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 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-90Closed |
$18.8K - $26.3K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-103Closed |
$21.5K - $30.1K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.09KClosed |
$226K - $317K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-914Closed |
$191K - $267K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-8.58KClosed |
$1.79M - $2.5M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2New |
$417 - $584
|
2
$190
|
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-825Closed |
$172K - $241K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-2.19KClosed |
$456K - $639K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Beaconlight Capital, LLC
New York, NY |
SELL
|
PUT |
-8.4KClosed |
$1.75M - $2.45M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-14.3K- 89.91% |
$2.98M - $4.17M
|
1.61K
$152K
|
|
|
May 17, 2021
Q1 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-17KClosed |
$3.55M - $4.97M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-83Closed |
$17.3K - $24.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-926Closed |
$193K - $270K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Laurion Capital Management LP
New York, NY |
SELL
|
PUT |
-11.5KClosed |
$2.4M - $3.36M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-3Closed |
$626 - $875
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-42.9KClosed |
$8.94M - $12.5M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-2.63KClosed |
$549K - $769K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Granite Investment Partners, LLC
|
SELL
|
- |
-28.6KClosed |
$5.97M - $8.35M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
50New |
$10.4K - $14.6K
|
50
$4.75K
|
|
|
May 13, 2021
Q1 2021
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-900Closed |
$188K - $263K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.4KClosed |
$2.59M - $3.63M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.76KClosed |
$367K - $513K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$20.9K - $29.2K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-469Closed |
$97.8K - $137K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-861Closed |
$180K - $251K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-5Closed |
$1.04K - $1.46K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-245Closed |
$51.1K - $71.5K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-250Closed |
$52.1K - $72.9K
|
0
$0
|
|
|
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
|
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
$285
|
|
|
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
|
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
$949K
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-71Closed |
$14.5K - $20.3K
|
0
$0
|
|