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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.6K+ 69.57% |
$138K - $166K
|
3.9K
$378K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.95KNew |
$255K - $305K
|
2.95K
$286K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
41.1KNew |
$3.56M - $4.25M
|
41.1K
$3.99M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
16+ 228.57% |
$1.38K - $1.66K
|
23
$2.23K
|
|
|
Aug 02, 2024
Q2 2024
|
Glynn Capital Management LLC
|
BUY
|
- |
45.8K+ 15.79% |
$3.96M - $4.74M
|
336K
$32.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.7KNew |
$1.1M - $1.31M
|
12.7K
$1.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.7KNew |
$1.1M - $1.31M
|
12.7K
$1.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
236+ 8.29% |
$20.4K - $24.4K
|
3.08K
$299K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.85K+ 29.68% |
$593K - $709K
|
29.9K
$2.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2- 6.67% |
$173 - $207
|
28
$2.72K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
16.1K+ 290.23% |
$1.39M - $1.67M
|
21.6K
$2.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
462+ 7.47% |
$40K - $47.8K
|
6.65K
$645K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
516+ 20.02% |
$44.6K - $53.4K
|
3.09K
$300K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-5- 0.03% |
$433 - $517
|
14.3K
$1.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-11- 0.44% |
$952 - $1.14K
|
2.46K
$239K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
232New |
$20.1K - $24K
|
232
$22.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
48.9K+ 27.72% |
$4.23M - $5.06M
|
225K
$21.9M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
500New |
$43.3K - $51.7K
|
500
$48.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.8K- 2.82% |
$156K - $186K
|
62.1K
$6.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-37- 75.51% |
$3.2K - $3.83K
|
12
$1.16K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-15.9K- 49.14% |
$1.38M - $1.65M
|
16.5K
$1.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.64K+ 2.99% |
$229K - $274K
|
91.1K
$8.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
4New |
$346 - $414
|
4
$388
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
100New |
$8.65K - $10.3K
|
100
$9.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-82- 3.43% |
$7.09K - $8.49K
|
2.31K
$224K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5- 12.5% |
$433 - $517
|
35
$3.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
3New |
$260 - $310
|
3
$291
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-6.91K- 6.2% |
$598K - $715K
|
105K
$10.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
40New |
$3.46K - $4.14K
|
40
$3.88K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
200+ 8.51% |
$17.3K - $20.7K
|
2.55K
$247K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
30New |
$2.6K - $3.1K
|
30
$2.91K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2New |
$173 - $207
|
2
$194
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
8.78KNew |
$759K - $908K
|
8.78K
$851K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 57.14% |
$17.3K - $20.7K
|
150
$14.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
105New |
$9.08K - $10.9K
|
105
$10.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
51+ 1.31% |
$4.41K - $5.28K
|
3.93K
$381K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 8.11% |
$519 - $621
|
68
$6.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
298+ 12.81% |
$25.8K - $30.8K
|
2.62K
$255K
|
|
| Q1 2024 | |||||||
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.4KNew |
$114K - $156K
|
1.4K
$136K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
20KNew |
$1.62M - $2.23M
|
20K
$1.94M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14New |
$1.14K - $1.56K
|
14
$1.36K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11Closed |
$893 - $1.23K
|
0
$0
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.16KNew |
$337K - $463K
|
4.16K
$403K
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
3.2KNew |
$260K - $357K
|
3.2K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.02KNew |
$164K - $225K
|
2.02K
$196K
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.37KNew |
$192K - $264K
|
2.37K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
7.96KNew |
$646K - $887K
|
7.96K
$772K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-90- 0.94% |
$7.31K - $10K
|
9.52K
$923K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.44KNew |
$360K - $495K
|
4.44K
$430K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-200- 8.92% |
$16.2K - $22.3K
|
2.04K
$198K
|
|