Institutional Ownership Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA). We have compiled data on the 719 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $9.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
100
shares
|
$8,169
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
100
shares
|
$8,169
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$8,169
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
95
shares
|
$7,760
0.01% of portfolio
|
Q2 2024
Reduced 4.04%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
93
shares
|
$7,597
0.0% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
83
shares
|
$6,780
0.0% of portfolio
|
Q1 2024
Reduced 55.14%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
82
shares
|
$6,698
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
81
shares
|
$6,616
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
80
shares
|
$6,535
0.0% of portfolio
|
Q3 2024
Reduced 48.39%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
77
shares
|
$6,290
0.0% of portfolio
|
Q3 2024
Reduced 16.3%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
76
shares
|
$6,208
0.0% of portfolio
|
Q3 2024
Reduced 67.24%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
74
shares
|
$6,045
0.0% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
70
shares
|
$5,718
0.0% of portfolio
|
Q3 2023
Reduced 42.15%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
68
shares
|
$5,554
0.0% of portfolio
|
Q2 2024
Reduced 8.11%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
56
shares
|
$4,574
0.0% of portfolio
|
Q3 2023
Reduced 34.88%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
55
shares
|
$4,492
0.0% of portfolio
|
Q4 2022
Reduced 44.44%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
51
shares
|
$4,166
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
50
shares
|
$4,084
0.0% of portfolio
|
Q1 2024
Reduced 89.13%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
49
shares
|
$4,002
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
45
shares
|
$3,676
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
44
shares
|
$3,594
0.0% of portfolio
|
Q4 2023
Reduced 90.52%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
42
shares
|
$3,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
40
shares
|
$3,267
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
40
shares
|
$3,267
0.0% of portfolio
|
Q1 2021
Reduced 28.57%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
40
shares
|
$3,267
0.0% of portfolio
|
Q1 2023
Reduced 85.61%
|