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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.08KNew |
$374K - $759K
|
7.08K
$687K
|
|
|
Nov 02, 2022
Q3 2022
|
Wi L, LLC
|
SELL
|
- |
-71.7K- 20.0% |
$3.79M - $7.68M
|
287K
$27.8M
|
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
BUY
|
- |
1.64KNew |
$86.6K - $176K
|
1.64K
$159K
|
|
|
Oct 31, 2022
Q3 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-145- 4.66% |
$7.66K - $15.5K
|
2.97K
$288K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
220New |
$11.6K - $23.6K
|
220
$21.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
130New |
$6.87K - $13.9K
|
130
$12.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2New |
$106 - $214
|
2
$194
|
|
|
Oct 28, 2022
Q3 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
104+ 23.16% |
$5.5K - $11.2K
|
553
$53.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-52- 0.75% |
$2.75K - $5.58K
|
6.93K
$672K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
23New |
$1.22K - $2.47K
|
23
$2.23K
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
BUY
|
- |
9.12KNew |
$482K - $978K
|
9.12K
$884K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
723New |
$38.2K - $77.5K
|
723
$70.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
800+ 29.09% |
$42.3K - $85.8K
|
3.55K
$344K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-3.92K- 45.73% |
$207K - $421K
|
4.65K
$451K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
82New |
$4.33K - $8.79K
|
82
$7.95K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100New |
$5.28K - $10.7K
|
100
$9.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Trellus Management Company, LLC
|
BUY
|
- |
5K+ 100.0% |
$264K - $536K
|
10K
$970K
|
|
|
Oct 24, 2022
Q3 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
672+ 5.28% |
$35.5K - $72.1K
|
13.4K
$1.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
6.99K+ 126.96% |
$370K - $750K
|
12.5K
$1.21M
|
|
|
Oct 19, 2022
Q3 2022
|
Richelieu Gestion PLC
|
BUY
|
- |
625+ 234.08% |
$33K - $67K
|
892
$86.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
185New |
$9.78K - $19.8K
|
185
$17.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Washington Capital Management Inc
|
BUY
|
PUT |
6.6KNew |
$349K - $708K
|
6.6K
$640K
|
|
|
Oct 17, 2022
Q3 2022
|
Junson Asset Management (Hong Kong) LTD
|
SELL
|
- |
-96.4K- 58.64% |
$5.09M - $10.3M
|
68K
$6.6M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
93New |
$4.91K - $9.97K
|
93
$9.02K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-23.3K- 91.41% |
$1.23M - $2.49M
|
2.19K
$212K
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
BUY
|
- |
27K+ 76.08% |
$1.43M - $2.9M
|
62.6K
$6.07M
|
|
| Q2 2022 | |||||||
|
Feb 05, 2025
Q2 2022
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-3.1KClosed |
$244K - $497K
|
0
$0
|
|
|
Dec 02, 2024
Q2 2022
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-1.61KClosed |
$126K - $257K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.38KClosed |
$188K - $382K
|
0
$0
|
|
|
Feb 14, 2023
Q2 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-132K- 78.79% |
$10.4M - $21.1M
|
35.4K
$3.44M
|
|
|
Aug 26, 2022
Q2 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.44KClosed |
$113K - $231K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-5Closed |
$394 - $802
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-204Closed |
$16.1K - $32.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Clearline Capital LP
New York, NY |
BUY
|
- |
23.9KNew |
$1.88M - $3.83M
|
23.9K
$2.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Ao Asset Management, LP
New York, NY |
SELL
|
- |
-50KClosed |
$3.94M - $8.02M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
2.9KNew |
$228K - $465K
|
2.9K
$281K
|
|
|
Aug 15, 2022
Q2 2022
|
Tiger Global
Tiger Global Management LLC | New York, Ny
|
SELL
|
- |
-5.59KClosed |
$440K - $897K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.42KClosed |
$112K - $228K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
8.4KNew |
$662K - $1.35M
|
8.4K
$815K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.38KNew |
$109K - $222K
|
1.38K
$134K
|
|
|
Aug 15, 2022
Q2 2022
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-2.3KClosed |
$181K - $369K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
68+ 1.17% |
$5.36K - $10.9K
|
5.86K
$568K
|
|
|
Aug 15, 2022
Q2 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-459K- 86.69% |
$36.2M - $73.6M
|
70.5K
$6.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Archon Partners LLC
Princeton Junction, NJ |
SELL
|
- |
-13.1KClosed |
$1.03M - $2.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2KClosed |
$158K - $321K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-1.4KClosed |
$110K - $224K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-137Closed |
$10.8K - $22K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-2.8K- 6.33% |
$221K - $449K
|
41.4K
$4.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
6.72K+ 495.07% |
$530K - $1.08M
|
8.08K
$784K
|
|
|
Aug 15, 2022
Q2 2022
|
Advent Capital Management
New York, NY |
SELL
|
- |
-17.1K- 95.06% |
$1.35M - $2.74M
|
890
$86.3K
|
|