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 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
209+ 5.28% |
$16.5K - $24.4K
|
4.17K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
175+ 17500.0% |
$13.8K - $20.4K
|
176
$17.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
157+ 152.43% |
$12.4K - $18.3K
|
260
$25.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
154+ 167.39% |
$12.1K - $18K
|
246
$24K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
154+ 0.96% |
$12.1K - $18K
|
16.2K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
150+ 2.47% |
$11.8K - $17.5K
|
6.22K
$606K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
147+ 639.13% |
$11.6K - $17.2K
|
170
$16.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
145+ 1.18% |
$11.4K - $16.9K
|
12.4K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
140New |
$11K - $16.3K
|
140
$13.6K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
123New |
$9.7K - $14.4K
|
123
$12K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
121+ 3.67% |
$9.54K - $14.1K
|
3.42K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
120+ 12.59% |
$9.46K - $14K
|
1.07K
$105K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
116+ 20.1% |
$9.14K - $13.5K
|
693
$67.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
116New |
$9.14K - $13.5K
|
116
$11.3K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
112+ 1.52% |
$8.83K - $13.1K
|
7.46K
$727K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
108+ 18.95% |
$8.51K - $12.6K
|
678
$66K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 7.23% |
$7.88K - $11.7K
|
1.48K
$145K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
94+ 2.29% |
$7.41K - $11K
|
4.19K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
92+ 12.57% |
$7.25K - $10.7K
|
824
$80.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
92+ 19.62% |
$7.25K - $10.7K
|
561
$54.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
92+ 5.69% |
$7.25K - $10.7K
|
1.71K
$166K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
87+ 13.53% |
$6.86K - $10.2K
|
730
$71.1K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
87+ 2.59% |
$6.86K - $10.2K
|
3.44K
$335K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
84+ 87.5% |
$6.62K - $9.8K
|
180
$17.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
83+ 3.58% |
$6.54K - $9.69K
|
2.4K
$234K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
82+ 1025.0% |
$6.46K - $9.57K
|
90
$8.77K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
75New |
$5.91K - $8.75K
|
75
$7.31K
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
75New |
$5.91K - $8.75K
|
75
$7.31K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
74+ 231.25% |
$5.83K - $8.64K
|
106
$10.3K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
73+ 107.35% |
$5.75K - $8.52K
|
141
$13.7K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
71New |
$5.6K - $8.29K
|
71
$6.92K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
71+ 55.91% |
$5.6K - $8.29K
|
198
$19.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
67+ 2.15% |
$5.28K - $7.82K
|
3.19K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
65New |
$5.12K - $7.59K
|
65
$6.33K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
65New |
$5.12K - $7.59K
|
65
$6.33K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
62+ 100.0% |
$4.89K - $7.24K
|
124
$12.1K
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
61+ 0.21% |
$4.81K - $7.12K
|
29.3K
$2.86M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
60+ 1.28% |
$4.73K - $7K
|
4.73K
$461K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
58+ 21.48% |
$4.57K - $6.77K
|
328
$31.9K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
55+ 1.8% |
$4.34K - $6.42K
|
3.12K
$303K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
45+ 5.49% |
$3.55K - $5.25K
|
865
$84.3K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
44+ 0.95% |
$3.47K - $5.14K
|
4.68K
$456K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
41+ 0.82% |
$3.23K - $4.79K
|
5.07K
$494K
|
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
40+ 0.81% |
$3.15K - $4.67K
|
4.99K
$486K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
38+ 1.22% |
$3K - $4.44K
|
3.14K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
38+ 0.03% |
$3K - $4.44K
|
140K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
37+ 0.56% |
$2.92K - $4.32K
|
6.64K
$647K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
34+ 1.31% |
$2.68K - $3.97K
|
2.63K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
34+ 0.76% |
$2.68K - $3.97K
|
4.5K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
34New |
$2.68K - $3.97K
|
34
$3.31K
|