Purchases and Sales Made in Q4 2024 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
210+ 40.23% |
$15.1K - $18.1K
|
732
$71.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
205+ 6.44% |
$14.7K - $17.7K
|
3.39K
$330K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
204+ 13.77% |
$14.6K - $17.6K
|
1.69K
$164K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
191+ 6.52% |
$13.7K - $16.4K
|
3.12K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
184+ 2.67% |
$13.2K - $15.8K
|
7.07K
$689K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
184+ 3.49% |
$13.2K - $15.8K
|
5.46K
$532K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
180+ 2.26% |
$12.9K - $15.5K
|
8.14K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
171+ 3.12% |
$12.3K - $14.7K
|
5.65K
$550K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
157+ 5.0% |
$11.3K - $13.5K
|
3.3K
$321K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
141New |
$10.1K - $12.1K
|
141
$13.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
136+ 1.76% |
$9.77K - $11.7K
|
7.87K
$767K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
129+ 0.16% |
$9.26K - $11.1K
|
80.7K
$7.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
BUY
|
- |
120+ 0.13% |
$8.62K - $10.3K
|
89.6K
$8.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
105+ 2.41% |
$7.54K - $9.04K
|
4.47K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
89+ 1.33% |
$6.39K - $7.66K
|
6.78K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
84+ 2.17% |
$6.03K - $7.23K
|
3.96K
$386K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
82+ 0.88% |
$5.89K - $7.06K
|
9.43K
$919K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
64New |
$4.6K - $5.51K
|
64
$6.23K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
64New |
$4.6K - $5.51K
|
64
$6.23K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
63+ 0.2% |
$4.52K - $5.42K
|
32.3K
$3.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
60New |
$4.31K - $5.17K
|
60
$5.84K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
59+ 1.29% |
$4.24K - $5.08K
|
4.64K
$452K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
57+ 20.28% |
$4.09K - $4.91K
|
338
$32.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
49New |
$3.52K - $4.22K
|
49
$4.77K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
48+ 1.21% |
$3.45K - $4.13K
|
4.03K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
43+ 10.54% |
$3.09K - $3.7K
|
451
$43.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
43+ 1.26% |
$3.09K - $3.7K
|
3.46K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
43+ 31.16% |
$3.09K - $3.7K
|
181
$17.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
43+ 10.54% |
$3.09K - $3.7K
|
451
$43.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
41+ 43.16% |
$2.94K - $3.53K
|
136
$13.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35+ 4.46% |
$2.51K - $3.01K
|
820
$79.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
34New |
$2.44K - $2.93K
|
34
$3.31K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
32+ 0.79% |
$2.3K - $2.76K
|
4.1K
$399K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
29+ 80.56% |
$2.08K - $2.5K
|
65
$6.33K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
27+ 10.8% |
$1.94K - $2.32K
|
277
$27K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
26+ 72.22% |
$1.87K - $2.24K
|
62
$6.04K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26+ 6.13% |
$1.87K - $2.24K
|
450
$43.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
25New |
$1.8K - $2.15K
|
25
$2.44K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24+ 300.0% |
$1.72K - $2.07K
|
32
$3.12K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
24+ 0.6% |
$1.72K - $2.07K
|
4.05K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
24+ 54.55% |
$1.72K - $2.07K
|
68
$6.62K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
21New |
$1.51K - $1.81K
|
21
$2.05K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
17New |
$1.22K - $1.46K
|
17
$1.66K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16+ 2.89% |
$1.15K - $1.38K
|
570
$55.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
15New |
$1.08K - $1.29K
|
15
$1.46K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$1.08K - $1.29K
|
15
$1.46K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
13+ 1300.0% |
$934 - $1.12K
|
14
$1.36K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13New |
$934 - $1.12K
|
13
$1.27K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
12+ 7.1% |
$862 - $1.03K
|
181
$17.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10New |
$718 - $861
|
10
$974
|