Purchases and Sales Made in Q3 2023 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q3 2023. 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 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-51- 42.15% |
$3.5K - $4.59K
|
70
$5.36K
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-54- 1.82% |
$3.7K - $4.86K
|
2.91K
$223K
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-56- 0.98% |
$3.84K - $5.04K
|
5.66K
$433K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-58- 1.06% |
$3.97K - $5.22K
|
5.4K
$414K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-62- 75.61% |
$4.25K - $5.58K
|
20
$1.53K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-69- 2.38% |
$4.73K - $6.22K
|
2.83K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-69- 6.16% |
$4.73K - $6.22K
|
1.05K
$80.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-73- 6.44% |
$5K - $6.58K
|
1.06K
$81.2K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-74- 1.98% |
$5.07K - $6.67K
|
3.66K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-77- 12.38% |
$5.28K - $6.94K
|
545
$41.7K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-79- 5.52% |
$5.41K - $7.12K
|
1.35K
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-87- 1.1% |
$5.96K - $7.84K
|
7.81K
$598K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-90- 10.44% |
$6.17K - $8.11K
|
772
$59.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-100- 1.22% |
$6.85K - $9.01K
|
8.12K
$621K
|
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-109- 1.81% |
$7.47K - $9.82K
|
5.93K
$454K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-117- 1.75% |
$8.02K - $10.5K
|
6.58K
$504K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-122- 10.68% |
$8.36K - $11K
|
1.02K
$78.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-137- 0.17% |
$9.39K - $12.3K
|
80.3K
$6.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-140- 0.3% |
$9.59K - $12.6K
|
46.8K
$3.58M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-158- 62.2% |
$10.8K - $14.2K
|
96
$7.35K
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-202- 2.34% |
$13.8K - $18.2K
|
8.42K
$645K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-215- 1.45% |
$14.7K - $19.4K
|
14.6K
$1.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-216- 25.99% |
$14.8K - $19.5K
|
615
$47.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-229- 7.11% |
$15.7K - $20.6K
|
2.99K
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-229- 1.45% |
$15.7K - $20.6K
|
15.6K
$1.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-242- 1.87% |
$16.6K - $21.8K
|
12.7K
$970K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-279- 5.57% |
$19.1K - $25.1K
|
4.73K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-286- 2.58% |
$19.6K - $25.8K
|
10.8K
$826K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-343- 62.25% |
$23.5K - $30.9K
|
208
$15.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-381- 7.15% |
$26.1K - $34.3K
|
4.95K
$379K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-386- 2.99% |
$26.5K - $34.8K
|
12.5K
$960K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-419- 5.75% |
$28.7K - $37.7K
|
6.87K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-474- 0.98% |
$32.5K - $42.7K
|
48.1K
$3.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-486- 0.83% |
$33.3K - $43.8K
|
57.8K
$4.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-491- 6.46% |
$33.6K - $44.2K
|
7.1K
$544K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-575- 14.55% |
$39.4K - $51.8K
|
3.38K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-589- 8.32% |
$40.4K - $53.1K
|
6.49K
$497K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-599- 17.71% |
$41K - $54K
|
2.78K
$213K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-600Closed |
$41.1K - $54K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-604- 11.11% |
$41.4K - $54.4K
|
4.83K
$370K
|
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-615- 8.12% |
$42.1K - $55.4K
|
6.96K
$533K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-661- 15.94% |
$45.3K - $59.5K
|
3.49K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-667- 51.03% |
$45.7K - $60.1K
|
640
$49K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-683Closed |
$46.8K - $61.5K
|
0
$0
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-749- 20.82% |
$51.3K - $67.5K
|
2.85K
$218K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-765- 2.41% |
$52.4K - $68.9K
|
31K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
SELL
|
- |
-766- 77.37% |
$52.5K - $69K
|
224
$17.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-769- 2.95% |
$52.7K - $69.3K
|
25.3K
$1.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-823- 23.07% |
$56.4K - $74.1K
|
2.75K
$210K
|
|
|
Oct 25, 2023
Q3 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-870- 22.7% |
$59.6K - $78.4K
|
2.96K
$227K
|