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 |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
39
shares
|
$3,185
0.0% of portfolio
|
Q3 2024
Reduced 99.41%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
38
shares
|
$3,104
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
36
shares
|
$2,940
0.0% of portfolio
|
Q3 2024
Reduced 59.09%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
36
shares
|
$2,940
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
34
shares
|
$2,777
0.0% of portfolio
|
Q2 2022
Reduced 91.21%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
32
shares
|
$2,614
0.0% of portfolio
|
Q3 2024
Added 146.15%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
30
shares
|
$2,450
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
30
shares
|
$2,450
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
30
shares
|
$2,450
0.0% of portfolio
|
Q2 2021
Reduced 28.57%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
30
shares
|
$2,450
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
30
shares
|
$2,450
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
30
shares
|
$2,450
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
29
shares
|
$2,369
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
29
shares
|
$2,369
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
28
shares
|
$2,287
0.0% of portfolio
|
Q3 2024
Reduced 98.95%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
23
shares
|
$1,878
0.0% of portfolio
|
Q3 2024
Added 21.05%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
23
shares
|
$1,878
0.0% of portfolio
|
Q2 2024
Added 228.57%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
22
shares
|
$1,797
0.0% of portfolio
|
Q3 2024
Added 69.23%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
22
shares
|
$1,797
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
22
shares
|
$1,797
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
22
shares
|
$1,797
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
22
shares
|
$1,797
0.0% of portfolio
|
Q2 2023
Reduced 97.84%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
20
shares
|
$1,633
0.0% of portfolio
|
Q3 2024
Reduced 75.31%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
17
shares
|
$1,388
0.0% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
17
shares
|
$1,388
0.0% of portfolio
|
Q2 2024
New holding
|