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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-23- 4.49% |
$1.63K - $2.31K
|
489
$46.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
30New |
$2.13K - $3.01K
|
30
$2.83K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
20.9K+ 149.29% |
$1.48M - $2.1M
|
34.9K
$3.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-344- 3.65% |
$24.4K - $34.5K
|
9.08K
$857K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
28+ 23.14% |
$1.99K - $2.81K
|
149
$14.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
11.2KNew |
$793K - $1.12M
|
11.2K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2New |
$142 - $201
|
2
$189
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.48K+ 3719.22% |
$673K - $952K
|
9.74K
$919K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.19K+ 10.87% |
$84.3K - $119K
|
12.1K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
105New |
$7.46K - $10.5K
|
105
$9.91K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-94- 2.52% |
$6.67K - $9.44K
|
3.64K
$343K
|
|
|
Oct 21, 2024
Q3 2024
|
Lb Partners LLC
Charlottesville, VA |
BUY
|
- |
15KNew |
$1.07M - $1.51M
|
15K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.97K+ 40.9% |
$708K - $1M
|
34.4K
$3.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-49.1K- 32.82% |
$3.48M - $4.93M
|
100K
$9.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6- 37.5% |
$426 - $602
|
10
$944
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
7.3K+ 121.74% |
$519K - $733K
|
13.3K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-759- 3.17% |
$53.9K - $76.2K
|
23.2K
$2.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.5K+ 9.15% |
$107K - $151K
|
17.9K
$1.69M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
282New |
$20K - $28.3K
|
282
$26.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-4.82K- 7.18% |
$343K - $484K
|
62.4K
$5.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.09K+ 8.24% |
$148K - $210K
|
27.4K
$2.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
37+ 37.0% |
$2.63K - $3.71K
|
137
$12.9K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-400- 80.0% |
$28.4K - $40.2K
|
100
$9.44K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-68- 1.32% |
$4.83K - $6.83K
|
5.07K
$478K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.69K+ 1379.49% |
$191K - $270K
|
2.89K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 12.5% |
$355 - $502
|
45
$4.25K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
7.84K+ 31.8% |
$556K - $787K
|
32.5K
$3.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Yarbrough Capital, LLC
|
SELL
|
- |
-3.72K- 45.79% |
$264K - $373K
|
4.4K
$415K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-156- 92.86% |
$11.1K - $15.7K
|
12
$1.13K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 14.04% |
$110K - $155K
|
9.45K
$892K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-180- 4.67% |
$12.8K - $18.1K
|
3.67K
$347K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
75.3K+ 660.96% |
$5.35M - $7.56M
|
86.7K
$8.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1K+ 333.33% |
$71K - $100K
|
1.3K
$123K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
74+ 115.63% |
$5.25K - $7.43K
|
138
$13K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
60+ 30.0% |
$4.26K - $6.02K
|
260
$24.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
350New |
$24.9K - $35.1K
|
350
$33K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-61- 75.31% |
$4.33K - $6.12K
|
20
$1.89K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.36K+ 122.29% |
$665K - $940K
|
17K
$1.61M
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
86+ 0.03% |
$7.44K - $8.9K
|
251K
$23.7M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2.67KNew |
$231K - $276K
|
2.67K
$252K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-637- 22.36% |
$55.1K - $65.9K
|
2.21K
$209K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
8New |
$692 - $828
|
8
$755
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.39KNew |
$207K - $248K
|
2.39K
$226K
|
|
|
Aug 15, 2024
Q2 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-40K- 44.44% |
$3.46M - $4.14M
|
50K
$4.72M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-140- 3.43% |
$12.1K - $14.5K
|
3.94K
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-52.1K- 87.03% |
$4.51M - $5.39M
|
7.77K
$733K
|
|
|
Aug 14, 2024
Q2 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
24.5KNew |
$2.12M - $2.54M
|
24.5K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Gmt Capital Corp
Atlanta, GA |
BUY
|
- |
60.5K+ 484.0% |
$5.23M - $6.26M
|
73K
$6.89M
|
|