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 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-14.4K- 52.91% |
$1.03M - $1.24M
|
12.8K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
450New |
$32.3K - $38.7K
|
450
$37.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-44- 86.27% |
$3.16K - $3.79K
|
7
$588
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
5.19KNew |
$373K - $447K
|
5.19K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
16.5KNew |
$1.18M - $1.42M
|
16.5K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
43+ 10.54% |
$3.09K - $3.7K
|
451
$37.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.6KNew |
$835K - $1M
|
11.6K
$975K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.6KNew |
$835K - $1M
|
11.6K
$975K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-84- 1.4% |
$6.03K - $7.23K
|
5.9K
$495K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
49New |
$3.52K - $4.22K
|
49
$4.11K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
5.2K+ 11.38% |
$373K - $448K
|
50.9K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
43+ 10.54% |
$3.09K - $3.7K
|
451
$37.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.98KNew |
$214K - $257K
|
2.98K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
SELL
|
- |
-14.4K- 38.72% |
$1.04M - $1.24M
|
22.9K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-560- 94.59% |
$40.2K - $48.2K
|
32
$2.69K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
10New |
$718 - $861
|
10
$839
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$1.08K - $1.29K
|
15
$1.26K
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-27.4K- 91.38% |
$1.97M - $2.36M
|
2.58K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
3KNew |
$215K - $258K
|
3K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
12+ 7.1% |
$862 - $1.03K
|
181
$15.2K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-7.18K- 32.41% |
$515K - $618K
|
15K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
21.2KNew |
$1.52M - $1.83M
|
21.2K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
3KNew |
$215K - $258K
|
3K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
60New |
$4.31K - $5.17K
|
60
$5.04K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
8.16KNew |
$586K - $703K
|
8.16K
$685K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
62.5KNew |
$4.49M - $5.38M
|
62.5K
$5.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-100- 2.15% |
$7.18K - $8.61K
|
4.56K
$383K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.95KNew |
$283K - $340K
|
3.95K
$331K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
315New |
$22.6K - $27.1K
|
315
$26.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
CALL |
500New |
$35.9K - $43.1K
|
500
$42K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
560New |
$40.2K - $48.2K
|
560
$47K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-340- 8.26% |
$24.4K - $29.3K
|
3.77K
$317K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-743- 78.79% |
$53.4K - $64K
|
200
$16.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
15New |
$1.08K - $1.29K
|
15
$1.26K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13New |
$934 - $1.12K
|
13
$1.09K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-386- 7.48% |
$27.7K - $33.2K
|
4.77K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-22.9K- 74.32% |
$1.64M - $1.97M
|
7.91K
$664K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-665- 3.42% |
$47.8K - $57.3K
|
18.8K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
6KNew |
$431K - $517K
|
6K
$504K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
8New |
$574 - $689
|
8
$672
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
10New |
$718 - $861
|
10
$839
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.69K- 38.22% |
$193K - $231K
|
4.34K
$365K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
41+ 43.16% |
$2.94K - $3.53K
|
136
$11.4K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
563New |
$40.4K - $48.5K
|
563
$47.3K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-307K- 14.47% |
$21.8M - $30.8M
|
1.81M
$152M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.49KClosed |
$177K - $250K
|
0
$0
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
71.9KNew |
$5.1M - $7.21M
|
71.9K
$6.03M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.07KClosed |
$76.3K - $108K
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.2MNew |
$85.2M - $120M
|
1.2M
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
46.9KNew |
$3.33M - $4.71M
|
46.9K
$3.94M
|
|