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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.6KNew |
$835K - $1M
|
11.6K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-84- 1.4% |
$6.03K - $7.23K
|
5.9K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
Twenty Acre Capital LP
Newtown, PA |
SELL
|
- |
-5.6K- 6.11% |
$402K - $482K
|
86K
$8.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
6K+ 9.38% |
$431K - $517K
|
70K
$6.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
4.53KNew |
$326K - $390K
|
4.53K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
49New |
$3.52K - $4.22K
|
49
$4.86K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
5.2K+ 11.38% |
$373K - $448K
|
50.9K
$5.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
43+ 10.54% |
$3.09K - $3.7K
|
451
$44.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
28.5KNew |
$2.05M - $2.45M
|
28.5K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
46KNew |
$3.3M - $3.96M
|
46K
$4.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.98KNew |
$214K - $257K
|
2.98K
$295K
|
|
|
Feb 11, 2025
Q4 2024
|
Kazazian Asset Management, LLC
Fort Lauderdale, FL |
BUY
|
- |
3KNew |
$215K - $258K
|
3K
$297K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
10+ 9.52% |
$718 - $861
|
115
$11.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
SELL
|
- |
-14.4K- 38.72% |
$1.04M - $1.24M
|
22.9K
$2.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
16.9K+ 300.66% |
$1.21M - $1.46M
|
22.5K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-560- 94.59% |
$40.2K - $48.2K
|
32
$3.17K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-800- 20.51% |
$57.4K - $68.9K
|
3.1K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
10New |
$718 - $861
|
10
$992
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$1.08K - $1.29K
|
15
$1.49K
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-27.4K- 91.38% |
$1.97M - $2.36M
|
2.58K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.99K+ 12.42% |
$214K - $257K
|
27K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
64New |
$4.6K - $5.51K
|
64
$6.35K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.54K- 29.52% |
$398K - $477K
|
13.2K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.89KNew |
$207K - $249K
|
2.89K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
3KNew |
$215K - $258K
|
3K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-13K- 24.81% |
$934K - $1.12M
|
39.4K
$3.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
12+ 7.1% |
$862 - $1.03K
|
181
$17.9K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-7.18K- 32.41% |
$515K - $618K
|
15K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2.67KNew |
$191K - $230K
|
2.67K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
21.2KNew |
$1.52M - $1.83M
|
21.2K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
3KNew |
$215K - $258K
|
3K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
60New |
$4.31K - $5.17K
|
60
$5.95K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
8.16KNew |
$586K - $703K
|
8.16K
$809K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
31.8K+ 490.54% |
$2.28M - $2.74M
|
38.3K
$3.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
62.5KNew |
$4.49M - $5.38M
|
62.5K
$6.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-100- 2.15% |
$7.18K - $8.61K
|
4.56K
$452K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 2.0% |
$144 - $172
|
102
$10.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
11.7K+ 80.92% |
$837K - $1M
|
26.1K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.95KNew |
$283K - $340K
|
3.95K
$391K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-11.9K- 22.7% |
$854K - $1.02M
|
40.5K
$4.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.49KNew |
$681K - $817K
|
9.49K
$941K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-15- 37.5% |
$1.08K - $1.29K
|
25
$2.48K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.2K+ 10.68% |
$86.2K - $103K
|
12.4K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-5.5K- 5.93% |
$395K - $474K
|
87.2K
$8.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
315New |
$22.6K - $27.1K
|
315
$31.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 2.17% |
$718 - $861
|
450
$44.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
CALL |
500New |
$35.9K - $43.1K
|
500
$49.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
204+ 13.77% |
$14.6K - $17.6K
|
1.69K
$167K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
34New |
$2.44K - $2.93K
|
34
$3.37K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
560New |
$40.2K - $48.2K
|
560
$55.5K
|