Purchases and Sales Made in Q1 2023 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q1 2023. 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 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.23KNew |
$340K - $451K
|
5.23K
$494K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
5.12KNew |
$332K - $442K
|
5.12K
$484K
|
|
|
May 17, 2023
Q1 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
5K+ 5.88% |
$325K - $431K
|
90K
$8.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Barton Investment Management
|
BUY
|
- |
4.93K+ 2.01% |
$320K - $425K
|
250K
$23.6M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.72KNew |
$306K - $407K
|
4.72K
$445K
|
|
|
May 12, 2023
Q1 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
4.59K+ 13.25% |
$298K - $396K
|
39.2K
$3.7M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.5K+ 16.15% |
$292K - $388K
|
32.4K
$3.06M
|
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
4.45K+ 94.68% |
$289K - $384K
|
9.15K
$864K
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
4.43K+ 4.0% |
$287K - $382K
|
115K
$10.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
4.4K+ 115.3% |
$286K - $379K
|
8.22K
$776K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.28KNew |
$278K - $369K
|
4.28K
$404K
|
|
|
May 05, 2023
Q1 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
4.21K+ 4.79% |
$273K - $363K
|
92.2K
$8.7M
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.21KNew |
$273K - $363K
|
4.21K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
BUY
|
- |
4.15KNew |
$269K - $358K
|
4.15K
$392K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
4.1K+ 19.26% |
$266K - $354K
|
25.4K
$2.4M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.09K+ 15.65% |
$265K - $353K
|
30.2K
$2.85M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.09KNew |
$265K - $352K
|
4.09K
$386K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.08K+ 5.54% |
$265K - $352K
|
77.8K
$7.34M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.95KNew |
$257K - $341K
|
3.95K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.93K+ 7.95% |
$255K - $339K
|
53.4K
$5.04M
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
3.86K+ 61.95% |
$250K - $333K
|
10.1K
$952K
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.76K+ 25.04% |
$244K - $325K
|
18.8K
$1.77M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.76K+ 25.04% |
$244K - $325K
|
18.8K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
3.73K+ 14.52% |
$242K - $322K
|
29.4K
$2.78M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
3.58KNew |
$232K - $309K
|
3.58K
$338K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.24KNew |
$210K - $279K
|
3.24K
$306K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.21KNew |
$208K - $277K
|
3.21K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.21KNew |
$208K - $276K
|
3.21K
$303K
|
|
|
Nov 14, 2023
Q1 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.13K+ 23.83% |
$203K - $270K
|
16.2K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
- |
3.1KNew |
$201K - $267K
|
3.1K
$293K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.09KNew |
$201K - $267K
|
3.09K
$292K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.06KNew |
$199K - $264K
|
3.06K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.01K+ 47.97% |
$195K - $259K
|
9.28K
$876K
|
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.94KNew |
$191K - $254K
|
2.94K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.91KNew |
$189K - $251K
|
2.91K
$275K
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.9KNew |
$188K - $250K
|
2.9K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
2.88K+ 11.5% |
$187K - $249K
|
27.9K
$2.64M
|
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2.8KNew |
$182K - $241K
|
2.8K
$264K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.79KNew |
$181K - $241K
|
2.79K
$264K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.78KNew |
$180K - $239K
|
2.78K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.72K+ 73.16% |
$176K - $234K
|
6.43K
$607K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.7KNew |
$175K - $232K
|
2.7K
$254K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
2.69KNew |
$174K - $232K
|
2.69K
$254K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
2.6K+ 17.41% |
$169K - $225K
|
17.6K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.56K+ 13.21% |
$166K - $220K
|
21.9K
$2.07M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.55KNew |
$166K - $220K
|
2.55K
$241K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.55KNew |
$166K - $220K
|
2.55K
$241K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.54KNew |
$165K - $219K
|
2.54K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.46KNew |
$160K - $212K
|
2.46K
$232K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.46KNew |
$160K - $212K
|
2.46K
$232K
|