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 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 3.33% |
$71.8 - $86.1
|
31
$2.89K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.27K+ 149.31% |
$450K - $540K
|
10.5K
$976K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1K+ 6.64% |
$72.1K - $86.5K
|
16.1K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-115- 15.17% |
$8.26K - $9.9K
|
643
$60K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 43.75% |
$503 - $603
|
23
$2.14K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.12K- 37.71% |
$152K - $183K
|
3.5K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
12.7KNew |
$915K - $1.1M
|
12.7K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.04KNew |
$290K - $347K
|
4.04K
$376K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-45- 0.17% |
$3.23K - $3.87K
|
25.8K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31- 0.45% |
$2.23K - $2.67K
|
6.86K
$639K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 66.67% |
$718 - $861
|
25
$2.33K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-665- 3.42% |
$47.8K - $57.3K
|
18.8K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.73K+ 4844.16% |
$268K - $321K
|
3.81K
$355K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.31KNew |
$237K - $285K
|
3.31K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.28KNew |
$236K - $283K
|
3.28K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
26.9KNew |
$1.93M - $2.32M
|
26.9K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-494- 79.04% |
$35.5K - $42.5K
|
131
$12.2K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
6.64KNew |
$477K - $572K
|
6.64K
$619K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24+ 300.0% |
$1.72K - $2.07K
|
32
$2.98K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-16.6K- 58.87% |
$1.19M - $1.43M
|
11.6K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-24.3K- 99.59% |
$1.74M - $2.09M
|
100
$9.32K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.59KNew |
$186K - $223K
|
2.59K
$242K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
4.95KNew |
$355K - $426K
|
4.95K
$462K
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
639+ 3.45% |
$45.9K - $55K
|
19.1K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9- 0.33% |
$646 - $775
|
2.74K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
10.1KNew |
$726K - $870K
|
10.1K
$943K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-45- 6.28% |
$3.23K - $3.87K
|
672
$62.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.14K- 7.63% |
$225K - $270K
|
38K
$3.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.02KNew |
$504K - $604K
|
7.02K
$655K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
43+ 1.26% |
$3.09K - $3.7K
|
3.46K
$323K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.65KNew |
$190K - $228K
|
2.65K
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.79K- 10.45% |
$415K - $498K
|
49.6K
$4.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
31K+ 106.77% |
$2.22M - $2.67M
|
60K
$5.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
9+ 10.84% |
$646 - $775
|
92
$8.58K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
514+ 4.37% |
$36.9K - $44.3K
|
12.3K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
6KNew |
$431K - $517K
|
6K
$559K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
8New |
$574 - $689
|
8
$746
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
35KNew |
$2.52M - $3.02M
|
35K
$3.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
10New |
$718 - $861
|
10
$932
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
191+ 6.52% |
$13.7K - $16.4K
|
3.12K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
32+ 0.79% |
$2.3K - $2.76K
|
4.1K
$382K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-4.53K- 31.32% |
$325K - $390K
|
9.92K
$925K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-750- 50.0% |
$53.9K - $64.6K
|
750
$69.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 100.0% |
$287 - $344
|
8
$746
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
31.5K+ 395.36% |
$2.26M - $2.71M
|
39.5K
$3.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6New |
$431 - $517
|
6
$559
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.22K+ 74.33% |
$303K - $363K
|
9.9K
$923K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
180+ 2.26% |
$12.9K - $15.5K
|
8.14K
$759K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.69K- 38.22% |
$193K - $231K
|
4.34K
$405K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
41+ 43.16% |
$2.94K - $3.53K
|
136
$12.7K
|