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 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
39New |
$2.53K - $3.36K
|
39
$3.67K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
39+ 3.64% |
$2.53K - $3.36K
|
1.11K
$104K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
39+ 1.68% |
$2.53K - $3.36K
|
2.36K
$222K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
37+ 1233.33% |
$2.4K - $3.19K
|
40
$3.76K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
37+ 528.57% |
$2.4K - $3.19K
|
44
$4.14K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37+ 1.2% |
$2.4K - $3.19K
|
3.13K
$294K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36New |
$2.34K - $3.1K
|
36
$3.38K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
35+ 0.86% |
$2.27K - $3.02K
|
4.09K
$384K
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
30+ 53.57% |
$1.95K - $2.59K
|
86
$8.08K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
27+ 2.39% |
$1.75K - $2.33K
|
1.16K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
26+ 0.63% |
$1.69K - $2.24K
|
4.16K
$391K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
26+ 22.81% |
$1.69K - $2.24K
|
140
$13.2K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
25+ 42.37% |
$1.62K - $2.16K
|
84
$7.9K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
24New |
$1.56K - $2.07K
|
24
$2.26K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
22New |
$1.43K - $1.9K
|
22
$2.07K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
22+ 0.94% |
$1.43K - $1.9K
|
2.36K
$222K
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
19+ 0.64% |
$1.23K - $1.64K
|
2.97K
$279K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18+ 26.47% |
$1.17K - $1.55K
|
86
$8.08K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16+ 0.02% |
$1.04K - $1.38K
|
73.8K
$6.94M
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
14+ 1.07% |
$909 - $1.21K
|
1.32K
$124K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
11New |
$714 - $949
|
11
$1.03K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
10+ 66.67% |
$649 - $862
|
25
$2.35K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
10+ 3.66% |
$649 - $862
|
283
$26.6K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10New |
$649 - $862
|
10
$940
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
9+ 0.23% |
$584 - $776
|
3.95K
$372K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
9New |
$584 - $776
|
9
$846
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9+ 2.89% |
$584 - $776
|
320
$30.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
8New |
$519 - $690
|
8
$752
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 1.53% |
$519 - $690
|
530
$49.8K
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
8+ 7.69% |
$519 - $690
|
112
$10.5K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8+ 2.25% |
$519 - $690
|
364
$34.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 14.0% |
$454 - $604
|
57
$5.36K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 1.86% |
$454 - $604
|
384
$36.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6New |
$389 - $517
|
6
$564
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
6+ 21.43% |
$389 - $517
|
34
$3.2K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 3.31% |
$325 - $431
|
156
$14.7K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
4+ 0.02% |
$260 - $345
|
23K
$2.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4New |
$260 - $345
|
4
$376
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3New |
$195 - $259
|
3
$282
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.33% |
$130 - $172
|
602
$56.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 2.35% |
$130 - $172
|
87
$8.18K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 16.67% |
$64.9 - $86.2
|
7
$658
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$64.9 - $86.2
|
1
$94
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-1- 0.01% |
$64.9 - $86.2
|
7.38K
$694K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-2- 0.1% |
$130 - $172
|
2.03K
$191K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-4- 1.24% |
$260 - $345
|
319
$30K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 4.46% |
$325 - $431
|
107
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-7- 0.36% |
$454 - $604
|
1.94K
$182K
|