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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.99K- 47.15% |
$156K - $232K
|
2.23K
$187K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
65New |
$5.12K - $7.59K
|
65
$5.46K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
450New |
$35.5K - $52.5K
|
450
$37.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10New |
$788 - $1.17K
|
10
$839
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
3.45KNew |
$272K - $403K
|
3.45K
$290K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.88KNew |
$227K - $336K
|
2.88K
$242K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-4- 2.65% |
$315 - $467
|
147
$12.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.22K- 50.58% |
$175K - $259K
|
2.17K
$182K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3New |
$236 - $350
|
3
$252
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21New |
$1.66K - $2.45K
|
21
$1.76K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-70- 26.42% |
$5.52K - $8.17K
|
195
$16.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
2New |
$158 - $233
|
2
$168
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.57KNew |
$676K - $1M
|
8.57K
$719K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
75New |
$5.91K - $8.75K
|
75
$6.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 283.33% |
$1.34K - $1.98K
|
23
$1.93K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
44+ 0.95% |
$3.47K - $5.14K
|
4.68K
$393K
|
|
| Q4 2024 | |||||||
|
Jan 07, 2026
Q4 2024
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
124+ 74.7% |
$8.9K - $10.7K
|
290
$24.3K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
4New |
$287 - $344
|
4
$336
|
|
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
37KNew |
$2.66M - $3.19M
|
37K
$3.11M
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.81KNew |
$202K - $242K
|
2.81K
$236K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1New |
$71.8 - $86.1
|
1
$83.9
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
5New |
$359 - $431
|
5
$420
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-10- 2.76% |
$718 - $861
|
352
$29.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.69KNew |
$193K - $232K
|
2.69K
$226K
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
505New |
$36.3K - $43.5K
|
505
$42.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-121K- 19.3% |
$8.68M - $10.4M
|
505K
$42.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-108- 12.75% |
$7.76K - $9.3K
|
739
$62K
|
|
|
Feb 14, 2025
Q4 2024
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
19.6K+ 117.08% |
$1.4M - $1.68M
|
36.3K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
17.2KNew |
$1.24M - $1.48M
|
17.2K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Holdings Group, LLC
New York, NY |
SELL
|
- |
-177K- 78.98% |
$12.7M - $15.2M
|
47.1K
$3.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.47K- 3.58% |
$106K - $127K
|
39.7K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
500KNew |
$35.9M - $43.1M
|
500K
$42M
|
|
|
Feb 14, 2025
Q4 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
12KNew |
$862K - $1.03M
|
12K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-279- 2.72% |
$20K - $24K
|
9.96K
$836K
|
|
|
Feb 14, 2025
Q4 2024
|
Coatue Management LLC
New York, NY |
BUY
|
- |
1.25MNew |
$90.1M - $108M
|
1.25M
$105M
|
|
|
Feb 14, 2025
Q4 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
7.5KNew |
$539K - $646K
|
7.5K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
199KNew |
$14.3M - $17.1M
|
199K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
346K+ 135.04% |
$24.9M - $29.8M
|
602K
$50.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Sachem Head Capital Management LP
New York, NY |
BUY
|
- |
1.34MNew |
$96.2M - $115M
|
1.34M
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Alua Capital Management LP
New York, NY |
SELL
|
- |
-524K- 78.92% |
$37.6M - $45.1M
|
140K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Deer Management Co. LLC
Larchmont, NY |
SELL
|
- |
-495K- 52.46% |
$35.6M - $42.6M
|
449K
$37.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
65.9KNew |
$4.73M - $5.68M
|
65.9K
$5.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Westerly Capital Management, LLC
San Francisco, CA |
BUY
|
- |
58KNew |
$4.16M - $4.99M
|
58K
$4.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 1.79% |
$35.9K - $43.1K
|
28.4K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
4.17KNew |
$300K - $359K
|
4.17K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Avala Global LP
New York, NY |
SELL
|
- |
-99.7K- 19.98% |
$7.16M - $8.59M
|
400K
$33.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
5.79KNew |
$416K - $499K
|
5.79K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9- 40.91% |
$646 - $775
|
13
$1.09K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
8.31KNew |
$597K - $716K
|
8.31K
$698K
|
|