Purchases and Sales Made in Q3 2021 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
140New |
$32.1K - $38K
|
140
$12.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
137+ 5.64% |
$31.4K - $37.2K
|
2.57K
$229K
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
128+ 14.81% |
$29.3K - $34.8K
|
992
$88.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
122+ 68.93% |
$27.9K - $33.2K
|
299
$26.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
119+ 129.35% |
$27.2K - $32.3K
|
211
$18.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
118+ 1.03% |
$27K - $32.1K
|
11.5K
$1.03M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
116+ 4.05% |
$26.6K - $31.5K
|
2.98K
$266K
|
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
110+ 0.89% |
$25.2K - $29.9K
|
12.5K
$1.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
107+ 12.56% |
$24.5K - $29.1K
|
959
$85.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
BUY
|
- |
104+ 3.59% |
$23.8K - $28.3K
|
3K
$268K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
98+ 0.72% |
$22.4K - $26.6K
|
13.6K
$1.22M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
84+ 129.23% |
$19.2K - $22.8K
|
149
$13.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Los Angeles Capital Management LLC
|
BUY
|
- |
80+ 4.58% |
$18.3K - $21.7K
|
1.83K
$163K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
75+ 0.58% |
$17.2K - $20.4K
|
13.1K
$1.17M
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
68+ 7.37% |
$15.6K - $18.5K
|
991
$88.5K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
67+ 0.9% |
$15.3K - $18.2K
|
7.54K
$674K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
62+ 1.11% |
$14.2K - $16.8K
|
5.63K
$503K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
61+ 6.05% |
$14K - $16.6K
|
1.07K
$95.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
60+ 1.84% |
$13.7K - $16.3K
|
3.32K
$297K
|
|
|
Nov 15, 2021
Q3 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
59+ 0.24% |
$13.5K - $16K
|
24.3K
$2.17M
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
59+ 0.36% |
$13.5K - $16K
|
16.3K
$1.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
58New |
$13.3K - $15.8K
|
58
$5.18K
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
BUY
|
- |
57+ 6.57% |
$13K - $15.5K
|
925
$82.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
57+ 0.69% |
$13K - $15.5K
|
8.32K
$743K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
56+ 2.98% |
$12.8K - $15.2K
|
1.94K
$173K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
55+ 1100.0% |
$12.6K - $14.9K
|
60
$5.36K
|
|
|
Nov 15, 2021
Q3 2021
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
54+ 3.97% |
$12.4K - $14.7K
|
1.41K
$126K
|
|
|
Nov 08, 2021
Q3 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
53+ 0.32% |
$12.1K - $14.4K
|
16.7K
$1.5M
|
|
|
Feb 11, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
51+ 221.74% |
$11.7K - $13.9K
|
74
$6.61K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50+ 19.92% |
$11.4K - $13.6K
|
301
$26.9K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
50+ 17.42% |
$11.4K - $13.6K
|
337
$30.1K
|
|
|
Dec 02, 2024
Q3 2021
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
50+ 1.49% |
$11.4K - $13.6K
|
3.41K
$304K
|
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
BUY
|
- |
41+ 3.01% |
$9.39K - $11.1K
|
1.4K
$125K
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
40+ 10.03% |
$9.16K - $10.9K
|
439
$39.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
40New |
$9.16K - $10.9K
|
40
$3.57K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
38+ 4.38% |
$8.7K - $10.3K
|
905
$80.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
37New |
$8.47K - $10.1K
|
37
$3.31K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
36+ 112.5% |
$8.24K - $9.78K
|
68
$6.07K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
36+ 3.85% |
$8.24K - $9.78K
|
972
$86.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
32+ 9.07% |
$7.33K - $8.7K
|
385
$34.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32+ 0.48% |
$7.33K - $8.7K
|
6.68K
$596K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
31+ 310.0% |
$7.1K - $8.42K
|
41
$3.66K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
29New |
$6.64K - $7.88K
|
29
$2.59K
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
27New |
$6.18K - $7.34K
|
27
$2.41K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
25New |
$5.72K - $6.79K
|
25
$2.23K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
23+ 1.77% |
$5.27K - $6.25K
|
1.32K
$118K
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
21+ 0.24% |
$4.81K - $5.71K
|
8.82K
$788K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
18New |
$4.12K - $4.89K
|
18
$1.61K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18New |
$4.12K - $4.89K
|
18
$1.61K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
17+ 4.84% |
$3.89K - $4.62K
|
368
$32.9K
|