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
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-7- 26.92% |
$454 - $604
|
19
$1.79K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10- 9.01% |
$649 - $862
|
101
$9.54K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-10Closed |
$649 - $862
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-15- 0.01% |
$974 - $1.29K
|
130K
$12.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-16- 0.49% |
$1.04K - $1.38K
|
3.22K
$304K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-19- 31.15% |
$1.23K - $1.64K
|
42
$3.97K
|
|
|
May 03, 2023
Q1 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-22- 0.36% |
$1.43K - $1.9K
|
6.04K
$570K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-23- 25.56% |
$1.49K - $1.98K
|
67
$6.33K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-23- 0.55% |
$1.49K - $1.98K
|
4.18K
$394K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-24- 0.05% |
$1.56K - $2.07K
|
49.2K
$4.64M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-27- 0.01% |
$1.75K - $2.33K
|
525K
$49.6M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-33- 14.16% |
$2.14K - $2.85K
|
200
$18.9K
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-34- 0.83% |
$2.21K - $2.93K
|
4.05K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-37- 92.5% |
$2.4K - $3.19K
|
3
$283
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-37- 2.23% |
$2.4K - $3.19K
|
1.62K
$153K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37- 1.18% |
$2.4K - $3.19K
|
3.09K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37- 0.61% |
$2.4K - $3.19K
|
5.98K
$565K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-39- 6.28% |
$2.53K - $3.36K
|
582
$54.9K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-42- 8.96% |
$2.73K - $3.62K
|
427
$40.3K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-42- 20.69% |
$2.73K - $3.62K
|
161
$15.2K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-48- 0.28% |
$3.12K - $4.14K
|
16.9K
$1.59M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-49- 7.47% |
$3.18K - $4.23K
|
607
$57.3K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52- 0.2% |
$3.37K - $4.48K
|
25.9K
$2.44M
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-52- 0.67% |
$3.37K - $4.48K
|
7.7K
$726K
|
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-52- 0.53% |
$3.37K - $4.48K
|
9.83K
$928K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-57- 1.64% |
$3.7K - $4.92K
|
3.41K
$322K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-60- 40.0% |
$3.89K - $5.17K
|
90
$8.5K
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-73- 1.27% |
$4.74K - $6.3K
|
5.68K
$536K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-81- 43.55% |
$5.26K - $6.99K
|
105
$9.91K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-82- 22.71% |
$5.32K - $7.07K
|
279
$26.3K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-84- 5.98% |
$5.45K - $7.24K
|
1.32K
$125K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-90- 69.23% |
$5.84K - $7.76K
|
40
$3.78K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-98- 2.43% |
$6.36K - $8.45K
|
3.94K
$372K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-105- 3.46% |
$6.81K - $9.06K
|
2.93K
$277K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-109- 1.33% |
$7.07K - $9.4K
|
8.1K
$764K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-120- 23.58% |
$7.79K - $10.3K
|
389
$36.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-122- 4.12% |
$7.92K - $10.5K
|
2.84K
$268K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-150- 19.26% |
$9.74K - $12.9K
|
629
$59.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-165- 78.95% |
$10.7K - $14.2K
|
44
$4.15K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-180- 26.63% |
$11.7K - $15.5K
|
496
$46.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-185- 0.07% |
$12K - $16K
|
280K
$26.4M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-196- 0.49% |
$12.7K - $16.9K
|
40.1K
$3.79M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-199- 89.24% |
$12.9K - $17.2K
|
24
$2.27K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-218- 4.31% |
$14.1K - $18.8K
|
4.84K
$457K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-224- 4.06% |
$14.5K - $19.3K
|
5.29K
$500K
|
|
|
May 05, 2023
Q1 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-227- 5.15% |
$14.7K - $19.6K
|
4.18K
$395K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-238- 85.61% |
$15.4K - $20.5K
|
40
$3.78K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-255- 1.63% |
$16.5K - $22K
|
15.3K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-270- 5.45% |
$17.5K - $23.3K
|
4.68K
$442K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-295- 4.09% |
$19.1K - $25.4K
|
6.91K
$652K
|