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 10, 2021
Q3 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-9.68KClosed |
$2.22M - $2.63M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
BUY
|
- |
9.11KNew |
$2.09M - $2.48M
|
9.11K
$860K
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-22Closed |
$5.04K - $5.98K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-5.81KClosed |
$1.33M - $1.58M
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1KClosed |
$229K - $272K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
284KNew |
$65.1M - $77.3M
|
284K
$26.8M
|
|
Oct 22, 2021
Q3 2021
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-2.08KClosed |
$475K - $564K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-3.35KClosed |
$766K - $910K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Axel Capital Management, LLC
|
SELL
|
- |
-7KClosed |
$1.6M - $1.9M
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-5.76KClosed |
$1.32M - $1.57M
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-196Closed |
$44.9K - $53.3K
|
0
$0
|
|
Q2 2021 | |||||||
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-500- 47.98% |
$105K - $143K
|
542
$51.2K
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-25Closed |
$5.27K - $7.13K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-50Closed |
$10.5K - $14.3K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Camden Capital, LLC
|
SELL
|
- |
-983Closed |
$207K - $280K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-12.8KClosed |
$2.7M - $3.65M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2KClosed |
$421K - $571K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-50Closed |
$10.5K - $14.3K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-108KClosed |
$22.8M - $30.8M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.65KClosed |
$347K - $471K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-26KClosed |
$5.47M - $7.41M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-8Closed |
$1.69K - $2.28K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
968New |
$204K - $276K
|
968
$91.4K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-315Closed |
$66.4K - $89.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.09KClosed |
$230K - $311K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-13Closed |
$2.74K - $3.71K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-451Closed |
$95K - $129K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-9.78KClosed |
$2.06M - $2.79M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-340Closed |
$71.6K - $97K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-11.7KClosed |
$2.48M - $3.35M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-26.7KClosed |
$5.62M - $7.62M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-467KClosed |
$98.3M - $133M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.56KClosed |
$328K - $444K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Life Pro Asset Management
|
SELL
|
- |
-71.7KClosed |
$15.1M - $20.5M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Harvey Capital Management Inc
|
SELL
|
- |
-2KClosed |
$421K - $571K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-6- 33.33% |
$1.26K - $1.71K
|
12
$1.13K
|
|
Aug 10, 2021
Q2 2021
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-4KClosed |
$843K - $1.14M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
CALL |
500New |
$105K - $143K
|
500
$47.2K
|
|
Aug 06, 2021
Q2 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-5.39KClosed |
$1.13M - $1.54M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-100Closed |
$21.1K - $28.5K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-15Closed |
$3.16K - $4.28K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-61Closed |
$12.9K - $17.4K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-105Closed |
$22.1K - $30K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-310Closed |
$65.3K - $88.5K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
38New |
$8.01K - $10.8K
|
38
$3.59K
|
|
Aug 04, 2021
Q2 2021
|
Nvwm, LLC
|
SELL
|
- |
-3.8KClosed |
$801K - $1.09M
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
500New |
$105K - $143K
|
500
$47.2K
|
|
Aug 02, 2021
Q2 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-27.1KClosed |
$5.71M - $7.73M
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Narwhal Capital Management
|
SELL
|
- |
-1.59KClosed |
$335K - $453K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-15.8KClosed |
$3.33M - $4.51M
|
0
$0
|