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 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
282+ 7.95% |
$20.3K - $24.3K
|
3.83K
$436K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21- 3.49% |
$1.51K - $1.81K
|
581
$66.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$215 - $258
|
3
$341
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
375+ 9.36% |
$26.9K - $32.3K
|
4.38K
$499K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
232+ 14.48% |
$16.7K - $20K
|
1.83K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
46.1K+ 4.31% |
$3.31M - $3.97M
|
1.12M
$127M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
12.4K+ 38.26% |
$893K - $1.07M
|
44.9K
$5.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-21.8K- 50.77% |
$1.57M - $1.88M
|
21.2K
$2.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-14- 0.07% |
$1.01K - $1.21K
|
21.5K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
13+ 1300.0% |
$934 - $1.12K
|
14
$1.59K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-60- 0.98% |
$4.31K - $5.17K
|
6.08K
$692K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.46KNew |
$321K - $384K
|
4.46K
$508K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.04K+ 2.26% |
$74.9K - $89.8K
|
47.2K
$5.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
141New |
$10.1K - $12.1K
|
141
$16K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-199- 67.46% |
$14.3K - $17.1K
|
96
$10.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
8.16KNew |
$586K - $703K
|
8.16K
$928K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
207KNew |
$14.9M - $17.8M
|
207K
$23.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-128- 27.83% |
$9.19K - $11K
|
332
$37.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2- -0.0% |
$144 - $172
|
140K
$15.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
140K+ 146.05% |
$10M - $12M
|
236K
$26.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
786+ 19.88% |
$56.4K - $67.7K
|
4.74K
$539K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
31.8K+ 490.54% |
$2.28M - $2.74M
|
38.3K
$4.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-112- 0.91% |
$8.04K - $9.64K
|
12.1K
$1.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
62.5KNew |
$4.49M - $5.38M
|
62.5K
$7.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-22- 29.73% |
$1.58K - $1.89K
|
52
$5.91K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-467- 8.34% |
$33.5K - $40.2K
|
5.13K
$584K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-14- 63.64% |
$1.01K - $1.21K
|
8
$910
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
205+ 6.44% |
$14.7K - $17.7K
|
3.39K
$385K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.59K- 2.01% |
$114K - $137K
|
77.6K
$8.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.11KNew |
$223K - $267K
|
3.11K
$353K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-202- 55.04% |
$14.5K - $17.4K
|
165
$18.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
210+ 40.23% |
$15.1K - $18.1K
|
732
$83.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-100- 2.15% |
$7.18K - $8.61K
|
4.56K
$519K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
985+ 114.27% |
$70.7K - $84.8K
|
1.85K
$210K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
21.4KNew |
$1.54M - $1.84M
|
21.4K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
800+ 1.99% |
$57.4K - $68.9K
|
41.1K
$4.67M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.21KNew |
$302K - $363K
|
4.21K
$479K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 1.61% |
$95.9K - $115K
|
84.5K
$9.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35+ 4.46% |
$2.51K - $3.01K
|
820
$93.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12.9K+ 446.87% |
$928K - $1.11M
|
15.8K
$1.8M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
3.26KNew |
$234K - $281K
|
3.26K
$371K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 2.0% |
$144 - $172
|
102
$11.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
616+ 9.65% |
$44.2K - $53K
|
7K
$796K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
11.7K+ 80.92% |
$837K - $1M
|
26.1K
$2.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.33K+ 2.18% |
$95.5K - $115K
|
62.3K
$7.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
82+ 0.88% |
$5.89K - $7.06K
|
9.43K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.24K- 19.54% |
$88.9K - $107K
|
5.1K
$580K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.95KNew |
$283K - $340K
|
3.95K
$449K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.29K- 1.17% |
$236K - $283K
|
279K
$31.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-20- 0.4% |
$1.44K - $1.72K
|
4.93K
$561K
|