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 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.59KNew |
$510K - $712K
|
5.59K
$531K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.08% |
$182 - $255
|
2.67K
$253K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.73KNew |
$523K - $729K
|
5.73K
$544K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.72K+ 28.61% |
$613K - $855K
|
30.2K
$2.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
980New |
$89.4K - $125K
|
980
$93K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.43K+ 5.01% |
$131K - $182K
|
30.1K
$2.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
4.55K+ 91.18% |
$415K - $579K
|
9.54K
$906K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
28.3K+ 6.94% |
$2.58M - $3.6M
|
435K
$41.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$91.2 - $127
|
1
$94.9
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
903+ 35.86% |
$82.4K - $115K
|
3.42K
$325K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
54.6K+ 2586.93% |
$4.98M - $6.95M
|
56.7K
$5.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
34.2KNew |
$3.12M - $4.35M
|
34.2K
$3.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-277- 9.77% |
$25.3K - $35.3K
|
2.56K
$243K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
63.7K+ 2927.31% |
$5.81M - $8.11M
|
65.8K
$6.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.86K- 15.7% |
$900K - $1.26M
|
53K
$5.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.99KNew |
$364K - $508K
|
3.99K
$379K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
18.9KNew |
$1.72M - $2.41M
|
18.9K
$1.79M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-400- 6.67% |
$36.5K - $50.9K
|
5.6K
$532K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
697+ 80.58% |
$63.6K - $88.7K
|
1.56K
$148K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
700New |
$63.9K - $89.1K
|
700
$66.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.2K- 18.66% |
$109K - $153K
|
5.23K
$497K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 13.92% |
$1K - $1.4K
|
90
$8.54K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
7.09K+ 6.84% |
$647K - $902K
|
111K
$10.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 9.23% |
$175K - $244K
|
22.7K
$2.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 1.42% |
$365 - $509
|
277
$26.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
218K+ 50.57% |
$19.9M - $27.8M
|
650K
$61.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
7+ 5.65% |
$639 - $891
|
131
$12.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.34KNew |
$213K - $298K
|
2.34K
$222K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.35KNew |
$397K - $554K
|
4.35K
$413K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.1K+ 1.09% |
$100K - $140K
|
102K
$9.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-10- 24.39% |
$912 - $1.27K
|
31
$2.94K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
47KNew |
$4.29M - $5.98M
|
47K
$4.46M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
45New |
$4.11K - $5.73K
|
45
$4.27K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
42+ 23.86% |
$3.83K - $5.35K
|
218
$20.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-112K- 57.09% |
$10.2M - $14.2M
|
84K
$7.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
441+ 5.83% |
$40.2K - $56.1K
|
8.01K
$760K
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
BUY
|
- |
5.27K+ 94.94% |
$481K - $671K
|
10.8K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
338K+ 477.97% |
$30.9M - $43M
|
409K
$38.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-300- 9.68% |
$27.4K - $38.2K
|
2.8K
$266K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 100.0% |
$365 - $509
|
8
$759
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11- 0.26% |
$1K - $1.4K
|
4.18K
$397K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 75.0% |
$274 - $382
|
7
$664
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-13- 0.53% |
$1.19K - $1.65K
|
2.46K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
1+ 0.05% |
$91.2 - $127
|
2.09K
$198K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-6.15K- 17.85% |
$561K - $783K
|
28.3K
$2.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
45.1KNew |
$4.12M - $5.75M
|
45.1K
$4.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
265K+ 81.48% |
$24.1M - $33.7M
|
589K
$55.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.01K- 12.93% |
$92.2K - $129K
|
6.81K
$646K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.47KNew |
$499K - $696K
|
5.47K
$519K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.08KNew |
$281K - $392K
|
3.08K
$293K
|