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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
37+ 0.56% |
$2.92K - $4.32K
|
6.64K
$558K
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
632+ 3.3% |
$49.8K - $73.8K
|
19.8K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.54K+ 38.8% |
$121K - $179K
|
5.5K
$462K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-44- 45.83% |
$3.47K - $5.14K
|
52
$4.36K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
10.4KNew |
$824K - $1.22M
|
10.4K
$877K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
10.1KNew |
$799K - $1.18M
|
10.1K
$851K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
3.5KNew |
$276K - $409K
|
3.5K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
6.1K+ 26.52% |
$481K - $712K
|
29.1K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-223K- 27.85% |
$17.6M - $26.1M
|
579K
$48.6M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.95KNew |
$154K - $228K
|
1.95K
$164K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
3New |
$236 - $350
|
3
$252
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.28KNew |
$258K - $383K
|
3.28K
$275K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5New |
$394 - $584
|
5
$420
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.13K+ 101.73% |
$325K - $481K
|
8.18K
$687K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-664- 16.41% |
$52.3K - $77.5K
|
3.38K
$284K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$78.8K - $117K
|
1K
$83.9K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.3KNew |
$102K - $152K
|
1.3K
$109K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.56KNew |
$280K - $415K
|
3.56K
$299K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1- 0.08% |
$78.8 - $117
|
1.25K
$105K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.98K- 39.68% |
$156K - $232K
|
3.02K
$253K
|
|
|
May 07, 2025
Q1 2025
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
- |
42.7KNew |
$3.37M - $4.98M
|
42.7K
$3.58M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.03KNew |
$160K - $237K
|
2.03K
$170K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.99K+ 63.05% |
$236K - $349K
|
7.73K
$649K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
263+ 79.22% |
$20.7K - $30.7K
|
595
$49.9K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
71New |
$5.6K - $8.29K
|
71
$5.96K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.99KNew |
$157K - $232K
|
1.99K
$167K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-1.15K- 31.77% |
$90.9K - $135K
|
2.48K
$208K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
22.1KNew |
$1.74M - $2.58M
|
22.1K
$1.86M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.93KNew |
$152K - $225K
|
1.93K
$162K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
4New |
$315 - $467
|
4
$336
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-6.03K- 15.57% |
$475K - $703K
|
32.7K
$2.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.1KNew |
$166K - $246K
|
2.1K
$177K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.98KNew |
$156K - $231K
|
1.98K
$166K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
116New |
$9.14K - $13.5K
|
116
$9.74K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
3KNew |
$236K - $350K
|
3K
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-25- 21.74% |
$1.97K - $2.92K
|
90
$7.55K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
260New |
$20.5K - $30.3K
|
260
$21.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2.28KNew |
$180K - $267K
|
2.28K
$192K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
58+ 21.48% |
$4.57K - $6.77K
|
328
$27.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
300New |
$23.6K - $35K
|
300
$25.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-10.6K- 74.62% |
$835K - $1.24M
|
3.6K
$302K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
6.25K+ 96.35% |
$493K - $730K
|
12.7K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1+ 10.0% |
$78.8 - $117
|
11
$923
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
41+ 0.82% |
$3.23K - $4.79K
|
5.07K
$426K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.1KNew |
$165K - $245K
|
2.1K
$176K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-101- 73.72% |
$7.96K - $11.8K
|
36
$3.02K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
19.5KNew |
$1.53M - $2.27M
|
19.5K
$1.63M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5.5KNew |
$434K - $642K
|
5.5K
$462K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
30New |
$2.36K - $3.5K
|
30
$2.52K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.08K- 32.98% |
$84.7K - $125K
|
2.19K
$183K
|
|