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 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
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21New |
$1.66K - $2.45K
|
21
$2.08K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.43KNew |
$192K - $284K
|
2.43K
$241K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-557- 5.51% |
$43.9K - $65K
|
9.55K
$947K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
28New |
$2.21K - $3.27K
|
28
$2.78K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
6.35K+ 7743.9% |
$501K - $741K
|
6.43K
$638K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-70- 26.42% |
$5.52K - $8.17K
|
195
$19.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.98KNew |
$393K - $582K
|
4.98K
$494K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 7.23% |
$7.88K - $11.7K
|
1.48K
$147K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
87+ 13.53% |
$6.86K - $10.2K
|
730
$72.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.4K+ 165.66% |
$346K - $513K
|
7.05K
$699K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
2New |
$158 - $233
|
2
$198
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
94+ 2.29% |
$7.41K - $11K
|
4.19K
$415K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-389- 3.92% |
$30.7K - $45.4K
|
9.54K
$945K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
67+ 2.15% |
$5.28K - $7.82K
|
3.19K
$316K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
332+ 8.23% |
$26.2K - $38.8K
|
4.37K
$433K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.11KNew |
$166K - $246K
|
2.11K
$209K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.57KNew |
$676K - $1M
|
8.57K
$850K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-125K- 99.05% |
$9.87M - $14.6M
|
1.2K
$119K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
1.23K+ 1.55% |
$97.3K - $144K
|
80.8K
$8.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 12.88% |
$187K - $277K
|
20.8K
$2.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Barton Investment Management
|
SELL
|
- |
-2.1K- 0.8% |
$165K - $245K
|
259K
$25.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
75New |
$5.91K - $8.75K
|
75
$7.44K
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-10.8K- 65.99% |
$849K - $1.26M
|
5.55K
$551K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.17% |
$394 - $584
|
3.01K
$298K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.82KNew |
$617K - $913K
|
7.82K
$775K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
82+ 1025.0% |
$6.46K - $9.57K
|
90
$8.92K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 283.33% |
$1.34K - $1.98K
|
23
$2.28K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
83+ 3.58% |
$6.54K - $9.69K
|
2.4K
$238K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
44+ 0.95% |
$3.47K - $5.14K
|
4.68K
$464K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.16K- 3.61% |
$586K - $703K
|
218K
$21.6M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.3K- 54.04% |
$1.6M - $1.92M
|
19K
$1.88M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-911- 0.47% |
$65.4K - $78.4K
|
193K
$19.2M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
4New |
$287 - $344
|
4
$397
|
|
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
37KNew |
$2.66M - $3.19M
|
37K
$3.67M
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.81KNew |
$202K - $242K
|
2.81K
$279K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8New |
$574 - $689
|
8
$793
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1New |
$71.8 - $86.1
|
1
$99.2
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
5New |
$359 - $431
|
5
$496
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
64New |
$4.6K - $5.51K
|
64
$6.35K
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-10- 2.76% |
$718 - $861
|
352
$34.9K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-170- 2.59% |
$12.2K - $14.6K
|
6.38K
$633K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.69KNew |
$193K - $232K
|
2.69K
$267K
|
|