Purchases and Sales Made in Q3 2024 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
265+ 33.97% |
$18.8K - $26.6K
|
1.05K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
250+ 3.34% |
$17.8K - $25.1K
|
7.74K
$754K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
235+ 42.73% |
$16.7K - $23.6K
|
785
$76.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
233New |
$16.5K - $23.4K
|
233
$22.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
221+ 8.16% |
$15.7K - $22.2K
|
2.93K
$285K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
212+ 7.14% |
$15.1K - $21.3K
|
3.18K
$310K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
196New |
$13.9K - $19.7K
|
196
$19.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
191+ 105.52% |
$13.6K - $19.2K
|
372
$36.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
191New |
$13.6K - $19.2K
|
191
$18.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
188+ 12.4% |
$13.3K - $18.9K
|
1.7K
$166K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
182+ 4.63% |
$12.9K - $18.3K
|
4.11K
$401K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
181+ 0.23% |
$12.9K - $18.2K
|
80.5K
$7.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
172+ 220.51% |
$12.2K - $17.3K
|
250
$24.4K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
163+ 2037.5% |
$11.6K - $16.4K
|
171
$16.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
145+ 11.89% |
$10.3K - $14.6K
|
1.36K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
144+ 20.48% |
$10.2K - $14.5K
|
847
$82.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
133+ 0.35% |
$9.44K - $13.4K
|
38.4K
$3.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
110+ 1.88% |
$7.81K - $11K
|
5.95K
$580K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
105New |
$7.46K - $10.5K
|
105
$10.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100New |
$7.1K - $10K
|
100
$9.74K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
95+ 3.21% |
$6.75K - $9.54K
|
3.06K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
83+ 5.46% |
$5.89K - $8.33K
|
1.6K
$156K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
74+ 115.63% |
$5.25K - $7.43K
|
138
$13.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
71+ 1.19% |
$5.04K - $7.13K
|
6.03K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
71+ 1.19% |
$5.04K - $7.13K
|
6.04K
$588K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
69+ 1.09% |
$4.9K - $6.93K
|
6.38K
$622K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
67+ 69.07% |
$4.76K - $6.73K
|
164
$16K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
60+ 30.0% |
$4.26K - $6.02K
|
260
$25.3K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
48+ 9.49% |
$3.41K - $4.82K
|
554
$54K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
42New |
$2.98K - $4.22K
|
42
$4.09K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 36.36% |
$2.84K - $4.02K
|
150
$14.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
40New |
$2.84K - $4.02K
|
40
$3.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
37+ 37.0% |
$2.63K - $3.71K
|
137
$13.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
37+ 53.62% |
$2.63K - $3.71K
|
106
$10.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
36New |
$2.56K - $3.61K
|
36
$3.51K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
34+ 8.27% |
$2.41K - $3.41K
|
445
$43.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
30New |
$2.13K - $3.01K
|
30
$2.92K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
29+ 0.73% |
$2.06K - $2.91K
|
4.01K
$390K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
29New |
$2.06K - $2.91K
|
29
$2.82K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
28+ 23.14% |
$1.99K - $2.81K
|
149
$14.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
19+ 0.1% |
$1.35K - $1.91K
|
19.5K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
19+ 146.15% |
$1.35K - $1.91K
|
32
$3.12K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
12+ 0.3% |
$852 - $1.2K
|
4.03K
$393K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9+ 69.23% |
$639 - $904
|
22
$2.14K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
8+ 0.05% |
$568 - $803
|
17.3K
$1.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 12.12% |
$568 - $803
|
74
$7.21K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$568 - $803
|
8
$779
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8New |
$568 - $803
|
8
$779
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$426 - $602
|
6
$584
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.34% |
$426 - $602
|
1.78K
$173K
|