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 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.47K+ 46.44% |
$116K - $172K
|
4.65K
$461K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
45+ 5.49% |
$3.55K - $5.25K
|
865
$85.8K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
263+ 79.22% |
$20.7K - $30.7K
|
595
$59K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
117K+ 506.09% |
$9.21M - $13.6M
|
140K
$13.9M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 33.33% |
$78.8 - $117
|
4
$397
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.01K- 1.61% |
$79.2K - $117K
|
61.3K
$6.08M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
71New |
$5.6K - $8.29K
|
71
$7.04K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
19KNew |
$1.5M - $2.22M
|
19K
$1.88M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
2.83M+ 325.59% |
$223M - $330M
|
3.7M
$367M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.21K+ 33.5% |
$174K - $258K
|
8.81K
$874K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
6.9K+ 6.52% |
$544K - $805K
|
113K
$11.2M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
689+ 3827.78% |
$54.3K - $80.4K
|
707
$70.1K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
84+ 87.5% |
$6.62K - $9.8K
|
180
$17.8K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
14.3K+ 67.79% |
$1.13M - $1.67M
|
35.5K
$3.52M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18+ 27.69% |
$1.42K - $2.1K
|
83
$8.23K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.99KNew |
$157K - $232K
|
1.99K
$197K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-1.15K- 31.77% |
$90.9K - $135K
|
2.48K
$245K
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-20K- 20.9% |
$1.58M - $2.34M
|
75.8K
$7.51M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
716+ 3.18% |
$56.4K - $83.6K
|
23.2K
$2.3M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.11K- 26.31% |
$87.7K - $130K
|
3.12K
$309K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10+ 32.26% |
$788 - $1.17K
|
41
$4.07K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
BUY
|
- |
41.6KNew |
$3.28M - $4.86M
|
41.6K
$4.13M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
34+ 1.31% |
$2.68K - $3.97K
|
2.63K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
22.1KNew |
$1.74M - $2.58M
|
22.1K
$2.19M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.93KNew |
$152K - $225K
|
1.93K
$191K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-388- 7.56% |
$30.6K - $45.3K
|
4.75K
$470K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
234+ 0.5% |
$18.4K - $27.3K
|
47.4K
$4.7M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
121+ 3.67% |
$9.54K - $14.1K
|
3.42K
$339K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Investment Management Group LLC
|
BUY
|
- |
46.8K+ 10.35% |
$3.69M - $5.46M
|
499K
$49.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
12.8K+ 80.96% |
$1.01M - $1.5M
|
28.6K
$2.84M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
4New |
$315 - $467
|
4
$397
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-6.03K- 15.57% |
$475K - $703K
|
32.7K
$3.24M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.62K+ 45.95% |
$128K - $189K
|
5.15K
$511K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.07K+ 23.68% |
$399K - $591K
|
26.5K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
31.2KNew |
$2.46M - $3.64M
|
31.2K
$3.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
1.8MNew |
$142M - $211M
|
1.8M
$179M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-134- 2.2% |
$10.6K - $15.6K
|
5.95K
$590K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.32K- 23.7% |
$104K - $154K
|
4.25K
$421K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-190- 0.73% |
$15K - $22.2K
|
26K
$2.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.05KNew |
$319K - $473K
|
4.05K
$402K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.1KNew |
$166K - $246K
|
2.1K
$209K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.24KNew |
$176K - $261K
|
2.24K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.08K+ 6.71% |
$85.4K - $126K
|
17.2K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.5K- 9.68% |
$197K - $292K
|
23.3K
$2.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 233.33% |
$552 - $817
|
10
$992
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-762- 3.02% |
$60.1K - $88.9K
|
24.4K
$2.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.98KNew |
$156K - $231K
|
1.98K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
92+ 5.69% |
$7.25K - $10.7K
|
1.71K
$169K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.31K- 29.82% |
$261K - $387K
|
7.8K
$773K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.43K- 6.64% |
$349K - $517K
|
62.3K
$6.18M
|