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 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-125- 55.56% |
$8.22K - $11.5K
|
100
$9.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-130- 40.12% |
$8.55K - $11.9K
|
194
$18.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-142- 1.82% |
$9.34K - $13K
|
7.67K
$721K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-147- 65.63% |
$9.67K - $13.5K
|
77
$7.24K
|
|
|
Feb 08, 2024
Q4 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-150- 9.13% |
$9.86K - $13.8K
|
1.49K
$140K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-155- 25.2% |
$10.2K - $14.2K
|
460
$43.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-164- 2.7% |
$10.8K - $15K
|
5.9K
$555K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-165- 6.62% |
$10.9K - $15.1K
|
2.33K
$219K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-171- 1.17% |
$11.2K - $15.7K
|
14.4K
$1.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-184- 7.13% |
$12.1K - $16.9K
|
2.4K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-219- 1.22% |
$14.4K - $20.1K
|
17.8K
$1.67M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-227- 6.49% |
$14.9K - $20.8K
|
3.27K
$307K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-246- 8.44% |
$16.2K - $22.6K
|
2.67K
$251K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-246- 9.02% |
$16.2K - $22.6K
|
2.48K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-250- 23.76% |
$16.4K - $22.9K
|
802
$75.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-270- 0.11% |
$17.8K - $24.8K
|
246K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-272- 90.07% |
$17.9K - $24.9K
|
30
$2.82K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-300- 9.52% |
$19.7K - $27.5K
|
2.85K
$268K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-324- 11.64% |
$21.3K - $29.7K
|
2.46K
$231K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-328- 6.99% |
$21.6K - $30.1K
|
4.37K
$410K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-335- 10.13% |
$22K - $30.7K
|
2.97K
$279K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-350- 0.28% |
$23K - $32.1K
|
124K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-358- 1.09% |
$23.5K - $32.8K
|
32.5K
$3.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-360- 6.9% |
$23.7K - $33K
|
4.85K
$456K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-369- 10.96% |
$24.3K - $33.8K
|
3K
$282K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-375- 11.06% |
$24.7K - $34.4K
|
3.02K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-384- 5.91% |
$25.3K - $35.2K
|
6.11K
$574K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-420- 90.52% |
$27.6K - $38.5K
|
44
$4.14K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-425- 41.67% |
$27.9K - $39K
|
595
$55.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-442- 14.92% |
$29.1K - $40.5K
|
2.52K
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-447- 0.95% |
$29.4K - $41K
|
46.4K
$4.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-448- 1.74% |
$29.5K - $41.1K
|
25.4K
$2.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-452- 15.11% |
$29.7K - $41.5K
|
2.54K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-471- 12.77% |
$31K - $43.2K
|
3.22K
$302K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-474- 14.53% |
$31.2K - $43.5K
|
2.79K
$262K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-486- 0.36% |
$32K - $44.6K
|
136K
$12.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-503- 1.82% |
$33.1K - $46.1K
|
27.1K
$2.55M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-509- 13.42% |
$33.5K - $46.7K
|
3.28K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-527- 69.16% |
$34.7K - $48.3K
|
235
$22.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-534- 5.48% |
$35.1K - $49K
|
9.21K
$866K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-556- 18.83% |
$36.6K - $51K
|
2.4K
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-596- 3.81% |
$39.2K - $54.7K
|
15K
$1.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-639- 9.97% |
$42K - $58.6K
|
5.77K
$543K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-667- 13.8% |
$43.9K - $61.2K
|
4.17K
$392K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-672- 22.37% |
$44.2K - $61.6K
|
2.33K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-680- 27.04% |
$44.7K - $62.4K
|
1.84K
$172K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-685- 2.42% |
$45K - $62.8K
|
27.6K
$2.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-689- 3.39% |
$45.3K - $63.2K
|
19.6K
$1.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-694- 3.4% |
$45.6K - $63.7K
|
19.7K
$1.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-734- 11.39% |
$48.3K - $67.3K
|
5.71K
$537K
|