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 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-5.56K- 55.12% |
$381K - $505K
|
4.53K
$439K
|
|
|
Aug 14, 2023
Q2 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
CALL |
55KNew |
$3.77M - $5M
|
55K
$5.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Kcl Capital, L.P.
New York, NY |
SELL
|
- |
-175K- 46.67% |
$12M - $15.9M
|
200K
$19.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Westerly Capital Management, LLC
San Francisco, CA |
BUY
|
- |
70KNew |
$4.8M - $6.36M
|
70K
$6.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
8.5KNew |
$583K - $773K
|
8.5K
$825K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
3.5K+ 2.82% |
$240K - $318K
|
127K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-696- 5.59% |
$47.7K - $63.3K
|
11.8K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Bloom Tree Partners, LLC
New York, NY |
BUY
|
- |
192KNew |
$13.2M - $17.5M
|
192K
$18.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
197KNew |
$13.5M - $17.9M
|
197K
$19.1M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-996- 97.84% |
$68.3K - $90.5K
|
22
$2.13K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
95.3K+ 14.73% |
$6.53M - $8.66M
|
742K
$72M
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-5.12K- 48.66% |
$351K - $465K
|
5.4K
$524K
|
|
|
Aug 10, 2023
Q2 2023
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
2.81K+ 15.46% |
$192K - $255K
|
21K
$2.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
50New |
$3.43K - $4.55K
|
50
$4.85K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1New |
$68.5 - $90.9
|
1
$97
|
|
|
Aug 09, 2023
Q2 2023
|
Blue Grotto Capital, LLC
Atlanta, GA |
SELL
|
- |
-85.3K- 43.67% |
$5.84M - $7.75M
|
110K
$10.7M
|
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
5K+ 16.71% |
$343K - $455K
|
34.9K
$3.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
202+ 102.02% |
$13.8K - $18.4K
|
400
$38.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
14New |
$959 - $1.27K
|
14
$1.36K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
30New |
$2.06K - $2.73K
|
30
$2.91K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
CALL |
5KNew |
$343K - $455K
|
5K
$485K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
5KNew |
$343K - $455K
|
5K
$485K
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
18.8KNew |
$1.29M - $1.71M
|
18.8K
$1.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-65- 97.01% |
$4.45K - $5.91K
|
2
$194
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
200New |
$13.7K - $18.2K
|
200
$19.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
3.58KNew |
$245K - $325K
|
3.58K
$347K
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-10.1K- 8.48% |
$693K - $920K
|
109K
$10.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
1K+ 2.11% |
$68.5K - $90.9K
|
48.5K
$4.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.68KNew |
$252K - $334K
|
3.68K
$356K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
448+ 350.0% |
$30.7K - $40.7K
|
576
$55.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-9- 36.0% |
$617 - $818
|
16
$1.55K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
104+ 1.88% |
$7.13K - $9.45K
|
5.65K
$548K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-7- 31.82% |
$480 - $636
|
15
$1.46K
|
|
|
Jul 19, 2023
Q2 2023
|
Polianta LTD
|
BUY
|
- |
14.7KNew |
$1.01M - $1.34M
|
14.7K
$1.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
665New |
$45.6K - $60.4K
|
665
$64.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8New |
$548 - $727
|
8
$776
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-300- 94.34% |
$20.6K - $27.3K
|
18
$1.75K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
137New |
$9.39K - $12.5K
|
137
$13.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 66.67% |
$274 - $364
|
10
$970
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
27.1K+ 34.12% |
$1.76M - $2.34M
|
106K
$10.3M
|
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
715KNew |
$46.4M - $61.7M
|
715K
$69.4M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.58KNew |
$102K - $136K
|
1.58K
$153K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-238- 85.61% |
$15.4K - $20.5K
|
40
$3.88K
|
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.94KNew |
$191K - $254K
|
2.94K
$285K
|
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.32K+ 42.81% |
$85.5K - $114K
|
4.4K
$427K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-27.5K- 41.78% |
$1.79M - $2.38M
|
38.4K
$3.72M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
37+ 1233.33% |
$2.4K - $3.19K
|
40
$3.88K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$6.49K - $8.62K
|
100
$9.7K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-98- 2.43% |
$6.36K - $8.45K
|
3.94K
$382K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.54KNew |
$165K - $219K
|
2.54K
$246K
|
|