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 |
---|---|---|---|---|---|---|---|
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
$47.5K
|
|
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
|
|
Nov 13, 2020
Q3 2020
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-1.09KClosed |
$210K - $251K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Sepio Capital, LP
|
SELL
|
PUT |
-18Closed |
$3.48K - $4.15K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-42.7KClosed |
$8.25M - $9.85M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-8.5KClosed |
$1.64M - $1.96M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2.87KClosed |
$554K - $662K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-450Closed |
$86.9K - $104K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.08KClosed |
$208K - $248K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-30Closed |
$5.79K - $6.92K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-5.17KClosed |
$999K - $1.19M
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Nkcfo LLC
|
SELL
|
- |
-2KClosed |
$386K - $461K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-38KClosed |
$7.34M - $8.76M
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
1KNew |
$193K - $231K
|
1K
$94.9K
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-2Closed |
$386 - $461
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-250Closed |
$48.3K - $57.7K
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-39Closed |
$7.53K - $8.99K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.59KClosed |
$501K - $598K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-340Closed |
$65.7K - $78.4K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-42Closed |
$8.11K - $9.69K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.1K+ 110.24% |
$360K - $635K
|
5.91K
$561K
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-45Closed |
$5.22K - $9.22K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Hound Partners, LLC
New York, NY |
BUY
|
- |
1.7MNew |
$197M - $348M
|
1.7M
$161M
|
|
Aug 14, 2020
Q2 2020
|
Interval Partners, LP
New York, NY |
SELL
|
PUT |
-149KClosed |
$17.3M - $30.5M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-725Closed |
$84.1K - $148K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-40.9KClosed |
$4.75M - $8.38M
|
0
$0
|