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 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-25Closed |
$5.72K - $6.79K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-25Closed |
$5.72K - $6.79K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-26- 1.96% |
$5.95K - $7.07K
|
1.3K
$116K
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-28- 3.03% |
$6.41K - $7.61K
|
897
$80.1K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-30Closed |
$6.87K - $8.15K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-32Closed |
$7.33K - $8.7K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-32- 1.87% |
$7.33K - $8.7K
|
1.68K
$150K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-35- 0.94% |
$8.01K - $9.51K
|
3.69K
$330K
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-35- 2.24% |
$8.01K - $9.51K
|
1.53K
$137K
|
|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-38- 0.66% |
$8.7K - $10.3K
|
5.69K
$509K
|
|
Apr 01, 2024
Q3 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-39- 0.94% |
$8.93K - $10.6K
|
4.12K
$368K
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-40- 2.21% |
$9.16K - $10.9K
|
1.77K
$158K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-42- 1.35% |
$9.62K - $11.4K
|
3.07K
$274K
|
|
Nov 15, 2021
Q3 2021
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-42- 5.83% |
$9.62K - $11.4K
|
678
$60.6K
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-42- 1.13% |
$9.62K - $11.4K
|
3.69K
$329K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-45Closed |
$10.3K - $12.2K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-45- 3.23% |
$10.3K - $12.2K
|
1.35K
$121K
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-46- 39.66% |
$10.5K - $12.5K
|
70
$6.25K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-47- 0.13% |
$10.8K - $12.8K
|
35.1K
$3.14M
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-48- 0.44% |
$11K - $13K
|
10.7K
$960K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-50- 64.1% |
$11.4K - $13.6K
|
28
$2.5K
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-54- 0.13% |
$12.4K - $14.7K
|
41.2K
$3.68M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-55- 1.55% |
$12.6K - $14.9K
|
3.49K
$311K
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-58- 5.42% |
$13.3K - $15.8K
|
1.01K
$90.4K
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-75Closed |
$17.2K - $20.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-75- 6.13% |
$17.2K - $20.4K
|
1.15K
$103K
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-79- 94.05% |
$18.1K - $21.5K
|
5
$447
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-88- 0.59% |
$20.1K - $23.9K
|
14.7K
$1.31M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-91- 2.03% |
$20.8K - $24.7K
|
4.39K
$392K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-99- 6.18% |
$22.7K - $26.9K
|
1.5K
$134K
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-99- 9.24% |
$22.7K - $26.9K
|
972
$86.8K
|
|
Nov 15, 2021
Q3 2021
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-100- 0.97% |
$22.9K - $27.2K
|
10.2K
$911K
|
|
Nov 12, 2021
Q3 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 8.33% |
$22.9K - $27.2K
|
1.1K
$98.3K
|
|
Oct 26, 2021
Q3 2021
|
Dock Street Asset Management Inc
|
SELL
|
- |
-107- 1.42% |
$24.5K - $29.1K
|
7.41K
$662K
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
SELL
|
- |
-115- 6.89% |
$26.3K - $31.3K
|
1.55K
$139K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-116- 0.12% |
$26.6K - $31.5K
|
99.2K
$8.86M
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-128- 6.51% |
$29.3K - $34.8K
|
1.84K
$164K
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-135- 3.36% |
$30.9K - $36.7K
|
3.88K
$347K
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-135- 1.31% |
$30.9K - $36.7K
|
10.2K
$909K
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-142- 6.47% |
$32.5K - $38.6K
|
2.05K
$183K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-149- 14.96% |
$34.1K - $40.5K
|
847
$75.7K
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-154- 1.21% |
$35.3K - $41.8K
|
12.6K
$1.12M
|
|
Nov 15, 2021
Q3 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-190- 9.35% |
$43.5K - $51.6K
|
1.84K
$165K
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-193Closed |
$44.2K - $52.4K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-196Closed |
$44.9K - $53.3K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-209- 5.95% |
$47.8K - $56.8K
|
3.31K
$295K
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
SELL
|
- |
-209- 16.19% |
$47.8K - $56.8K
|
1.08K
$96.7K
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-214Closed |
$49K - $58.2K
|
0
$0
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-222- 4.49% |
$50.8K - $60.3K
|
4.72K
$422K
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-238- 2.68% |
$54.5K - $64.7K
|
8.65K
$773K
|