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
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 12.5% |
$86.5 - $103
|
7
$682
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2- 6.67% |
$173 - $207
|
28
$2.73K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 8.82% |
$260 - $310
|
31
$3.02K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 4.04% |
$346 - $414
|
95
$9.25K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4- 0.6% |
$346 - $414
|
659
$64.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-5- 0.03% |
$433 - $517
|
14.3K
$1.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5- 12.5% |
$433 - $517
|
35
$3.41K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 41.67% |
$433 - $517
|
7
$682
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 8.11% |
$519 - $621
|
68
$6.62K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-6- 1.0% |
$519 - $621
|
592
$57.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7- 0.01% |
$606 - $724
|
80.3K
$7.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8- 0.07% |
$692 - $828
|
11.1K
$1.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-9- 0.24% |
$779 - $931
|
3.7K
$360K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 71.43% |
$865 - $1.03K
|
4
$390
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-11- 0.01% |
$952 - $1.14K
|
120K
$11.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-11- 0.44% |
$952 - $1.14K
|
2.46K
$240K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-13- 0.33% |
$1.12K - $1.35K
|
3.96K
$386K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-13- 27.66% |
$1.12K - $1.35K
|
34
$3.31K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-16- 0.4% |
$1.38K - $1.66K
|
3.98K
$388K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-18- 48.65% |
$1.56K - $1.86K
|
19
$1.85K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-20- 0.9% |
$1.73K - $2.07K
|
2.21K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-20- 10.0% |
$1.73K - $2.07K
|
180
$17.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-21- 0.05% |
$1.82K - $2.17K
|
46.5K
$4.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-24- 1.76% |
$2.08K - $2.48K
|
1.34K
$130K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-26- 0.64% |
$2.25K - $2.69K
|
4.05K
$395K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-27- 3.47% |
$2.34K - $2.79K
|
752
$73.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-31- 4.94% |
$2.68K - $3.21K
|
596
$58.1K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-32- 0.82% |
$2.77K - $3.31K
|
3.85K
$375K
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-33- 0.23% |
$2.86K - $3.42K
|
14.2K
$1.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-33- 0.74% |
$2.86K - $3.42K
|
4.41K
$430K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-37- 75.51% |
$3.2K - $3.83K
|
12
$1.17K
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-39- 1.05% |
$3.37K - $4.04K
|
3.69K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-43- 1.44% |
$3.72K - $4.45K
|
2.93K
$286K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-46- 52.87% |
$3.98K - $4.76K
|
41
$3.99K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-58- 0.06% |
$5.02K - $6K
|
92.2K
$8.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-65- 41.4% |
$5.62K - $6.73K
|
92
$8.96K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-70- 81.4% |
$6.06K - $7.24K
|
16
$1.56K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-82- 3.43% |
$7.09K - $8.49K
|
2.31K
$225K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-85- 32.82% |
$7.35K - $8.8K
|
174
$16.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-92- 7.02% |
$7.96K - $9.52K
|
1.22K
$119K
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-92- 3.53% |
$7.96K - $9.52K
|
2.51K
$245K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-94- 15.46% |
$8.13K - $9.73K
|
514
$50.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-100- 2.4% |
$8.65K - $10.3K
|
4.06K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-125- 4.05% |
$10.8K - $12.9K
|
2.96K
$289K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-131- 6.88% |
$11.3K - $13.6K
|
1.77K
$173K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-132- 1.02% |
$11.4K - $13.7K
|
12.8K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-140- 24.82% |
$12.1K - $14.5K
|
424
$41.3K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-140- 3.43% |
$12.1K - $14.5K
|
3.94K
$384K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-145- 2.02% |
$12.5K - $15K
|
7.02K
$684K
|