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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
51KNew |
$3.49M - $4.59M
|
51K
$4.98M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
10.1KNew |
$695K - $914K
|
10.1K
$991K
|
|
|
Nov 13, 2023
Q3 2023
|
Shannon River Fund Management LLC
|
BUY
|
- |
98KNew |
$6.72M - $8.83M
|
98K
$9.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
- |
50KNew |
$3.43M - $4.5M
|
50K
$4.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
194+ 19.15% |
$13.3K - $17.5K
|
1.21K
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
30.6K+ 106.36% |
$2.1M - $2.76M
|
59.4K
$5.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Dynamo Internacional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-82.9K- 31.03% |
$5.68M - $7.47M
|
184K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-17.7K- 79.17% |
$1.21M - $1.59M
|
4.66K
$455K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.81KNew |
$535K - $704K
|
7.81K
$763K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$206 - $270
|
3
$293
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.21KNew |
$220K - $289K
|
3.21K
$313K
|
|
|
Nov 07, 2023
Q3 2023
|
Founders Circle Capital LLC
|
BUY
|
- |
1+ 0.0% |
$68.5 - $90.1
|
89.5K
$8.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
CALL |
-100- 8.33% |
$6.85K - $9.01K
|
1.1K
$107K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-19.4K- 45.01% |
$1.33M - $1.74M
|
23.7K
$2.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
710+ 20.48% |
$48.7K - $64K
|
4.18K
$408K
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.3KNew |
$226K - $297K
|
3.3K
$322K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-28- 1.13% |
$1.92K - $2.52K
|
2.45K
$239K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
39New |
$2.67K - $3.51K
|
39
$3.81K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
7.97K+ 260.33% |
$546K - $718K
|
11K
$1.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-50- 84.75% |
$3.43K - $4.5K
|
9
$879
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.36KNew |
$299K - $393K
|
4.36K
$426K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-2- 0.2% |
$137 - $180
|
1K
$97.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
161New |
$11K - $14.5K
|
161
$15.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Sycomore Asset Management
|
SELL
|
- |
-20K- 45.45% |
$1.37M - $1.8M
|
24K
$2.34M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1New |
$68.5 - $90.1
|
1
$97.7
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
49New |
$3.36K - $4.41K
|
49
$4.79K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-69- 2.38% |
$4.73K - $6.22K
|
2.83K
$276K
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.66KNew |
$114K - $149K
|
1.66K
$162K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.9K- 7.97% |
$199K - $261K
|
33.5K
$3.27M
|
|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
SELL
|
- |
-125K- 50.0% |
$8.57M - $11.3M
|
125K
$12.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-142K- 38.2% |
$9.75M - $12.8M
|
230K
$22.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
SELL
|
- |
-30- 34.88% |
$2.06K - $2.7K
|
56
$5.47K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
115New |
$7.88K - $10.4K
|
115
$11.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-51- 42.15% |
$3.5K - $4.59K
|
70
$6.84K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
104New |
$7.13K - $9.45K
|
104
$10.2K
|
|
|
Jun 03, 2024
Q2 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
27.5KNew |
$1.89M - $2.5M
|
27.5K
$2.69M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
81New |
$5.55K - $7.36K
|
81
$7.91K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.04K- 17.39% |
$71.2K - $94.4K
|
4.94K
$482K
|
|
|
Aug 14, 2023
Q2 2023
|
Force Hill Capital Management LP
New York, NY |
BUY
|
- |
48.7K+ 76.94% |
$3.34M - $4.43M
|
112K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
400+ 4.36% |
$27.4K - $36.4K
|
9.58K
$936K
|
|
|
Aug 14, 2023
Q2 2023
|
Diker Management LLC
New York, NY |
SELL
|
- |
-4.77K- 15.9% |
$327K - $434K
|
25.2K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
40K+ 266.67% |
$2.74M - $3.64M
|
55K
$5.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-15K- 13.04% |
$1.03M - $1.36M
|
100K
$9.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-4.95K- 62.23% |
$339K - $450K
|
3.01K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.72K- 99.42% |
$118K - $156K
|
10
$977
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-21.8K- 43.64% |
$1.5M - $1.98M
|
28.2K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
3.71KNew |
$254K - $337K
|
3.71K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
154New |
$10.6K - $14K
|
154
$15K
|
|
|
Aug 14, 2023
Q2 2023
|
Scge Management, L.P.
Menlo Park, CA |
SELL
|
- |
-175K- 19.64% |
$12M - $15.9M
|
718K
$70.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-5.81K- 53.81% |
$398K - $528K
|
4.99K
$487K
|
|