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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
27.6KNew |
$2.52M - $3.51M
|
27.6K
$2.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.57KNew |
$235K - $328K
|
2.57K
$216K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-3.65K- 4.96% |
$333K - $465K
|
69.9K
$5.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2New |
$182 - $255
|
2
$168
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1- 8.33% |
$91.2 - $127
|
11
$923
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-22- 78.57% |
$2.01K - $2.8K
|
6
$504
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
26.9KNew |
$2.45M - $3.43M
|
26.9K
$2.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.06K+ 18.6% |
$96.3K - $134K
|
6.73K
$565K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.05K+ 19.09% |
$96.1K - $134K
|
6.57K
$551K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 200.0% |
$365 - $509
|
6
$504
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
6.85KNew |
$625K - $871K
|
6.85K
$575K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
51.3KNew |
$4.68M - $6.53M
|
51.3K
$4.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-31- 72.09% |
$2.83K - $3.95K
|
12
$1.01K
|
|
|
Aug 07, 2025
Q2 2025
|
Glynn Capital Management LLC
|
BUY
|
- |
142New |
$13K - $18.1K
|
142
$11.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
BUY
|
- |
17KNew |
$1.55M - $2.16M
|
17K
$1.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6New |
$547 - $764
|
6
$504
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-59K- 96.31% |
$5.39M - $7.51M
|
2.26K
$190K
|
|
|
Aug 05, 2025
Q2 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
2.12K+ 27.83% |
$193K - $269K
|
9.72K
$816K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
10New |
$912 - $1.27K
|
10
$839
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-306- 45.13% |
$27.9K - $39K
|
372
$31.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.34KNew |
$213K - $297K
|
2.34K
$196K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
126+ 2.53% |
$11.5K - $16K
|
5.11K
$429K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.1KNew |
$192K - $267K
|
2.1K
$176K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-18- 0.17% |
$1.64K - $2.29K
|
10.7K
$899K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
6.71KNew |
$612K - $854K
|
6.71K
$563K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-7.38K- 9.99% |
$673K - $939K
|
66.4K
$5.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
BUY
|
- |
9KNew |
$821K - $1.15M
|
9K
$755K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2New |
$182 - $255
|
2
$168
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.46KNew |
$224K - $313K
|
2.46K
$206K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
10New |
$912 - $1.27K
|
10
$839
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-19- 10.92% |
$1.73K - $2.42K
|
155
$13K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
21+ 2100.0% |
$1.92K - $2.67K
|
22
$1.85K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
190+ 0.73% |
$17.3K - $24.2K
|
26.2K
$2.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
75New |
$6.84K - $9.55K
|
75
$6.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.15KNew |
$287K - $401K
|
3.15K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
33.6KNew |
$3.07M - $4.28M
|
33.6K
$2.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-394- 15.81% |
$35.9K - $50.2K
|
2.1K
$176K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.14K- 7.76% |
$195K - $272K
|
25.4K
$2.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-105- 3.37% |
$9.58K - $13.4K
|
3.01K
$253K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$91.2 - $127
|
1
$83.9
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10+ 12.05% |
$912 - $1.27K
|
93
$7.81K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100New |
$9.12K - $12.7K
|
100
$8.39K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-52.4K- 55.16% |
$4.78M - $6.67M
|
42.6K
$3.58M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-99- 3.65% |
$9.03K - $12.6K
|
2.61K
$219K
|
|
|
Jul 29, 2025
Q2 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
5.19K+ 64.66% |
$474K - $661K
|
13.2K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
9New |
$821 - $1.15K
|
9
$755
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
313+ 1159.26% |
$28.6K - $39.8K
|
340
$28.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.33KNew |
$212K - $296K
|
2.33K
$195K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.08% |
$182 - $255
|
2.67K
$224K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
980New |
$89.4K - $125K
|
980
$82.3K
|
|