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
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
104+ 1.88% |
$7.13K - $9.45K
|
5.65K
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 7.58% |
$6.85K - $9.09K
|
1.42K
$133K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 5.95% |
$6.85K - $9.09K
|
1.78K
$168K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
99+ 3.09% |
$6.78K - $9K
|
3.31K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
92+ 24.53% |
$6.3K - $8.36K
|
467
$43.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
84+ 19.67% |
$5.76K - $7.64K
|
511
$48K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
82+ 15.19% |
$5.62K - $7.45K
|
622
$58.5K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
81New |
$5.55K - $7.36K
|
81
$7.61K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
73New |
$5K - $6.64K
|
73
$6.86K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
72New |
$4.93K - $6.54K
|
72
$6.77K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
68+ 24.82% |
$4.66K - $6.18K
|
342
$32.1K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
68+ 0.71% |
$4.66K - $6.18K
|
9.66K
$908K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
60+ 0.55% |
$4.11K - $5.45K
|
11K
$1.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
59+ 2.08% |
$4.04K - $5.36K
|
2.9K
$272K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
50New |
$3.43K - $4.55K
|
50
$4.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
30New |
$2.06K - $2.73K
|
30
$2.82K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27+ 0.35% |
$1.85K - $2.45K
|
7.73K
$727K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
21+ 15.0% |
$1.44K - $1.91K
|
161
$15.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
20+ 7.17% |
$1.37K - $1.82K
|
299
$28.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17+ 2.82% |
$1.17K - $1.55K
|
619
$58.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 59.26% |
$1.1K - $1.45K
|
43
$4.04K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15New |
$1.03K - $1.36K
|
15
$1.41K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
14New |
$959 - $1.27K
|
14
$1.32K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 33.33% |
$959 - $1.27K
|
56
$5.26K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10+ 0.24% |
$685 - $909
|
4.1K
$386K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
9+ 0.38% |
$617 - $818
|
2.37K
$223K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
9+ 0.38% |
$617 - $818
|
2.37K
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
8+ 0.15% |
$548 - $727
|
5.44K
$511K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8New |
$548 - $727
|
8
$752
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
8+ 38.1% |
$548 - $727
|
29
$2.73K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 5.0% |
$480 - $636
|
147
$13.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7+ 0.17% |
$480 - $636
|
4.17K
$392K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 9.33% |
$480 - $636
|
82
$7.71K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6New |
$411 - $545
|
6
$564
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4+ 0.09% |
$274 - $364
|
4.45K
$419K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4+ 0.04% |
$274 - $364
|
10.4K
$979K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 7.02% |
$274 - $364
|
61
$5.73K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 66.67% |
$274 - $364
|
10
$940
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.82% |
$206 - $273
|
367
$34.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3+ 0.06% |
$206 - $273
|
4.97K
$467K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 28.57% |
$137 - $182
|
9
$846
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
2+ 0.2% |
$137 - $182
|
1K
$94.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.08% |
$68.5 - $90.9
|
1.27K
$119K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1New |
$68.5 - $90.9
|
1
$94
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 4.67% |
$343 - $455
|
102
$9.59K
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-5- 0.17% |
$343 - $455
|
3K
$282K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 5.75% |
$343 - $455
|
82
$7.71K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6Closed |
$411 - $545
|
0
$0
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-7- 31.82% |
$480 - $636
|
15
$1.41K
|