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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
298New |
$25.8K - $30.8K
|
298
$29.5K
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
236+ 8.29% |
$20.4K - $24.4K
|
3.08K
$306K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
232New |
$20.1K - $24K
|
232
$23K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
221+ 6.05% |
$19.1K - $22.9K
|
3.87K
$384K
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
200+ 8.51% |
$17.3K - $20.7K
|
2.55K
$253K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
185New |
$16K - $19.1K
|
185
$18.3K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
105New |
$9.08K - $10.9K
|
105
$10.4K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
100New |
$8.65K - $10.3K
|
100
$9.92K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
96+ 15.34% |
$8.31K - $9.94K
|
722
$71.6K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
62New |
$5.36K - $6.42K
|
62
$6.15K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
51+ 1.31% |
$4.41K - $5.28K
|
3.93K
$390K
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
50New |
$4.33K - $5.17K
|
50
$4.96K
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
40New |
$3.46K - $4.14K
|
40
$3.97K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
10New |
$865 - $1.03K
|
10
$992
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
8New |
$692 - $828
|
8
$793
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
4New |
$346 - $414
|
4
$397
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3New |
$260 - $310
|
3
$297
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
3New |
$260 - $310
|
3
$297
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2New |
$173 - $207
|
2
$198
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.69MNew |
$137M - $188M
|
1.69M
$168M
|
|
May 15, 2024
Q1 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
426KNew |
$34.6M - $47.5M
|
426K
$42.3M
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
237KNew |
$19.2M - $26.4M
|
237K
$23.5M
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
158KNew |
$12.9M - $17.7M
|
158K
$15.7M
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
119K+ 551.52% |
$9.63M - $13.2M
|
140K
$13.9M
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
105KNew |
$8.54M - $11.7M
|
105K
$10.4M
|
|
May 15, 2024
Q1 2024
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
74.3KNew |
$6.03M - $8.29M
|
74.3K
$7.37M
|
|
May 14, 2024
Q1 2024
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
40KNew |
$3.25M - $4.46M
|
40K
$3.97M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
20KNew |
$1.62M - $2.23M
|
20K
$1.98M
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
15.1KNew |
$1.23M - $1.68M
|
15.1K
$1.5M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.04KNew |
$734K - $1.01M
|
9.04K
$897K
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
8.37KNew |
$680K - $933K
|
8.37K
$830K
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
7.96KNew |
$646K - $887K
|
7.96K
$789K
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
6.99KNew |
$568K - $780K
|
6.99K
$693K
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.56KNew |
$370K - $508K
|
4.56K
$452K
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.44KNew |
$360K - $495K
|
4.44K
$440K
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.16KNew |
$337K - $463K
|
4.16K
$412K
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
3.2KNew |
$260K - $357K
|
3.2K
$317K
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.05KNew |
$248K - $340K
|
3.05K
$303K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.04KNew |
$246K - $338K
|
3.04K
$301K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.93KNew |
$238K - $327K
|
2.93K
$291K
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.37KNew |
$192K - $264K
|
2.37K
$234K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.15KNew |
$175K - $240K
|
2.15K
$213K
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
2.11KNew |
$171K - $235K
|
2.11K
$209K
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
2.02KNew |
$164K - $225K
|
2.02K
$200K
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.4KNew |
$114K - $156K
|
1.4K
$139K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.26K+ 52.4% |
$102K - $140K
|
3.65K
$362K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
800New |
$64.9K - $89.2K
|
800
$79.3K
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
516+ 9.51% |
$41.9K - $57.5K
|
5.94K
$589K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
206New |
$16.7K - $23K
|
206
$20.4K
|