Latest Institutional Purchases of Okta, Inc. (OKTA)
This list provides information on the latest institutional transactions involving Okta, Inc. (OKTA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 233.33% |
$552 - $817
|
10
$992
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 9.72% |
$552 - $817
|
79
$7.83K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5New |
$394 - $584
|
5
$496
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
4New |
$315 - $467
|
4
$397
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$315 - $467
|
4
$397
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$315 - $467
|
4
$397
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
4New |
$315 - $467
|
4
$397
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.44% |
$315 - $467
|
281
$27.9K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
3New |
$236 - $350
|
3
$297
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3New |
$236 - $350
|
3
$297
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2New |
$158 - $233
|
2
$198
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.47% |
$158 - $233
|
428
$42.4K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$158 - $233
|
2
$198
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
2New |
$158 - $233
|
2
$198
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$78.8 - $117
|
1
$99.2
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 33.33% |
$78.8 - $117
|
4
$397
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1+ 10.0% |
$78.8 - $117
|
11
$1.09K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Sachem Head Capital Management LP
New York, NY |
BUY
|
- |
1.34MNew |
$96.2M - $115M
|
1.34M
$133M
|
|
|
Feb 14, 2025
Q4 2024
|
Coatue Management LLC
New York, NY |
BUY
|
- |
1.25MNew |
$90.1M - $108M
|
1.25M
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
500KNew |
$35.9M - $43.1M
|
500K
$49.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
346K+ 135.04% |
$24.9M - $29.8M
|
602K
$59.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
290KNew |
$20.8M - $25M
|
290K
$28.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
199KNew |
$14.3M - $17.1M
|
199K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
116KNew |
$8.32M - $9.97M
|
116K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
65.9KNew |
$4.73M - $5.68M
|
65.9K
$6.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
62.5KNew |
$4.49M - $5.38M
|
62.5K
$6.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
59.4K+ 805.14% |
$4.26M - $5.11M
|
66.8K
$6.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Westerly Capital Management, LLC
San Francisco, CA |
BUY
|
- |
58KNew |
$4.16M - $4.99M
|
58K
$5.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
46.2K+ 320.07% |
$3.32M - $3.98M
|
60.6K
$6.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
46KNew |
$3.3M - $3.96M
|
46K
$4.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
42.6K+ 66.05% |
$3.06M - $3.67M
|
107K
$10.6M
|
|
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
37KNew |
$2.66M - $3.19M
|
37K
$3.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
35KNew |
$2.52M - $3.02M
|
35K
$3.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
31.8K+ 490.54% |
$2.28M - $2.74M
|
38.3K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
BUY
|
- |
30K+ 3.85% |
$2.15M - $2.58M
|
810K
$80.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
28.5KNew |
$2.05M - $2.45M
|
28.5K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
27.9KNew |
$2M - $2.4M
|
27.9K
$2.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
21.2KNew |
$1.52M - $1.83M
|
21.2K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
19.6K+ 117.08% |
$1.4M - $1.68M
|
36.3K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
17.2KNew |
$1.24M - $1.48M
|
17.2K
$1.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
16.9K+ 300.66% |
$1.21M - $1.46M
|
22.5K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
16.5KNew |
$1.18M - $1.42M
|
16.5K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
12.5K+ 163.8% |
$896K - $1.07M
|
20.1K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
12KNew |
$862K - $1.03M
|
12K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
11.7K+ 80.92% |
$837K - $1M
|
26.1K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.6KNew |
$835K - $1M
|
11.6K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.6KNew |
$835K - $1M
|
11.6K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.49KNew |
$681K - $817K
|
9.49K
$941K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
8.31KNew |
$597K - $716K
|
8.31K
$824K
|
|