Purchases and Sales Made in Q1 2022 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q1 2022. 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 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
65+ 100.0% |
$8.98K - $14.5K
|
130
$12.3K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
64+ 2.01% |
$8.84K - $14.3K
|
3.25K
$307K
|
|
|
May 09, 2022
Q1 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
63+ 17.31% |
$8.7K - $14K
|
427
$40.3K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
62+ 14.87% |
$8.56K - $13.8K
|
479
$45.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
59+ 0.66% |
$8.15K - $13.1K
|
8.96K
$846K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
52+ 1.22% |
$7.18K - $11.6K
|
4.32K
$408K
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
46+ 2.77% |
$6.35K - $10.2K
|
1.71K
$161K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
45+ 562.5% |
$6.21K - $10K
|
53
$5K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42+ 6.38% |
$5.8K - $9.35K
|
700
$66.1K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
41+ 1.33% |
$5.66K - $9.13K
|
3.11K
$294K
|
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
38+ 1.79% |
$5.25K - $8.46K
|
2.16K
$204K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
38New |
$5.25K - $8.46K
|
38
$3.59K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
36+ 1.1% |
$4.97K - $8.02K
|
3.3K
$312K
|
|
|
Apr 01, 2024
Q1 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
35+ 0.74% |
$4.83K - $7.79K
|
4.77K
$450K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
35New |
$4.83K - $7.79K
|
35
$3.3K
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
33+ 0.95% |
$4.56K - $7.35K
|
3.5K
$331K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
32+ 1.55% |
$4.42K - $7.13K
|
2.1K
$198K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
30New |
$4.14K - $6.68K
|
30
$2.83K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
30+ 45.45% |
$4.14K - $6.68K
|
96
$9.06K
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
27+ 2.83% |
$3.73K - $6.01K
|
982
$92.7K
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
25+ 500.0% |
$3.45K - $5.57K
|
30
$2.83K
|
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
23+ 0.27% |
$3.18K - $5.12K
|
8.67K
$818K
|
|
|
May 09, 2022
Q1 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
21+ 0.02% |
$2.9K - $4.68K
|
99.5K
$9.39M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20+ 14.93% |
$2.76K - $4.45K
|
154
$14.5K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
19+ 1.27% |
$2.62K - $4.23K
|
1.52K
$143K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
14+ 3.86% |
$1.93K - $3.12K
|
377
$35.6K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
10+ 0.19% |
$1.38K - $2.23K
|
5.32K
$503K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10New |
$1.38K - $2.23K
|
10
$944
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
9New |
$1.24K - $2K
|
9
$850
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
8+ 3.38% |
$1.1K - $1.78K
|
245
$23.1K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 46.67% |
$967 - $1.56K
|
22
$2.08K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
7+ 0.11% |
$967 - $1.56K
|
6.4K
$604K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
6+ 2.91% |
$829 - $1.34K
|
212
$20K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.14% |
$829 - $1.34K
|
4.32K
$408K
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
6New |
$829 - $1.34K
|
6
$566
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5New |
$691 - $1.11K
|
5
$472
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
5New |
$691 - $1.11K
|
5
$472
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
5New |
$691 - $1.11K
|
5
$472
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
4New |
$552 - $891
|
4
$378
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3+ 0.22% |
$414 - $668
|
1.37K
$129K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
3New |
$414 - $668
|
3
$283
|
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
BUY
|
- |
2+ 0.07% |
$276 - $445
|
3.01K
$284K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
2+ 50.0% |
$276 - $445
|
6
$566
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 5.56% |
$138 - $223
|
19
$1.79K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$138 - $223
|
1
$94.4
|
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 3.85% |
$138 - $223
|
27
$2.55K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1Closed |
$138 - $223
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2Closed |
$276 - $445
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2- 0.07% |
$276 - $445
|
2.74K
$258K
|