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 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
800+ 1.99% |
$57.4K - $68.9K
|
41.1K
$3.83M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.21KNew |
$302K - $363K
|
4.21K
$393K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 1.61% |
$95.9K - $115K
|
84.5K
$7.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35+ 4.46% |
$2.51K - $3.01K
|
820
$76.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12.9K+ 446.87% |
$928K - $1.11M
|
15.8K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
3.26KNew |
$234K - $281K
|
3.26K
$304K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 2.0% |
$144 - $172
|
102
$9.51K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
616+ 9.65% |
$44.2K - $53K
|
7K
$653K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
11.7K+ 80.92% |
$837K - $1M
|
26.1K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.33K+ 2.18% |
$95.5K - $115K
|
62.3K
$5.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
82+ 0.88% |
$5.89K - $7.06K
|
9.43K
$879K
|
|
|
Feb 04, 2025
Q4 2024
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.24K- 19.54% |
$88.9K - $107K
|
5.1K
$475K
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
33.4K+ 53.49% |
$2.4M - $2.87M
|
95.8K
$8.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
2.97K+ 15.23% |
$214K - $256K
|
22.5K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-11.9K- 22.7% |
$854K - $1.02M
|
40.5K
$3.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.49KNew |
$681K - $817K
|
9.49K
$885K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-381K- 94.28% |
$27.3M - $32.8M
|
23.1K
$2.15M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16+ 2.89% |
$1.15K - $1.38K
|
570
$53.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-15- 37.5% |
$1.08K - $1.29K
|
25
$2.33K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11.1KNew |
$795K - $954K
|
11.1K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.2K+ 10.68% |
$86.2K - $103K
|
12.4K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-43.7K- 77.32% |
$3.14M - $3.77M
|
12.8K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
783+ 13.86% |
$56.2K - $67.4K
|
6.43K
$600K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.96K- 62.39% |
$356K - $427K
|
2.99K
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-222- 19.89% |
$15.9K - $19.1K
|
894
$83.4K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-5.5K- 5.93% |
$395K - $474K
|
87.2K
$8.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
315New |
$22.6K - $27.1K
|
315
$29.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 2.17% |
$718 - $861
|
450
$42K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
CALL |
500New |
$35.9K - $43.1K
|
500
$46.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-737- 2.56% |
$52.9K - $63.5K
|
28K
$2.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
49K+ 100.03% |
$3.52M - $4.22M
|
98K
$9.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
7+ 140.0% |
$503 - $603
|
12
$1.12K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-11.2K- 7.73% |
$802K - $961K
|
133K
$12.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-686- 90.5% |
$49.3K - $59.1K
|
72
$6.71K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.52K- 2.28% |
$325K - $389K
|
193K
$18M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-19- 4.27% |
$1.36K - $1.64K
|
426
$39.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
1.07K+ 1.36% |
$76.8K - $92.1K
|
79.5K
$7.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
326+ 25.27% |
$23.4K - $28.1K
|
1.62K
$151K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
204+ 13.77% |
$14.6K - $17.6K
|
1.69K
$157K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 6.78% |
$83.9K - $101K
|
18.4K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-5- 0.16% |
$359 - $431
|
3.06K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
299+ 10.41% |
$21.5K - $25.7K
|
3.17K
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
27+ 10.8% |
$1.94K - $2.32K
|
277
$25.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
17New |
$1.22K - $1.46K
|
17
$1.59K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.72K+ 35.17% |
$123K - $148K
|
6.61K
$616K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10New |
$718 - $861
|
10
$932
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-35- 1.49% |
$2.51K - $3.01K
|
2.32K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
322K+ 138.62% |
$23.1M - $27.7M
|
555K
$51.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-377- 2.59% |
$27.1K - $32.5K
|
14.2K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
26+ 72.22% |
$1.87K - $2.24K
|
62
$5.78K
|