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 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-75Closed |
$10.4K - $16.7K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Manteio Capital LLC
|
SELL
|
- |
-1.43KClosed |
$197K - $318K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.02KClosed |
$141K - $227K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-110Closed |
$15.2K - $24.5K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-962Closed |
$133K - $214K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-21Closed |
$2.9K - $4.68K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1.06KClosed |
$146K - $236K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.15KClosed |
$297K - $478K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.29KClosed |
$178K - $287K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
SELL
|
- |
-6Closed |
$829 - $1.34K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-990Closed |
$137K - $220K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Menlo Advisors LLC
|
SELL
|
- |
-13.1KClosed |
$1.8M - $2.91M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-983Closed |
$136K - $219K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-200Closed |
$27.6K - $44.5K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-7KClosed |
$966K - $1.56M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-270Closed |
$37.3K - $60.1K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.15KClosed |
$435K - $702K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
SELL
|
CALL |
-4KClosed |
$552K - $891K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-10Closed |
$1.38K - $2.23K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-35Closed |
$4.83K - $7.79K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1KClosed |
$138K - $223K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Harrington Investments, Inc
|
SELL
|
- |
-1.86KClosed |
$257K - $415K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-26Closed |
$3.59K - $5.79K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1.18KClosed |
$162K - $262K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
F
|
SELL
|
- |
-11KClosed |
$1.51M - $2.44M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.09KClosed |
$151K - $243K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.22KClosed |
$168K - $271K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.11KClosed |
$154K - $248K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Tcw Group Inc
|
BUY
|
- |
47.3K+ 95.43% |
$6.53M - $10.5M
|
96.8K
$9.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Golden Green, Inc.
|
SELL
|
- |
-2.44KClosed |
$337K - $543K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.02KClosed |
$140K - $226K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 3.85% |
$138 - $223
|
27
$2.68K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-66Closed |
$9.12K - $14.7K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-2KClosed |
$276K - $445K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-993Closed |
$137K - $221K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.09KClosed |
$151K - $243K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-1.33KClosed |
$184K - $296K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1KClosed |
$138K - $223K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-22.4KClosed |
$3.1M - $4.99M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.38KClosed |
$190K - $307K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
600New |
$119K - $161K
|
600
$59.5K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
CALL |
200New |
$39.6K - $53.7K
|
200
$19.8K
|
|
|
Nov 07, 2022
Q4 2021
|
Infini Capital Management LTD
Central, K3 |
BUY
|
- |
4KNew |
$792K - $1.07M
|
4K
$397K
|
|
|
Mar 01, 2022
Q4 2021
|
Sante Capital Fund, LP
|
SELL
|
- |
-11.9KClosed |
$2.36M - $3.2M
|
0
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-925Closed |
$183K - $248K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-888Closed |
$176K - $238K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.38KClosed |
$273K - $370K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-211Closed |
$41.8K - $56.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-23Closed |
$4.56K - $6.17K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-370Closed |
$73.3K - $99.3K
|
0
$0
|
|