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 07, 2021
Q1 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-3Closed |
$626 - $875
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-840Closed |
$175K - $245K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-3.82KClosed |
$797K - $1.12M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-4.39KClosed |
$914K - $1.28M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3New |
$626 - $875
|
3
$297
|
|
|
May 06, 2021
Q1 2021
|
Trivest Advisors LTD
Hong Kong, K3 |
SELL
|
- |
-1.2KClosed |
$250K - $350K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-200Closed |
$41.7K - $58.4K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-100Closed |
$20.9K - $29.2K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-26Closed |
$5.42K - $7.59K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Pendal Group LTD
|
SELL
|
- |
-3.41KClosed |
$711K - $994K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
SELL
|
- |
-5Closed |
$1.04K - $1.46K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Xr Securities LLC
|
SELL
|
- |
-1.3KClosed |
$270K - $378K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-17Closed |
$3.54K - $4.96K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-221Closed |
$46.1K - $64.5K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dorsey Wright & Associates
|
SELL
|
- |
-7.05KClosed |
$1.47M - $2.06M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-41Closed |
$8.55K - $12K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-117Closed |
$24.4K - $34.1K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-2.1KClosed |
$438K - $613K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-800Closed |
$167K - $233K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
SELL
|
- |
-220Closed |
$45.9K - $64.2K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.42KClosed |
$297K - $415K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Covenant Asset Management, LLC
|
SELL
|
PUT |
-5KClosed |
$1.04M - $1.46M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
10KNew |
$2.04M - $2.86M
|
10K
$992K
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-71Closed |
$14.5K - $20.3K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-10Closed |
$2.04K - $2.86K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-16Closed |
$3.26K - $4.57K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Mackay Shields LLC
|
SELL
|
- |
-2.75KClosed |
$561K - $786K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
PUT |
-15KClosed |
$3.06M - $4.28M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Symmetry Peak Management LLC
Radnor, PA |
SELL
|
PUT |
-2.5KClosed |
$510K - $714K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Odey Asset Management Group LTD
London, X0 |
SELL
|
- |
-1.06KClosed |
$217K - $304K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-4.46KClosed |
$909K - $1.27M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-1.16KClosed |
$236K - $330K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-4.53KClosed |
$924K - $1.29M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.49KClosed |
$303K - $424K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-13Closed |
$2.65K - $3.71K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-329Closed |
$67.1K - $94K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-5Closed |
$1.02K - $1.43K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.44KClosed |
$293K - $411K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-30Closed |
$6.12K - $8.57K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Newfound Research LLC
|
SELL
|
- |
-180Closed |
$36.7K - $51.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Jackson Square Capital, LLC
|
BUY
|
PUT |
500New |
$96.6K - $115K
|
500
$49.6K
|
|
|
Nov 17, 2020
Q3 2020
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-37.7KClosed |
$7.28M - $8.69M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
CALL |
-75KClosed |
$14.5M - $17.3M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Precept Management LLC
Dallas, TX |
SELL
|
- |
-1KClosed |
$193K - $231K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Shaolin Capital Management LLC
Miami, FL |
SELL
|
- |
-12.4KClosed |
$2.4M - $2.86M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Cota Capital Management, LLC
San Francisco, CA |
SELL
|
- |
-18.6KClosed |
$3.58M - $4.28M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-129Closed |
$24.9K - $29.7K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.24KClosed |
$240K - $286K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-3.44KClosed |
$664K - $793K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Blue Rock Advisors, LLC
Wayzata, MN |
SELL
|
- |
-4.08KClosed |
$787K - $940K
|
0
$0
|
|