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 |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-30Closed |
$4.14K - $6.68K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-81Closed |
$11.2K - $18K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-26.2KClosed |
$3.62M - $5.83M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-1KClosed |
$138K - $223K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Lgt Group Foundation
|
SELL
|
- |
-17KClosed |
$2.35M - $3.79M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1KClosed |
$138K - $223K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Parnassus Investments, LLC
|
SELL
|
- |
-101KClosed |
$13.9M - $22.5M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-5Closed |
$691 - $1.11K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.18KClosed |
$163K - $262K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2Closed |
$276 - $445
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-956Closed |
$132K - $213K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
SELL
|
- |
-1.46KClosed |
$201K - $324K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.14KClosed |
$158K - $254K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-8.12KClosed |
$1.12M - $1.81M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.24KClosed |
$171K - $276K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-15Closed |
$2.07K - $3.34K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.34KClosed |
$185K - $298K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-3.4KClosed |
$470K - $758K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-700Closed |
$96.7K - $156K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-7Closed |
$967 - $1.56K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.07KClosed |
$148K - $238K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.2KClosed |
$166K - $267K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-976Closed |
$135K - $217K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Brown University
|
BUY
|
- |
37.8KNew |
$5.22M - $8.42M
|
37.8K
$3.57M
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-10Closed |
$1.38K - $2.23K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.1KClosed |
$152K - $244K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
65+ 100.0% |
$8.98K - $14.5K
|
130
$12.3K
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-960Closed |
$133K - $214K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-948Closed |
$131K - $211K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.1KClosed |
$152K - $245K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-75Closed |
$10.4K - $16.7K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Manteio Capital LLC
|
SELL
|
- |
-1.43KClosed |
$197K - $318K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.02KClosed |
$141K - $227K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-110Closed |
$15.2K - $24.5K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-962Closed |
$133K - $214K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-21Closed |
$2.9K - $4.68K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1.06KClosed |
$146K - $236K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.15KClosed |
$297K - $478K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.29KClosed |
$178K - $287K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
SELL
|
- |
-6Closed |
$829 - $1.34K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-990Closed |
$137K - $220K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Menlo Advisors LLC
|
SELL
|
- |
-13.1KClosed |
$1.8M - $2.91M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-983Closed |
$136K - $219K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-200Closed |
$27.6K - $44.5K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-7KClosed |
$966K - $1.56M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-270Closed |
$37.3K - $60.1K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.15KClosed |
$435K - $702K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
SELL
|
CALL |
-4KClosed |
$552K - $891K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-10Closed |
$1.38K - $2.23K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-35Closed |
$4.83K - $7.79K
|
0
$0
|