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
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-49.2K- 10.95% |
$3.19M - $4.24M
|
400K
$39.7M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
4+ 0.02% |
$260 - $345
|
23K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
5.96KNew |
$387K - $514K
|
5.96K
$591K
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-58.1K- 99.98% |
$3.77M - $5.01M
|
10
$992
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
28.8K+ 546.58% |
$1.87M - $2.48M
|
34K
$3.37M
|
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
11KNew |
$713K - $947K
|
11K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.28KNew |
$278K - $369K
|
4.28K
$425K
|
|
|
May 12, 2023
Q1 2023
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
68.3KNew |
$4.43M - $5.89M
|
68.3K
$6.77M
|
|
|
May 12, 2023
Q1 2023
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
10.8KNew |
$701K - $931K
|
10.8K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
60New |
$3.89K - $5.17K
|
60
$5.95K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36New |
$2.34K - $3.1K
|
36
$3.57K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
2.69KNew |
$174K - $232K
|
2.69K
$266K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
80New |
$5.19K - $6.9K
|
80
$7.93K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
280+ 7.11% |
$18.2K - $24.1K
|
4.22K
$418K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-57- 1.64% |
$3.7K - $4.92K
|
3.41K
$338K
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-39.1K- 97.75% |
$2.54M - $3.37M
|
900
$89.2K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
54New |
$3.5K - $4.66K
|
54
$5.35K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.06KNew |
$199K - $264K
|
3.06K
$303K
|
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-52- 0.53% |
$3.37K - $4.48K
|
9.83K
$974K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
238+ 7.83% |
$15.4K - $20.5K
|
3.28K
$325K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-60- 40.0% |
$3.89K - $5.17K
|
90
$8.92K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.78KNew |
$180K - $239K
|
2.78K
$275K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3New |
$195 - $259
|
3
$297
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
6.03K+ 51.22% |
$391K - $520K
|
17.8K
$1.77M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-435- 11.87% |
$28.2K - $37.5K
|
3.23K
$320K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-90- 69.23% |
$5.84K - $7.76K
|
40
$3.97K
|
|
|
May 02, 2023
Q1 2023
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
123KNew |
$7.96M - $10.6M
|
123K
$12.2M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.55KNew |
$166K - $220K
|
2.55K
$253K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
10+ 66.67% |
$649 - $862
|
25
$2.48K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
6+ 21.43% |
$389 - $517
|
34
$3.37K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
8New |
$519 - $690
|
8
$793
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
9New |
$584 - $776
|
9
$892
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$6.49K - $8.62K
|
100
$9.92K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-16- 0.49% |
$1.04K - $1.38K
|
3.22K
$319K
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.9KNew |
$188K - $250K
|
2.9K
$288K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-37.4K- 4.53% |
$2.43M - $3.22M
|
788K
$78.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
75New |
$4.87K - $6.47K
|
75
$7.44K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
8.63KNew |
$560K - $744K
|
8.63K
$856K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
5.12KNew |
$332K - $442K
|
5.12K
$508K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
168+ 69.42% |
$10.9K - $14.5K
|
410
$40.7K
|
|
| Q4 2022 | |||||||
|
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-8.83KClosed |
$400K - $626K
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
854New |
$38.6K - $60.6K
|
854
$84.7K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
50New |
$2.26K - $3.55K
|
50
$4.96K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
947New |
$42.8K - $67.2K
|
947
$93.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-38.6K- 57.34% |
$1.75M - $2.74M
|
28.7K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.99KNew |
$135K - $212K
|
2.99K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
15.2KNew |
$686K - $1.08M
|
15.2K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-2.07K- 19.81% |
$93.4K - $146K
|
8.36K
$829K
|
|
|
Feb 14, 2023
Q4 2022
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-5.2K- 5.69% |
$235K - $369K
|
86.3K
$8.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
49.8KNew |
$2.25M - $3.53M
|
49.8K
$4.94M
|
|