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 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5+ 0.17% |
$406 - $557
|
3.02K
$294K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 17.24% |
$406 - $557
|
34
$3.31K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5+ 11.36% |
$406 - $557
|
49
$4.77K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 400.0% |
$325 - $446
|
5
$487
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.61% |
$325 - $446
|
663
$64.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.97% |
$244 - $334
|
313
$30.5K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2+ 7.14% |
$162 - $223
|
30
$2.92K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1- 0.07% |
$81.2 - $111
|
1.34K
$131K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 14.29% |
$162 - $223
|
12
$1.17K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2- 0.08% |
$162 - $223
|
2.47K
$241K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-3- 2.34% |
$244 - $334
|
125
$12.2K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 0.88% |
$244 - $334
|
337
$32.8K
|
|
|
May 14, 2024
Q1 2024
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
SELL
|
- |
-3- -0.0% |
$244 - $334
|
90.4K
$8.8M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-7- 1.28% |
$568 - $780
|
540
$52.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8- 40.0% |
$649 - $892
|
12
$1.17K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-8- 0.31% |
$649 - $892
|
2.56K
$249K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-9- 7.63% |
$731 - $1K
|
109
$10.6K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11Closed |
$893 - $1.23K
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-11- 47.83% |
$893 - $1.23K
|
12
$1.17K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12- 46.15% |
$974 - $1.34K
|
14
$1.36K
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
SELL
|
- |
-13- 0.23% |
$1.06K - $1.45K
|
5.63K
$549K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-15- 0.5% |
$1.22K - $1.67K
|
2.96K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-18- 17.14% |
$1.46K - $2.01K
|
87
$8.47K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-22- 4.52% |
$1.79K - $2.45K
|
465
$45.3K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-26- 0.74% |
$2.11K - $2.9K
|
3.49K
$339K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-27- 26.21% |
$2.19K - $3.01K
|
76
$7.4K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-27- 0.82% |
$2.19K - $3.01K
|
3.26K
$317K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-30- 3.84% |
$2.44K - $3.34K
|
752
$73.2K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 0.86% |
$2.44K - $3.34K
|
3.44K
$335K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-30- 71.43% |
$2.44K - $3.34K
|
12
$1.17K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-37- 1.59% |
$3K - $4.13K
|
2.29K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-63- 1.11% |
$5.11K - $7.02K
|
5.59K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-66- 1.58% |
$5.36K - $7.36K
|
4.1K
$399K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-68- 35.05% |
$5.52K - $7.58K
|
126
$12.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-72- 10.59% |
$5.84K - $8.03K
|
608
$59.2K
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
SELL
|
- |
-73- 94.81% |
$5.93K - $8.14K
|
4
$390
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-81- 3.37% |
$6.58K - $9.03K
|
2.32K
$226K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-89- 14.96% |
$7.23K - $9.92K
|
506
$49.3K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-90- 0.94% |
$7.31K - $10K
|
9.52K
$927K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-93- 26.2% |
$7.55K - $10.4K
|
262
$25.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 22.22% |
$8.12K - $11.1K
|
350
$34.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-100- 0.08% |
$8.12K - $11.1K
|
124K
$12.1M
|
|
|
May 02, 2024
Q1 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-100- 6.7% |
$8.12K - $11.1K
|
1.39K
$136K
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-101- 3.73% |
$8.2K - $11.3K
|
2.61K
$254K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-102- 55.14% |
$8.28K - $11.4K
|
83
$8.08K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-102- 2.73% |
$8.28K - $11.4K
|
3.64K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-121- 0.55% |
$9.82K - $13.5K
|
21.8K
$2.13M
|