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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16+ 1.05% |
$3.66K - $4.35K
|
1.54K
$137K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 2.93% |
$3.66K - $4.35K
|
563
$50.3K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 0.34% |
$3.43K - $4.08K
|
4.39K
$392K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
13+ 0.37% |
$2.98K - $3.53K
|
3.52K
$314K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11+ 0.73% |
$2.52K - $2.99K
|
1.52K
$135K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
10+ 0.26% |
$2.29K - $2.72K
|
3.8K
$339K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
10New |
$2.29K - $2.72K
|
10
$893
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.19% |
$2.06K - $2.45K
|
4.81K
$430K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
9+ 50.0% |
$2.06K - $2.45K
|
27
$2.41K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
8+ 2.25% |
$1.83K - $2.17K
|
363
$32.4K
|
|
|
Nov 08, 2021
Q3 2021
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$1.83K - $2.17K
|
9.27K
$828K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
BUY
|
- |
7+ 35.0% |
$1.6K - $1.9K
|
27
$2.41K
|
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
BUY
|
- |
6+ 0.07% |
$1.37K - $1.63K
|
9.22K
$823K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6+ 0.4% |
$1.37K - $1.63K
|
1.49K
$133K
|
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
6New |
$1.37K - $1.63K
|
6
$536
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5New |
$1.14K - $1.36K
|
5
$447
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 29.41% |
$1.14K - $1.36K
|
22
$1.97K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4New |
$916 - $1.09K
|
4
$357
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4New |
$916 - $1.09K
|
4
$357
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4New |
$916 - $1.09K
|
4
$357
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3+ 0.09% |
$687 - $815
|
3.48K
$310K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3New |
$687 - $815
|
3
$268
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
3+ 3.45% |
$687 - $815
|
90
$8.04K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2New |
$458 - $544
|
2
$179
|
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1+ 0.09% |
$229 - $272
|
1.07K
$95.6K
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1- 0.31% |
$229 - $272
|
322
$28.8K
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 7.69% |
$229 - $272
|
12
$1.07K
|
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-2- 7.14% |
$458 - $544
|
26
$2.32K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2Closed |
$458 - $544
|
0
$0
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2Closed |
$458 - $544
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 1.5% |
$458 - $544
|
131
$11.7K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2Closed |
$458 - $544
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-2- 0.39% |
$458 - $544
|
507
$45.3K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-4- 0.2% |
$916 - $1.09K
|
2.02K
$180K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4- 0.42% |
$916 - $1.09K
|
958
$85.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-5- 0.47% |
$1.14K - $1.36K
|
1.07K
$95.2K
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-7- 0.42% |
$1.6K - $1.9K
|
1.67K
$149K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.87% |
$1.6K - $1.9K
|
795
$71K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-9- 0.41% |
$2.06K - $2.45K
|
2.21K
$197K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 0.55% |
$2.29K - $2.72K
|
1.81K
$162K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-11- 1.07% |
$2.52K - $2.99K
|
1.02K
$91.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-14- 0.06% |
$3.21K - $3.8K
|
23K
$2.05M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16- 1.65% |
$3.66K - $4.35K
|
952
$85K
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-19- 2.17% |
$4.35K - $5.16K
|
855
$76.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-19- 0.14% |
$4.35K - $5.16K
|
13.1K
$1.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-20- 2.2% |
$4.58K - $5.44K
|
888
$79.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-22Closed |
$5.04K - $5.98K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-23- 0.05% |
$5.27K - $6.25K
|
49.4K
$4.41M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-23Closed |
$5.27K - $6.25K
|
0
$0
|