |
$236K - $283K
|
279K
$26.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-4.34K- 31.79% |
$312K - $374K
|
9.32K
$880K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-4.41K- 7.05% |
$316K - $379K
|
58.1K
$5.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.44K- 16.1% |
$319K - $382K
|
23.1K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.52K- 2.28% |
$325K - $389K
|
193K
$18.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-4.53K- 31.32% |
$325K - $390K
|
9.92K
$937K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.96K- 62.39% |
$356K - $427K
|
2.99K
$282K
|