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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 2.24% |
$414 - $668
|
131
$12.3K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-4- 20.0% |
$552 - $891
|
16
$1.5K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-4- 0.27% |
$552 - $891
|
1.5K
$141K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-5Closed |
$691 - $1.11K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-5Closed |
$691 - $1.11K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-5Closed |
$691 - $1.11K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
SELL
|
- |
-6Closed |
$829 - $1.34K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-7Closed |
$967 - $1.56K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-10Closed |
$1.38K - $2.23K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10- 21.28% |
$1.38K - $2.23K
|
37
$3.48K
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-10Closed |
$1.38K - $2.23K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-11- 20.0% |
$1.52K - $2.45K
|
44
$4.14K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-11- 2.52% |
$1.52K - $2.45K
|
426
$40K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-15Closed |
$2.07K - $3.34K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-15- 1.0% |
$2.07K - $3.34K
|
1.48K
$139K
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-15- 0.85% |
$2.07K - $3.34K
|
1.75K
$164K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-16Closed |
$2.21K - $3.56K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-18- 28.13% |
$2.49K - $4.01K
|
46
$4.32K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-18- 20.22% |
$2.49K - $4.01K
|
71
$6.67K
|
|
|
May 06, 2022
Q1 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-19- 0.01% |
$2.62K - $4.23K
|
147K
$13.8M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-19- 8.88% |
$2.62K - $4.23K
|
195
$18.3K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-20- 31.75% |
$2.76K - $4.45K
|
43
$4.04K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-21Closed |
$2.9K - $4.68K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-21Closed |
$2.9K - $4.68K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-22Closed |
$3.04K - $4.9K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-25- 21.93% |
$3.45K - $5.57K
|
89
$8.37K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-26Closed |
$3.59K - $5.79K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-26- 5.56% |
$3.59K - $5.79K
|
442
$41.5K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-27- 37.5% |
$3.73K - $6.01K
|
45
$4.23K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-30- 48.39% |
$4.14K - $6.68K
|
32
$3.01K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-30Closed |
$4.14K - $6.68K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34- 0.18% |
$4.7K - $7.57K
|
18.6K
$1.75M
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-35Closed |
$4.83K - $7.79K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-37- 0.64% |
$5.11K - $8.24K
|
5.79K
$544K
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-38- 48.72% |
$5.25K - $8.46K
|
40
$3.76K
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-40Closed |
$5.52K - $8.91K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-40- 22.22% |
$5.52K - $8.91K
|
140
$13.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46- 0.51% |
$6.35K - $10.2K
|
8.99K
$845K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-51- 72.86% |
$7.04K - $11.4K
|
19
$1.79K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-52- 55.91% |
$7.18K - $11.6K
|
41
$3.85K
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-59Closed |
$8.15K - $13.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-65- 60.19% |
$8.98K - $14.5K
|
43
$4.04K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-66Closed |
$9.12K - $14.7K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-66- 3.19% |
$9.12K - $14.7K
|
2K
$188K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-68Closed |
$9.39K - $15.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-72- 0.82% |
$9.94K - $16K
|
8.73K
$821K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-73- 2.4% |
$10.1K - $16.3K
|
2.97K
$279K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-74- 0.94% |
$10.2K - $16.5K
|
7.8K
$733K
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-75Closed |
$10.4K - $16.7K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-81Closed |
$11.2K - $18K
|
0
$0
|