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 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
1K+ 2.11% |
$68.5K - $90.9K
|
48.5K
$4.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.68KNew |
$252K - $334K
|
3.68K
$361K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
448+ 350.0% |
$30.7K - $40.7K
|
576
$56.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-9- 36.0% |
$617 - $818
|
16
$1.57K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
104+ 1.88% |
$7.13K - $9.45K
|
5.65K
$555K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-7- 31.82% |
$480 - $636
|
15
$1.47K
|
|
|
Jul 19, 2023
Q2 2023
|
Polianta LTD
|
BUY
|
- |
14.7KNew |
$1.01M - $1.34M
|
14.7K
$1.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
665New |
$45.6K - $60.4K
|
665
$65.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8New |
$548 - $727
|
8
$786
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-300- 94.34% |
$20.6K - $27.3K
|
18
$1.77K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
137New |
$9.39K - $12.5K
|
137
$13.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 66.67% |
$274 - $364
|
10
$983
|
|
| Q1 2023 | |||||||
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
715KNew |
$46.4M - $61.7M
|
715K
$70.3M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.58KNew |
$102K - $136K
|
1.58K
$155K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-238- 85.61% |
$15.4K - $20.5K
|
40
$3.93K
|
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.94KNew |
$191K - $254K
|
2.94K
$289K
|
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.32K+ 42.81% |
$85.5K - $114K
|
4.4K
$432K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-27.5K- 41.78% |
$1.79M - $2.38M
|
38.4K
$3.77M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
37+ 1233.33% |
$2.4K - $3.19K
|
40
$3.93K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$6.49K - $8.62K
|
100
$9.83K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-98- 2.43% |
$6.36K - $8.45K
|
3.94K
$387K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.54KNew |
$165K - $219K
|
2.54K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
49KNew |
$3.18M - $4.23M
|
49K
$4.81M
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.87K- 28.7% |
$186K - $248K
|
7.13K
$701K
|
|
|
May 15, 2023
Q1 2023
|
Soma Equity Partners LP
San Francisco, CA |
SELL
|
- |
-225K- 13.85% |
$14.6M - $19.4M
|
1.4M
$138M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.91KNew |
$189K - $251K
|
2.91K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
- |
3.1KNew |
$201K - $267K
|
3.1K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
50KNew |
$3.25M - $4.31M
|
50K
$4.91M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
30KNew |
$1.95M - $2.59M
|
30K
$2.95M
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-95.3K- 96.82% |
$6.18M - $8.22M
|
3.13K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Meritech Capital Associates V L.L.C.
Palo Alto, CA |
SELL
|
- |
-128K- 55.55% |
$8.28M - $11M
|
102K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
6.5K+ 48.15% |
$422K - $561K
|
20K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
100New |
$6.49K - $8.62K
|
100
$9.83K
|
|
|
May 15, 2023
Q1 2023
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-29.4K- 56.46% |
$1.91M - $2.53M
|
22.7K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-49.2K- 10.95% |
$3.19M - $4.24M
|
400K
$39.3M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
4+ 0.02% |
$260 - $345
|
23K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
5.96KNew |
$387K - $514K
|
5.96K
$586K
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-58.1K- 99.98% |
$3.77M - $5.01M
|
10
$983
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
28.8K+ 546.58% |
$1.87M - $2.48M
|
34K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
11KNew |
$713K - $947K
|
11K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.28KNew |
$278K - $369K
|
4.28K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.9K+ 4.85% |
$124K - $164K
|
41.1K
$4.04M
|
|
|
May 12, 2023
Q1 2023
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
68.3KNew |
$4.43M - $5.89M
|
68.3K
$6.71M
|
|
|
May 12, 2023
Q1 2023
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
10.8KNew |
$701K - $931K
|
10.8K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
60New |
$3.89K - $5.17K
|
60
$5.9K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36New |
$2.34K - $3.1K
|
36
$3.54K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
2.69KNew |
$174K - $232K
|
2.69K
$264K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
80New |
$5.19K - $6.9K
|
80
$7.86K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
280+ 7.11% |
$18.2K - $24.1K
|
4.22K
$414K
|
|