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 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
17.7KNew |
$1.62M - $2.26M
|
17.7K
$1.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.17K+ 44.89% |
$289K - $403K
|
10.2K
$970K
|
|
|
Jul 21, 2025
Q2 2025
|
Barton Investment Management
|
SELL
|
- |
-6.59K- 2.55% |
$601K - $838K
|
252K
$23.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2+ 25.0% |
$182 - $255
|
10
$949
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-300- 85.71% |
$27.4K - $38.2K
|
50
$4.75K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
190+ 7.91% |
$17.3K - $24.2K
|
2.59K
$246K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
348+ 9.85% |
$31.8K - $44.3K
|
3.88K
$368K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.71K+ 84.54% |
$156K - $217K
|
3.72K
$353K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.15K+ 30.49% |
$196K - $274K
|
9.2K
$873K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
236New |
$21.5K - $30K
|
236
$22.4K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
4.21K+ 3.96% |
$384K - $535K
|
110K
$10.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.8K- 9.39% |
$346K - $483K
|
36.6K
$3.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.73K+ 32.9% |
$614K - $856K
|
27.2K
$2.58M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-11.9K- 48.88% |
$1.09M - $1.52M
|
12.5K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
18K+ 57.91% |
$1.65M - $2.3M
|
49.2K
$4.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
940K+ 52.06% |
$85.7M - $120M
|
2.74M
$261M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.07KNew |
$189K - $264K
|
2.07K
$197K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
9.68K+ 3.23% |
$883K - $1.23M
|
309K
$29.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-456- 3.27% |
$41.6K - $58K
|
13.5K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Granite Shares Advisors LLC
|
SELL
|
- |
-165- 3.61% |
$15.1K - $21K
|
4.41K
$418K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-141- 28.83% |
$12.9K - $17.9K
|
348
$33K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
281+ 126.01% |
$25.6K - $35.8K
|
504
$47.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-100- 40.65% |
$9.12K - $12.7K
|
146
$13.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
936+ 3.19% |
$85.4K - $119K
|
30.2K
$2.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-914- 6.08% |
$83.4K - $116K
|
14.1K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-985- 85.36% |
$89.9K - $125K
|
169
$16K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-73- 3.26% |
$6.66K - $9.29K
|
2.16K
$205K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-527- 0.65% |
$48.1K - $67.1K
|
80.2K
$7.62M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
18.8KNew |
$1.72M - $2.39M
|
18.8K
$1.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
9.09K+ 73.21% |
$829K - $1.16M
|
21.5K
$2.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-908- 17.63% |
$82.8K - $116K
|
4.24K
$403K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-237- 33.33% |
$21.6K - $30.2K
|
474
$45K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.29K+ 10.13% |
$118K - $164K
|
14K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22- 0.58% |
$2.01K - $2.8K
|
3.79K
$360K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 34.78% |
$730 - $1.02K
|
15
$1.42K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
954+ 130.68% |
$87K - $121K
|
1.68K
$160K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
116+ 3.69% |
$10.6K - $14.8K
|
3.26K
$309K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 37.5% |
$547 - $764
|
22
$2.09K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
13.7K+ 521.56% |
$1.25M - $1.74M
|
16.3K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.31K+ 2.61% |
$119K - $167K
|
51.4K
$4.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-93- 16.58% |
$8.49K - $11.8K
|
468
$44.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 34.35% |
$137K - $191K
|
2.87K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
691+ 7.23% |
$63K - $88K
|
10.2K
$972K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
132New |
$12K - $16.8K
|
132
$12.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-2Closed |
$182 - $255
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
615+ 683.33% |
$56.1K - $78.3K
|
705
$66.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
187+ 5.87% |
$17.1K - $23.8K
|
3.37K
$320K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
3.37KNew |
$307K - $428K
|
3.37K
$319K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
37+ 168.18% |
$3.38K - $4.71K
|
59
$5.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.52K- 17.15% |
$139K - $194K
|
7.35K
$698K
|