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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
49KNew |
$3.18M - $4.23M
|
49K
$4.79M
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.87K- 28.7% |
$186K - $248K
|
7.13K
$696K
|
|
|
May 15, 2023
Q1 2023
|
Soma Equity Partners LP
San Francisco, CA |
SELL
|
- |
-225K- 13.85% |
$14.6M - $19.4M
|
1.4M
$137M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.91KNew |
$189K - $251K
|
2.91K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
- |
3.1KNew |
$201K - $267K
|
3.1K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
50KNew |
$3.25M - $4.31M
|
50K
$4.88M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
30KNew |
$1.95M - $2.59M
|
30K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-95.3K- 96.82% |
$6.18M - $8.22M
|
3.13K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Meritech Capital Associates V L.L.C.
Palo Alto, CA |
SELL
|
- |
-128K- 55.55% |
$8.28M - $11M
|
102K
$9.97M
|
|
|
May 15, 2023
Q1 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
6.5K+ 48.15% |
$422K - $561K
|
20K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
100New |
$6.49K - $8.62K
|
100
$9.77K
|
|
|
May 15, 2023
Q1 2023
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-29.4K- 56.46% |
$1.91M - $2.53M
|
22.7K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-49.2K- 10.95% |
$3.19M - $4.24M
|
400K
$39.1M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
4+ 0.02% |
$260 - $345
|
23K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
5.96KNew |
$387K - $514K
|
5.96K
$582K
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-58.1K- 99.98% |
$3.77M - $5.01M
|
10
$977
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
28.8K+ 546.58% |
$1.87M - $2.48M
|
34K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
11KNew |
$713K - $947K
|
11K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.28KNew |
$278K - $369K
|
4.28K
$418K
|
|
|
May 12, 2023
Q1 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.9K+ 4.85% |
$124K - $164K
|
41.1K
$4.02M
|
|
|
May 12, 2023
Q1 2023
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
68.3KNew |
$4.43M - $5.89M
|
68.3K
$6.67M
|
|
|
May 12, 2023
Q1 2023
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
10.8KNew |
$701K - $931K
|
10.8K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
60New |
$3.89K - $5.17K
|
60
$5.86K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36New |
$2.34K - $3.1K
|
36
$3.52K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
2.69KNew |
$174K - $232K
|
2.69K
$262K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
80New |
$5.19K - $6.9K
|
80
$7.81K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
280+ 7.11% |
$18.2K - $24.1K
|
4.22K
$412K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-57- 1.64% |
$3.7K - $4.92K
|
3.41K
$333K
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-39.1K- 97.75% |
$2.54M - $3.37M
|
900
$87.9K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
54New |
$3.5K - $4.66K
|
54
$5.27K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.06KNew |
$199K - $264K
|
3.06K
$299K
|
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-52- 0.53% |
$3.37K - $4.48K
|
9.83K
$960K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
238+ 7.83% |
$15.4K - $20.5K
|
3.28K
$320K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-60- 40.0% |
$3.89K - $5.17K
|
90
$8.79K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.78KNew |
$180K - $239K
|
2.78K
$271K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3New |
$195 - $259
|
3
$293
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
6.03K+ 51.22% |
$391K - $520K
|
17.8K
$1.74M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-435- 11.87% |
$28.2K - $37.5K
|
3.23K
$315K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-90- 69.23% |
$5.84K - $7.76K
|
40
$3.91K
|
|
|
May 02, 2023
Q1 2023
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
123KNew |
$7.96M - $10.6M
|
123K
$12M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.55KNew |
$166K - $220K
|
2.55K
$249K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
10+ 66.67% |
$649 - $862
|
25
$2.44K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
6+ 21.43% |
$389 - $517
|
34
$3.32K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
8New |
$519 - $690
|
8
$781
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
82New |
$5.32K - $7.07K
|
82
$8.01K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
9New |
$584 - $776
|
9
$879
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$6.49K - $8.62K
|
100
$9.77K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-16- 0.49% |
$1.04K - $1.38K
|
3.22K
$314K
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.9KNew |
$188K - $250K
|
2.9K
$283K
|