Latest Institutional Purchases of Okta, Inc. (OKTA)
This list provides information on the latest institutional transactions involving Okta, Inc. (OKTA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.38KNew |
$109K - $222K
|
1.38K
$117K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
CALL |
700New |
$55.1K - $112K
|
700
$59.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
655New |
$51.6K - $105K
|
655
$55.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 2.53% |
$15.8K - $32.1K
|
8.1K
$683K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
145+ 4.89% |
$11.4K - $23.3K
|
3.11K
$263K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
92+ 2.85% |
$7.25K - $14.8K
|
3.32K
$280K
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
68+ 1.17% |
$5.36K - $10.9K
|
5.86K
$494K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
64New |
$5.04K - $10.3K
|
64
$5.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
25New |
$1.97K - $4.01K
|
25
$2.11K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
25New |
$1.97K - $4.01K
|
25
$2.11K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
16New |
$1.26K - $2.57K
|
16
$1.35K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
3+ 60.0% |
$236 - $481
|
8
$675
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$78.8 - $160
|
1
$84.4
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
50KNew |
$6.91M - $11.1M
|
50K
$4.22M
|
|
|
Apr 19, 2022
Q1 2022
|
Tcw Group Inc
|
BUY
|
- |
47.3K+ 95.43% |
$6.53M - $10.5M
|
96.8K
$8.17M
|
|
|
May 04, 2022
Q1 2022
|
Brown University
|
BUY
|
- |
37.8KNew |
$5.22M - $8.42M
|
37.8K
$3.19M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.42KNew |
$196K - $317K
|
1.42K
$120K
|
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
BUY
|
PUT |
1KNew |
$138K - $223K
|
1K
$84.4K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
65+ 100.0% |
$8.98K - $14.5K
|
130
$11K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
30New |
$4.14K - $6.68K
|
30
$2.53K
|
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 3.85% |
$138 - $223
|
27
$2.28K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Lattice Capital Management, LLC
|
BUY
|
- |
7.7KNew |
$1.53M - $2.07M
|
7.7K
$650K
|
|
|
Nov 07, 2022
Q4 2021
|
Infini Capital Management LTD
Central, K3 |
BUY
|
- |
4KNew |
$792K - $1.07M
|
4K
$337K
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.41KNew |
$280K - $379K
|
1.41K
$119K
|
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
800+ 14.55% |
$158K - $215K
|
6.3K
$532K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
CALL |
775New |
$154K - $208K
|
775
$65.4K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
600New |
$119K - $161K
|
600
$50.6K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
CALL |
200New |
$39.6K - $53.7K
|
200
$16.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
80New |
$15.8K - $21.5K
|
80
$6.75K
|
|
|
Jan 31, 2022
Q4 2021
|
Diamant Asset Management, Inc.
|
BUY
|
- |
60+ 2.62% |
$11.9K - $16.1K
|
2.35K
$198K
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
30New |
$5.94K - $8.05K
|
30
$2.53K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
284KNew |
$65.1M - $77.3M
|
284K
$24M
|
|
|
Nov 08, 2021
Q3 2021
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
BUY
|
- |
9.11KNew |
$2.09M - $2.48M
|
9.11K
$769K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.35KNew |
$308K - $366K
|
1.35K
$114K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
29New |
$6.64K - $7.88K
|
29
$2.45K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
10New |
$2.29K - $2.72K
|
10
$844
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
24.4K+ 24368.0% |
$5.13M - $6.95M
|
24.5K
$2.06M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
968New |
$204K - $276K
|
968
$81.7K
|
|
|
Aug 10, 2021
Q2 2021
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
CALL |
500New |
$105K - $143K
|
500
$42.2K
|
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
500New |
$105K - $143K
|
500
$42.2K
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
38New |
$8.01K - $10.8K
|
38
$3.21K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
50New |
$10.4K - $14.6K
|
50
$4.22K
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3New |
$626 - $875
|
3
$253
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2New |
$417 - $584
|
2
$169
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
10KNew |
$2.04M - $2.86M
|
10K
$844K
|
|
| Q3 2020 | |||||||
|
Oct 26, 2020
Q3 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
1KNew |
$193K - $231K
|
1K
$84.4K
|
|
|
Nov 17, 2020
Q3 2020
|
Jackson Square Capital, LLC
|
BUY
|
PUT |
500New |
$96.6K - $115K
|
500
$42.2K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Hound Partners, LLC
New York, NY |
BUY
|
- |
1.7MNew |
$197M - $348M
|
1.7M
$143M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.1K+ 110.24% |
$360K - $635K
|
5.91K
$499K
|
|
|
Jul 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
BUY
|
CALL |
1KNew |
$116K - $205K
|
1K
$84.4K
|
|