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 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
115+ 11.86% |
$10.2K - $11.6K
|
1.09K
$91.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-47.6K- 48.95% |
$4.22M - $4.81M
|
49.7K
$4.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.65K- 1.14% |
$500K - $571K
|
489K
$41M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-520- 8.36% |
$46K - $52.6K
|
5.7K
$479K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-250- 4.46% |
$22.1K - $25.3K
|
5.35K
$449K
|
|
|
Nov 06, 2025
Q3 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
254+ 5.1% |
$22.5K - $25.7K
|
5.23K
$439K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-14- 63.64% |
$1.24K - $1.42K
|
8
$672
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-60- 10.22% |
$5.31K - $6.07K
|
527
$44.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.38K+ 21.87% |
$122K - $140K
|
7.69K
$645K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-507- 12.82% |
$44.9K - $51.3K
|
3.45K
$289K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
676New |
$59.8K - $68.3K
|
676
$56.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Gs Investments, Inc.
|
BUY
|
- |
2.35KNew |
$208K - $238K
|
2.35K
$197K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-401- 0.95% |
$35.5K - $40.5K
|
41.7K
$3.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11- 4.66% |
$974 - $1.11K
|
225
$18.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
BUY
|
- |
2.58K+ 2.33% |
$228K - $261K
|
113K
$9.51M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.33K+ 3.56% |
$206K - $236K
|
67.9K
$5.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-35.6K- 60.45% |
$3.15M - $3.6M
|
23.3K
$1.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
469+ 1.06% |
$41.5K - $47.4K
|
44.5K
$3.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
14+ 1.51% |
$1.24K - $1.42K
|
939
$78.8K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-4- 6.06% |
$354 - $404
|
62
$5.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
960+ 1.86% |
$85K - $97.1K
|
52.4K
$4.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
90+ 2.92% |
$7.97K - $9.1K
|
3.17K
$266K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 1.0% |
$35.4K - $40.4K
|
39.8K
$3.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.03K+ 12.24% |
$91.1K - $104K
|
9.44K
$792K
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
234+ 0.04% |
$20.7K - $23.7K
|
598K
$50.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-8K- 22.01% |
$708K - $809K
|
28.3K
$2.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
379+ 100.0% |
$33.5K - $38.3K
|
758
$63.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
SELL
|
- |
-70- 0.67% |
$6.2K - $7.08K
|
10.4K
$871K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-301- 4.06% |
$26.6K - $30.4K
|
7.11K
$597K
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
SELL
|
- |
-1.53K- 7.67% |
$136K - $155K
|
18.5K
$1.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.6K- 29.99% |
$230K - $263K
|
6.07K
$510K
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
428+ 2.42% |
$37.9K - $43.3K
|
18.1K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
43+ 19.72% |
$3.81K - $4.35K
|
261
$21.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
6+ 0.03% |
$531 - $607
|
21.4K
$1.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.8K- 23.34% |
$1.04M - $1.19M
|
38.7K
$3.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.39K+ 26.46% |
$123K - $141K
|
6.66K
$559K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
236+ 16.91% |
$20.9K - $23.9K
|
1.63K
$137K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
21.8K+ 57.63% |
$1.93M - $2.21M
|
59.7K
$5.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
51New |
$4.51K - $5.16K
|
51
$4.28K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8.84K- 2.33% |
$783K - $894K
|
371K
$31.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.14K+ 32.03% |
$101K - $115K
|
4.71K
$395K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
87+ 10.41% |
$7.7K - $8.8K
|
923
$77.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
45.2K+ 100.13% |
$4M - $4.57M
|
90.4K
$7.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
21+ 40.38% |
$1.86K - $2.12K
|
73
$6.13K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-122K- 92.46% |
$10.8M - $12.4M
|
9.96K
$836K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7- 4.14% |
$620 - $708
|
162
$13.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-866- 21.7% |
$76.6K - $87.6K
|
3.12K
$262K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
37+ 308.33% |
$3.27K - $3.74K
|
49
$4.11K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 166.67% |
$885 - $1.01K
|
16
$1.34K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
34.7K+ 3.93% |
$3.07M - $3.5M
|
916K
$76.9M
|
|