Purchases and Sales Made in Q4 2023 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
40+ 6.46% |
$2.63K - $3.67K
|
659
$61.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
40New |
$2.63K - $3.67K
|
40
$3.76K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
38+ 0.01% |
$2.5K - $3.49K
|
525K
$49.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
34New |
$2.24K - $3.12K
|
34
$3.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
33+ 55.93% |
$2.17K - $3.03K
|
92
$8.65K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
33+ 0.51% |
$2.17K - $3.03K
|
6.46K
$607K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
31+ 5.2% |
$2.04K - $2.84K
|
627
$58.9K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
30New |
$1.97K - $2.75K
|
30
$2.82K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
29New |
$1.91K - $2.66K
|
29
$2.73K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
28+ 0.59% |
$1.84K - $2.57K
|
4.8K
$451K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
26+ 0.7% |
$1.71K - $2.38K
|
3.74K
$351K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
25New |
$1.64K - $2.29K
|
25
$2.35K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25New |
$1.64K - $2.29K
|
25
$2.35K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
25+ 21.93% |
$1.64K - $2.29K
|
139
$13.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
24New |
$1.58K - $2.2K
|
24
$2.26K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
24New |
$1.58K - $2.2K
|
24
$2.26K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
24+ 3.61% |
$1.58K - $2.2K
|
688
$64.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
23New |
$1.51K - $2.11K
|
23
$2.16K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
22+ 1.49% |
$1.45K - $2.02K
|
1.5K
$141K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
22New |
$1.45K - $2.02K
|
22
$2.07K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21+ 10.1% |
$1.38K - $1.93K
|
229
$21.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
20New |
$1.32K - $1.83K
|
20
$1.88K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
20New |
$1.32K - $1.83K
|
20
$1.88K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19+ 0.02% |
$1.25K - $1.74K
|
80.3K
$7.55M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
19New |
$1.25K - $1.74K
|
19
$1.79K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
15+ 0.39% |
$986 - $1.38K
|
3.88K
$365K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
15New |
$986 - $1.38K
|
15
$1.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14New |
$921 - $1.28K
|
14
$1.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13New |
$855 - $1.19K
|
13
$1.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11+ 0.29% |
$723 - $1.01K
|
3.83K
$360K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11New |
$723 - $1.01K
|
11
$1.03K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11+ 0.33% |
$723 - $1.01K
|
3.3K
$310K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 14.71% |
$658 - $917
|
78
$7.33K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10New |
$658 - $917
|
10
$940
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10New |
$658 - $917
|
10
$940
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$526 - $734
|
5.41K
$509K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
8+ 66.67% |
$526 - $734
|
20
$1.88K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 30.0% |
$395 - $550
|
26
$2.44K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5+ 0.17% |
$329 - $459
|
3.02K
$283K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
5+ 55.56% |
$329 - $459
|
14
$1.32K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4New |
$263 - $367
|
4
$376
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4New |
$263 - $367
|
4
$376
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 14.29% |
$132 - $183
|
16
$1.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 200.0% |
$132 - $183
|
3
$282
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2+ 0.37% |
$132 - $183
|
547
$51.4K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2+ 200.0% |
$132 - $183
|
3
$282
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$65.8 - $91.7
|
1
$94
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$65.8 - $91.7
|
1
$94
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$65.8 - $91.7
|
1
$94
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|