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 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
33+ 23.4% |
$2.6K - $3.85K
|
174
$16.9K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
31+ 4.61% |
$2.44K - $3.62K
|
703
$68.5K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
30+ 2.07% |
$2.36K - $3.5K
|
1.48K
$144K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
30New |
$2.36K - $3.5K
|
30
$2.92K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
28New |
$2.21K - $3.27K
|
28
$2.73K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
27New |
$2.13K - $3.15K
|
27
$2.63K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
27+ 0.45% |
$2.13K - $3.15K
|
6.06K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
27New |
$2.13K - $3.15K
|
27
$2.63K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
26New |
$2.05K - $3.03K
|
26
$2.53K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
26+ 152.94% |
$2.05K - $3.03K
|
43
$4.19K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
22+ 3.49% |
$1.73K - $2.57K
|
652
$63.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21New |
$1.66K - $2.45K
|
21
$2.05K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18+ 27.69% |
$1.42K - $2.1K
|
83
$8.08K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 283.33% |
$1.34K - $1.98K
|
23
$2.24K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
14New |
$1.1K - $1.63K
|
14
$1.36K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12New |
$946 - $1.4K
|
12
$1.17K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 21.15% |
$867 - $1.28K
|
63
$6.14K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$788 - $1.17K
|
10
$974
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10+ 32.26% |
$788 - $1.17K
|
41
$3.99K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
10+ 0.04% |
$788 - $1.17K
|
23.5K
$2.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10New |
$788 - $1.17K
|
10
$974
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 9.68% |
$709 - $1.05K
|
102
$9.93K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8+ 0.03% |
$631 - $934
|
26.9K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
8New |
$631 - $934
|
8
$779
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 0.21% |
$631 - $934
|
3.82K
$372K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 233.33% |
$552 - $817
|
10
$974
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 9.72% |
$552 - $817
|
79
$7.69K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5New |
$394 - $584
|
5
$487
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$315 - $467
|
4
$390
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$315 - $467
|
4
$390
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.44% |
$315 - $467
|
281
$27.4K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
4New |
$315 - $467
|
4
$390
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
3New |
$236 - $350
|
3
$292
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3New |
$236 - $350
|
3
$292
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$158 - $233
|
2
$195
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
2New |
$158 - $233
|
2
$195
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2New |
$158 - $233
|
2
$195
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.47% |
$158 - $233
|
428
$41.7K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$78.8 - $117
|
1
$97.4
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 33.33% |
$78.8 - $117
|
4
$390
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1+ 0.03% |
$78.8 - $117
|
3.84K
$374K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1+ 10.0% |
$78.8 - $117
|
11
$1.07K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- -0.0% |
$78.8 - $117
|
44.9K
$4.37M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1- 0.08% |
$78.8 - $117
|
1.25K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.23% |
$78.8 - $117
|
433
$42.2K
|
|
|
May 14, 2025
Q1 2025
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
SELL
|
- |
-2- -0.0% |
$158 - $233
|
89.6K
$8.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3- 60.0% |
$236 - $350
|
2
$195
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-4- 28.57% |
$315 - $467
|
10
$974
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-4- 2.65% |
$315 - $467
|
147
$14.3K
|