A detailed history of United Capital Financial Advisers, LLC transactions in Okta, Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 3,636 shares of OKTA stock, worth $322,222. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,636
Previous 2,934 23.93%
Holding current value
$322,222
Previous $274,000 1.46%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$71.0 - $100.39 $49,842 - $70,473
702 Added 23.93%
3,636 $270,000
Q2 2024

Aug 14, 2024

SELL
$86.52 - $103.49 $3,720 - $4,450
-43 Reduced 1.44%
2,934 $274,000
Q1 2024

May 15, 2024

SELL
$81.18 - $111.49 $16,641 - $22,855
-205 Reduced 6.44%
2,977 $311,000
Q4 2023

Feb 14, 2024

BUY
$65.76 - $91.72 $209,248 - $291,853
3,182 New
3,182 $288,000
Q2 2022

Aug 11, 2022

SELL
$78.77 - $160.42 $549,105 - $1.12 Million
-6,971 Closed
0 $0
Q1 2022

May 16, 2022

SELL
$138.11 - $222.66 $248,045 - $399,897
-1,796 Reduced 20.49%
6,971 $1.05 Million
Q4 2021

Feb 14, 2022

SELL
$198.08 - $268.28 $70,714 - $95,775
-357 Reduced 3.91%
8,767 $1.97 Million
Q3 2021

Nov 15, 2021

BUY
$228.93 - $271.75 $1.32 Million - $1.57 Million
5,784 Added 173.17%
9,124 $2.17 Million
Q2 2021

Aug 13, 2021

BUY
$210.72 - $285.35 $632 - $856
3 Added 0.09%
3,340 $817,000
Q1 2021

May 14, 2021

SELL
$208.51 - $291.78 $120,935 - $169,232
-580 Reduced 14.81%
3,337 $736,000
Q4 2020

Feb 17, 2021

BUY
$203.86 - $285.6 $294,373 - $412,406
1,444 Added 58.39%
3,917 $996,000
Q3 2020

Nov 13, 2020

SELL
$193.16 - $230.6 $807,022 - $963,446
-4,178 Reduced 62.82%
2,473 $529,000
Q2 2020

Aug 13, 2020

SELL
$115.99 - $204.78 $30,041 - $53,038
-259 Reduced 3.75%
6,651 $1.33 Million
Q1 2020

May 15, 2020

SELL
$96.08 - $139.5 $100,211 - $145,498
-1,043 Reduced 13.11%
6,910 $845,000
Q4 2019

Feb 14, 2020

BUY
$98.56 - $130.32 $48,984 - $64,769
497 Added 6.67%
7,953 $918,000
Q3 2019

Feb 14, 2020

BUY
$97.06 - $140.53 $723,679 - $1.05 Million
7,456 New
7,456 $734,000
Q3 2019

Nov 14, 2019

SELL
$97.06 - $140.53 $824,524 - $1.19 Million
-8,495 Closed
0 $0
Q2 2019

Aug 13, 2019

BUY
$84.23 - $133.38 $715,533 - $1.13 Million
8,495 New
8,495 $1.05 Million

Others Institutions Holding OKTA

About Okta, Inc.


  • Ticker OKTA
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 151,854,000
  • Market Cap $13.5B
  • Description
  • Okta, Inc. provides identity solutions for enterprises, small and medium-sized businesses, universities, non-profits, and government agencies in the United States and internationally. The company offers Okta Identity Cloud, a platform that offers a suite of products and services, such as Universal Directory, a cloud-based system of record to sto...
More about OKTA
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