Latest Institutional Purchases of Olo Inc. (OLO)
This list provides information on the latest institutional transactions involving Olo Inc. (OLO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$48.5 - $61
|
10
$101
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Sqn Investors LP
Redwood City, CA |
BUY
|
- |
327KNew |
$1.42M - $1.98M
|
327K
$3.31M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
30.5KNew |
$133K - $185K
|
30.5K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$77.4K - $108K
|
17.8K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
12.4KNew |
$53.8K - $74.9K
|
12.4K
$125K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.9KNew |
$34.3K - $47.8K
|
7.9K
$80K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.31KNew |
$14.4K - $20K
|
3.31K
$33.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.57K+ 17.43% |
$6.81K - $9.47K
|
10.6K
$107K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
769New |
$3.35K - $4.65K
|
769
$7.79K
|
|
| Q3 2023 | |||||||
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
577KNew |
$3.3M - $4.61M
|
577K
$5.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
301K+ 83.51% |
$1.72M - $2.41M
|
662K
$6.71M
|
|
|
Nov 14, 2023
Q3 2023
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
250KNew |
$1.43M - $2M
|
250K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
164KNew |
$940K - $1.31M
|
164K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
139KNew |
$798K - $1.11M
|
139K
$1.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
87.1KNew |
$498K - $696K
|
87.1K
$882K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
77.4KNew |
$443K - $618K
|
77.4K
$784K
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
77.1KNew |
$441K - $616K
|
77.1K
$781K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
42.2KNew |
$241K - $337K
|
42.2K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
37.2KNew |
$213K - $297K
|
37.2K
$377K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
15KNew |
$85.8K - $120K
|
15K
$152K
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
12.1KNew |
$69.2K - $96.7K
|
12.1K
$123K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.32KNew |
$30.4K - $42.5K
|
5.32K
$53.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
4.25K+ 14.71% |
$24.3K - $34K
|
33.2K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.66K+ 19.43% |
$9.5K - $13.3K
|
10.2K
$103K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
523New |
$2.99K - $4.18K
|
523
$5.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
200New |
$1.14K - $1.6K
|
200
$2.03K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
135New |
$772 - $1.08K
|
135
$1.37K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100+ 0.25% |
$572 - $799
|
40.6K
$412K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
98New |
$561 - $783
|
98
$993
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Battery Management Corp.
Boston, MA |
BUY
|
- |
817K+ 28.8% |
$5.27M - $7.19M
|
3.65M
$37M
|
|
|
Aug 14, 2023
Q2 2023
|
Islet Management, LP
New York, NY |
BUY
|
CALL |
175KNew |
$1.13M - $1.54M
|
175K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
80.3K+ 65.81% |
$518K - $707K
|
202K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Raine Group LLC
New York, NY |
BUY
|
- |
35.9K+ 8.44% |
$232K - $316K
|
461K
$4.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
30.5KNew |
$197K - $268K
|
30.5K
$309K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
27.7KNew |
$179K - $244K
|
27.7K
$281K
|
|
|
Jul 31, 2023
Q2 2023
|
Vintage Ventures Advisors Ltd.
Herzliya, L3 |
BUY
|
- |
15.1KNew |
$97.5K - $133K
|
15.1K
$153K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
12.5KNew |
$80.4K - $110K
|
12.5K
$126K
|
|
|
Jul 25, 2023
Q2 2023
|
Independent Family Office, LLC
|
BUY
|
- |
9.83K+ 29.74% |
$63.4K - $86.5K
|
42.9K
$435K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
349New |
$2.25K - $3.07K
|
349
$3.54K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
72.5KNew |
$475K - $640K
|
72.5K
$734K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16.5KNew |
$108K - $146K
|
16.5K
$168K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.5K+ 8.33% |
$75.6K - $102K
|
150K
$1.52M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
281+ 2.81% |
$1.84K - $2.48K
|
10.3K
$104K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
182New |
$1.19K - $1.61K
|
182
$1.84K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
44+ 0.44% |
$288 - $389
|
10.1K
$103K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10New |
$65.5 - $88.3
|
10
$101
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
5+ 500.0% |
$32.8 - $44.2
|
6
$60.8
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.67MNew |
$9.7M - $15.1M
|
1.67M
$16.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Rheos Capital Works Inc.
|
BUY
|
- |
95K+ 74.69% |
$551K - $856K
|
222K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
19.3KNew |
$112K - $174K
|
19.3K
$195K
|
|