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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
191New |
$13.6K - $19.2K
|
191
$17K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
188+ 12.4% |
$13.3K - $18.9K
|
1.7K
$151K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
182+ 4.63% |
$12.9K - $18.3K
|
4.11K
$366K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
181+ 0.23% |
$12.9K - $18.2K
|
80.5K
$7.16M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
172+ 220.51% |
$12.2K - $17.3K
|
250
$22.2K
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
163+ 2037.5% |
$11.6K - $16.4K
|
171
$15.2K
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
145+ 11.89% |
$10.3K - $14.6K
|
1.36K
$121K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
144+ 20.48% |
$10.2K - $14.5K
|
847
$75.3K
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
133+ 0.35% |
$9.44K - $13.4K
|
38.4K
$3.41M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
110+ 1.88% |
$7.81K - $11K
|
5.95K
$529K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
105New |
$7.46K - $10.5K
|
105
$9.33K
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100New |
$7.1K - $10K
|
100
$8.89K
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
95+ 3.21% |
$6.75K - $9.54K
|
3.06K
$272K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
83+ 5.46% |
$5.89K - $8.33K
|
1.6K
$142K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
74+ 115.63% |
$5.25K - $7.43K
|
138
$12.3K
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
71+ 1.19% |
$5.04K - $7.13K
|
6.04K
$537K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
71+ 1.19% |
$5.04K - $7.13K
|
6.03K
$536K
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
69+ 1.09% |
$4.9K - $6.93K
|
6.38K
$567K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
60+ 30.0% |
$4.26K - $6.02K
|
260
$23.1K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
48+ 9.49% |
$3.41K - $4.82K
|
554
$49.2K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
42New |
$2.98K - $4.22K
|
42
$3.73K
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
40New |
$2.84K - $4.02K
|
40
$3.55K
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
37+ 53.62% |
$2.63K - $3.71K
|
106
$9.42K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
37+ 37.0% |
$2.63K - $3.71K
|
137
$12.2K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
36New |
$2.56K - $3.61K
|
36
$3.2K
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
34+ 8.27% |
$2.41K - $3.41K
|
445
$39.5K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
30New |
$2.13K - $3.01K
|
30
$2.67K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
29New |
$2.06K - $2.91K
|
29
$2.58K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
29+ 0.73% |
$2.06K - $2.91K
|
4.01K
$356K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
28+ 23.14% |
$1.99K - $2.81K
|
149
$13.2K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
19+ 146.15% |
$1.35K - $1.91K
|
32
$2.84K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
19+ 0.1% |
$1.35K - $1.91K
|
19.5K
$1.73M
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
12+ 0.3% |
$852 - $1.2K
|
4.03K
$358K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9+ 69.23% |
$639 - $904
|
22
$1.95K
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8New |
$568 - $803
|
8
$711
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
8+ 0.05% |
$568 - $803
|
17.3K
$1.54M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 12.12% |
$568 - $803
|
74
$6.58K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$568 - $803
|
8
$711
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.34% |
$426 - $602
|
1.78K
$158K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$426 - $602
|
6
$533
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
5New |
$355 - $502
|
5
$444
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.84% |
$355 - $502
|
602
$53.5K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$355 - $502
|
5
$444
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 12.5% |
$355 - $502
|
45
$4K
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
4+ 0.07% |
$284 - $402
|
5.63K
$500K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 21.05% |
$284 - $402
|
23
$2.04K
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4New |
$284 - $402
|
4
$355
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2New |
$142 - $201
|
2
$178
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$71 - $100
|
1
$88.9
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|