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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.52KNew |
$198K - $294K
|
2.52K
$250K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.5K+ 11377.27% |
$197K - $292K
|
2.53K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.49KNew |
$196K - $291K
|
2.49K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.48KNew |
$195K - $289K
|
2.48K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.45KNew |
$193K - $286K
|
2.45K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
2.45KNew |
$193K - $286K
|
2.45K
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.43KNew |
$192K - $284K
|
2.43K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.42KNew |
$191K - $282K
|
2.42K
$240K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.41K+ 912.5% |
$190K - $281K
|
2.67K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.38K+ 68.12% |
$188K - $278K
|
5.87K
$582K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 12.88% |
$187K - $277K
|
20.8K
$2.06M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.33K+ 8.29% |
$183K - $271K
|
30.4K
$3.01M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$182K - $270K
|
2.32K
$230K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.29KNew |
$180K - $267K
|
2.29K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2.28KNew |
$180K - $267K
|
2.28K
$226K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.28K+ 55.19% |
$179K - $266K
|
6.4K
$635K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.27KNew |
$179K - $265K
|
2.27K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.27KNew |
$179K - $264K
|
2.27K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
2.26KNew |
$178K - $264K
|
2.26K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.26KNew |
$178K - $264K
|
2.26K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.25KNew |
$177K - $262K
|
2.25K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
2.25KNew |
$177K - $262K
|
2.25K
$223K
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
2.24KNew |
$177K - $261K
|
2.24K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.24KNew |
$176K - $261K
|
2.24K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
2.23KNew |
$175K - $260K
|
2.23K
$221K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.21K+ 33.5% |
$174K - $258K
|
8.81K
$874K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2.19K+ 7296.67% |
$173K - $256K
|
2.22K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.18KNew |
$171K - $254K
|
2.18K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.14KNew |
$169K - $250K
|
2.14K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
2.14K+ 31.94% |
$169K - $250K
|
8.84K
$876K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
2.14K+ 11.04% |
$168K - $249K
|
21.5K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
2.13KNew |
$168K - $248K
|
2.13K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
2.13KNew |
$168K - $248K
|
2.13K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.11KNew |
$166K - $246K
|
2.11K
$209K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.1KNew |
$166K - $246K
|
2.1K
$209K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.1KNew |
$165K - $245K
|
2.1K
$208K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
2.09KNew |
$165K - $244K
|
2.09K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.07KNew |
$163K - $242K
|
2.07K
$205K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.03KNew |
$160K - $237K
|
2.03K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.02KNew |
$159K - $236K
|
2.02K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.01KNew |
$158K - $235K
|
2.01K
$199K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.99KNew |
$157K - $232K
|
1.99K
$197K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.98KNew |
$156K - $231K
|
1.98K
$196K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.97K+ 142.9% |
$155K - $230K
|
3.35K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.96K+ 19.28% |
$154K - $228K
|
12.1K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.95KNew |
$154K - $228K
|
1.95K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.95KNew |
$154K - $228K
|
1.95K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.93KNew |
$152K - $225K
|
1.93K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
1.93KNew |
$152K - $225K
|
1.93K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.92KNew |
$151K - $224K
|
1.92K
$190K
|