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 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-9- 36.0% |
$617 - $818
|
16
$1.51K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 52.63% |
$685 - $909
|
9
$850
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-10- -0.0% |
$685 - $909
|
525K
$49.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11- 28.21% |
$754 - $1K
|
28
$2.64K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-15- 9.62% |
$1.03K - $1.36K
|
141
$13.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-15- 1.3% |
$1.03K - $1.36K
|
1.14K
$108K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-17- 19.77% |
$1.17K - $1.55K
|
69
$6.51K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-17- 9.19% |
$1.17K - $1.55K
|
168
$15.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-22- 4.15% |
$1.51K - $2K
|
508
$48K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-22- 5.66% |
$1.51K - $2K
|
367
$34.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-29- 10.25% |
$1.99K - $2.64K
|
254
$24K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-31- 29.52% |
$2.12K - $2.82K
|
74
$6.99K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-31- 29.52% |
$2.12K - $2.82K
|
74
$6.99K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-31- 5.33% |
$2.12K - $2.82K
|
551
$52K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-32- 10.03% |
$2.19K - $2.91K
|
287
$27.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-33- 5.25% |
$2.26K - $3K
|
596
$56.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-34- 31.78% |
$2.33K - $3.09K
|
73
$6.89K
|
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-38- 0.08% |
$2.6K - $3.45K
|
50.1K
$4.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-39- 1.09% |
$2.67K - $3.55K
|
3.54K
$334K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-39- 10.16% |
$2.67K - $3.55K
|
345
$32.6K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-44- 75.86% |
$3.02K - $4K
|
14
$1.32K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-47- 0.1% |
$3.22K - $4.27K
|
48.1K
$4.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-65- 97.01% |
$4.45K - $5.91K
|
2
$189
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-70- 5.88% |
$4.8K - $6.36K
|
1.12K
$106K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-77- 1.88% |
$5.28K - $7K
|
4.01K
$378K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-77- 1.88% |
$5.28K - $7K
|
4.01K
$378K
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-81- 1.05% |
$5.55K - $7.36K
|
7.61K
$719K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-85- 2.57% |
$5.83K - $7.73K
|
3.22K
$304K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-106- 74.13% |
$7.26K - $9.64K
|
37
$3.49K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-108- 15.17% |
$7.4K - $9.82K
|
604
$57K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-141- 2.52% |
$9.66K - $12.8K
|
5.46K
$516K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-164- 22.97% |
$11.2K - $14.9K
|
550
$51.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-180- 3.17% |
$12.3K - $16.4K
|
5.5K
$519K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-190- 11.71% |
$13K - $17.3K
|
1.43K
$135K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-205- 4.91% |
$14K - $18.6K
|
3.97K
$375K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-211- 4.67% |
$14.5K - $19.2K
|
4.31K
$407K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-227- 4.34% |
$15.6K - $20.6K
|
5.01K
$473K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-229- 3.18% |
$15.7K - $20.8K
|
6.96K
$657K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-234- 32.1% |
$16K - $21.3K
|
495
$46.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-250- 35.71% |
$17.1K - $22.7K
|
450
$42.5K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-256- 0.09% |
$17.5K - $23.3K
|
280K
$26.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-256- 0.09% |
$17.5K - $23.3K
|
280K
$26.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-256- 6.32% |
$17.5K - $23.3K
|
3.79K
$358K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-287- 7.82% |
$19.7K - $26.1K
|
3.38K
$319K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-300- 94.34% |
$20.6K - $27.3K
|
18
$1.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-320- 4.06% |
$21.9K - $29.1K
|
7.57K
$715K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-342- 4.61% |
$23.4K - $31.1K
|
7.08K
$669K
|
|
|
Jul 18, 2023
Q2 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-349- 8.35% |
$23.9K - $31.7K
|
3.83K
$362K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-379- 6.25% |
$26K - $34.5K
|
5.68K
$537K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-388- 2.19% |
$26.6K - $35.3K
|
17.3K
$1.63M
|