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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
16New |
$1.26K - $2.57K
|
16
$1.59K
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-6Closed |
$473 - $963
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Growth Interface Management LLC
Orlando, FL |
SELL
|
- |
-80K- 94.12% |
$6.3M - $12.8M
|
5K
$496K
|
|
Aug 10, 2022
Q2 2022
|
Jeneq Management LP
New York, NY |
SELL
|
- |
-2.6KClosed |
$205K - $417K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.54KClosed |
$121K - $247K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.7KClosed |
$134K - $273K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-1.45KClosed |
$114K - $232K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-340Closed |
$26.8K - $54.5K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-9.85KClosed |
$776K - $1.58M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-16Closed |
$1.26K - $2.57K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-9Closed |
$709 - $1.44K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-19Closed |
$1.5K - $3.05K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-900Closed |
$70.9K - $144K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-1.53KClosed |
$121K - $246K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-12K- 85.72% |
$945K - $1.93M
|
2K
$198K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.11KClosed |
$245K - $499K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Sapphire Ventures, L.L.C.
Austin, TX |
SELL
|
- |
-134KClosed |
$10.5M - $21.5M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
La Financiere De L'Echiquier
|
SELL
|
- |
-22K- 11.22% |
$1.73M - $3.53M
|
174K
$17.3M
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.23KClosed |
$175K - $357K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-89Closed |
$7.01K - $14.3K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-23.4KClosed |
$1.84M - $3.75M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-12.8KClosed |
$1.01M - $2.05M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
25New |
$1.97K - $4.01K
|
25
$2.48K
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.32KClosed |
$104K - $211K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
SELL
|
- |
-1.8MClosed |
$142M - $290M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-18.9KClosed |
$1.49M - $3.03M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.45KClosed |
$114K - $232K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-1.5KClosed |
$118K - $241K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-140Closed |
$11K - $22.5K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
655New |
$51.6K - $105K
|
655
$64.9K
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.93KClosed |
$231K - $470K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.16KClosed |
$170K - $347K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-353- 91.21% |
$27.8K - $56.6K
|
34
$3.37K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
27.5K+ 550400.0% |
$2.17M - $4.41M
|
27.5K
$2.73M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.12K- 64.34% |
$639K - $1.3M
|
4.5K
$446K
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.55KClosed |
$201K - $409K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Amf Tjanstepension Ab
|
SELL
|
- |
-52KClosed |
$4.09M - $8.34M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
64New |
$5.04K - $10.3K
|
64
$6.35K
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1K- 28.35% |
$79.1K - $161K
|
2.54K
$252K
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-8.87K- 61.08% |
$699K - $1.42M
|
5.65K
$560K
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
10.3K+ 110.71% |
$812K - $1.65M
|
19.6K
$1.95M
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
3+ 60.0% |
$236 - $481
|
8
$793
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-72Closed |
$5.67K - $11.6K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
145+ 4.89% |
$11.4K - $23.3K
|
3.11K
$309K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-269Closed |
$21.2K - $43.2K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-200Closed |
$15.8K - $32.1K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.76KClosed |
$375K - $763K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
BUY
|
- |
2.84K+ 119.41% |
$224K - $456K
|
5.22K
$518K
|
|
Jul 21, 2022
Q2 2022
|
Gam Holding Ag
|
SELL
|
- |
-4.11K- 5.54% |
$324K - $659K
|
70.1K
$6.95M
|
|
Jul 21, 2022
Q2 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-5.25KClosed |
$413K - $841K
|
0
$0
|