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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
142+ 71.36% |
$11.5K - $15.8K
|
341
$33.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
134+ 0.04% |
$10.9K - $14.9K
|
365K
$35.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
133+ 665.0% |
$10.8K - $14.8K
|
153
$14.9K
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
133+ 2.25% |
$10.8K - $14.8K
|
6.04K
$588K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
131+ 50.38% |
$10.6K - $14.6K
|
391
$38.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
122+ 4.34% |
$9.9K - $13.6K
|
2.93K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
121+ 0.07% |
$9.82K - $13.5K
|
184K
$17.9M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
101+ 1.43% |
$8.2K - $11.3K
|
7.18K
$699K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
91+ 13.23% |
$7.39K - $10.1K
|
779
$75.9K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
88New |
$7.14K - $9.81K
|
88
$8.57K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
82+ 1.0% |
$6.66K - $9.14K
|
8.31K
$810K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
79New |
$6.41K - $8.81K
|
79
$7.69K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
75+ 0.28% |
$6.09K - $8.36K
|
26.5K
$2.58M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
62+ 1.05% |
$5.03K - $6.91K
|
5.96K
$581K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
60New |
$4.87K - $6.69K
|
60
$5.84K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
59+ 2.34% |
$4.79K - $6.58K
|
2.58K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
59+ 0.07% |
$4.79K - $6.58K
|
80.4K
$7.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
52+ 1.29% |
$4.22K - $5.8K
|
4.08K
$398K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51New |
$4.14K - $5.69K
|
51
$4.97K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
50New |
$4.06K - $5.57K
|
50
$4.87K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
46+ 0.75% |
$3.73K - $5.13K
|
6.16K
$599K
|
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
44+ 1100.0% |
$3.57K - $4.91K
|
48
$4.68K
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
38+ 1.42% |
$3.08K - $4.24K
|
2.71K
$264K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
37New |
$3K - $4.13K
|
37
$3.6K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
31New |
$2.52K - $3.46K
|
31
$3.02K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
31+ 0.07% |
$2.52K - $3.46K
|
46.5K
$4.53M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 13.1% |
$2.44K - $3.34K
|
259
$25.2K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
29+ 0.76% |
$2.35K - $3.23K
|
3.86K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
26+ 0.66% |
$2.11K - $2.9K
|
4K
$389K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
26+ 0.96% |
$2.11K - $2.9K
|
2.73K
$266K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 57.58% |
$1.54K - $2.12K
|
52
$5.06K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
18+ 0.29% |
$1.46K - $2.01K
|
6.17K
$601K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17New |
$1.38K - $1.9K
|
17
$1.66K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17+ 85.0% |
$1.38K - $1.9K
|
37
$3.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 60.0% |
$1.22K - $1.67K
|
40
$3.9K
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
14+ 0.07% |
$1.14K - $1.56K
|
20.5K
$2M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14New |
$1.14K - $1.56K
|
14
$1.36K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13New |
$1.06K - $1.45K
|
13
$1.27K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
13+ 38.24% |
$1.06K - $1.45K
|
47
$4.58K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
12+ 1.02% |
$974 - $1.34K
|
1.19K
$115K
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
11+ 0.1% |
$893 - $1.23K
|
11.1K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 14.67% |
$893 - $1.23K
|
86
$8.38K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10New |
$812 - $1.11K
|
10
$974
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 1.7% |
$812 - $1.11K
|
598
$58.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
10New |
$812 - $1.11K
|
10
$974
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
10+ 0.21% |
$812 - $1.11K
|
4.86K
$474K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
8+ 0.2% |
$649 - $892
|
4.08K
$397K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
8+ 0.05% |
$649 - $892
|
15.1K
$1.47M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
7New |
$568 - $780
|
7
$682
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 700.0% |
$568 - $780
|
8
$779
|