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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
136+ 1.76% |
$9.77K - $11.7K
|
7.87K
$771K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
129+ 0.16% |
$9.26K - $11.1K
|
80.7K
$7.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
BUY
|
- |
120+ 0.13% |
$8.62K - $10.3K
|
89.6K
$8.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
105+ 2.41% |
$7.54K - $9.04K
|
4.47K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
89+ 1.33% |
$6.39K - $7.66K
|
6.78K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
84+ 2.17% |
$6.03K - $7.23K
|
3.96K
$388K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
82+ 0.88% |
$5.89K - $7.06K
|
9.43K
$924K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
64New |
$4.6K - $5.51K
|
64
$6.27K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
64New |
$4.6K - $5.51K
|
64
$6.27K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
63+ 0.2% |
$4.52K - $5.42K
|
32.3K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
60New |
$4.31K - $5.17K
|
60
$5.88K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
49New |
$3.52K - $4.22K
|
49
$4.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
48+ 1.21% |
$3.45K - $4.13K
|
4.03K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
43+ 10.54% |
$3.09K - $3.7K
|
451
$44.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
43+ 10.54% |
$3.09K - $3.7K
|
451
$44.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
43+ 31.16% |
$3.09K - $3.7K
|
181
$17.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
43+ 1.26% |
$3.09K - $3.7K
|
3.46K
$339K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
41+ 43.16% |
$2.94K - $3.53K
|
136
$13.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35+ 4.46% |
$2.51K - $3.01K
|
820
$80.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
34New |
$2.44K - $2.93K
|
34
$3.33K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
29+ 80.56% |
$2.08K - $2.5K
|
65
$6.37K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
27+ 10.8% |
$1.94K - $2.32K
|
277
$27.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26+ 6.13% |
$1.87K - $2.24K
|
450
$44.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
26+ 72.22% |
$1.87K - $2.24K
|
62
$6.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
25New |
$1.8K - $2.15K
|
25
$2.45K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
24+ 54.55% |
$1.72K - $2.07K
|
68
$6.66K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
24+ 0.6% |
$1.72K - $2.07K
|
4.05K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
21New |
$1.51K - $1.81K
|
21
$2.06K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
17New |
$1.22K - $1.46K
|
17
$1.66K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16+ 2.89% |
$1.15K - $1.38K
|
570
$55.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$1.08K - $1.29K
|
15
$1.47K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
15New |
$1.08K - $1.29K
|
15
$1.47K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
13+ 1300.0% |
$934 - $1.12K
|
14
$1.37K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13New |
$934 - $1.12K
|
13
$1.27K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
12+ 7.1% |
$862 - $1.03K
|
181
$17.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
10New |
$718 - $861
|
10
$979
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
10+ 9.52% |
$718 - $861
|
115
$11.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 3.85% |
$718 - $861
|
270
$26.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10New |
$718 - $861
|
10
$979
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 66.67% |
$718 - $861
|
25
$2.45K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
10New |
$718 - $861
|
10
$979
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
9+ 10.84% |
$646 - $775
|
92
$9.01K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8New |
$574 - $689
|
8
$783
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 16.0% |
$574 - $689
|
58
$5.68K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
8New |
$574 - $689
|
8
$783
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 43.75% |
$503 - $603
|
23
$2.25K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
5New |
$359 - $431
|
5
$490
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
5New |
$359 - $431
|
5
$490
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 29.41% |
$359 - $431
|
22
$2.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$215 - $258
|
3
$294
|