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 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
806+ 23.8% |
$63.5K - $94.1K
|
4.19K
$408K
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
800+ 11.76% |
$63.1K - $93.4K
|
7.6K
$740K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
790+ 17.52% |
$62.3K - $92.2K
|
5.3K
$516K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
772+ 617.6% |
$60.9K - $90.1K
|
897
$87.4K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
756+ 15.78% |
$59.6K - $88.2K
|
5.55K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
747+ 26.7% |
$58.9K - $87.2K
|
3.55K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
726New |
$57.2K - $84.7K
|
726
$70.7K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
716+ 3.18% |
$56.4K - $83.6K
|
23.2K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
700+ 18.75% |
$55.2K - $81.7K
|
4.43K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
690+ 25.2% |
$54.4K - $80.5K
|
3.43K
$334K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
689+ 3827.78% |
$54.3K - $80.4K
|
707
$68.9K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
689+ 3280.95% |
$54.3K - $80.4K
|
710
$69.2K
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
632+ 3.3% |
$49.8K - $73.8K
|
19.8K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
625+ 12.67% |
$49.3K - $73K
|
5.56K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
573+ 4.28% |
$45.2K - $66.9K
|
14K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
563+ 12.61% |
$44.4K - $65.7K
|
5.03K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
518New |
$40.8K - $60.5K
|
518
$50.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
505+ 2.26% |
$39.8K - $58.9K
|
22.9K
$2.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
497New |
$39.2K - $58K
|
497
$48.4K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
492+ 346.48% |
$38.8K - $57.4K
|
634
$61.8K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
470+ 5.48% |
$37.1K - $54.9K
|
9.04K
$881K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
457+ 13.52% |
$36K - $53.3K
|
3.84K
$374K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
450New |
$35.5K - $52.5K
|
450
$43.8K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
438+ 10.3% |
$34.5K - $51.1K
|
4.69K
$457K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
413+ 1.77% |
$32.6K - $48.2K
|
23.8K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
413+ 2.08% |
$32.6K - $48.2K
|
20.3K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
411+ 10.21% |
$32.4K - $48K
|
4.44K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
359+ 217.58% |
$28.3K - $41.9K
|
524
$51K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
356+ 118.27% |
$28.1K - $41.6K
|
657
$64K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
353+ 5.49% |
$27.8K - $41.2K
|
6.79K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
352+ 64.23% |
$27.7K - $41.1K
|
900
$87.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
332+ 8.23% |
$26.2K - $38.8K
|
4.37K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
319+ 2.26% |
$25.1K - $37.2K
|
14.5K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
305+ 4.36% |
$24K - $35.6K
|
7.3K
$711K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
300New |
$23.6K - $35K
|
300
$29.2K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
291+ 15.87% |
$22.9K - $34K
|
2.13K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
284+ 0.35% |
$22.4K - $33.1K
|
80.9K
$7.88M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
278+ 10.49% |
$21.9K - $32.4K
|
2.93K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
278+ 61.78% |
$21.9K - $32.4K
|
728
$70.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
273+ 2.89% |
$21.5K - $31.9K
|
9.7K
$945K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
265+ 0.22% |
$20.9K - $30.9K
|
122K
$11.9M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
263+ 79.22% |
$20.7K - $30.7K
|
595
$58K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
261+ 0.84% |
$20.6K - $30.5K
|
31.4K
$3.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
260New |
$20.5K - $30.3K
|
260
$25.3K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
236+ 3.71% |
$18.6K - $27.5K
|
6.6K
$643K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
234+ 0.5% |
$18.4K - $27.3K
|
47.4K
$4.62M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
229+ 2.87% |
$18.1K - $26.7K
|
8.2K
$799K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
223New |
$17.6K - $26K
|
223
$21.7K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
221+ 381.03% |
$17.4K - $25.8K
|
279
$27.2K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
210+ 1.51% |
$16.6K - $24.5K
|
14.1K
$1.38M
|