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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
64New |
$5.04K - $10.3K
|
64
$5.37K
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1K- 28.35% |
$79.1K - $161K
|
2.54K
$213K
|
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-8.87K- 61.08% |
$699K - $1.42M
|
5.65K
$475K
|
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
10.3K+ 110.71% |
$812K - $1.65M
|
19.6K
$1.65M
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
3+ 60.0% |
$236 - $481
|
8
$672
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-72Closed |
$5.67K - $11.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
145+ 4.89% |
$11.4K - $23.3K
|
3.11K
$261K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-269Closed |
$21.2K - $43.2K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-200Closed |
$15.8K - $32.1K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.76KClosed |
$375K - $763K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
BUY
|
- |
2.84K+ 119.41% |
$224K - $456K
|
5.22K
$438K
|
|
|
Jul 21, 2022
Q2 2022
|
Gam Holding Ag
|
SELL
|
- |
-4.11K- 5.54% |
$324K - $659K
|
70.1K
$5.88M
|
|
|
Jul 21, 2022
Q2 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-5.25KClosed |
$413K - $841K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-6.82KClosed |
$537K - $1.09M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3.09KClosed |
$243K - $496K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-2KClosed |
$158K - $321K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-300Closed |
$23.6K - $48.1K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-22.6KClosed |
$1.78M - $3.63M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Peregrine Capital Management LLC
|
SELL
|
- |
-168KClosed |
$13.2M - $26.9M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-18Closed |
$1.42K - $2.89K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-13Closed |
$1.02K - $2.09K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-8.15KClosed |
$642K - $1.31M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-946- 97.73% |
$74.5K - $152K
|
22
$1.85K
|
|
|
Jul 18, 2022
Q2 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-240- 5.71% |
$18.9K - $38.5K
|
3.96K
$332K
|
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.35KClosed |
$106K - $217K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
SELL
|
- |
-1.76KClosed |
$139K - $282K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 80.0% |
$15.8K - $32.1K
|
50
$4.2K
|
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.71KClosed |
$134K - $274K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.31KClosed |
$182K - $370K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-10.7KClosed |
$844K - $1.72M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-7.41KClosed |
$584K - $1.19M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-720- 97.96% |
$56.7K - $116K
|
15
$1.26K
|
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
185KNew |
$14.6M - $29.7M
|
185K
$15.6M
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
CALL |
700New |
$55.1K - $112K
|
700
$58.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
25New |
$1.97K - $4.01K
|
25
$2.1K
|
|
|
Jul 11, 2022
Q2 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-129K- 60.84% |
$10.2M - $20.8M
|
83.3K
$6.99M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.42KClosed |
$112K - $228K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
SELL
|
- |
-1.49KClosed |
$117K - $239K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-1.67KClosed |
$132K - $268K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-1.61KClosed |
$127K - $259K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-4.27KClosed |
$336K - $685K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-5.29K- 55.97% |
$417K - $849K
|
4.16K
$349K
|
|
|
Jul 06, 2022
Q2 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-66- 2.49% |
$5.2K - $10.6K
|
2.58K
$217K
|
|
| Q1 2022 | |||||||
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.79KClosed |
$662K - $1.07M
|
0
$0
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
30New |
$4.14K - $6.68K
|
30
$2.52K
|
|
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
PUT |
-298K- 93.51% |
$41.2M - $66.4M
|
20.7K
$1.74M
|
|
|
May 17, 2022
Q1 2022
|
Altimeter Capital Management, LP
Boston, MA |
SELL
|
- |
-275K- 52.38% |
$38M - $61.2M
|
250K
$21M
|
|
|
May 16, 2022
Q1 2022
|
Luxor Capital Group, LP
New York, NY |
SELL
|
- |
-8.4KClosed |
$1.16M - $1.87M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-4- 0.27% |
$552 - $891
|
1.5K
$126K
|
|
|
May 16, 2022
Q1 2022
|
Hitchwood Capital Management LP
New York, NY |
SELL
|
- |
-100KClosed |
$13.8M - $22.3M
|
0
$0
|
|