Latest Institutional Transactions on Okta, Inc. (OKTA)

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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
Aug 14, 2023 Q2 2023
Drw Securities, LLC

Chicago, IL
BUY
 CALL
8.5K
New
$583K - $773K
8.5K $843K
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
SELL
 -
-696
- 5.59%
$47.7K - $63.3K
11.8K $1.17M
Aug 11, 2023 Q2 2023
Bloom Tree Partners, LLC

New York, NY
BUY
 -
192K
New
$13.2M - $17.5M
192K $19.1M
Aug 11, 2023 Q2 2023
Varma Mutual Pension Insurance CO

Varma, H9
BUY
 -
197K
New
$13.5M - $17.9M
197K $19.5M
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
95.3K
+ 14.73%
$6.53M - $8.66M
742K $73.6M
Aug 10, 2023 Q2 2023
Affinity Investment Advisors, LLC

SELL
 -
-5.12K
- 48.66%
$351K - $465K
5.4K $535K
Aug 09, 2023 Q2 2023
Pittenger & Anderson Inc

BUY
 -
50
New
$3.43K - $4.55K
50 $4.96K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
1
New
$68.5 - $90.9
1 $99.2
Aug 08, 2023 Q2 2023
S&Co Inc

Boston, MA
BUY
 -
5K
+ 16.71%
$343K - $455K
34.9K $3.46M
Aug 07, 2023 Q2 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
202
+ 102.02%
$13.8K - $18.4K
400 $39.7K
Aug 02, 2023 Q2 2023
Ifs Advisors, LLC

BUY
 -
30
New
$2.06K - $2.73K
30 $2.97K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 CALL
5K
New
$343K - $455K
5K $496K
Jul 31, 2023 Q2 2023
Levin Capital Strategies, L.P.

New York, NY
BUY
 CALL
5K
New
$343K - $455K
5K $496K
Jul 28, 2023 Q2 2023
Aia Group LTD

Hong Kong, K3
BUY
 -
18.8K
New
$1.29M - $1.71M
18.8K $1.86M
Jul 28, 2023 Q2 2023
Crewe Advisors LLC

SELL
 -
-65
- 97.01%
$4.45K - $5.91K
2 $198
Jul 27, 2023 Q2 2023
Ingalls & Snyder LLC

New York, NY
BUY
 CALL
200
New
$13.7K - $18.2K
200 $19.8K
Jul 27, 2023 Q2 2023
Ea Series Trust

Havertown, PA
BUY
 -
3.58K
New
$245K - $325K
3.58K $355K
Jul 26, 2023 Q2 2023
Portman Square Capital LLP

London, X0
SELL
 -
-10.1K
- 8.48%
$693K - $920K
109K $10.8M
Jul 26, 2023 Q2 2023
Portman Square Capital LLP

London, X0
BUY
 PUT
1K
+ 2.11%
$68.5K - $90.9K
48.5K $4.81M
Jul 25, 2023 Q2 2023
Dupont Capital Management Corp

BUY
 -
448
+ 350.0%
$30.7K - $40.7K
576 $57.1K
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

SELL
 -
-9
- 36.0%
$617 - $818
16 $1.59K
Jul 20, 2023 Q2 2023
Aj Wealth Strategies, LLC

BUY
 -
104
+ 1.88%
$7.13K - $9.45K
5.65K $560K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
SELL
 -
-7
- 31.82%
$480 - $636
15 $1.49K
Jul 19, 2023 Q2 2023
Polianta LTD

BUY
 -
14.7K
New
$1.01M - $1.34M
14.7K $1.46M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
665
New
$45.6K - $60.4K
665 $65.9K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
8
New
$548 - $727
8 $793
Jul 13, 2023 Q2 2023
City Holding CO

SELL
 -
-300
- 94.34%
$20.6K - $27.3K
18 $1.78K
Jul 13, 2023 Q2 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
137
New
$9.39K - $12.5K
137 $13.6K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
4
+ 66.67%
$274 - $364
10 $992
Q1 2023
Oct 07, 2024 Q1 2023
Lord, Abbett & Co. LLC

Jersey City, NJ
BUY
 -
715K
New
$46.4M - $61.7M
715K $70.9M
Feb 28, 2024 Q1 2023
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
1.58K
New
$102K - $136K
1.58K $157K
Nov 07, 2023 Q1 2023
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-238
- 85.61%
$15.4K - $20.5K
40 $3.97K
Jul 24, 2023 Q1 2023
Pvg Asset Management Corp

Golden, CO
BUY
 -
2.94K
New
$191K - $254K
2.94K $292K
May 23, 2023 Q1 2023
Seaport Global Advisors, LLC

Boston, MA
BUY
 -
1.32K
+ 42.81%
$85.5K - $114K
4.4K $436K
May 22, 2023 Q1 2023
Putnam Investments LLC

Boston, MA
SELL
 -
-27.5K
- 41.78%
$1.79M - $2.38M
38.4K $3.81M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
37
+ 1233.33%
$2.4K - $3.19K
40 $3.97K
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
100
New
$6.49K - $8.62K
100 $9.92K
May 18, 2023 Q1 2023
Hnp Capital LLC

SELL
 -
-98
- 2.43%
$6.36K - $8.45K
3.94K $391K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
2.54K
New
$165K - $219K
2.54K $252K
May 15, 2023 Q1 2023
Engle Capital Management, L.P.

Greenwich, CT
BUY
 -
49K
New
$3.18M - $4.23M
49K $4.86M
May 15, 2023 Q1 2023
Values First Advisors, Inc.

BUY
 -
0
New
$0 - $0
0 $0
May 15, 2023 Q1 2023
Baader Bank Aktiengesellschaft

Unterschleissheim, 2M
SELL
 -
-2.87K
- 28.7%
$186K - $248K
7.13K $707K
May 15, 2023 Q1 2023
Julian Robertson Tiger Management L.L.C. | New York, Ny
BUY
 -
3.1K
New
$201K - $267K
3.1K $307K
May 15, 2023 Q1 2023
Weiss Multi Strategy Advisers LLC

New York, NY
BUY
 CALL
30K
New
$1.95M - $2.59M
30K $2.97M
May 15, 2023 Q1 2023
Df Dent & CO Inc

Baltimore, MD
SELL
 -
-95.3K
- 96.82%
$6.18M - $8.22M
3.13K $310K
May 15, 2023 Q1 2023
Meritech Capital Associates V L.L.C.

Palo Alto, CA
SELL
 -
-128K
- 55.55%
$8.28M - $11M
102K $10.1M
May 15, 2023 Q1 2023
Alight Capital Management LP

New York, NY
BUY
 -
6.5K
+ 48.15%
$422K - $561K
20K $1.98M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 CALL
100
New
$6.49K - $8.62K
100 $9.92K
May 15, 2023 Q1 2023
Portolan Capital Management, LLC

Boston, MA
SELL
 -
-29.4K
- 56.46%
$1.91M - $2.53M
22.7K $2.25M

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