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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
38New |
$8.01K - $10.8K
|
38
$3.69K
|
|
|
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
$48.5K
|
|
|
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
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-244Closed |
$51.4K - $69.6K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-100Closed |
$21.1K - $28.5K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-1.63KClosed |
$343K - $465K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
24.4K+ 24368.0% |
$5.13M - $6.95M
|
24.5K
$2.37M
|
|
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-377Closed |
$79.4K - $108K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-100Closed |
$21.1K - $28.5K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-12- 28.57% |
$2.53K - $3.42K
|
30
$2.91K
|
|
|
Jul 13, 2021
Q2 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.19KClosed |
$251K - $340K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Paragon Advisors, LLC
|
SELL
|
- |
-4.36KClosed |
$919K - $1.24M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-90Closed |
$18.8K - $26.3K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-103Closed |
$21.5K - $30.1K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.09KClosed |
$226K - $317K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-914Closed |
$191K - $267K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-8.58KClosed |
$1.79M - $2.5M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2New |
$417 - $584
|
2
$194
|
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-825Closed |
$172K - $241K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-2.19KClosed |
$456K - $639K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Beaconlight Capital, LLC
New York, NY |
SELL
|
PUT |
-8.4KClosed |
$1.75M - $2.45M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-14.3K- 89.91% |
$2.98M - $4.17M
|
1.61K
$156K
|
|
|
May 17, 2021
Q1 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-17KClosed |
$3.55M - $4.97M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-100Closed |
$20.9K - $29.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-83Closed |
$17.3K - $24.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-926Closed |
$193K - $270K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Laurion Capital Management LP
New York, NY |
SELL
|
PUT |
-11.5KClosed |
$2.4M - $3.36M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-3Closed |
$626 - $875
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-42.9KClosed |
$8.94M - $12.5M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-2.63KClosed |
$549K - $769K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Granite Investment Partners, LLC
|
SELL
|
- |
-28.6KClosed |
$5.97M - $8.35M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
50New |
$10.4K - $14.6K
|
50
$4.85K
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-852Closed |
$178K - $249K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-900Closed |
$188K - $263K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.4KClosed |
$2.59M - $3.63M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.76KClosed |
$367K - $513K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$20.9K - $29.2K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-469Closed |
$97.8K - $137K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-861Closed |
$180K - $251K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-5Closed |
$1.04K - $1.46K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-245Closed |
$51.1K - $71.5K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-250Closed |
$52.1K - $72.9K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-3Closed |
$626 - $875
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-840Closed |
$175K - $245K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-3.82KClosed |
$797K - $1.12M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-4.39KClosed |
$914K - $1.28M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3New |
$626 - $875
|
3
$291
|
|