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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
72.5KNew |
$475K - $640K
|
72.5K
$744K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16.5KNew |
$108K - $146K
|
16.5K
$170K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.5K+ 8.33% |
$75.6K - $102K
|
150K
$1.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
281+ 2.81% |
$1.84K - $2.48K
|
10.3K
$105K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
182New |
$1.19K - $1.61K
|
182
$1.87K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
44+ 0.44% |
$288 - $389
|
10.1K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10New |
$65.5 - $88.3
|
10
$103
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
5+ 500.0% |
$32.8 - $44.2
|
6
$61.6
|
|
| 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
$17.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Rheos Capital Works Inc.
|
BUY
|
- |
95K+ 74.69% |
$551K - $856K
|
222K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
19.3KNew |
$112K - $174K
|
19.3K
$198K
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
19.2KNew |
$111K - $173K
|
19.2K
$197K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
12.1KNew |
$70.2K - $109K
|
12.1K
$124K
|
|
|
Feb 22, 2023
Q4 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
5.26K+ 4.5% |
$30.5K - $47.3K
|
122K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.21K+ 693.1% |
$6.99K - $10.9K
|
1.38K
$14.2K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
770New |
$4.47K - $6.94K
|
770
$7.9K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
589+ 2.75% |
$3.42K - $5.31K
|
22K
$226K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
256New |
$1.48K - $2.31K
|
256
$2.63K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
31New |
$180 - $279
|
31
$318
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Ardevora Asset Management LLP
|
BUY
|
- |
1.39MNew |
$10.4M - $19.5M
|
1.39M
$14.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Tiger Global
Tiger Global Management LLC | New York, Ny
|
BUY
|
- |
606K+ 13.48% |
$4.55M - $8.52M
|
5.1M
$52.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
319KNew |
$2.4M - $4.49M
|
319K
$3.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
BUY
|
- |
176KNew |
$1.32M - $2.48M
|
176K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Owls Nest Partners Ia, LLC
Chadds Ford, PA |
BUY
|
- |
150KNew |
$1.13M - $2.11M
|
150K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
37.6KNew |
$282K - $528K
|
37.6K
$386K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
25.1KNew |
$188K - $352K
|
25.1K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
10.1KNew |
$75.7K - $142K
|
10.1K
$104K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.36KNew |
$62.7K - $117K
|
8.36K
$85.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
8.23K+ 96.6% |
$61.7K - $116K
|
16.8K
$172K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
6.2K+ 797.43% |
$46.5K - $87.2K
|
6.98K
$71.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.92KNew |
$21.9K - $41K
|
2.92K
$29.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
1.72K+ 14.48% |
$12.9K - $24.2K
|
13.6K
$140K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
750+ 12.83% |
$5.63K - $10.5K
|
6.59K
$67.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
CALL |
600+ 30.0% |
$4.5K - $8.43K
|
2.6K
$26.7K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
480+ 128.34% |
$3.6K - $6.74K
|
854
$8.76K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
216New |
$1.62K - $3.03K
|
216
$2.22K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
157New |
$1.18K - $2.21K
|
157
$1.61K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
65New |
$488 - $913
|
65
$667
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
30New |
$225 - $422
|
30
$308
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
25New |
$188 - $351
|
25
$257
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
21+ 51.22% |
$158 - $295
|
62
$636
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
350K+ 880.35% |
$3.11M - $4.89M
|
389K
$3.99M
|
|
|
May 15, 2023
Q2 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
95.1KNew |
$846K - $1.33M
|
95.1K
$976K
|
|
|
Aug 15, 2022
Q2 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
42.1KNew |
$375K - $589K
|
42.1K
$432K
|
|
|
Aug 17, 2022
Q2 2022
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
41.3KNew |
$368K - $578K
|
41.3K
$424K
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
30.8KNew |
$275K - $432K
|
30.8K
$317K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
16.1KNew |
$143K - $225K
|
16.1K
$165K
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.9K+ 13.18% |
$16.9K - $26.6K
|
16.3K
$167K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
667+ 590.27% |
$5.94K - $9.33K
|
780
$8K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
560+ 2.55% |
$4.98K - $7.83K
|
22.6K
$231K
|
|