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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$91.2 - $127
|
1
$83.9
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-277- 9.77% |
$25.3K - $35.3K
|
2.56K
$215K
|
|
|
Jul 24, 2025
Q2 2025
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
218K+ 50.57% |
$19.9M - $27.8M
|
650K
$54.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
441+ 5.83% |
$40.2K - $56.1K
|
8.01K
$672K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-300- 9.68% |
$27.4K - $38.2K
|
2.8K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
1+ 0.05% |
$91.2 - $127
|
2.09K
$176K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-6.15K- 17.85% |
$561K - $783K
|
28.3K
$2.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-300- 85.71% |
$27.4K - $38.2K
|
50
$4.2K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
4.21K+ 3.96% |
$384K - $535K
|
110K
$9.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.07KNew |
$189K - $264K
|
2.07K
$174K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-456- 3.27% |
$41.6K - $58K
|
13.5K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
281+ 126.01% |
$25.6K - $35.8K
|
504
$42.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-100- 40.65% |
$9.12K - $12.7K
|
146
$12.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-73- 3.26% |
$6.66K - $9.29K
|
2.16K
$182K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22- 0.58% |
$2.01K - $2.8K
|
3.79K
$318K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-2Closed |
$182 - $255
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
187+ 5.87% |
$17.1K - $23.8K
|
3.37K
$283K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
3.37KNew |
$307K - $428K
|
3.37K
$282K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
96New |
$8.76K - $12.2K
|
96
$8.06K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
2KNew |
$182K - $255K
|
2K
$168K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
261New |
$23.8K - $33.2K
|
261
$21.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
41New |
$3.74K - $5.22K
|
41
$3.44K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
168+ 0.55% |
$15.3K - $21.4K
|
30.8K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
5.35KNew |
$488K - $681K
|
5.35K
$449K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.44KNew |
$223K - $311K
|
2.44K
$205K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
10New |
$912 - $1.27K
|
10
$839
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.4KNew |
$219K - $306K
|
2.4K
$201K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
3.4K+ 167.9% |
$310K - $433K
|
5.43K
$455K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
64New |
$5.05K - $7.47K
|
64
$5.37K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
8.35KNew |
$658K - $974K
|
8.35K
$701K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
4New |
$315 - $467
|
4
$336
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
120KNew |
$9.49M - $14.1M
|
120K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.26KNew |
$336K - $497K
|
4.26K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2New |
$158 - $233
|
2
$168
|
|
|
May 15, 2025
Q1 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-440K- 52.45% |
$34.7M - $51.4M
|
399K
$33.5M
|
|
|
May 15, 2025
Q1 2025
|
Soma Equity Partners LP
San Francisco, CA |
BUY
|
CALL |
500KNew |
$39.4M - $58.4M
|
500K
$42M
|
|
|
May 15, 2025
Q1 2025
|
Alta Park Capital, LP
San Francisco, CA |
SELL
|
- |
-187K- 90.41% |
$14.7M - $21.8M
|
19.8K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
2.24KNew |
$177K - $261K
|
2.24K
$188K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
CALL |
100+ 50.0% |
$7.88K - $11.7K
|
300
$25.2K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-32K- 40.36% |
$2.52M - $3.73M
|
47.3K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.49K+ 89.29% |
$275K - $407K
|
7.39K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-82.6K- 14.25% |
$6.51M - $9.64M
|
497K
$41.8M
|
|