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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
505+ 2.26% |
$39.8K - $58.9K
|
22.9K
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
116New |
$9.14K - $13.5K
|
116
$11.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
3KNew |
$236K - $350K
|
3K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
8New |
$631 - $934
|
8
$793
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-25- 21.74% |
$1.97K - $2.92K
|
90
$8.92K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
7.62K+ 59.36% |
$600K - $889K
|
20.4K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
260New |
$20.5K - $30.3K
|
260
$25.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
26+ 152.94% |
$2.05K - $3.03K
|
43
$4.26K
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2.28KNew |
$180K - $267K
|
2.28K
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
58+ 21.48% |
$4.57K - $6.77K
|
328
$32.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.2K+ 68.72% |
$3.09M - $4.57M
|
96.2K
$9.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
112K+ 14.11% |
$8.8M - $13M
|
903K
$89.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.13K+ 4516.0% |
$89K - $132K
|
1.15K
$114K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.48KNew |
$195K - $289K
|
2.48K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
92+ 19.62% |
$7.25K - $10.7K
|
561
$55.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
854+ 2.17% |
$67.3K - $99.7K
|
40.2K
$3.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-85- 0.59% |
$6.7K - $9.92K
|
14.2K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-63- 0.29% |
$4.97K - $7.35K
|
21.4K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
325KNew |
$25.6M - $37.9M
|
325K
$32.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
300New |
$23.6K - $35K
|
300
$29.7K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$158 - $233
|
2
$198
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
772+ 617.6% |
$60.9K - $90.1K
|
897
$88.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3- 60.0% |
$236 - $350
|
2
$198
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
108+ 18.95% |
$8.51K - $12.6K
|
678
$67.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
24KNew |
$1.89M - $2.8M
|
24K
$2.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
411+ 10.21% |
$32.4K - $48K
|
4.44K
$440K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-10.6K- 74.62% |
$835K - $1.24M
|
3.6K
$357K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.91K- 17.2% |
$150K - $222K
|
9.17K
$909K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
6.25K+ 96.35% |
$493K - $730K
|
12.7K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.02K- 0.83% |
$238K - $353K
|
361K
$35.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
41.3K+ 128.01% |
$3.26M - $4.82M
|
73.6K
$7.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1+ 10.0% |
$78.8 - $117
|
11
$1.09K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
273+ 2.89% |
$21.5K - $31.9K
|
9.7K
$962K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
33+ 23.4% |
$2.6K - $3.85K
|
174
$17.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
145+ 1.18% |
$11.4K - $16.9K
|
12.4K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
73.8K+ 60.51% |
$5.82M - $8.62M
|
196K
$19.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
16.6K+ 7.49% |
$1.31M - $1.94M
|
238K
$23.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
41+ 0.82% |
$3.23K - $4.79K
|
5.07K
$503K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.1KNew |
$165K - $245K
|
2.1K
$208K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-101- 73.72% |
$7.96K - $11.8K
|
36
$3.57K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.65K+ 30.51% |
$130K - $192K
|
7.05K
$699K
|