Purchases and Sales Made in Q4 2021 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-19Closed |
$3.76K - $5.1K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-19- 31.67% |
$3.76K - $5.1K
|
41
$3.66K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-20- 0.29% |
$3.96K - $5.37K
|
6.81K
$608K
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-23Closed |
$4.56K - $6.17K
|
0
$0
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-25- 17.99% |
$4.95K - $6.71K
|
114
$10.2K
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-25Closed |
$4.95K - $6.71K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-28- 1.03% |
$5.55K - $7.51K
|
2.69K
$240K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28- 0.64% |
$5.55K - $7.51K
|
4.36K
$390K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-29- 78.38% |
$5.74K - $7.78K
|
8
$715
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-34- 0.92% |
$6.73K - $9.12K
|
3.66K
$327K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-36- 2.72% |
$7.13K - $9.66K
|
1.29K
$115K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-37- 6.35% |
$7.33K - $9.93K
|
546
$48.8K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-40Closed |
$7.92K - $10.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-41Closed |
$8.12K - $11K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-41- 2.67% |
$8.12K - $11K
|
1.5K
$134K
|
|
Feb 14, 2022
Q4 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-41- 4.33% |
$8.12K - $11K
|
905
$80.8K
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-41- 1.08% |
$8.12K - $11K
|
3.76K
$336K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-43- 2.86% |
$8.52K - $11.5K
|
1.46K
$131K
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-46- 3.06% |
$9.11K - $12.3K
|
1.46K
$130K
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-46- 2.1% |
$9.11K - $12.3K
|
2.15K
$192K
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
SELL
|
- |
-47- 1.57% |
$9.31K - $12.6K
|
2.96K
$264K
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-52- 1.57% |
$10.3K - $14K
|
3.25K
$291K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-52- 6.54% |
$10.3K - $14K
|
743
$66.4K
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-59- 12.5% |
$11.7K - $15.8K
|
413
$36.9K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-60- 19.93% |
$11.9K - $16.1K
|
241
$21.5K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-62- 3.47% |
$12.3K - $16.6K
|
1.73K
$154K
|
|
Feb 14, 2022
Q4 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-63- 0.01% |
$12.5K - $16.9K
|
1.11M
$99.5M
|
|
Feb 14, 2022
Q4 2021
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-64- 0.52% |
$12.7K - $17.2K
|
12.2K
$1.09M
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-75- 7.69% |
$14.9K - $20.1K
|
900
$80.4K
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-77- 0.16% |
$15.3K - $20.7K
|
47.7K
$4.26M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-81- 5.87% |
$16K - $21.7K
|
1.3K
$116K
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-82- 7.66% |
$16.2K - $22K
|
988
$88.3K
|
|
Feb 10, 2022
Q4 2021
|
Aviva PLC
|
SELL
|
- |
-83- 0.22% |
$16.4K - $22.3K
|
37.9K
$3.38M
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-85- 57.05% |
$16.8K - $22.8K
|
64
$5.72K
|
|
Feb 04, 2022
Q4 2021
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-87- 0.94% |
$17.2K - $23.3K
|
9.18K
$820K
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-87- 2.12% |
$17.2K - $23.3K
|
4.02K
$359K
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-92- 5.01% |
$18.2K - $24.7K
|
1.75K
$156K
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-93Closed |
$18.4K - $25K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-97- 9.78% |
$19.2K - $26K
|
895
$80K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-100- 29.67% |
$19.8K - $26.8K
|
237
$21.2K
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-107Closed |
$21.2K - $28.7K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-122- 7.5% |
$24.2K - $32.7K
|
1.51K
$134K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-126- 22.38% |
$25K - $33.8K
|
437
$39K
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-127- 8.51% |
$25.2K - $34.1K
|
1.37K
$122K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-130- 3.74% |
$25.8K - $34.9K
|
3.35K
$299K
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-130- 3.0% |
$25.8K - $34.9K
|
4.2K
$375K
|
|
Feb 14, 2022
Q4 2021
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-134- 2.0% |
$26.5K - $35.9K
|
6.57K
$587K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-138- 6.26% |
$27.3K - $37K
|
2.07K
$185K
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-148- 1.63% |
$29.3K - $39.7K
|
8.91K
$795K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-150- 15.64% |
$29.7K - $40.2K
|
809
$72.3K
|