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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$568 - $803
|
8
$776
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
10K+ 10.44% |
$710K - $1M
|
106K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
749New |
$53.2K - $75.2K
|
749
$72.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
5New |
$355 - $502
|
5
$485
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
200New |
$14.2K - $20.1K
|
200
$19.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13K+ 79.72% |
$922K - $1.3M
|
29.3K
$2.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
188+ 12.4% |
$13.3K - $18.9K
|
1.7K
$165K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 21.05% |
$284 - $402
|
23
$2.23K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.84% |
$355 - $502
|
602
$58.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.06KNew |
$218K - $308K
|
3.06K
$297K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$355 - $502
|
5
$485
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
23.9KNew |
$1.7M - $2.4M
|
23.9K
$2.32M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4New |
$284 - $402
|
4
$388
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-42.1K- 78.8% |
$2.99M - $4.23M
|
11.3K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-66- 0.25% |
$4.69K - $6.63K
|
26.2K
$2.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-34- 0.77% |
$2.41K - $3.41K
|
4.36K
$423K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
42New |
$2.98K - $4.22K
|
42
$4.07K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-23- 4.49% |
$1.63K - $2.31K
|
489
$47.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
30New |
$2.13K - $3.01K
|
30
$2.91K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
20.9K+ 149.29% |
$1.48M - $2.1M
|
34.9K
$3.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-344- 3.65% |
$24.4K - $34.5K
|
9.08K
$881K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
28+ 23.14% |
$1.99K - $2.81K
|
149
$14.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
11.2KNew |
$793K - $1.12M
|
11.2K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2New |
$142 - $201
|
2
$194
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.48K+ 3719.22% |
$673K - $952K
|
9.74K
$945K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.19K+ 10.87% |
$84.3K - $119K
|
12.1K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
105New |
$7.46K - $10.5K
|
105
$10.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-94- 2.52% |
$6.67K - $9.44K
|
3.64K
$353K
|
|
|
Oct 21, 2024
Q3 2024
|
Lb Partners LLC
Charlottesville, VA |
BUY
|
- |
15KNew |
$1.07M - $1.51M
|
15K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.97K+ 40.9% |
$708K - $1M
|
34.4K
$3.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-49.1K- 32.82% |
$3.48M - $4.93M
|
100K
$9.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6- 37.5% |
$426 - $602
|
10
$970
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
7.3K+ 121.74% |
$519K - $733K
|
13.3K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-759- 3.17% |
$53.9K - $76.2K
|
23.2K
$2.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.5K+ 9.15% |
$107K - $151K
|
17.9K
$1.74M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
282New |
$20K - $28.3K
|
282
$27.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-4.82K- 7.18% |
$343K - $484K
|
62.4K
$6.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.09K+ 8.24% |
$148K - $210K
|
27.4K
$2.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
37+ 37.0% |
$2.63K - $3.71K
|
137
$13.3K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-400- 80.0% |
$28.4K - $40.2K
|
100
$9.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-68- 1.32% |
$4.83K - $6.83K
|
5.07K
$491K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.69K+ 1379.49% |
$191K - $270K
|
2.89K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 12.5% |
$355 - $502
|
45
$4.37K
|
|
|
Oct 15, 2024
Q3 2024
|
Yarbrough Capital, LLC
|
SELL
|
- |
-3.72K- 45.79% |
$264K - $373K
|
4.4K
$427K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-156- 92.86% |
$11.1K - $15.7K
|
12
$1.16K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 14.04% |
$110K - $155K
|
9.45K
$917K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-180- 4.67% |
$12.8K - $18.1K
|
3.67K
$356K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
75.3K+ 660.96% |
$5.35M - $7.56M
|
86.7K
$8.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1K+ 333.33% |
$71K - $100K
|
1.3K
$126K
|