Purchases and Sales Made in Q4 2022 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
33+ 16.5% |
$1.49K - $2.34K
|
233
$21.9K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
33+ 0.01% |
$1.49K - $2.34K
|
525K
$49.4M
|
|
Feb 06, 2023
Q4 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
30+ 0.97% |
$1.36K - $2.13K
|
3.13K
$295K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
29+ 23.77% |
$1.31K - $2.06K
|
151
$14.2K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
28New |
$1.27K - $1.99K
|
28
$2.63K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 44.07% |
$1.18K - $1.84K
|
85
$7.99K
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
26New |
$1.18K - $1.84K
|
26
$2.44K
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
26+ 0.73% |
$1.18K - $1.84K
|
3.58K
$336K
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
26+ 0.65% |
$1.18K - $1.84K
|
4.06K
$381K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
20New |
$905 - $1.42K
|
20
$1.88K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
19New |
$860 - $1.35K
|
19
$1.79K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18New |
$814 - $1.28K
|
18
$1.69K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
16+ 177.78% |
$724 - $1.13K
|
25
$2.35K
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
14+ 0.18% |
$633 - $993
|
7.6K
$714K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
12+ 400.0% |
$543 - $851
|
15
$1.41K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10+ 33.33% |
$452 - $709
|
40
$3.76K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7New |
$317 - $496
|
7
$658
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 22.73% |
$226 - $355
|
27
$2.54K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 200.0% |
$181 - $284
|
6
$564
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4New |
$181 - $284
|
4
$376
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3New |
$136 - $213
|
3
$282
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$90.5 - $142
|
2
$188
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 20.0% |
$45.2 - $70.9
|
6
$564
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$45.2 - $70.9
|
1
$94
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-4- 0.18% |
$181 - $284
|
2.19K
$206K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-4- 1.75% |
$181 - $284
|
225
$21.2K
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5Closed |
$226 - $355
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-5- 0.31% |
$226 - $355
|
1.61K
$152K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-7- 63.64% |
$317 - $496
|
4
$376
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-7- 0.03% |
$317 - $496
|
25.9K
$2.44M
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-9- 0.23% |
$407 - $638
|
3.94K
$371K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-14- 13.46% |
$633 - $993
|
90
$8.46K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-20- 11.76% |
$905 - $1.42K
|
150
$14.1K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24- 0.4% |
$1.09K - $1.7K
|
6.02K
$566K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28- 0.13% |
$1.27K - $1.99K
|
22.3K
$2.09M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-31- 49.21% |
$1.4K - $2.2K
|
32
$3.01K
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-32- 82.05% |
$1.45K - $2.27K
|
7
$658
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-33- 1.16% |
$1.49K - $2.34K
|
2.81K
$264K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-33- 55.0% |
$1.49K - $2.34K
|
27
$2.54K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-38- 25.0% |
$1.72K - $2.69K
|
114
$10.7K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-44- 44.44% |
$1.99K - $3.12K
|
55
$5.17K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-50- 30.12% |
$2.26K - $3.55K
|
116
$10.9K
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-52- 77.61% |
$2.35K - $3.69K
|
15
$1.41K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-59- 1.15% |
$2.67K - $4.18K
|
5.06K
$475K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-60- 22.81% |
$2.71K - $4.25K
|
203
$19.1K
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
SELL
|
- |
-66- 0.26% |
$2.99K - $4.68K
|
25.1K
$2.36M
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-72- 2.82% |
$3.26K - $5.11K
|
2.48K
$233K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-82- 62.12% |
$3.71K - $5.81K
|
50
$4.7K
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-84- 0.59% |
$3.8K - $5.96K
|
14.2K
$1.33M
|