Purchases and Sales Made in Q1 2025 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q1 2025. The information is specifically focused on institutions that hold shares of Okta, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-4- 50.0% |
$315 - $467
|
4
$390
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
SELL
|
- |
-4- 16.0% |
$315 - $467
|
21
$2.05K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.17% |
$394 - $584
|
3.01K
$293K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-6- 50.0% |
$473 - $700
|
6
$584
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-14- 0.19% |
$1.1K - $1.63K
|
7.54K
$734K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-17- 2.59% |
$1.34K - $1.98K
|
640
$62.3K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-20- 0.19% |
$1.58K - $2.33K
|
10.5K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-25- 21.74% |
$1.97K - $2.92K
|
90
$8.77K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-29- 2.87% |
$2.29K - $3.38K
|
982
$95.6K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-38- 3.09% |
$3K - $4.44K
|
1.19K
$116K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-42- 0.45% |
$3.31K - $4.9K
|
9.28K
$904K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-42- 0.31% |
$3.31K - $4.9K
|
13.7K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-44- 45.83% |
$3.47K - $5.14K
|
52
$5.06K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-63- 0.29% |
$4.97K - $7.35K
|
21.4K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-70- 26.42% |
$5.52K - $8.17K
|
195
$19K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-85- 0.59% |
$6.7K - $9.92K
|
14.2K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-101- 73.72% |
$7.96K - $11.8K
|
36
$3.51K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-128- 97.71% |
$10.1K - $14.9K
|
3
$292
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-134- 2.2% |
$10.6K - $15.6K
|
5.95K
$580K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-158- 5.28% |
$12.5K - $18.4K
|
2.83K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-175- 79.19% |
$13.8K - $20.4K
|
46
$4.48K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-181Closed |
$14.3K - $21.1K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-190- 0.73% |
$15K - $22.2K
|
26K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-227- 2.49% |
$17.9K - $26.5K
|
8.87K
$864K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-288- 5.16% |
$22.7K - $33.6K
|
5.29K
$515K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-294- 2.67% |
$23.2K - $34.3K
|
10.7K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-321- 0.17% |
$25.3K - $37.5K
|
186K
$18.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-334- 50.84% |
$26.3K - $39K
|
323
$31.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-360- 21.28% |
$28.4K - $42K
|
1.33K
$130K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-388- 7.56% |
$30.6K - $45.3K
|
4.75K
$462K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-389- 3.92% |
$30.7K - $45.4K
|
9.54K
$929K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-396- 1.18% |
$31.2K - $46.2K
|
33.1K
$3.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-450- 1.29% |
$35.5K - $52.5K
|
34.5K
$3.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-466- 1.23% |
$36.7K - $54.4K
|
37.5K
$3.65M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-482- 3.49% |
$38K - $56.3K
|
13.3K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
SELL
|
- |
-520- 53.06% |
$41K - $60.7K
|
460
$44.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
SELL
|
- |
-524- 10.28% |
$41.3K - $61.2K
|
4.57K
$445K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-557- 5.51% |
$43.9K - $65K
|
9.55K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-570- 12.61% |
$44.9K - $66.5K
|
3.95K
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-582- 16.61% |
$45.9K - $67.9K
|
2.92K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-640- 9.64% |
$50.5K - $74.7K
|
6K
$584K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-664- 16.41% |
$52.3K - $77.5K
|
3.38K
$330K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-695- 53.09% |
$54.8K - $81.1K
|
614
$59.8K
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-762- 3.02% |
$60.1K - $88.9K
|
24.4K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-827- 11.7% |
$65.2K - $96.5K
|
6.24K
$608K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-923- 12.86% |
$72.8K - $108K
|
6.26K
$609K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.01K- 1.61% |
$79.2K - $117K
|
61.3K
$5.97M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.08K- 32.98% |
$84.7K - $125K
|
2.19K
$213K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.11K- 26.31% |
$87.7K - $130K
|
3.12K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.12K- 0.64% |
$88.4K - $131K
|
175K
$17.1M
|