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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
18.9KNew |
$855K - $1.34M
|
18.9K
$1.83M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3New |
$136 - $213
|
3
$291
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-17.4K- 89.23% |
$787K - $1.23M
|
2.1K
$204K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
5.13KNew |
$232K - $364K
|
5.13K
$498K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
100+ 20.0% |
$4.52K - $7.09K
|
600
$58.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-44- 44.44% |
$1.99K - $3.12K
|
55
$5.34K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.27KNew |
$57.5K - $90.1K
|
1.27K
$123K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
39New |
$1.76K - $2.77K
|
39
$3.78K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
904New |
$40.9K - $64.1K
|
904
$87.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-25K- 86.21% |
$1.13M - $1.77M
|
4K
$388K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
85New |
$3.85K - $6.03K
|
85
$8.25K
|
|
| Q3 2022 | |||||||
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-14Closed |
$740 - $1.5K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.06K+ 32.29% |
$56.1K - $114K
|
4.35K
$422K
|
|
|
Sep 18, 2023
Q3 2022
|
Washington Capital Management Inc
|
BUY
|
- |
6.6KNew |
$349K - $708K
|
6.6K
$640K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-405Closed |
$21.4K - $43.4K
|
0
$0
|
|
|
Nov 22, 2022
Q3 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
24KNew |
$1.27M - $2.57M
|
24K
$2.33M
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
357+ 3.95% |
$18.9K - $38.3K
|
9.4K
$912K
|
|
|
Nov 14, 2022
Q3 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-226- 6.92% |
$11.9K - $24.2K
|
3.04K
$295K
|
|
|
Nov 14, 2022
Q3 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
46.2K+ 334.37% |
$2.44M - $4.95M
|
60K
$5.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
40+ 1.67% |
$2.11K - $4.29K
|
2.43K
$236K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Holdings Management LP
New York, NY |
BUY
|
- |
5KNew |
$264K - $536K
|
5K
$485K
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
1.24KNew |
$65.6K - $133K
|
1.24K
$120K
|
|
|
Nov 14, 2022
Q3 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
10+ 2.84% |
$528 - $1.07K
|
362
$35.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
25New |
$1.32K - $2.68K
|
25
$2.43K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.4K+ 62.21% |
$391K - $793K
|
19.3K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
12KNew |
$634K - $1.29M
|
12K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Norwood Investment Partners, LP
|
BUY
|
- |
20KNew |
$1.06M - $2.14M
|
20K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
19KNew |
$1M - $2.04M
|
19K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
13New |
$687 - $1.39K
|
13
$1.26K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-44.8K- 10.25% |
$2.37M - $4.8M
|
392K
$38.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
13K+ 271.59% |
$687K - $1.39M
|
17.8K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-5.65K- 40.2% |
$299K - $606K
|
8.4K
$815K
|
|
|
Nov 14, 2022
Q3 2022
|
Hpc Germany Gmb H & Co. Kg
Potsdam, 2M |
BUY
|
- |
24.4K+ 10.08% |
$1.29M - $2.62M
|
266K
$25.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-19.9KClosed |
$1.05M - $2.13M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
137+ 201.47% |
$7.24K - $14.7K
|
205
$19.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
719New |
$38K - $77.1K
|
719
$69.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Volatility Management LLC
|
SELL
|
- |
-193- 2.39% |
$10.2K - $20.7K
|
7.87K
$764K
|
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-11K- 75.41% |
$584K - $1.18M
|
3.6K
$349K
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.9K+ 7.86% |
$153K - $311K
|
39.8K
$3.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-67- 15.4% |
$3.54K - $7.18K
|
368
$35.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
90New |
$4.76K - $9.65K
|
90
$8.73K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
144New |
$7.61K - $15.4K
|
144
$14K
|
|
|
Nov 08, 2022
Q3 2022
|
Proem Advisors LLC
|
BUY
|
- |
18K+ 150.0% |
$951K - $1.93M
|
30K
$2.91M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3- 13.04% |
$159 - $322
|
20
$1.94K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
35+ 100.0% |
$1.85K - $3.75K
|
70
$6.79K
|
|
|
Nov 07, 2022
Q3 2022
|
Freemont Management S.A.
|
BUY
|
- |
833+ 59.04% |
$44K - $89.3K
|
2.24K
$218K
|
|
|
Nov 04, 2022
Q3 2022
|
Ardevora Asset Management LLP
|
BUY
|
- |
392KNew |
$20.7M - $42M
|
392K
$38M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street LLC
|
BUY
|
- |
287KNew |
$15.2M - $30.8M
|
287K
$27.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street LLC
|
BUY
|
PUT |
287KNew |
$15.1M - $30.7M
|
287K
$27.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
374New |
$19.8K - $40.1K
|
374
$36.3K
|
|