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 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-50- 84.75% |
$3.43K - $4.5K
|
9
$755
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.36KNew |
$299K - $393K
|
4.36K
$366K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-2- 0.2% |
$137 - $180
|
1K
$83.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
161New |
$11K - $14.5K
|
161
$13.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Sycomore Asset Management
|
SELL
|
- |
-20K- 45.45% |
$1.37M - $1.8M
|
24K
$2.01M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1New |
$68.5 - $90.1
|
1
$83.9
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
49New |
$3.36K - $4.41K
|
49
$4.11K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-69- 2.38% |
$4.73K - $6.22K
|
2.83K
$237K
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.66KNew |
$114K - $149K
|
1.66K
$139K
|
|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
SELL
|
- |
-125K- 50.0% |
$8.57M - $11.3M
|
125K
$10.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-142K- 38.2% |
$9.75M - $12.8M
|
230K
$19.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
SELL
|
- |
-30- 34.88% |
$2.06K - $2.7K
|
56
$4.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
115New |
$7.88K - $10.4K
|
115
$9.65K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-51- 42.15% |
$3.5K - $4.59K
|
70
$5.88K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
104New |
$7.13K - $9.45K
|
104
$8.73K
|
|
|
Jun 03, 2024
Q2 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
27.5KNew |
$1.89M - $2.5M
|
27.5K
$2.31M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
81New |
$5.55K - $7.36K
|
81
$6.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Force Hill Capital Management LP
New York, NY |
BUY
|
- |
48.7K+ 76.94% |
$3.34M - $4.43M
|
112K
$9.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
400+ 4.36% |
$27.4K - $36.4K
|
9.58K
$804K
|
|
|
Aug 14, 2023
Q2 2023
|
Diker Management LLC
New York, NY |
SELL
|
- |
-4.77K- 15.9% |
$327K - $434K
|
25.2K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
40K+ 266.67% |
$2.74M - $3.64M
|
55K
$4.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-15K- 13.04% |
$1.03M - $1.36M
|
100K
$8.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-4.95K- 62.23% |
$339K - $450K
|
3.01K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.72K- 99.42% |
$118K - $156K
|
10
$839
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-21.8K- 43.64% |
$1.5M - $1.98M
|
28.2K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
3.71KNew |
$254K - $337K
|
3.71K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
154New |
$10.6K - $14K
|
154
$12.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Scge Management, L.P.
Menlo Park, CA |
SELL
|
- |
-175K- 19.64% |
$12M - $15.9M
|
718K
$60.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-5.81K- 53.81% |
$398K - $528K
|
4.99K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-5.56K- 55.12% |
$381K - $505K
|
4.53K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
CALL |
55KNew |
$3.77M - $5M
|
55K
$4.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Kcl Capital, L.P.
New York, NY |
SELL
|
- |
-175K- 46.67% |
$12M - $15.9M
|
200K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
8.5KNew |
$583K - $773K
|
8.5K
$713K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-696- 5.59% |
$47.7K - $63.3K
|
11.8K
$987K
|
|
|
Aug 11, 2023
Q2 2023
|
Bloom Tree Partners, LLC
New York, NY |
BUY
|
- |
192KNew |
$13.2M - $17.5M
|
192K
$16.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
197KNew |
$13.5M - $17.9M
|
197K
$16.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
95.3K+ 14.73% |
$6.53M - $8.66M
|
742K
$62.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-5.12K- 48.66% |
$351K - $465K
|
5.4K
$453K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
50New |
$3.43K - $4.55K
|
50
$4.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1New |
$68.5 - $90.9
|
1
$83.9
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
202+ 102.02% |
$13.8K - $18.4K
|
400
$33.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
14New |
$959 - $1.27K
|
14
$1.18K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
30New |
$2.06K - $2.73K
|
30
$2.52K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
CALL |
5KNew |
$343K - $455K
|
5K
$420K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
5KNew |
$343K - $455K
|
5K
$420K
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
18.8KNew |
$1.29M - $1.71M
|
18.8K
$1.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-65- 97.01% |
$4.45K - $5.91K
|
2
$168
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
200New |
$13.7K - $18.2K
|
200
$16.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
3.58KNew |
$245K - $325K
|
3.58K
$300K
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-10.1K- 8.48% |
$693K - $920K
|
109K
$9.17M
|
|