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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.34K- 24.26% |
$599K - $718K
|
26K
$2.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.99K+ 12.42% |
$214K - $257K
|
27K
$3.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.36K- 3.38% |
$97.3K - $117K
|
38.7K
$4.4M
|
|
|
Feb 10, 2025
Q4 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
25.2KNew |
$1.81M - $2.17M
|
25.2K
$2.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.03K- 10.7% |
$73.7K - $88.4K
|
8.57K
$975K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 16.0% |
$574 - $689
|
58
$6.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
105+ 2.41% |
$7.54K - $9.04K
|
4.47K
$508K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.15K- 10.88% |
$154K - $185K
|
17.6K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
64New |
$4.6K - $5.51K
|
64
$7.28K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-44- 29.93% |
$3.16K - $3.79K
|
103
$11.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.38K- 11.96% |
$99K - $119K
|
10.1K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-17.1K- 8.58% |
$1.23M - $1.47M
|
182K
$20.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
407+ 23.88% |
$29.2K - $35K
|
2.11K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-117- 10.93% |
$8.4K - $10.1K
|
953
$108K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.54K- 29.52% |
$398K - $477K
|
13.2K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-15.6K- 14.01% |
$1.12M - $1.34M
|
95.8K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
30.9K+ 30.56% |
$2.22M - $2.66M
|
132K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-32.6K- 2.43% |
$2.34M - $2.8M
|
1.31M
$149M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-2.03K- 21.63% |
$146K - $175K
|
7.35K
$836K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.28K+ 37.56% |
$91.6K - $110K
|
4.67K
$531K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-110- 3.02% |
$7.9K - $9.47K
|
3.53K
$401K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
2.27K+ 11.29% |
$163K - $196K
|
22.4K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
8.76K+ 64.69% |
$629K - $755K
|
22.3K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.7KNew |
$338K - $405K
|
4.7K
$535K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.89KNew |
$207K - $249K
|
2.89K
$329K
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
3KNew |
$215K - $258K
|
3K
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
17.2K+ 231.16% |
$1.24M - $1.48M
|
24.7K
$2.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-13K- 24.81% |
$934K - $1.12M
|
39.4K
$4.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
12+ 7.1% |
$862 - $1.03K
|
181
$20.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
437+ 7.38% |
$31.4K - $37.6K
|
6.36K
$724K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-14- 43.75% |
$1.01K - $1.21K
|
18
$2.05K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-7.18K- 32.41% |
$515K - $618K
|
15K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
23.1K+ 4.59% |
$1.66M - $1.99M
|
528K
$60M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
34K+ 28.65% |
$2.44M - $2.92M
|
153K
$17.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.06KNew |
$291K - $349K
|
4.06K
$461K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.88K- 9.0% |
$206K - $248K
|
29.1K
$3.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.12K+ 43.69% |
$224K - $268K
|
10.3K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2.67KNew |
$191K - $230K
|
2.67K
$303K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 3.85% |
$718 - $861
|
270
$30.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
21.2KNew |
$1.52M - $1.83M
|
21.2K
$2.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.73K- 16.94% |
$196K - $235K
|
13.4K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
3KNew |
$215K - $258K
|
3K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-310- 5.27% |
$22.3K - $26.7K
|
5.58K
$634K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.72K- 15.68% |
$195K - $234K
|
14.6K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.54K+ 160.6% |
$685K - $822K
|
15.5K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.32K+ 7.34% |
$310K - $372K
|
63.2K
$7.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
60New |
$4.31K - $5.17K
|
60
$6.82K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26+ 6.13% |
$1.87K - $2.24K
|
450
$51.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.57K- 50.14% |
$328K - $394K
|
4.55K
$517K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
184+ 2.67% |
$13.2K - $15.8K
|
7.07K
$804K
|