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 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-161- 2.24% |
$13.1K - $17.9K
|
7.01K
$659K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-168- 81.95% |
$13.6K - $18.7K
|
37
$3.48K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-175- 3.79% |
$14.2K - $19.5K
|
4.45K
$418K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-180- 1.25% |
$14.6K - $20.1K
|
14.2K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-181- 0.18% |
$14.7K - $20.2K
|
101K
$9.47M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-189- 93.1% |
$15.3K - $21.1K
|
14
$1.32K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-198- 24.03% |
$16.1K - $22.1K
|
626
$58.8K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-198- 2.1% |
$16.1K - $22.1K
|
9.24K
$869K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-200- 8.92% |
$16.2K - $22.3K
|
2.04K
$192K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-205- 6.44% |
$16.6K - $22.9K
|
2.98K
$280K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-212- 52.09% |
$17.2K - $23.6K
|
195
$18.3K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-215- 19.35% |
$17.5K - $24K
|
896
$84.2K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-227- 1.97% |
$18.4K - $25.3K
|
11.3K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
SELL
|
- |
-241- 4.16% |
$19.6K - $26.9K
|
5.55K
$521K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-249- 8.31% |
$20.2K - $27.8K
|
2.75K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-258- 9.64% |
$20.9K - $28.8K
|
2.42K
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-301- 5.56% |
$24.4K - $33.6K
|
5.11K
$480K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-307- 1.1% |
$24.9K - $34.2K
|
27.5K
$2.58M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-308- 2.7% |
$25K - $34.3K
|
11.1K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-318- 1.29% |
$25.8K - $35.5K
|
24.3K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-327- 95.61% |
$26.5K - $36.5K
|
15
$1.41K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-332- 1.02% |
$27K - $37K
|
32.2K
$3.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-337- 1.24% |
$27.4K - $37.6K
|
26.8K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-381- 6.23% |
$30.9K - $42.5K
|
5.74K
$539K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-400- 30.19% |
$32.5K - $44.6K
|
925
$87K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-410- 89.13% |
$33.3K - $45.7K
|
50
$4.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-416- 7.28% |
$33.8K - $46.4K
|
5.3K
$498K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-439- 0.37% |
$35.6K - $48.9K
|
120K
$11.2M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-467- 50.71% |
$37.9K - $52.1K
|
454
$42.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-495- 0.7% |
$40.2K - $55.2K
|
70.3K
$6.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-500- 17.54% |
$40.6K - $55.7K
|
2.35K
$221K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-556- 16.33% |
$45.1K - $62K
|
2.85K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-574- 13.88% |
$46.6K - $64K
|
3.56K
$335K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-791- 15.96% |
$64.2K - $88.2K
|
4.16K
$391K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-821- 9.2% |
$66.6K - $91.5K
|
8.1K
$762K
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-840- 29.58% |
$68.2K - $93.7K
|
2K
$188K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-867- 27.15% |
$70.4K - $96.7K
|
2.33K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-882- 18.61% |
$71.6K - $98.3K
|
3.86K
$363K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-927- 7.03% |
$75.3K - $103K
|
12.3K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-963- 18.85% |
$78.2K - $107K
|
4.15K
$390K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.02K- 1.22% |
$82.7K - $114K
|
82.4K
$7.75M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.04K- 0.69% |
$84.7K - $116K
|
150K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.1K- 30.41% |
$89.3K - $123K
|
2.52K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.13K- 8.89% |
$91.4K - $126K
|
11.5K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.19K- 27.26% |
$96.6K - $133K
|
3.18K
$298K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.32K- 1.61% |
$107K - $147K
|
81K
$7.61M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.39K- 30.09% |
$113K - $155K
|
3.23K
$304K
|
|
|
May 08, 2024
Q1 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-1.4K- 3.09% |
$113K - $156K
|
43.8K
$4.12M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.44K- 0.35% |
$117K - $160K
|
411K
$38.6M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-1.5K- 32.69% |
$122K - $167K
|
3.09K
$290K
|