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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-19.1K- 81.62% |
$3.78M - $5.12M
|
4.3K
$406K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-40.1KClosed |
$7.94M - $10.8M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-41Closed |
$8.12K - $11K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-236Closed |
$46.7K - $63.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
CALL |
775New |
$154K - $208K
|
775
$73.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-17.3KClosed |
$3.43M - $4.64M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5Closed |
$990 - $1.34K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Atika Capital Management LLC
New York, NY |
SELL
|
- |
-30.3KClosed |
$6M - $8.13M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.05KClosed |
$208K - $282K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-1.51KClosed |
$299K - $405K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-10.1KClosed |
$2M - $2.7M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-498Closed |
$98.6K - $134K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-186KClosed |
$36.9M - $49.9M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-675Closed |
$134K - $181K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.65KClosed |
$724K - $980K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
30New |
$5.94K - $8.05K
|
30
$2.83K
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
SELL
|
PUT |
-5K- 47.62% |
$990K - $1.34M
|
5.5K
$519K
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
SELL
|
- |
-1.16KClosed |
$230K - $312K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Diamant Asset Management, Inc.
|
BUY
|
- |
60+ 2.62% |
$11.9K - $16.1K
|
2.35K
$222K
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.42KClosed |
$478K - $648K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2Closed |
$396 - $537
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-15Closed |
$2.97K - $4.02K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-31.5KClosed |
$6.24M - $8.45M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3Closed |
$594 - $805
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.1KClosed |
$218K - $295K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Sarasin & Partners LLP
|
SELL
|
- |
-14.8KClosed |
$2.94M - $3.98M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Lattice Capital Management, LLC
|
BUY
|
- |
7.7KNew |
$1.53M - $2.07M
|
7.7K
$727K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-19Closed |
$3.76K - $5.1K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4Closed |
$792 - $1.07K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2Closed |
$458 - $544
|
0
$0
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.35KNew |
$308K - $366K
|
1.35K
$127K
|
|
|
Jul 20, 2022
Q3 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-350Closed |
$80.1K - $95.1K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-32Closed |
$7.33K - $8.7K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-25Closed |
$5.72K - $6.79K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-2.89KClosed |
$663K - $786K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-75Closed |
$17.2K - $20.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-8.97KClosed |
$2.05M - $2.44M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Salesforce.Com, Inc.
San Francisco, CA |
SELL
|
- |
-438KClosed |
$100M - $119M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
10New |
$2.29K - $2.72K
|
10
$944
|
|
|
Nov 12, 2021
Q3 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.61KClosed |
$368K - $437K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
PUT |
-45KClosed |
$10.3M - $12.2M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Alp Invest Partners B.V.
Amsterdam, P7 |
SELL
|
- |
-3.84KClosed |
$878K - $1.04M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-45Closed |
$10.3K - $12.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-30Closed |
$6.87K - $8.15K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Blue Whale Capital LLP
London, X0 |
SELL
|
- |
-31.5KClosed |
$7.21M - $8.56M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
29New |
$6.64K - $7.88K
|
29
$2.74K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-2.92KClosed |
$669K - $794K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-6.8KClosed |
$1.56M - $1.85M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-776Closed |
$178K - $211K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-2.53KClosed |
$579K - $688K
|
0
$0
|
|