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 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.44K- 8.02% |
$132K - $184K
|
16.5K
$1.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-84.4K- 66.98% |
$7.7M - $10.7M
|
41.6K
$3.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
96New |
$8.76K - $12.2K
|
96
$9.11K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
2KNew |
$182K - $255K
|
2K
$190K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
261New |
$23.8K - $33.2K
|
261
$24.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.39K+ 46433.33% |
$127K - $177K
|
1.4K
$133K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
164+ 33.0% |
$15K - $20.9K
|
661
$62.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.23K+ 55.39% |
$113K - $157K
|
3.46K
$329K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
10+ 500.0% |
$912 - $1.27K
|
12
$1.14K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.1K+ 0.22% |
$100K - $140K
|
497K
$47.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.3K- 29.13% |
$1.03M - $1.44M
|
27.6K
$2.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
41New |
$3.74K - $5.22K
|
41
$3.89K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.3K+ 7.45% |
$392K - $547K
|
62K
$5.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
49New |
$4.47K - $6.24K
|
49
$4.65K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.19K- 3.16% |
$108K - $151K
|
36.3K
$3.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
168+ 0.55% |
$15.3K - $21.4K
|
30.8K
$2.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
267+ 3.47% |
$24.4K - $34K
|
7.96K
$755K
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
5.35KNew |
$488K - $681K
|
5.35K
$508K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.44KNew |
$223K - $311K
|
2.44K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-622- 12.52% |
$56.8K - $79.2K
|
4.35K
$413K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
3.52KNew |
$322K - $449K
|
3.52K
$334K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.53K+ 32.48% |
$231K - $322K
|
10.3K
$980K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.68K- 28.95% |
$153K - $214K
|
4.12K
$391K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-466- 51.49% |
$42.5K - $59.3K
|
439
$41.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
10New |
$912 - $1.27K
|
10
$949
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.4KNew |
$219K - $306K
|
2.4K
$228K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
3.4K+ 167.9% |
$310K - $433K
|
5.43K
$515K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
95+ 89.62% |
$8.67K - $12.1K
|
201
$19.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-376- 7.66% |
$34.3K - $47.9K
|
4.53K
$430K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
403+ 8.52% |
$36.8K - $51.3K
|
5.13K
$487K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.14K+ 29.65% |
$104K - $145K
|
4.98K
$472K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
525+ 17.93% |
$47.9K - $66.8K
|
3.45K
$328K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-53.7K- 4.32% |
$4.23M - $6.27M
|
1.19M
$113M
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
5New |
$394 - $584
|
5
$475
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
6.45K+ 195.84% |
$509K - $753K
|
9.75K
$925K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
64New |
$5.05K - $7.47K
|
64
$6.07K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
323+ 15.6% |
$25.5K - $37.7K
|
2.39K
$227K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
8.35KNew |
$658K - $974K
|
8.35K
$792K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
4New |
$315 - $467
|
4
$380
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
120KNew |
$9.49M - $14.1M
|
120K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
82.5K+ 384.02% |
$6.5M - $9.63M
|
104K
$9.87M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.26KNew |
$336K - $497K
|
4.26K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
7.04KNew |
$555K - $821K
|
7.04K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2New |
$158 - $233
|
2
$190
|
|
|
May 15, 2025
Q1 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-440K- 52.45% |
$34.7M - $51.4M
|
399K
$37.9M
|
|
|
May 15, 2025
Q1 2025
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
10.3K+ 10.6% |
$812K - $1.2M
|
108K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
SELL
|
- |
-14.6K- 62.19% |
$1.15M - $1.7M
|
8.85K
$840K
|
|
|
May 15, 2025
Q1 2025
|
Soma Equity Partners LP
San Francisco, CA |
BUY
|
CALL |
500KNew |
$39.4M - $58.4M
|
500K
$47.5M
|
|
|
May 15, 2025
Q1 2025
|
Alta Park Capital, LP
San Francisco, CA |
SELL
|
- |
-187K- 90.41% |
$14.7M - $21.8M
|
19.8K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
2.24KNew |
$177K - $261K
|
2.24K
$213K
|
|