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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.09K+ 8.24% |
$148K - $210K
|
27.4K
$2.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-400- 80.0% |
$28.4K - $40.2K
|
100
$9.92K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-68- 1.32% |
$4.83K - $6.83K
|
5.07K
$502K
|
|
|
Oct 15, 2024
Q3 2024
|
Yarbrough Capital, LLC
|
SELL
|
- |
-3.72K- 45.79% |
$264K - $373K
|
4.4K
$436K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-156- 92.86% |
$11.1K - $15.7K
|
12
$1.19K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-180- 4.67% |
$12.8K - $18.1K
|
3.67K
$364K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1K+ 333.33% |
$71K - $100K
|
1.3K
$129K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
350New |
$24.9K - $35.1K
|
350
$34.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-61- 75.31% |
$4.33K - $6.12K
|
20
$1.98K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-637- 22.36% |
$55.1K - $65.9K
|
2.21K
$219K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
8New |
$692 - $828
|
8
$793
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.39KNew |
$207K - $248K
|
2.39K
$237K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
24.5KNew |
$2.12M - $2.54M
|
24.5K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Gmt Capital Corp
Atlanta, GA |
BUY
|
- |
60.5K+ 484.0% |
$5.23M - $6.26M
|
73K
$7.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
58.6KNew |
$5.07M - $6.06M
|
58.6K
$5.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Sqn Investors LP
Redwood City, CA |
SELL
|
- |
-6.32K- 6.07% |
$547K - $654K
|
97.9K
$9.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Equity Partners Management, LLC
San Francisco, CA |
BUY
|
- |
99.4K+ 68.72% |
$8.6M - $10.3M
|
244K
$24.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
221+ 6.05% |
$19.1K - $22.9K
|
3.87K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
4.49KNew |
$388K - $464K
|
4.49K
$445K
|
|
|
Aug 14, 2024
Q2 2024
|
Honeycomb Asset Management LP
New York, NY |
BUY
|
- |
60KNew |
$5.19M - $6.21M
|
60K
$5.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$981K - $1.17M
|
11.3K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
CALL |
6.4K+ 133.33% |
$554K - $662K
|
11.2K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.58K+ 42.4% |
$136K - $163K
|
5.29K
$525K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
10New |
$865 - $1.03K
|
10
$992
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-180- 94.74% |
$15.6K - $18.6K
|
10
$992
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-3.8K- 1.93% |
$329K - $393K
|
193K
$19.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
5.77KNew |
$499K - $597K
|
5.77K
$572K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
37.2K+ 96.68% |
$3.22M - $3.85M
|
75.6K
$7.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Eulav Asset Management
|
BUY
|
- |
25K+ 25.25% |
$2.16M - $2.59M
|
124K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
50New |
$4.33K - $5.17K
|
50
$4.96K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
307K+ 3.31% |
$26.6M - $31.8M
|
9.58M
$950M
|
|
|
Aug 13, 2024
Q2 2024
|
Matrix Capital Management Company, LP
Waltham, MA |
BUY
|
- |
575KNew |
$49.7M - $59.5M
|
575K
$57M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
CALL |
50KNew |
$4.33M - $5.17M
|
50K
$4.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-13- 0.33% |
$1.12K - $1.35K
|
3.96K
$393K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-13- 27.66% |
$1.12K - $1.35K
|
34
$3.37K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
96+ 15.34% |
$8.31K - $9.94K
|
722
$71.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-159- 1.38% |
$13.8K - $16.5K
|
11.4K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
312KNew |
$27M - $32.3M
|
312K
$31M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
185New |
$16K - $19.1K
|
185
$18.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.01K+ 2544.3% |
$174K - $208K
|
2.09K
$207K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
500New |
$43.3K - $51.7K
|
500
$49.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-264- 18.95% |
$22.8K - $27.3K
|
1.13K
$112K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
390New |
$33.7K - $40.4K
|
390
$38.7K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.2KNew |
$190K - $228K
|
2.2K
$218K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
9.37KNew |
$811K - $970K
|
9.37K
$929K
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
3.32KNew |
$287K - $343K
|
3.32K
$329K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-132- 1.02% |
$11.4K - $13.7K
|
12.8K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3New |
$260 - $310
|
3
$297
|
|