Latest Institutional Transactions on Olo Inc. (OLO)
This table provides information on the latest institutional transactions involving Olo Inc. (OLO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
72.7K+ 30.59% |
$314K - $390K
|
310K
$2.15M
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.52K+ 1.42% |
$6.58K - $8.17K
|
109K
$756K
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.63K- 3.75% |
$7.05K - $8.77K
|
41.9K
$291K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.09KNew |
$4.7K - $5.84K
|
1.09K
$7.54K
|
|
Q1 2024 | |||||||
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-74- 64.35% |
$359 - $451
|
41
$285
|
|
May 15, 2024
Q1 2024
|
Nine Ten Capital Management LLC
Evanston, IL |
SELL
|
- |
-2.09M- 52.89% |
$10.1M - $12.7M
|
1.86M
$12.9M
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
13.6K+ 93.2% |
$65.8K - $82.7K
|
28.1K
$195K
|
|
May 15, 2024
Q1 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
3.3K+ 11.41% |
$16K - $20.1K
|
32.2K
$223K
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
26.9K+ 3.17% |
$131K - $164K
|
877K
$6.09M
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-14.1K- 49.8% |
$68.3K - $85.9K
|
14.2K
$98.5K
|
|
May 14, 2024
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
379KNew |
$1.84M - $2.31M
|
379K
$2.63M
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
23.8KNew |
$116K - $145K
|
23.8K
$165K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
69.5KNew |
$337K - $424K
|
69.5K
$483K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$48.5 - $61
|
10
$69.4
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
93+ 1.62% |
$451 - $567
|
5.84K
$40.5K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-438- 0.85% |
$2.12K - $2.67K
|
51K
$354K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10KNew |
$48.5K - $61K
|
10K
$69.4K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
119+ 0.38% |
$577 - $726
|
31.8K
$221K
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-558- 5.29% |
$2.71K - $3.4K
|
10K
$69.4K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-400- 80.0% |
$1.94K - $2.44K
|
100
$694
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-600- 46.15% |
$2.91K - $3.66K
|
700
$4.86K
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8.35K- 18.29% |
$40.5K - $50.9K
|
37.3K
$259K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
19New |
$92.1 - $116
|
19
$132
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
19.4KNew |
$94K - $118K
|
19.4K
$135K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
100New |
$485 - $610
|
100
$694
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
186KNew |
$903K - $1.14M
|
186K
$1.29M
|
|
Q4 2023 | |||||||
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
30.5KNew |
$133K - $185K
|
30.5K
$212K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$77.4K - $108K
|
17.8K
$123K
|
|
Feb 14, 2024
Q4 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-172K- 21.75% |
$746K - $1.04M
|
617K
$4.28M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.31KNew |
$14.4K - $20K
|
3.31K
$23K
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
12.4KNew |
$53.8K - $74.9K
|
12.4K
$85.9K
|
|
Feb 14, 2024
Q4 2023
|
Sqn Investors LP
Redwood City, CA |
BUY
|
- |
327KNew |
$1.42M - $1.98M
|
327K
$2.27M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.57K+ 17.43% |
$6.81K - $9.47K
|
10.6K
$73.2K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.9KNew |
$34.3K - $47.8K
|
7.9K
$54.8K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
769New |
$3.35K - $4.65K
|
769
$5.34K
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.7K- 1.89% |
$7.41K - $10.3K
|
88.3K
$613K
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.99K+ 17.99% |
$17.4K - $24.1K
|
26.2K
$182K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.3K- 76.72% |
$5.63K - $7.83K
|
393
$2.73K
|
|
Q3 2023 | |||||||
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
577KNew |
$3.3M - $4.61M
|
577K
$4.01M
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
10KNew |
$57.4K - $80.1K
|
10K
$69.6K
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
4.25K+ 14.71% |
$24.3K - $34K
|
33.2K
$230K
|
|
Nov 14, 2023
Q3 2023
|
Harbourvest Partners LLC
Boston, MA |
SELL
|
- |
-89.5K- 20.75% |
$512K - $715K
|
342K
$2.37M
|
|
Nov 14, 2023
Q3 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
301K+ 83.51% |
$1.72M - $2.41M
|
662K
$4.6M
|
|
Nov 14, 2023
Q3 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
164KNew |
$940K - $1.31M
|
164K
$1.14M
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
42.2KNew |
$241K - $337K
|
42.2K
$293K
|
|
Nov 14, 2023
Q3 2023
|
Bares Capital Management, Inc.
Austin, TX |
SELL
|
- |
-518K- 23.85% |
$2.97M - $4.14M
|
1.65M
$11.5M
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
12.1KNew |
$69.2K - $96.7K
|
12.1K
$84K
|
|
Nov 14, 2023
Q3 2023
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
250KNew |
$1.43M - $2M
|
250K
$1.74M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.66K+ 19.43% |
$9.5K - $13.3K
|
10.2K
$70.8K
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
139KNew |
$798K - $1.11M
|
139K
$968K
|