Purchases and Sales Made in Q1 2021 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q1 2021. 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 |
---|---|---|---|---|---|---|---|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$20.9K - $29.2K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-100Closed |
$20.9K - $29.2K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-100Closed |
$20.9K - $29.2K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 6.67% |
$20.9K - $29.2K
|
1.4K
$103K
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-103Closed |
$21.5K - $30.1K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-117Closed |
$24.4K - $34.1K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Paragon Advisors, LLC
|
SELL
|
- |
-119- 2.66% |
$24.8K - $34.7K
|
4.36K
$321K
|
|
Apr 26, 2021
Q1 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-120- 11.24% |
$25K - $35K
|
948
$69.8K
|
|
May 14, 2021
Q1 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-123- 4.74% |
$25.6K - $35.9K
|
2.47K
$182K
|
|
Apr 29, 2021
Q1 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-139- 3.75% |
$29K - $40.6K
|
3.57K
$263K
|
|
Aug 11, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-143- 1.54% |
$29.8K - $41.7K
|
9.17K
$675K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-146- 1.74% |
$30.4K - $42.6K
|
8.23K
$606K
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
SELL
|
- |
-147- 1.43% |
$30.7K - $42.9K
|
10.1K
$746K
|
|
May 14, 2021
Q1 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-149- 7.3% |
$31.1K - $43.5K
|
1.89K
$139K
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-149- 6.88% |
$31.1K - $43.5K
|
2.02K
$149K
|
|
May 13, 2021
Q1 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-157- 9.94% |
$32.7K - $45.8K
|
1.42K
$105K
|
|
Apr 27, 2021
Q1 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-165- 3.95% |
$34.4K - $48.1K
|
4.01K
$296K
|
|
May 05, 2021
Q1 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-168- 12.54% |
$35K - $49K
|
1.17K
$86.3K
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-176- 7.74% |
$36.7K - $51.4K
|
2.1K
$154K
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-187Closed |
$39K - $54.6K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
First American Bank
Dundee, IL |
SELL
|
- |
-193- 6.76% |
$40.2K - $56.3K
|
2.66K
$196K
|
|
Apr 28, 2021
Q1 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-194- 11.52% |
$40.5K - $56.6K
|
1.49K
$110K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-200Closed |
$41.7K - $58.4K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-210- 2.46% |
$43.8K - $61.3K
|
8.33K
$613K
|
|
May 10, 2021
Q1 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-213- 18.93% |
$44.4K - $62.1K
|
912
$67.2K
|
|
May 10, 2021
Q1 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-215- 5.83% |
$44.8K - $62.7K
|
3.48K
$256K
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
SELL
|
- |
-220Closed |
$45.9K - $64.2K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-221- 5.79% |
$46.1K - $64.5K
|
3.6K
$265K
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-221Closed |
$46.1K - $64.5K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-230- 3.94% |
$48K - $67.1K
|
5.61K
$413K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-234- 6.5% |
$48.8K - $68.3K
|
3.36K
$248K
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
SELL
|
- |
-243- 0.65% |
$50.7K - $70.9K
|
37.3K
$2.75M
|
|
May 11, 2021
Q1 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-244- 4.04% |
$50.9K - $71.2K
|
5.79K
$426K
|
|
May 13, 2021
Q1 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-245- 0.79% |
$51.1K - $71.5K
|
30.6K
$2.25M
|
|
May 07, 2021
Q1 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-245Closed |
$51.1K - $71.5K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-250Closed |
$52.1K - $72.9K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-281- 4.69% |
$58.6K - $82K
|
5.72K
$421K
|
|
Mar 30, 2023
Q1 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-288- 3.3% |
$60.1K - $84K
|
8.45K
$622K
|
|
May 11, 2021
Q1 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-298- 2.48% |
$62.1K - $87K
|
11.7K
$865K
|
|
Apr 22, 2021
Q1 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-319- 7.48% |
$66.5K - $93.1K
|
3.94K
$291K
|
|
Jul 20, 2022
Q1 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-335- 48.91% |
$69.9K - $97.7K
|
350
$25.8K
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-354Closed |
$73.8K - $103K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-363- 8.71% |
$75.7K - $106K
|
3.8K
$280K
|
|
May 14, 2021
Q1 2021
|
Equitable Trust CO
|
SELL
|
- |
-390- 18.27% |
$81.3K - $114K
|
1.75K
$129K
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-414- 2.62% |
$86.3K - $121K
|
15.4K
$1.13M
|
|
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-417- 4.53% |
$86.9K - $122K
|
8.8K
$648K
|
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-423- 26.54% |
$88.2K - $123K
|
1.17K
$86.3K
|
|
May 07, 2021
Q1 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-450- 4.22% |
$93.8K - $131K
|
10.2K
$752K
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-469Closed |
$97.8K - $137K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Archon Partners LLC
Princeton Junction, NJ |
SELL
|
- |
-500- 1.51% |
$104K - $146K
|
32.6K
$2.4M
|