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, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
6.99KNew |
$568K - $780K
|
6.99K
$693K
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
82+ 1.0% |
$6.66K - $9.14K
|
8.31K
$824K
|
|
May 14, 2024
Q1 2024
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
40KNew |
$3.25M - $4.46M
|
40K
$3.97M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.26K+ 52.4% |
$102K - $140K
|
3.65K
$362K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.04KNew |
$734K - $1.01M
|
9.04K
$897K
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
8.37KNew |
$680K - $933K
|
8.37K
$830K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17New |
$1.38K - $1.9K
|
17
$1.69K
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-20K- 37.05% |
$1.62M - $2.23M
|
34K
$3.37M
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.56KNew |
$370K - $508K
|
4.56K
$452K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1- 0.07% |
$81.2 - $111
|
1.34K
$133K
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
237KNew |
$19.2M - $26.4M
|
237K
$23.5M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-27.2K- 3.39% |
$2.21M - $3.03M
|
775K
$76.8M
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-30- 71.43% |
$2.44K - $3.34K
|
12
$1.19K
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-200- 8.0% |
$16.2K - $22.3K
|
2.3K
$228K
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
2.02KNew |
$164K - $225K
|
2.02K
$200K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
88New |
$7.14K - $9.81K
|
88
$8.73K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.93KNew |
$238K - $327K
|
2.93K
$291K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.15KNew |
$175K - $240K
|
2.15K
$213K
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
SELL
|
CALL |
-2- 20.0% |
$162 - $223
|
8
$793
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
516+ 9.51% |
$41.9K - $57.5K
|
5.94K
$589K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
10New |
$812 - $1.11K
|
10
$992
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
800New |
$64.9K - $89.2K
|
800
$79.3K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
60New |
$4.87K - $6.69K
|
60
$5.95K
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
15.1KNew |
$1.23M - $1.68M
|
15.1K
$1.5M
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.05KNew |
$248K - $340K
|
3.05K
$303K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-15.5K- 87.57% |
$1.26M - $1.73M
|
2.2K
$218K
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-11- 47.83% |
$893 - $1.23K
|
12
$1.19K
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.39K- 30.09% |
$113K - $155K
|
3.23K
$320K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.04KNew |
$246K - $338K
|
3.04K
$301K
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
31New |
$2.52K - $3.46K
|
31
$3.07K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
206New |
$16.7K - $23K
|
206
$20.4K
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
133+ 665.0% |
$10.8K - $14.8K
|
153
$15.2K
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-100- 0.08% |
$8.12K - $11.1K
|
124K
$12.3M
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-189- 93.1% |
$15.3K - $21.1K
|
14
$1.39K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
160+ 160.0% |
$13K - $17.8K
|
260
$25.8K
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
2.11KNew |
$171K - $235K
|
2.11K
$209K
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
104K+ 12.02% |
$6.85M - $9.55M
|
971K
$96.2M
|
|
Feb 12, 2025
Q4 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-26KClosed |
$1.71M - $2.38M
|
0
$0
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2+ 200.0% |
$132 - $183
|
3
$297
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
30New |
$1.97K - $2.75K
|
30
$2.97K
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-1- 0.13% |
$65.8 - $91.7
|
783
$77.6K
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-100- 2.4% |
$6.58K - $9.17K
|
4.07K
$403K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
5.3KNew |
$349K - $486K
|
5.3K
$525K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13New |
$855 - $1.19K
|
13
$1.29K
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-272- 90.07% |
$17.9K - $24.9K
|
30
$2.97K
|
|
Feb 14, 2024
Q4 2023
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$164K - $229K
|
2.5K
$248K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
56New |
$3.68K - $5.14K
|
56
$5.55K
|
|
Feb 14, 2024
Q4 2023
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
BUY
|
- |
63KNew |
$4.14M - $5.77M
|
63K
$6.24M
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
300New |
$19.7K - $27.5K
|
300
$29.7K
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.83KNew |
$120K - $168K
|
1.83K
$182K
|