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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
464+ 16.54% |
$30.1K - $40K
|
3.27K
$309K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
457New |
$29.7K - $39.4K
|
457
$43.1K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
432+ 4.66% |
$28K - $37.3K
|
9.71K
$917K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
424+ 365.52% |
$27.5K - $36.6K
|
540
$51K
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
400+ 57.14% |
$26K - $34.5K
|
1.1K
$104K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
398+ 3.44% |
$25.8K - $34.3K
|
12K
$1.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
391+ 121.05% |
$25.4K - $33.7K
|
714
$67.4K
|
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
374+ 45.78% |
$24.3K - $32.3K
|
1.19K
$112K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
337+ 0.93% |
$21.9K - $29.1K
|
36.6K
$3.46M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
302+ 4.54% |
$19.6K - $26K
|
6.95K
$656K
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
282+ 5.26% |
$18.3K - $24.3K
|
5.65K
$533K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
280+ 7.11% |
$18.2K - $24.1K
|
4.22K
$398K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
265+ 5.63% |
$17.2K - $22.9K
|
4.97K
$469K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
261+ 8.57% |
$16.9K - $22.5K
|
3.31K
$312K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
255New |
$16.5K - $22K
|
255
$24.1K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
249+ 1.88% |
$16.2K - $21.5K
|
13.5K
$1.28M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
247+ 1.61% |
$16K - $21.3K
|
15.6K
$1.47M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
238+ 7.83% |
$15.4K - $20.5K
|
3.28K
$309K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
234+ 5.93% |
$15.2K - $20.2K
|
4.18K
$395K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
223+ 4.28% |
$14.5K - $19.2K
|
5.43K
$513K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
206+ 0.49% |
$13.4K - $17.8K
|
41.9K
$3.96M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
206+ 1.37% |
$13.4K - $17.8K
|
15.3K
$1.44M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
168+ 69.42% |
$10.9K - $14.5K
|
410
$38.7K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
159+ 1.06% |
$10.3K - $13.7K
|
15.2K
$1.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
140New |
$9.09K - $12.1K
|
140
$13.2K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
136+ 9.52% |
$8.83K - $11.7K
|
1.57K
$148K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
128+ 853.33% |
$8.31K - $11K
|
143
$13.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
125+ 2.91% |
$8.11K - $10.8K
|
4.42K
$417K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
124+ 49.4% |
$8.05K - $10.7K
|
375
$35.4K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
119+ 0.26% |
$7.72K - $10.3K
|
46.1K
$4.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
107+ 0.61% |
$6.94K - $9.23K
|
17.7K
$1.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$6.49K - $8.62K
|
100
$9.44K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$6.49K - $8.62K
|
100
$9.44K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$6.49K - $8.62K
|
100
$9.44K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
95New |
$6.17K - $8.19K
|
95
$8.97K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
94+ 3.19% |
$6.1K - $8.11K
|
3.04K
$287K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
82New |
$5.32K - $7.07K
|
82
$7.74K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
80+ 1.35% |
$5.19K - $6.9K
|
6.01K
$567K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
80New |
$5.19K - $6.9K
|
80
$7.55K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
75New |
$4.87K - $6.47K
|
75
$7.08K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
75+ 234.38% |
$4.87K - $6.47K
|
107
$10.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
70+ 4.34% |
$4.54K - $6.04K
|
1.68K
$159K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
60+ 28.04% |
$3.89K - $5.17K
|
274
$25.9K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
60New |
$3.89K - $5.17K
|
60
$5.66K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
58New |
$3.76K - $5K
|
58
$5.48K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
55+ 1.16% |
$3.57K - $4.74K
|
4.8K
$453K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
54New |
$3.5K - $4.66K
|
54
$5.1K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
50New |
$3.25K - $4.31K
|
50
$4.72K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
50New |
$3.25K - $4.31K
|
50
$4.72K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
39+ 0.96% |
$2.53K - $3.36K
|
4.09K
$387K
|