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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
93New |
$4.91K - $9.97K
|
93
$7.81K
|
|
|
Nov 09, 2022
Q3 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
90New |
$4.76K - $9.65K
|
90
$7.55K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
82New |
$4.33K - $8.79K
|
82
$6.88K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
40+ 1.67% |
$2.11K - $4.29K
|
2.43K
$204K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
35+ 100.0% |
$1.85K - $3.75K
|
70
$5.88K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
25New |
$1.32K - $2.68K
|
25
$2.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
23New |
$1.22K - $2.47K
|
23
$1.93K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
13New |
$687 - $1.39K
|
13
$1.09K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2New |
$106 - $214
|
2
$168
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
207KNew |
$16.3M - $33.2M
|
207K
$17.4M
|
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
185KNew |
$14.6M - $29.7M
|
185K
$15.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Untitled Investments LP
New York, NY |
BUY
|
- |
81.9K+ 178.26% |
$6.45M - $13.1M
|
128K
$10.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
46.9KNew |
$3.69M - $7.52M
|
46.9K
$3.94M
|
|
|
Aug 15, 2022
Q2 2022
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
CALL |
37.5KNew |
$2.95M - $6.02M
|
37.5K
$3.15M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
27.5K+ 550400.0% |
$2.17M - $4.41M
|
27.5K
$2.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Clearline Capital LP
New York, NY |
BUY
|
- |
23.9KNew |
$1.88M - $3.83M
|
23.9K
$2.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Akkr Management Company, LLC
Menlo Park, CA |
BUY
|
- |
15.3KNew |
$1.21M - $2.45M
|
15.3K
$1.28M
|
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
10.3K+ 110.71% |
$812K - $1.65M
|
19.6K
$1.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
6.72K+ 495.07% |
$530K - $1.08M
|
8.08K
$678K
|
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.37KNew |
$423K - $861K
|
5.37K
$451K
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.1K+ 225.52% |
$323K - $658K
|
5.92K
$497K
|
|
|
Aug 15, 2022
Q2 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
2.9KNew |
$228K - $465K
|
2.9K
$243K
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
BUY
|
- |
2.84K+ 119.41% |
$224K - $456K
|
5.22K
$438K
|
|
|
Aug 12, 2022
Q2 2022
|
General Atlantic LLC
New York, NY |
BUY
|
- |
2.6K+ 13.04% |
$205K - $417K
|
22.5K
$1.89M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.6KNew |
$205K - $417K
|
2.6K
$218K
|
|
|
Aug 12, 2022
Q2 2022
|
Octahedron Capital Management L.P.
San Francisco, CA |
BUY
|
- |
2.5KNew |
$197K - $401K
|
2.5K
$210K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.38KNew |
$109K - $222K
|
1.38K
$116K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
CALL |
700New |
$55.1K - $112K
|
700
$58.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
655New |
$51.6K - $105K
|
655
$55K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
145+ 4.89% |
$11.4K - $23.3K
|
3.11K
$261K
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
68+ 1.17% |
$5.36K - $10.9K
|
5.86K
$492K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
64New |
$5.04K - $10.3K
|
64
$5.37K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
25New |
$1.97K - $4.01K
|
25
$2.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
25New |
$1.97K - $4.01K
|
25
$2.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
16New |
$1.26K - $2.57K
|
16
$1.34K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
50KNew |
$6.91M - $11.1M
|
50K
$4.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Tcw Group Inc
|
BUY
|
- |
47.3K+ 95.43% |
$6.53M - $10.5M
|
96.8K
$8.13M
|
|
|
May 04, 2022
Q1 2022
|
Brown University
|
BUY
|
- |
37.8KNew |
$5.22M - $8.42M
|
37.8K
$3.17M
|
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
BUY
|
PUT |
1KNew |
$138K - $223K
|
1K
$83.9K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
65+ 100.0% |
$8.98K - $14.5K
|
130
$10.9K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
30New |
$4.14K - $6.68K
|
30
$2.52K
|
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 3.85% |
$138 - $223
|
27
$2.27K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Lattice Capital Management, LLC
|
BUY
|
- |
7.7KNew |
$1.53M - $2.07M
|
7.7K
$646K
|
|
|
Nov 07, 2022
Q4 2021
|
Infini Capital Management LTD
Central, K3 |
BUY
|
- |
4KNew |
$792K - $1.07M
|
4K
$336K
|
|
|
Aug 13, 2025
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1KNew |
$198K - $269K
|
1K
$84K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
CALL |
775New |
$154K - $208K
|
775
$65.1K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
600New |
$119K - $161K
|
600
$50.4K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
CALL |
200New |
$39.6K - $53.7K
|
200
$16.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
80New |
$15.8K - $21.5K
|
80
$6.72K
|
|
|
Jan 31, 2022
Q4 2021
|
Diamant Asset Management, Inc.
|
BUY
|
- |
60+ 2.62% |
$11.9K - $16.1K
|
2.35K
$197K
|
|