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 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 21.05% |
$284 - $402
|
23
$2.16K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4New |
$284 - $402
|
4
$376
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
4+ 0.07% |
$284 - $402
|
5.63K
$529K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 30.77% |
$284 - $402
|
17
$1.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2New |
$142 - $201
|
2
$188
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$71 - $100
|
1
$94
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-2- 8.33% |
$142 - $201
|
22
$2.07K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.3% |
$142 - $201
|
657
$61.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2- 0.02% |
$142 - $201
|
9.35K
$879K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 28.57% |
$142 - $201
|
5
$470
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 6.06% |
$426 - $602
|
93
$8.74K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6- 85.71% |
$426 - $602
|
1
$94
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6- 37.5% |
$426 - $602
|
10
$940
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-11- 6.11% |
$781 - $1.1K
|
169
$15.9K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-12- 0.01% |
$852 - $1.2K
|
120K
$11.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15- 16.3% |
$1.07K - $1.51K
|
77
$7.24K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16- 1.68% |
$1.14K - $1.61K
|
934
$87.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16- 51.61% |
$1.14K - $1.61K
|
15
$1.41K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-17- 0.58% |
$1.21K - $1.71K
|
2.89K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-22- 15.83% |
$1.56K - $2.21K
|
117
$11K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-23- 4.49% |
$1.63K - $2.31K
|
489
$46K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-23- 74.19% |
$1.63K - $2.31K
|
8
$752
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 15.52% |
$1.92K - $2.71K
|
147
$13.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-28- 0.69% |
$1.99K - $2.81K
|
4.02K
$378K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-31- 2.82% |
$2.2K - $3.11K
|
1.07K
$101K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-34- 0.55% |
$2.41K - $3.41K
|
6.14K
$578K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-34- 0.77% |
$2.41K - $3.41K
|
4.36K
$410K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-35- 85.37% |
$2.49K - $3.51K
|
6
$564
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-36- 7.26% |
$2.56K - $3.61K
|
460
$43.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-38- 1.22% |
$2.7K - $3.81K
|
3.07K
$288K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-43- 1.08% |
$3.05K - $4.32K
|
3.93K
$369K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-47- 3.52% |
$3.34K - $4.72K
|
1.29K
$121K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-50- 15.11% |
$3.55K - $5.02K
|
281
$26.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-50- 0.56% |
$3.55K - $5.02K
|
8.82K
$829K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-50- 0.23% |
$3.55K - $5.02K
|
21.5K
$2.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-52- 59.09% |
$3.69K - $5.22K
|
36
$3.38K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-53- 1.54% |
$3.76K - $5.32K
|
3.4K
$319K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-61- 75.31% |
$4.33K - $6.12K
|
20
$1.88K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-66- 0.25% |
$4.69K - $6.63K
|
26.2K
$2.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-68- 1.32% |
$4.83K - $6.83K
|
5.07K
$476K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-75- 48.39% |
$5.33K - $7.53K
|
80
$7.52K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-78- 1.3% |
$5.54K - $7.83K
|
5.93K
$557K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-79- 0.69% |
$5.61K - $7.93K
|
11.4K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-94- 2.52% |
$6.67K - $9.44K
|
3.64K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-95- 1.36% |
$6.75K - $9.54K
|
6.89K
$647K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-95- 1.81% |
$6.75K - $9.54K
|
5.16K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-101- 2.73% |
$7.17K - $10.1K
|
3.6K
$338K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-102- 1.27% |
$7.24K - $10.2K
|
7.96K
$748K
|