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 02, 2023
Q1 2023
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
123KNew |
$7.96M - $10.6M
|
123K
$10.3M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.55KNew |
$166K - $220K
|
2.55K
$214K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
10+ 66.67% |
$649 - $862
|
25
$2.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
8New |
$519 - $690
|
8
$672
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
9New |
$584 - $776
|
9
$755
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$6.49K - $8.62K
|
100
$8.39K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-16- 0.49% |
$1.04K - $1.38K
|
3.22K
$270K
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.9KNew |
$188K - $250K
|
2.9K
$243K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-37.4K- 4.53% |
$2.43M - $3.22M
|
788K
$66.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
75New |
$4.87K - $6.47K
|
75
$6.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
8.63KNew |
$560K - $744K
|
8.63K
$725K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
5.12KNew |
$332K - $442K
|
5.12K
$430K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
168+ 69.42% |
$10.9K - $14.5K
|
410
$34.4K
|
|
| Q4 2022 | |||||||
|
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-8.83KClosed |
$400K - $626K
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
854New |
$38.6K - $60.6K
|
854
$71.7K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
50New |
$2.26K - $3.55K
|
50
$4.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
947New |
$42.8K - $67.2K
|
947
$79.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-38.6K- 57.34% |
$1.75M - $2.74M
|
28.7K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.99KNew |
$135K - $212K
|
2.99K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
15.2KNew |
$686K - $1.08M
|
15.2K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-2.07K- 19.81% |
$93.4K - $146K
|
8.36K
$702K
|
|
|
Feb 14, 2023
Q4 2022
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-5.2K- 5.69% |
$235K - $369K
|
86.3K
$7.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
49.8KNew |
$2.25M - $3.53M
|
49.8K
$4.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
839KNew |
$37.9M - $59.5M
|
839K
$70.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
20KNew |
$905K - $1.42M
|
20K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Cavalry Management Group, LLC
San Francisco, CA |
BUY
|
- |
61.9K+ 22.38% |
$2.8M - $4.39M
|
338K
$28.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
CALL |
-3.8K- 30.4% |
$172K - $269K
|
8.7K
$730K
|
|
|
Feb 14, 2023
Q4 2022
|
Keenan Capital, LLC
Burlingame, CA |
SELL
|
- |
-155K- 22.79% |
$7.01M - $11M
|
525K
$44.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Contour Asset Management LLC
New York, NY |
BUY
|
- |
428KNew |
$19.4M - $30.4M
|
428K
$36M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
1.13K+ 6.24% |
$51.3K - $80.3K
|
19.3K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Mass Ave Global Inc.
New York, NY |
BUY
|
- |
29.8KNew |
$1.35M - $2.11M
|
29.8K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
403+ 3.41% |
$18.2K - $28.6K
|
12.2K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Steadfast Capital Management LP
New York, NY |
SELL
|
- |
-1.29M- 92.99% |
$58.4M - $91.5M
|
97.3K
$8.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfg Asset Management Gp LTD
Grand Cayman, E9 |
SELL
|
- |
-45K- 64.29% |
$2.04M - $3.19M
|
25K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
20New |
$905 - $1.42K
|
20
$1.68K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
19New |
$860 - $1.35K
|
19
$1.59K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.44KNew |
$246K - $386K
|
5.44K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
684New |
$30.9K - $48.5K
|
684
$57.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-32- 82.05% |
$1.45K - $2.27K
|
7
$588
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
CALL |
5.8K+ 134.88% |
$262K - $411K
|
10.1K
$848K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-4- 0.18% |
$181 - $284
|
2.19K
$184K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-12.3K- 87.61% |
$558K - $875K
|
1.75K
$147K
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.26KNew |
$148K - $231K
|
3.26K
$274K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
40New |
$1.81K - $2.84K
|
40
$3.36K
|
|
|
Feb 07, 2023
Q4 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
3KNew |
$136K - $213K
|
3K
$252K
|
|
|
Feb 07, 2023
Q4 2022
|
Granite Point Capital Management, L.P.
|
BUY
|
- |
5KNew |
$226K - $355K
|
5K
$420K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-200- 98.52% |
$9.05K - $14.2K
|
3
$252
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18New |
$814 - $1.28K
|
18
$1.51K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5Closed |
$226 - $355
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3New |
$136 - $213
|
3
$252
|
|