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 |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8New |
$548 - $727
|
8
$793
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 66.67% |
$274 - $364
|
10
$992
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1New |
$68.5 - $90.9
|
1
$99.2
|
|
Q1 2023 | |||||||
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
715KNew |
$46.4M - $61.7M
|
715K
$70.9M
|
|
May 02, 2023
Q1 2023
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
123KNew |
$7.96M - $10.6M
|
123K
$12.2M
|
|
May 12, 2023
Q1 2023
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
68.3KNew |
$4.43M - $5.89M
|
68.3K
$6.77M
|
|
May 15, 2023
Q1 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
49KNew |
$3.18M - $4.23M
|
49K
$4.86M
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
30KNew |
$1.95M - $2.59M
|
30K
$2.97M
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
28.8K+ 546.58% |
$1.87M - $2.48M
|
34K
$3.37M
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
11KNew |
$713K - $947K
|
11K
$1.09M
|
|
May 12, 2023
Q1 2023
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
10.8KNew |
$701K - $931K
|
10.8K
$1.07M
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
8.63KNew |
$560K - $744K
|
8.63K
$856K
|
|
May 15, 2023
Q1 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
6.5K+ 48.15% |
$422K - $561K
|
20K
$1.98M
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
6.03K+ 51.22% |
$391K - $520K
|
17.8K
$1.77M
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
5.96KNew |
$387K - $514K
|
5.96K
$591K
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
5.12KNew |
$332K - $442K
|
5.12K
$508K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.28KNew |
$278K - $369K
|
4.28K
$425K
|
|
May 15, 2023
Q1 2023
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
- |
3.1KNew |
$201K - $267K
|
3.1K
$307K
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.06KNew |
$199K - $264K
|
3.06K
$303K
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.94KNew |
$191K - $254K
|
2.94K
$292K
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.9KNew |
$188K - $250K
|
2.9K
$288K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.78KNew |
$180K - $239K
|
2.78K
$275K
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
2.69KNew |
$174K - $232K
|
2.69K
$266K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.55KNew |
$166K - $220K
|
2.55K
$253K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.54KNew |
$165K - $219K
|
2.54K
$252K
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.58KNew |
$102K - $136K
|
1.58K
$157K
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.32K+ 42.81% |
$85.5K - $114K
|
4.4K
$436K
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
280+ 7.11% |
$18.2K - $24.1K
|
4.22K
$418K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
238+ 7.83% |
$15.4K - $20.5K
|
3.28K
$325K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
168+ 69.42% |
$10.9K - $14.5K
|
410
$40.7K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$6.49K - $8.62K
|
100
$9.92K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
100New |
$6.49K - $8.62K
|
100
$9.92K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$6.49K - $8.62K
|
100
$9.92K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
80New |
$5.19K - $6.9K
|
80
$7.93K
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
75New |
$4.87K - $6.47K
|
75
$7.44K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
60New |
$3.89K - $5.17K
|
60
$5.95K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
54New |
$3.5K - $4.66K
|
54
$5.35K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
37+ 1233.33% |
$2.4K - $3.19K
|
40
$3.97K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36New |
$2.34K - $3.1K
|
36
$3.57K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
10+ 66.67% |
$649 - $862
|
25
$2.48K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
9New |
$584 - $776
|
9
$892
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
8New |
$519 - $690
|
8
$793
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
6+ 21.43% |
$389 - $517
|
34
$3.37K
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
4+ 0.02% |
$260 - $345
|
23K
$2.28M
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3New |
$195 - $259
|
3
$297
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
839KNew |
$37.9M - $59.5M
|
839K
$83.1M
|
|
Feb 14, 2023
Q4 2022
|
Contour Asset Management LLC
New York, NY |
BUY
|
- |
428KNew |
$19.4M - $30.4M
|
428K
$42.5M
|
|
Feb 14, 2023
Q4 2022
|
Cavalry Management Group, LLC
San Francisco, CA |
BUY
|
- |
61.9K+ 22.38% |
$2.8M - $4.39M
|
338K
$33.6M
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
49.8KNew |
$2.25M - $3.53M
|
49.8K
$4.94M
|