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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.91K+ 7.33% |
$160K - $182K
|
28K
$2.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
119+ 30.83% |
$9.97K - $11.3K
|
505
$42.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
3.35K+ 64.03% |
$281K - $318K
|
8.58K
$720K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.12K+ 35.33% |
$177K - $201K
|
8.1K
$680K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.3K+ 9.02% |
$109K - $123K
|
15.7K
$1.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-309- 0.86% |
$25.9K - $29.3K
|
35.7K
$3M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3- 2.13% |
$251 - $285
|
138
$11.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-93- 2.92% |
$7.79K - $8.83K
|
3.09K
$260K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-523- 74.4% |
$43.8K - $49.6K
|
180
$15.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
32+ 11.55% |
$2.68K - $3.04K
|
309
$25.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
7.14K+ 69.73% |
$598K - $678K
|
17.4K
$1.46M
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.74K+ 42.1% |
$145K - $165K
|
5.86K
$492K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-93.7K- 11.13% |
$7.85M - $8.89M
|
748K
$62.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 5.34% |
$586 - $664
|
138
$11.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
2.84K+ 27.22% |
$238K - $270K
|
13.3K
$1.12M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
99.2K+ 227.18% |
$8.31M - $9.42M
|
143K
$12M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.83K- 12.89% |
$656K - $743K
|
52.9K
$4.44M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
18.3K+ 22.98% |
$1.53M - $1.74M
|
98.1K
$8.23M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6+ 100.0% |
$503 - $570
|
12
$1.01K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.38K- 3.83% |
$116K - $131K
|
34.7K
$2.91M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11K- 43.28% |
$921K - $1.04M
|
14.4K
$1.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-691- 34.6% |
$57.9K - $65.6K
|
1.31K
$110K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-835- 79.98% |
$69.9K - $79.3K
|
209
$17.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.17% |
$419 - $475
|
3.01K
$253K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
264+ 825.0% |
$22.1K - $25.1K
|
296
$24.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
39+ 0.53% |
$3.27K - $3.7K
|
7.36K
$618K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-85- 44.04% |
$7.12K - $8.07K
|
108
$9.07K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2+ 0.01% |
$168 - $190
|
33.1K
$2.78M
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
600New |
$50.3K - $57K
|
600
$50.4K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-260- 23.21% |
$21.8K - $24.7K
|
860
$72.2K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
56K+ 55.23% |
$4.69M - $5.32M
|
157K
$13.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
217+ 4.15% |
$18.2K - $20.6K
|
5.45K
$457K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-14- 0.98% |
$1.17K - $1.33K
|
1.41K
$118K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-384- 3.41% |
$34K - $38.8K
|
10.9K
$913K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4.51K+ 96.34% |
$399K - $455K
|
9.18K
$771K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
50New |
$4.43K - $5.06K
|
50
$4.2K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-287- 18.37% |
$25.4K - $29K
|
1.28K
$107K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
135+ 6.38% |
$11.9K - $13.6K
|
2.25K
$189K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
68New |
$6.02K - $6.87K
|
68
$5.71K
|
|
|
Nov 24, 2025
Q3 2025
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-4.43K- 68.73% |
$392K - $448K
|
2.02K
$169K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 9.71% |
$885 - $1.01K
|
93
$7.81K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-1.45K- 19.44% |
$128K - $146K
|
5.99K
$503K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
264+ 57.02% |
$23.4K - $26.7K
|
727
$61K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-183- 11.6% |
$16.2K - $18.5K
|
1.39K
$117K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
391+ 29.67% |
$34.6K - $39.5K
|
1.71K
$143K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.22K- 14.15% |
$196K - $224K
|
13.4K
$1.13M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
117+ 6.91% |
$10.4K - $11.8K
|
1.81K
$152K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-20.7K- 1.07% |
$1.83M - $2.1M
|
1.91M
$161M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
756+ 13.78% |
$66.9K - $76.4K
|
6.24K
$524K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
25.9K+ 7.22% |
$2.29M - $2.62M
|
385K
$32.3M
|
|