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 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
9.9K+ 7.43% |
$780K - $1.16M
|
143K
$14.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-42- 0.31% |
$3.31K - $4.9K
|
13.7K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.08K- 87.03% |
$164K - $243K
|
310
$30.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-91.6K- 64.24% |
$7.22M - $10.7M
|
51K
$5.06M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.08K- 32.98% |
$84.7K - $125K
|
2.19K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.42K- 67.31% |
$112K - $166K
|
690
$68.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.52KNew |
$198K - $294K
|
2.52K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-80.8K- 21.25% |
$6.37M - $9.44M
|
300K
$29.7M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-13.4K- 11.22% |
$1.06M - $1.57M
|
106K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
790+ 17.52% |
$62.3K - $92.2K
|
5.3K
$525K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.99K- 47.15% |
$156K - $232K
|
2.23K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-450- 1.29% |
$35.5K - $52.5K
|
34.5K
$3.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
65New |
$5.12K - $7.59K
|
65
$6.44K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
11.1KNew |
$871K - $1.29M
|
11.1K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
4.71KNew |
$371K - $549K
|
4.71K
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
450New |
$35.5K - $52.5K
|
450
$44.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
970+ 3.23% |
$76.5K - $113K
|
31K
$3.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
154+ 167.39% |
$12.1K - $18K
|
246
$24.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-582- 16.61% |
$45.9K - $67.9K
|
2.92K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.44% |
$315 - $467
|
281
$27.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10New |
$788 - $1.17K
|
10
$992
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.14K- 7.2% |
$169K - $250K
|
27.6K
$2.73M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-6.03K- 68.96% |
$475K - $703K
|
2.71K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
625+ 12.67% |
$49.3K - $73K
|
5.56K
$551K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.45KNew |
$193K - $286K
|
2.45K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.18KNew |
$171K - $254K
|
2.18K
$216K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
12.7KNew |
$1M - $1.49M
|
12.7K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 9.72% |
$552 - $817
|
79
$7.83K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 0.21% |
$631 - $934
|
3.82K
$378K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-9.19K- 92.82% |
$724K - $1.07M
|
711
$70.5K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-640- 9.64% |
$50.5K - $74.7K
|
6K
$595K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.96K+ 90.25% |
$233K - $346K
|
6.24K
$619K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
3.45KNew |
$272K - $403K
|
3.45K
$342K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-695- 53.09% |
$54.8K - $81.1K
|
614
$60.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.88KNew |
$227K - $336K
|
2.88K
$286K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-4- 2.65% |
$315 - $467
|
147
$14.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-9.15K- 18.44% |
$721K - $1.07M
|
40.4K
$4.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-6- 50.0% |
$473 - $700
|
6
$595
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.31K- 39.58% |
$103K - $153K
|
2K
$198K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.22K- 50.58% |
$175K - $259K
|
2.17K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.17K+ 119.12% |
$644K - $953K
|
15K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
140New |
$11K - $16.3K
|
140
$13.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.25K+ 433.33% |
$256K - $379K
|
4K
$397K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.02KNew |
$159K - $236K
|
2.02K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3New |
$236 - $350
|
3
$297
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.95K- 26.18% |
$390K - $578K
|
14K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.75K+ 2.53% |
$217K - $321K
|
111K
$11M
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
SELL
|
- |
-524- 10.28% |
$41.3K - $61.2K
|
4.57K
$453K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
71+ 55.91% |
$5.6K - $8.29K
|
198
$19.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
36.9K+ 63.53% |
$2.91M - $4.31M
|
95K
$9.42M
|