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
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.07KNew |
$163K - $242K
|
2.07K
$202K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.03KNew |
$160K - $237K
|
2.03K
$197K
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
2.03KNew |
$160K - $236K
|
2.03K
$197K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.02KNew |
$159K - $236K
|
2.02K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.01KNew |
$158K - $235K
|
2.01K
$196K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.99KNew |
$157K - $232K
|
1.99K
$194K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.98KNew |
$156K - $231K
|
1.98K
$192K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.97K+ 142.9% |
$155K - $230K
|
3.35K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.96K+ 19.28% |
$154K - $228K
|
12.1K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.95KNew |
$154K - $228K
|
1.95K
$190K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.95KNew |
$154K - $228K
|
1.95K
$190K
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.93KNew |
$152K - $225K
|
1.93K
$188K
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
1.93KNew |
$152K - $225K
|
1.93K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.92KNew |
$151K - $224K
|
1.92K
$187K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
1.9K+ 32.76% |
$150K - $221K
|
7.69K
$749K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.87KNew |
$147K - $218K
|
1.87K
$182K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.75K+ 31.88% |
$138K - $204K
|
7.24K
$705K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.75K+ 1.15% |
$138K - $204K
|
154K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.73K+ 31.59% |
$136K - $201K
|
7.19K
$700K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.65K+ 30.51% |
$130K - $192K
|
7.05K
$687K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 283.48% |
$130K - $192K
|
2.23K
$217K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.62K+ 45.95% |
$128K - $189K
|
5.15K
$502K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.54K+ 38.8% |
$121K - $179K
|
5.5K
$536K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.51K+ 43.53% |
$119K - $176K
|
4.97K
$484K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.47K+ 46.44% |
$116K - $172K
|
4.65K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.35K+ 35.36% |
$107K - $158K
|
5.18K
$505K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.3KNew |
$102K - $152K
|
1.3K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.3KNew |
$102K - $152K
|
1.3K
$127K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.26K+ 3.53% |
$99.6K - $147K
|
37.1K
$3.61M
|
|
|
May 13, 2025
Q1 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
1.26KNew |
$99.2K - $147K
|
1.26K
$123K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
1.23K+ 1.55% |
$97.3K - $144K
|
80.8K
$7.87M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.2K+ 134.68% |
$94.9K - $141K
|
2.1K
$204K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.2K+ 0.47% |
$94.6K - $140K
|
258K
$25.1M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.19KNew |
$93.9K - $139K
|
1.19K
$116K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.13K+ 4516.0% |
$89K - $132K
|
1.15K
$112K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.12K+ 24.71% |
$88.6K - $131K
|
5.67K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.12K+ 145.53% |
$88.4K - $131K
|
1.89K
$184K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.11K+ 14.06% |
$87.3K - $129K
|
8.98K
$875K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.1K+ 11.51% |
$87K - $129K
|
10.7K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.08K+ 6.71% |
$85.4K - $126K
|
17.2K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$78.8K - $117K
|
1K
$97.4K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
993+ 10.77% |
$78.3K - $116K
|
10.2K
$994K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
970+ 3.23% |
$76.5K - $113K
|
31K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
954+ 8.37% |
$75.2K - $111K
|
12.4K
$1.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
935New |
$73.7K - $109K
|
935
$91.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
911+ 0.47% |
$71.8K - $106K
|
194K
$18.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
905New |
$71.3K - $106K
|
905
$88.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
854+ 2.17% |
$67.3K - $99.7K
|
40.2K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
830+ 1.27% |
$65.4K - $96.9K
|
66.4K
$6.47M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
817+ 7.05% |
$64.4K - $95.4K
|
12.4K
$1.21M
|