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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.96K+ 90.25% |
$233K - $346K
|
6.24K
$608K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.95KNew |
$233K - $345K
|
2.95K
$288K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.94K+ 8.47% |
$232K - $343K
|
37.6K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.89K+ 4.06% |
$228K - $337K
|
74.1K
$7.21M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.89KNew |
$228K - $337K
|
2.89K
$281K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.88KNew |
$227K - $336K
|
2.88K
$281K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
2.75K+ 40.59% |
$217K - $321K
|
9.54K
$929K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.75K+ 2.53% |
$217K - $321K
|
111K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
2.71KNew |
$214K - $317K
|
2.71K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.65K+ 11.4% |
$209K - $310K
|
25.9K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.52KNew |
$199K - $295K
|
2.52K
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.52KNew |
$198K - $294K
|
2.52K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.52K+ 29.02% |
$198K - $294K
|
11.2K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.5K+ 11377.27% |
$197K - $292K
|
2.53K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.49KNew |
$196K - $291K
|
2.49K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.48KNew |
$195K - $289K
|
2.48K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.45KNew |
$193K - $286K
|
2.45K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
2.45KNew |
$193K - $286K
|
2.45K
$239K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.43KNew |
$192K - $284K
|
2.43K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.42KNew |
$191K - $282K
|
2.42K
$235K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.41K+ 912.5% |
$190K - $281K
|
2.67K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.38K+ 68.12% |
$188K - $278K
|
5.87K
$572K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 12.88% |
$187K - $277K
|
20.8K
$2.02M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.33K+ 8.29% |
$183K - $271K
|
30.4K
$2.96M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$182K - $270K
|
2.32K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.29KNew |
$180K - $267K
|
2.29K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2.28KNew |
$180K - $267K
|
2.28K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.28K+ 7.45% |
$180K - $266K
|
32.9K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.28K+ 55.19% |
$179K - $266K
|
6.4K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.27KNew |
$179K - $265K
|
2.27K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.27KNew |
$179K - $264K
|
2.27K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
2.26KNew |
$178K - $264K
|
2.26K
$220K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.26KNew |
$178K - $264K
|
2.26K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.25KNew |
$177K - $262K
|
2.25K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
2.25KNew |
$177K - $262K
|
2.25K
$219K
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
2.24KNew |
$177K - $261K
|
2.24K
$218K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.24KNew |
$176K - $261K
|
2.24K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
2.23KNew |
$175K - $260K
|
2.23K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.21K+ 33.5% |
$174K - $258K
|
8.81K
$858K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2.19K+ 7296.67% |
$173K - $256K
|
2.22K
$216K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.18KNew |
$171K - $254K
|
2.18K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.14KNew |
$169K - $250K
|
2.14K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
2.14K+ 31.94% |
$169K - $250K
|
8.84K
$861K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
2.14K+ 11.04% |
$168K - $249K
|
21.5K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
2.13KNew |
$168K - $248K
|
2.13K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
2.13KNew |
$168K - $248K
|
2.13K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.11KNew |
$166K - $246K
|
2.11K
$206K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.1KNew |
$166K - $246K
|
2.1K
$205K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.1KNew |
$165K - $245K
|
2.1K
$204K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
2.09KNew |
$165K - $244K
|
2.09K
$204K
|