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 17, 2021
Q1 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-500- 8.34% |
$104K - $146K
|
5.49K
$405K
|
|
|
Apr 26, 2021
Q1 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-523- 5.13% |
$109K - $153K
|
9.68K
$713K
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-534- 12.73% |
$111K - $156K
|
3.66K
$270K
|
|
|
May 06, 2021
Q1 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-548- 84.57% |
$114K - $160K
|
100
$7.37K
|
|
|
May 20, 2021
Q1 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-568- 14.92% |
$118K - $166K
|
3.24K
$239K
|
|
|
May 11, 2021
Q1 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-570- 33.89% |
$119K - $166K
|
1.11K
$81.9K
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-580- 14.81% |
$121K - $169K
|
3.34K
$246K
|
|
|
May 10, 2021
Q1 2021
|
Diversified Trust CO
|
SELL
|
- |
-581- 18.18% |
$121K - $170K
|
2.62K
$193K
|
|
|
May 14, 2021
Q1 2021
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-582- 25.47% |
$121K - $170K
|
1.7K
$125K
|
|
|
Apr 30, 2021
Q1 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-610- 3.0% |
$127K - $178K
|
19.7K
$1.45M
|
|
|
Apr 12, 2021
Q1 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-634- 5.38% |
$132K - $185K
|
11.2K
$822K
|
|
|
May 11, 2021
Q1 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-656- 4.61% |
$137K - $191K
|
13.6K
$1M
|
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-675- 18.0% |
$141K - $197K
|
3.08K
$227K
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-676- 47.01% |
$141K - $197K
|
762
$56.1K
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-710- 0.91% |
$148K - $207K
|
76.9K
$5.67M
|
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-743- 36.49% |
$155K - $217K
|
1.29K
$95.2K
|
|
|
Apr 19, 2021
Q1 2021
|
Appleton Partners Inc
|
SELL
|
- |
-750- 24.1% |
$156K - $219K
|
2.36K
$174K
|
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-750- 14.25% |
$156K - $219K
|
4.52K
$333K
|
|
|
May 10, 2021
Q1 2021
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-788Closed |
$164K - $230K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-795Closed |
$166K - $232K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-796Closed |
$166K - $232K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-800- 3.47% |
$167K - $233K
|
22.3K
$1.64M
|
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-800Closed |
$167K - $233K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-800Closed |
$167K - $233K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-801Closed |
$167K - $234K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-807- 0.59% |
$168K - $235K
|
136K
$10M
|
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-825Closed |
$172K - $241K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-825Closed |
$172K - $241K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-840Closed |
$175K - $245K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-852Closed |
$178K - $249K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-861Closed |
$180K - $251K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-862- 62.15% |
$180K - $252K
|
525
$38.7K
|
|
|
May 13, 2021
Q1 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-879- 65.11% |
$183K - $256K
|
471
$34.7K
|
|
|
May 17, 2021
Q1 2021
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-887Closed |
$185K - $259K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-900Closed |
$188K - $263K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-905- 49.45% |
$189K - $264K
|
925
$68.1K
|
|
|
May 17, 2021
Q1 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-914Closed |
$191K - $267K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-924- 27.11% |
$193K - $270K
|
2.48K
$183K
|
|
|
May 14, 2021
Q1 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-926Closed |
$193K - $270K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-956- 0.87% |
$199K - $279K
|
109K
$8.02M
|
|
|
May 14, 2021
Q1 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-960- 37.22% |
$200K - $280K
|
1.62K
$119K
|
|
|
May 18, 2021
Q1 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-974Closed |
$203K - $284K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-989- 48.84% |
$206K - $289K
|
1.04K
$76.3K
|
|
|
May 17, 2021
Q1 2021
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-1K- 10.42% |
$209K - $292K
|
8.6K
$633K
|
|
|
May 17, 2021
Q1 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1KClosed |
$209K - $292K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Bp PLC
|
SELL
|
- |
-1.02K- 19.68% |
$212K - $297K
|
4.16K
$306K
|
|
|
May 14, 2021
Q1 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-1.05K- 0.38% |
$219K - $307K
|
275K
$20.2M
|
|
|
May 06, 2021
Q1 2021
|
Twin Capital Management Inc
|
SELL
|
- |
-1.07K- 19.92% |
$223K - $312K
|
4.3K
$317K
|
|
|
May 18, 2021
Q1 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.09KClosed |
$226K - $317K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-1.09KClosed |
$227K - $318K
|
0
$0
|