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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-109- 28.09% |
$7.17K - $10K
|
279
$27.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
33+ 55.93% |
$2.17K - $3.03K
|
92
$8.92K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-16- 66.67% |
$1.05K - $1.47K
|
8
$776
|
|
|
Feb 05, 2024
Q4 2023
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
BUY
|
- |
39KNew |
$2.56M - $3.58M
|
39K
$3.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-14- 0.41% |
$921 - $1.28K
|
3.39K
$329K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.43KNew |
$160K - $223K
|
2.43K
$236K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
540New |
$35.5K - $49.5K
|
540
$52.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-442- 14.92% |
$29.1K - $40.5K
|
2.52K
$244K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.08K- 16.52% |
$71.2K - $99.2K
|
5.47K
$530K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10New |
$658 - $917
|
10
$970
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
598KNew |
$39.3M - $54.8M
|
598K
$58M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-19- 6.69% |
$1.25K - $1.74K
|
265
$25.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-90- 1.37% |
$5.92K - $8.25K
|
6.49K
$629K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-125- 55.56% |
$8.22K - $11.5K
|
100
$9.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
40New |
$2.63K - $3.67K
|
40
$3.88K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
186New |
$12.2K - $17.1K
|
186
$18K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
22+ 1.49% |
$1.45K - $2.02K
|
1.5K
$146K
|
|
|
Jan 30, 2024
Q4 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1.8KNew |
$118K - $165K
|
1.8K
$175K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
210New |
$13.8K - $19.3K
|
210
$20.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-17.6K- 53.58% |
$1.16M - $1.62M
|
15.3K
$1.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 200.0% |
$132 - $183
|
3
$291
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-474- 14.53% |
$31.2K - $43.5K
|
2.79K
$271K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
19.8KNew |
$1.3M - $1.82M
|
19.8K
$1.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-22.4K- 80.09% |
$1.47M - $2.05M
|
5.57K
$540K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
15New |
$986 - $1.38K
|
15
$1.46K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
22New |
$1.45K - $2.02K
|
22
$2.13K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
29New |
$1.91K - $2.66K
|
29
$2.81K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.24KNew |
$147K - $206K
|
2.24K
$218K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-375- 11.06% |
$24.7K - $34.4K
|
3.02K
$292K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.58MNew |
$108M - $142M
|
1.58M
$153M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
13.1KNew |
$899K - $1.18M
|
13.1K
$1.27M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
54New |
$3.7K - $4.86K
|
54
$5.24K
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
26.1KNew |
$1.79M - $2.35M
|
26.1K
$2.53M
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
5.05KNew |
$346K - $455K
|
5.05K
$490K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-25Closed |
$1.71K - $2.25K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
264New |
$18.1K - $23.8K
|
264
$25.6K
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-163K- 18.64% |
$11.1M - $14.6M
|
710K
$68.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Light Street Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
112KNew |
$7.66M - $10.1M
|
112K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-127K- 63.08% |
$8.68M - $11.4M
|
74.1K
$7.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
4KNew |
$274K - $360K
|
4K
$388K
|
|
|
Nov 14, 2023
Q3 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-7.56K- 71.73% |
$518K - $681K
|
2.98K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
41KNew |
$2.81M - $3.69M
|
41K
$3.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
50KNew |
$3.43M - $4.5M
|
50K
$4.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Nzs Capital, LLC
Denver, CO |
SELL
|
- |
-2.14K- 0.93% |
$146K - $193K
|
229K
$22.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
3KNew |
$206K - $270K
|
3K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
18.5K+ 172.97% |
$1.27M - $1.66M
|
29.2K
$2.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
3.4KNew |
$233K - $306K
|
3.4K
$330K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.78KNew |
$191K - $251K
|
2.78K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
7.35KNew |
$504K - $662K
|
7.35K
$713K
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
229KNew |
$15.7M - $20.6M
|
229K
$22.2M
|
|