Purchases and Sales Made in Q2 2024 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
275+ 4.55% |
$23.8K - $28.5K
|
6.31K
$615K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
259+ 66.24% |
$22.4K - $26.8K
|
650
$63.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
258+ 4.24% |
$22.3K - $26.7K
|
6.35K
$618K
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
256+ 0.99% |
$22.1K - $26.5K
|
26.2K
$2.55M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
255New |
$22.1K - $26.4K
|
255
$24.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
250+ 1.73% |
$21.6K - $25.9K
|
14.7K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
236+ 8.29% |
$20.4K - $24.4K
|
3.08K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
BUY
|
- |
235+ 11.86% |
$20.3K - $24.3K
|
2.22K
$216K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
232New |
$20.1K - $24K
|
232
$22.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
221+ 6.05% |
$19.1K - $22.9K
|
3.87K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
204+ 1.79% |
$17.7K - $21.1K
|
11.6K
$1.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
200+ 8.51% |
$17.3K - $20.7K
|
2.55K
$248K
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
197+ 4.16% |
$17K - $20.4K
|
4.93K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
195+ 4.96% |
$16.9K - $20.2K
|
4.13K
$402K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
195+ 2.72% |
$16.9K - $20.2K
|
7.37K
$718K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
185New |
$16K - $19.1K
|
185
$18K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
181+ 354.9% |
$15.7K - $18.7K
|
232
$22.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
174+ 0.53% |
$15.1K - $18K
|
32.9K
$3.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
168+ 454.05% |
$14.5K - $17.4K
|
205
$20K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
156+ 1300.0% |
$13.5K - $16.1K
|
168
$16.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
155New |
$13.4K - $16K
|
155
$15.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
147+ 5.32% |
$12.7K - $15.2K
|
2.91K
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
131+ 2.2% |
$11.3K - $13.6K
|
6.09K
$593K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
130+ 10.97% |
$11.2K - $13.5K
|
1.32K
$128K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
129+ 4.73% |
$11.2K - $13.4K
|
2.86K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
126+ 5.64% |
$10.9K - $13K
|
2.36K
$230K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
113+ 7.12% |
$9.78K - $11.7K
|
1.7K
$166K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
111+ 2.88% |
$9.6K - $11.5K
|
3.97K
$387K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
107+ 144.59% |
$9.26K - $11.1K
|
181
$17.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
105New |
$9.08K - $10.9K
|
105
$10.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
103+ 3.95% |
$8.91K - $10.7K
|
2.71K
$264K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$8.65K - $10.3K
|
100
$9.74K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
100New |
$8.65K - $10.3K
|
100
$9.74K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
100New |
$8.65K - $10.3K
|
100
$9.74K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
97New |
$8.39K - $10K
|
97
$9.45K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
96+ 15.34% |
$8.31K - $9.94K
|
722
$70.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
96+ 21.15% |
$8.31K - $9.94K
|
550
$53.6K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
86+ 0.03% |
$7.44K - $8.9K
|
251K
$24.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
86+ 0.03% |
$7.44K - $8.9K
|
251K
$24.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
83+ 2.75% |
$7.18K - $8.59K
|
3.1K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
76+ 2.1% |
$6.58K - $7.87K
|
3.7K
$360K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
74+ 21.96% |
$6.4K - $7.66K
|
411
$40K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
69+ 26.34% |
$5.97K - $7.14K
|
331
$32.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
69New |
$5.97K - $7.14K
|
69
$6.72K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
67New |
$5.8K - $6.93K
|
67
$6.53K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
66+ 1.85% |
$5.71K - $6.83K
|
3.63K
$353K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
62New |
$5.36K - $6.42K
|
62
$6.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
62+ 2.13% |
$5.36K - $6.42K
|
2.97K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
59+ 5.66% |
$5.1K - $6.11K
|
1.1K
$107K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
51+ 1.31% |
$4.41K - $5.28K
|
3.93K
$383K
|