Latest Institutional Transactions on Okta, Inc. (OKTA)
This table provides information on the latest institutional transactions involving Okta, Inc. (OKTA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
21.5K+ 6.29% |
$1.55M - $1.86M
|
364K
$33.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.44K- 16.1% |
$319K - $382K
|
23.1K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
301New |
$21.6K - $25.9K
|
301
$27.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-23.5K- 50.29% |
$1.69M - $2.03M
|
23.3K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.83K+ 32.04% |
$132K - $158K
|
7.55K
$686K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
157+ 5.0% |
$11.3K - $13.5K
|
3.3K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Investment Management Group LLC
|
BUY
|
- |
42.2K+ 10.28% |
$3.03M - $3.63M
|
452K
$41.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.65KNew |
$191K - $228K
|
2.65K
$241K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.94K- 25.82% |
$139K - $167K
|
5.57K
$506K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-632- 10.47% |
$45.4K - $54.4K
|
5.4K
$491K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-230- 1.6% |
$16.5K - $19.8K
|
14.1K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-512- 8.53% |
$36.8K - $44.1K
|
5.49K
$499K
|
|
|
Jan 27, 2025
Q4 2024
|
Barton Investment Management
|
SELL
|
- |
-21.9K- 7.75% |
$1.57M - $1.89M
|
261K
$23.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
29+ 80.56% |
$2.08K - $2.5K
|
65
$5.91K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-340- 8.26% |
$24.4K - $29.3K
|
3.77K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-33- 0.03% |
$2.37K - $2.84K
|
120K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.09K+ 696.67% |
$150K - $180K
|
2.39K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-743- 78.79% |
$53.4K - $64K
|
200
$18.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
15New |
$1.08K - $1.29K
|
15
$1.36K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
870+ 169.26% |
$62.5K - $74.9K
|
1.38K
$126K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.08% |
$71.8 - $86.1
|
1.25K
$114K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
48+ 1.21% |
$3.45K - $4.13K
|
4.03K
$366K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
6.49KNew |
$466K - $559K
|
6.49K
$590K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-18.5K- 28.47% |
$1.33M - $1.59M
|
46.4K
$4.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10- 13.16% |
$718 - $861
|
66
$6K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
21.3K+ 40.49% |
$1.53M - $1.83M
|
73.9K
$6.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
85.1KNew |
$6.11M - $7.33M
|
85.1K
$7.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-4.34K- 31.79% |
$312K - $374K
|
9.32K
$847K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
19.4K+ 247.14% |
$1.4M - $1.67M
|
27.3K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-66.2K- 72.04% |
$4.75M - $5.7M
|
25.7K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.03K+ 67.39% |
$145K - $174K
|
5.03K
$457K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13New |
$934 - $1.12K
|
13
$1.18K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
246+ 6.5% |
$17.7K - $21.2K
|
4.03K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-386- 7.48% |
$27.7K - $33.2K
|
4.77K
$434K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
24+ 0.6% |
$1.72K - $2.07K
|
4.05K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
63+ 0.2% |
$4.52K - $5.42K
|
32.3K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
109KNew |
$7.8M - $9.35M
|
109K
$9.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
386+ 103.76% |
$27.7K - $33.2K
|
758
$68.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
18K+ 162.8% |
$1.29M - $1.55M
|
29.1K
$2.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-22.9K- 74.32% |
$1.64M - $1.97M
|
7.91K
$719K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-16.1K- 4.07% |
$1.16M - $1.39M
|
380K
$34.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 29.41% |
$359 - $431
|
22
$2K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
81K+ 57.66% |
$5.81M - $6.97M
|
221K
$20.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2- 1.71% |
$144 - $172
|
115
$10.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-27- 16.46% |
$1.94K - $2.32K
|
137
$12.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 3.33% |
$71.8 - $86.1
|
31
$2.82K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.27K+ 149.31% |
$450K - $540K
|
10.5K
$951K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1K+ 6.64% |
$72.1K - $86.5K
|
16.1K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-115- 15.17% |
$8.26K - $9.9K
|
643
$58.4K
|