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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Bp PLC
|
SELL
|
- |
-930- 5.02% |
$5.32K - $7.43K
|
17.6K
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.53K- 6.76% |
$8.76K - $12.2K
|
21.1K
$151K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
37.2KNew |
$213K - $297K
|
37.2K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4K- 25.0% |
$22.9K - $32K
|
12K
$86K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100+ 0.25% |
$572 - $799
|
40.6K
$291K
|
|
|
Nov 09, 2023
Q3 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-71.4K- 3.43% |
$408K - $570K
|
2.01M
$14.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.95K- 8.51% |
$56.9K - $79.5K
|
107K
$767K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.2K- 16.72% |
$29.7K - $41.6K
|
25.9K
$186K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
87.1KNew |
$498K - $696K
|
87.1K
$625K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
15KNew |
$85.8K - $120K
|
15K
$108K
|
|
|
Nov 01, 2023
Q3 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-75.9K- 28.59% |
$434K - $606K
|
190K
$1.36M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
135New |
$772 - $1.08K
|
135
$968
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
98New |
$561 - $783
|
98
$703
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-16.2K- 36.86% |
$92.8K - $130K
|
27.8K
$199K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.32KNew |
$30.4K - $42.5K
|
5.32K
$38.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
523New |
$2.99K - $4.18K
|
523
$3.75K
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
77.1KNew |
$441K - $616K
|
77.1K
$553K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
200New |
$1.14K - $1.6K
|
200
$1.43K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
77.4KNew |
$443K - $618K
|
77.4K
$555K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
44.9K+ 138.58% |
$290K - $395K
|
77.3K
$554K
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-138KClosed |
$889K - $1.21M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-205- 0.04% |
$1.32K - $1.8K
|
534K
$3.83M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
27.7KNew |
$179K - $244K
|
27.7K
$199K
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.3M- 42.06% |
$14.9M - $20.3M
|
3.17M
$22.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-84- 0.67% |
$542 - $739
|
12.4K
$88.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Battery Management Corp.
Boston, MA |
BUY
|
- |
817K+ 28.8% |
$5.27M - $7.19M
|
3.65M
$26.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
12.5KNew |
$80.4K - $110K
|
12.5K
$89.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Islet Management, LP
New York, NY |
BUY
|
CALL |
175KNew |
$1.13M - $1.54M
|
175K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Raine Group LLC
New York, NY |
BUY
|
- |
35.9K+ 8.44% |
$232K - $316K
|
461K
$3.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
80.3K+ 65.81% |
$518K - $707K
|
202K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
58.1KNew |
$375K - $511K
|
58.1K
$417K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-48- 0.24% |
$310 - $422
|
20.1K
$144K
|
|
|
Aug 11, 2023
Q2 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-33.8K- 4.64% |
$218K - $297K
|
694K
$4.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
30.5KNew |
$197K - $268K
|
30.5K
$219K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-5.07K- 12.35% |
$32.7K - $44.6K
|
36K
$258K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-278- 1.16% |
$1.79K - $2.45K
|
23.7K
$170K
|
|
|
Aug 03, 2023
Q2 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-66.7K- 63.94% |
$430K - $587K
|
37.6K
$270K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.56K- 7.61% |
$16.5K - $22.5K
|
31K
$223K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
349New |
$2.25K - $3.07K
|
349
$2.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Vintage Ventures Advisors Ltd.
Herzliya, L3 |
BUY
|
- |
15.1KNew |
$97.5K - $133K
|
15.1K
$108K
|
|
|
Jul 25, 2023
Q2 2023
|
Independent Family Office, LLC
|
BUY
|
- |
9.83K+ 29.74% |
$63.4K - $86.5K
|
42.9K
$308K
|
|
| Q1 2023 | |||||||
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
44+ 0.44% |
$288 - $389
|
10.1K
$72.7K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16.5KNew |
$108K - $146K
|
16.5K
$119K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10New |
$65.5 - $88.3
|
10
$71.7
|
|
|
May 15, 2023
Q1 2023
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
34.5KNew |
$226K - $304K
|
34.5K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.5K+ 8.33% |
$75.6K - $102K
|
150K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
197+ 1.89% |
$1.29K - $1.74K
|
10.6K
$76K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
5+ 500.0% |
$32.8 - $44.2
|
6
$43
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
182New |
$1.19K - $1.61K
|
182
$1.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
281+ 2.81% |
$1.84K - $2.48K
|
10.3K
$73.7K
|
|