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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.68K- 9.02% |
$792K - $1.1M
|
87.5K
$8.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
190+ 0.73% |
$17.3K - $24.2K
|
26.2K
$2.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
12.7KNew |
$1.16M - $1.62M
|
12.7K
$1.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
75New |
$6.84K - $9.55K
|
75
$7.12K
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.33K- 13.99% |
$122K - $170K
|
8.19K
$777K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.15KNew |
$287K - $401K
|
3.15K
$299K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
159+ 88.33% |
$14.5K - $20.2K
|
339
$32.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
925New |
$84.4K - $118K
|
925
$87.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
676+ 16.9% |
$61.7K - $86.1K
|
4.68K
$444K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.18K+ 21.35% |
$290K - $405K
|
18.1K
$1.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.66K+ 53.3% |
$152K - $212K
|
4.78K
$454K
|
|
|
Jul 30, 2025
Q2 2025
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-37.1K- 7.44% |
$3.39M - $4.73M
|
462K
$43.9M
|
|
|
Jul 30, 2025
Q2 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
33.6KNew |
$3.07M - $4.28M
|
33.6K
$3.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-394- 15.81% |
$35.9K - $50.2K
|
2.1K
$199K
|
|
|
Jul 30, 2025
Q2 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-810- 1.95% |
$73.9K - $103K
|
40.8K
$3.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.14K- 7.76% |
$195K - $272K
|
25.4K
$2.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-105- 3.37% |
$9.58K - $13.4K
|
3.01K
$286K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$1.82K - $2.55K
|
20
$1.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
4.8K+ 2.02% |
$438K - $611K
|
243K
$23M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-1- 2.94% |
$91.2 - $127
|
33
$3.13K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-715- 79.71% |
$65.2K - $91K
|
182
$17.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.97K+ 46.46% |
$180K - $251K
|
6.22K
$591K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$91.2 - $127
|
1
$94.9
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-596K- 94.59% |
$54.4M - $75.9M
|
34.1K
$3.24M
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-293- 23.29% |
$26.7K - $37.3K
|
965
$91.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
71+ 0.52% |
$6.48K - $9.04K
|
13.8K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10+ 12.05% |
$912 - $1.27K
|
93
$8.83K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100New |
$9.12K - $12.7K
|
100
$9.49K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-52.4K- 55.16% |
$4.78M - $6.67M
|
42.6K
$4.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
83.1K+ 1751.93% |
$7.58M - $10.6M
|
87.9K
$8.34M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-99- 3.65% |
$9.03K - $12.6K
|
2.61K
$248K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
75New |
$6.84K - $9.55K
|
75
$7.12K
|
|
|
Jul 29, 2025
Q2 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
5.19K+ 64.66% |
$474K - $661K
|
13.2K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
679+ 29.66% |
$62K - $86.4K
|
2.97K
$282K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.87K+ 54.73% |
$171K - $238K
|
5.29K
$502K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
57+ 0.25% |
$5.2K - $7.26K
|
23.3K
$2.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
9New |
$821 - $1.15K
|
9
$854
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
313+ 1159.26% |
$28.6K - $39.8K
|
340
$32.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
83.3K+ 515.57% |
$7.6M - $10.6M
|
99.4K
$9.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
753New |
$68.7K - $95.9K
|
753
$71.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
145+ 1.52% |
$13.2K - $18.5K
|
9.68K
$919K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-620- 17.42% |
$56.6K - $78.9K
|
2.94K
$279K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-111- 42.69% |
$10.1K - $14.1K
|
149
$14.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-88.6K- 28.63% |
$8.09M - $11.3M
|
221K
$21M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-271K- 36.26% |
$24.8M - $34.5M
|
477K
$45.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.33KNew |
$212K - $296K
|
2.33K
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
14KNew |
$1.28M - $1.78M
|
14K
$1.33M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
121KNew |
$11.1M - $15.5M
|
121K
$11.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-7.7K- 5.5% |
$703K - $980K
|
132K
$12.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.59KNew |
$510K - $712K
|
5.59K
$531K
|