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 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
514+ 3426.67% |
$45.5K - $52K
|
529
$44.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
86.7KNew |
$7.67M - $8.76M
|
86.7K
$7.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-684- 16.13% |
$60.5K - $69.2K
|
3.56K
$299K
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
4.44K+ 125.88% |
$393K - $448K
|
7.96K
$668K
|
|
|
Oct 21, 2025
Q3 2025
|
Barton Investment Management
|
SELL
|
- |
-1.54K- 0.61% |
$136K - $155K
|
251K
$21M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-13- 0.53% |
$1.15K - $1.31K
|
2.45K
$206K
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
294+ 6.67% |
$26K - $29.7K
|
4.7K
$395K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9.08K- 70.5% |
$804K - $918K
|
3.8K
$319K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.09% |
$354 - $404
|
4.35K
$365K
|
|
|
Oct 20, 2025
Q3 2025
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
4K+ 41.93% |
$354K - $404K
|
13.5K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-6.1K- 36.88% |
$540K - $617K
|
10.4K
$877K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
190+ 2.79% |
$16.8K - $19.2K
|
7K
$588K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
42+ 1.01% |
$3.72K - $4.25K
|
4.22K
$354K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
532K+ 122.15% |
$47.1M - $53.8M
|
967K
$81.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
1.82KNew |
$161K - $184K
|
1.82K
$153K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
437New |
$38.7K - $44.2K
|
437
$36.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-11- 14.67% |
$974 - $1.11K
|
64
$5.37K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
62New |
$5.49K - $6.27K
|
62
$5.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.51KNew |
$223K - $254K
|
2.51K
$211K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-4.55K- 25.19% |
$403K - $460K
|
13.5K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8+ 6.06% |
$708 - $809
|
140
$11.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 10.17% |
$531 - $607
|
53
$4.45K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11- 12.22% |
$974 - $1.11K
|
79
$6.63K
|
|
|
Oct 16, 2025
Q3 2025
|
Polianta LTD
|
BUY
|
- |
13.1KNew |
$1.16M - $1.32M
|
13.1K
$1.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
16.1KNew |
$1.42M - $1.63M
|
16.1K
$1.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
6.85K+ 22.65% |
$606K - $693K
|
37.1K
$3.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
44.7KNew |
$3.95M - $4.52M
|
44.7K
$3.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-484- 5.26% |
$42.8K - $48.9K
|
8.71K
$731K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-65- 2.78% |
$5.75K - $6.57K
|
2.27K
$191K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
252K+ 42.84% |
$22.3M - $25.5M
|
842K
$70.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.91K- 4.65% |
$346K - $395K
|
80.1K
$6.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
2.5KNew |
$221K - $253K
|
2.5K
$210K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
314K+ 63.07% |
$27.8M - $31.7M
|
811K
$68.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
642+ 352.75% |
$56.8K - $64.9K
|
824
$69.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-73- 2.24% |
$6.46K - $7.38K
|
3.19K
$268K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 6.4% |
$128K - $147K
|
24.1K
$2.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-110K- 11.63% |
$9.77M - $11.2M
|
839K
$70.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 27.27% |
$531 - $607
|
16
$1.34K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-945- 3.14% |
$83.6K - $95.5K
|
29.1K
$2.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.09K+ 17.5% |
$96.7K - $111K
|
7.34K
$616K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
433+ 13.47% |
$38.3K - $43.8K
|
3.65K
$306K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
28+ 0.5% |
$2.48K - $2.83K
|
5.62K
$472K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.58K+ 3230.61% |
$140K - $160K
|
1.63K
$137K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
32New |
$2.83K - $3.24K
|
32
$2.69K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
316+ 9.13% |
$28K - $31.9K
|
3.78K
$317K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.81K- 6.72% |
$338K - $386K
|
52.9K
$4.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 4.55% |
$88.5 - $101
|
23
$1.93K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-69- 49.29% |
$6.11K - $6.98K
|
71
$5.96K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.51KNew |
$222K - $253K
|
2.51K
$210K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-852- 11.59% |
$75.4K - $86.1K
|
6.5K
$546K
|
|