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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-9.41K- 5.17% |
$742K - $1.1M
|
172K
$17.1M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
2.75K+ 40.59% |
$217K - $321K
|
9.54K
$945K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-664- 16.41% |
$52.3K - $77.5K
|
3.38K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$78.8K - $117K
|
1K
$99.2K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.3KNew |
$102K - $152K
|
1.3K
$129K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
30+ 2.07% |
$2.36K - $3.5K
|
1.48K
$147K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.56KNew |
$280K - $415K
|
3.56K
$353K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.95KNew |
$233K - $345K
|
2.95K
$293K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1- 0.08% |
$78.8 - $117
|
1.25K
$124K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
157+ 152.43% |
$12.4K - $18.3K
|
260
$25.8K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.98K- 39.68% |
$156K - $232K
|
3.02K
$299K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-6.9K- 8.89% |
$544K - $805K
|
70.7K
$7.01M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.26KNew |
$178K - $264K
|
2.26K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
700+ 18.75% |
$55.2K - $81.7K
|
4.43K
$440K
|
|
|
May 07, 2025
Q1 2025
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
- |
42.7KNew |
$3.37M - $4.98M
|
42.7K
$4.23M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.94K+ 8.47% |
$232K - $343K
|
37.6K
$3.73M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-2.09K- 7.67% |
$165K - $244K
|
25.2K
$2.5M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$182K - $270K
|
2.32K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
154+ 0.96% |
$12.1K - $18K
|
16.2K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.03KNew |
$160K - $237K
|
2.03K
$201K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.75K+ 1.15% |
$138K - $204K
|
154K
$15.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.6K+ 30.73% |
$1.39M - $2.06M
|
75K
$7.43M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
806+ 23.8% |
$63.5K - $94.1K
|
4.19K
$416K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
438+ 10.3% |
$34.5K - $51.1K
|
4.69K
$465K
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
800+ 11.76% |
$63.1K - $93.4K
|
7.6K
$754K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
210+ 1.51% |
$16.6K - $24.5K
|
14.1K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
38+ 1.22% |
$3K - $4.44K
|
3.14K
$312K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
2.09KNew |
$165K - $244K
|
2.09K
$207K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.91K+ 125.72% |
$466K - $690K
|
10.6K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
31.8K+ 765.45% |
$2.51M - $3.71M
|
36K
$3.57M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.75K+ 31.88% |
$138K - $204K
|
7.24K
$718K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
51.1K+ 46.37% |
$4.03M - $5.96M
|
161K
$16M
|
|
|
May 06, 2025
Q1 2025
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
33.1K+ 390.68% |
$2.61M - $3.87M
|
41.6K
$4.13M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-2K- 1.94% |
$158K - $233K
|
101K
$10M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-25.8K- 65.26% |
$2.03M - $3.01M
|
13.7K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.2K+ 134.68% |
$94.9K - $141K
|
2.1K
$208K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
55+ 1.8% |
$4.34K - $6.42K
|
3.12K
$309K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.99K+ 63.05% |
$236K - $349K
|
7.73K
$766K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.12K+ 24.71% |
$88.6K - $131K
|
5.67K
$562K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-42- 0.45% |
$3.31K - $4.9K
|
9.28K
$920K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.03K+ 15.62% |
$238K - $353K
|
22.4K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
93.2K+ 320.17% |
$7.35M - $10.9M
|
122K
$12.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
563+ 12.61% |
$44.4K - $65.7K
|
5.03K
$498K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-4- 28.57% |
$315 - $467
|
10
$992
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
211K+ 911.96% |
$16.6M - $24.6M
|
234K
$23.2M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
5.1KNew |
$402K - $595K
|
5.1K
$505K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
515K+ 57.18% |
$40.6M - $60.2M
|
1.42M
$140M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8+ 0.03% |
$631 - $934
|
26.9K
$2.67M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.33K+ 8.29% |
$183K - $271K
|
30.4K
$3.01M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.4KNew |
$426K - $630K
|
5.4K
$535K
|