Purchases and Sales Made in Q2 2023 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 42.74% |
$69.6K - $92.3K
|
3.39K
$319K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.01K+ 25225.0% |
$69.1K - $91.7K
|
1.01K
$95.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.01K+ 18.61% |
$68.9K - $91.4K
|
6.41K
$603K
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
952+ 0.7% |
$65.2K - $86.5K
|
138K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
910+ 2.57% |
$62.4K - $82.7K
|
36.3K
$3.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
908+ 7.13% |
$62.2K - $82.5K
|
13.6K
$1.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
906+ 4.82% |
$62.1K - $82.4K
|
19.7K
$1.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
903+ 15.59% |
$61.9K - $82.1K
|
6.69K
$629K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
861+ 1.87% |
$59K - $78.3K
|
46.9K
$4.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
829+ 2.11% |
$56.8K - $75.4K
|
40.1K
$3.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
811+ 163.51% |
$55.6K - $73.7K
|
1.31K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
750+ 0.27% |
$51.4K - $68.2K
|
281K
$26.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
735+ 0.44% |
$50.4K - $66.8K
|
167K
$15.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
734+ 286.72% |
$50.3K - $66.7K
|
990
$93.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
684+ 50.97% |
$46.9K - $62.2K
|
2.03K
$190K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
683New |
$46.8K - $62.1K
|
683
$64.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
665New |
$45.6K - $60.4K
|
665
$62.5K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
658New |
$45.1K - $59.8K
|
658
$61.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
635New |
$43.5K - $57.7K
|
635
$59.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
587+ 1.61% |
$40.2K - $53.4K
|
37K
$3.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
561+ 0.64% |
$38.4K - $51K
|
88K
$8.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
553+ 9.24% |
$37.9K - $50.3K
|
6.54K
$614K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
533+ 4.38% |
$36.5K - $48.4K
|
12.7K
$1.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
522+ 11.81% |
$35.8K - $47.4K
|
4.94K
$464K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
517+ 2.93% |
$35.4K - $47K
|
18.2K
$1.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
448+ 350.0% |
$30.7K - $40.7K
|
576
$54.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
400+ 4.36% |
$27.4K - $36.4K
|
9.58K
$901K
|
|
|
Aug 14, 2023
Q2 2023
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
398+ 0.81% |
$27.3K - $36.2K
|
49.8K
$4.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
391+ 89.07% |
$26.8K - $35.5K
|
830
$78K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
386+ 18.98% |
$26.5K - $35.1K
|
2.42K
$227K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
378+ 5.47% |
$25.9K - $34.4K
|
7.29K
$685K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
377+ 2.57% |
$25.8K - $34.3K
|
15K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
357+ 2.64% |
$24.5K - $32.5K
|
13.9K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
331+ 66.2% |
$22.7K - $30.1K
|
831
$78.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
260+ 1083.33% |
$17.8K - $23.6K
|
284
$26.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
256+ 13.23% |
$17.5K - $23.3K
|
2.19K
$206K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
255+ 42.01% |
$17.5K - $23.2K
|
862
$81K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
235+ 7.72% |
$16.1K - $21.4K
|
3.28K
$308K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
228+ 49.89% |
$15.6K - $20.7K
|
685
$64.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
206New |
$14.1K - $18.7K
|
206
$19.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
202+ 102.02% |
$13.8K - $18.4K
|
400
$37.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
197+ 1.08% |
$13.5K - $17.9K
|
18.5K
$1.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
196New |
$13.4K - $17.8K
|
196
$18.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
167+ 3.21% |
$11.4K - $15.2K
|
5.37K
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
154New |
$10.6K - $14K
|
154
$14.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
137New |
$9.39K - $12.5K
|
137
$12.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
121New |
$8.29K - $11K
|
121
$11.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
117+ 2.8% |
$8.02K - $10.6K
|
4.3K
$404K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
114+ 1.46% |
$7.81K - $10.4K
|
7.9K
$742K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
104New |
$7.13K - $9.45K
|
104
$9.78K
|