Purchases and Sales Made in Q1 2024 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q1 2024. 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 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
701+ 26.93% |
$56.9K - $78.2K
|
3.3K
$312K
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
635+ 5.55% |
$51.5K - $70.8K
|
12.1K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
600New |
$48.7K - $66.9K
|
600
$56.6K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
566+ 12.14% |
$45.9K - $63.1K
|
5.23K
$494K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
564New |
$45.8K - $62.9K
|
564
$53.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
530+ 4.62% |
$43K - $59.1K
|
12K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
517+ 0.67% |
$42K - $57.6K
|
77.8K
$7.34M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
516+ 9.51% |
$41.9K - $57.5K
|
5.94K
$561K
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
514+ 0.87% |
$41.7K - $57.3K
|
59.8K
$5.65M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
478+ 645.95% |
$38.8K - $53.3K
|
552
$52.1K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
476+ 20.81% |
$38.6K - $53.1K
|
2.76K
$261K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
473+ 0.2% |
$38.4K - $52.7K
|
238K
$22.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
453+ 60.48% |
$36.8K - $50.5K
|
1.2K
$113K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
442+ 16.79% |
$35.9K - $49.3K
|
3.07K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
425+ 2.39% |
$34.5K - $47.4K
|
18.2K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
424+ 588.89% |
$34.4K - $47.3K
|
496
$46.8K
|
|
|
May 15, 2024
Q1 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
423+ 16.23% |
$34.3K - $47.2K
|
3.03K
$286K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
411+ 8.57% |
$33.4K - $45.8K
|
5.21K
$492K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
404+ 7.1% |
$32.8K - $45K
|
6.09K
$575K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
398+ 21.69% |
$32.3K - $44.4K
|
2.23K
$211K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
388+ 15.77% |
$31.5K - $43.3K
|
2.85K
$269K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
388+ 0.9% |
$31.5K - $43.3K
|
43.5K
$4.1M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
384+ 11.75% |
$31.2K - $42.8K
|
3.65K
$345K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
377+ 1.92% |
$30.6K - $42K
|
20K
$1.89M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
365+ 15.22% |
$29.6K - $40.7K
|
2.76K
$261K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
335+ 17.39% |
$27.2K - $37.3K
|
2.26K
$213K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
329+ 8.95% |
$26.7K - $36.7K
|
4.01K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
323+ 9.79% |
$26.2K - $36K
|
3.62K
$342K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
298+ 8.75% |
$24.2K - $33.2K
|
3.7K
$350K
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
291+ 5.66% |
$23.6K - $32.4K
|
5.43K
$513K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
284+ 0.05% |
$23.1K - $31.7K
|
525K
$49.6M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
282+ 6.86% |
$22.9K - $31.4K
|
4.39K
$415K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
241+ 1.59% |
$19.6K - $26.9K
|
15.4K
$1.46M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
224+ 3.36% |
$18.2K - $25K
|
6.89K
$651K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
224+ 25.93% |
$18.2K - $25K
|
1.09K
$103K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
220+ 5.7% |
$17.9K - $24.5K
|
4.08K
$385K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
217New |
$17.6K - $24.2K
|
217
$20.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
206New |
$16.7K - $23K
|
206
$19.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
200New |
$16.2K - $22.3K
|
200
$18.9K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
199+ 23.61% |
$16.2K - $22.2K
|
1.04K
$98.4K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
188+ 8.31% |
$15.3K - $21K
|
2.45K
$231K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
170+ 6.85% |
$13.8K - $19K
|
2.65K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
162New |
$13.2K - $18.1K
|
162
$15.3K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
160+ 160.0% |
$13K - $17.8K
|
260
$24.5K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
142+ 71.36% |
$11.5K - $15.8K
|
341
$32.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
134+ 0.04% |
$10.9K - $14.9K
|
365K
$34.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
133+ 665.0% |
$10.8K - $14.8K
|
153
$14.4K
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
133+ 2.25% |
$10.8K - $14.8K
|
6.04K
$570K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
131+ 50.38% |
$10.6K - $14.6K
|
391
$36.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
122+ 4.34% |
$9.9K - $13.6K
|
2.93K
$277K
|