Purchases and Sales Made in Q2 2022 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14+ 0.0% |
$1.1K - $2.25K
|
525K
$49.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 63.64% |
$1.1K - $2.25K
|
36
$3.38K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
11+ 183.33% |
$866 - $1.76K
|
17
$1.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10+ 0.13% |
$788 - $1.6K
|
7.81K
$734K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 28.57% |
$788 - $1.6K
|
45
$4.23K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
9+ 30.0% |
$709 - $1.44K
|
39
$3.67K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6New |
$473 - $963
|
6
$564
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
5New |
$394 - $802
|
5
$470
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4+ 0.29% |
$315 - $642
|
1.37K
$129K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4+ 14.29% |
$315 - $642
|
32
$3.01K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
3+ 60.0% |
$236 - $481
|
8
$752
|
|
|
Aug 17, 2022
Q2 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
3+ 0.0% |
$236 - $481
|
215K
$20.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 5.26% |
$158 - $321
|
40
$3.76K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 28.57% |
$158 - $321
|
9
$846
|
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2+ 0.11% |
$158 - $321
|
1.76K
$165K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$78.8 - $160
|
1
$94
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 0.04% |
$78.8 - $160
|
2.55K
$240K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
1+ 0.44% |
$78.8 - $160
|
229
$21.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 20.0% |
$78.8 - $160
|
6
$564
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2- 0.29% |
$158 - $321
|
698
$65.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2Closed |
$158 - $321
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3Closed |
$236 - $481
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3Closed |
$236 - $481
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-3- 12.0% |
$236 - $481
|
22
$2.07K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-3Closed |
$236 - $481
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-4- 0.13% |
$315 - $642
|
3.11K
$293K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-5Closed |
$394 - $802
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-6Closed |
$473 - $963
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8- 72.73% |
$630 - $1.28K
|
3
$282
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9- 24.32% |
$709 - $1.44K
|
28
$2.63K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-9Closed |
$709 - $1.44K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-10- 14.08% |
$788 - $1.6K
|
61
$5.73K
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-13- 0.48% |
$1.02K - $2.09K
|
2.72K
$256K
|
|
|
Dec 01, 2022
Q2 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-13- 0.42% |
$1.02K - $2.09K
|
3.1K
$292K
|
|
|
Jul 27, 2022
Q2 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-13- 0.42% |
$1.02K - $2.09K
|
3.1K
$292K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-13Closed |
$1.02K - $2.09K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-16- 31.37% |
$1.26K - $2.57K
|
35
$3.29K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-16Closed |
$1.26K - $2.57K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-18Closed |
$1.42K - $2.89K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-19Closed |
$1.5K - $3.05K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20- 44.44% |
$1.58K - $3.21K
|
25
$2.35K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-20- 10.05% |
$1.58K - $3.21K
|
179
$16.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-20- 46.51% |
$1.58K - $3.21K
|
23
$2.16K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-22- 50.0% |
$1.73K - $3.53K
|
22
$2.07K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-30- 69.77% |
$2.36K - $4.81K
|
13
$1.22K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-31- 0.26% |
$2.44K - $4.97K
|
12.1K
$1.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-35- 0.65% |
$2.76K - $5.61K
|
5.37K
$505K
|
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-36- 12.68% |
$2.84K - $5.78K
|
248
$23.3K
|