Institutional Ownership Olo Inc. (OLO)
This table provides information about the institutional ownership of Olo Inc. (OLO). We have compiled data on the 225 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $771 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
10,416
shares
|
$64,787
0.01% of portfolio
|
Q4 2021
Added 4.16%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
10,408
shares
|
$64,737
0.0% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,375
shares
|
$64,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
10,349
shares
|
$64,370
0.0% of portfolio
|
Q4 2024
Reduced 51.62%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
10,204
shares
|
$63,468
0.0% of portfolio
|
Q3 2023
Added 19.43%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
10,000
shares
|
$62,200
0.04% of portfolio
|
Q1 2024
Reduced 5.29%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
9,936
shares
|
$61,801
0.0% of portfolio
|
Q4 2024
Added 28.84%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
9,709
shares
|
$60,389
0.0% of portfolio
|
Q4 2024
Reduced 35.05%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
9,510
shares
|
$59,152
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Feb 13, 2025 Q4 2024 |
9,100
shares
|
$56,602
0.0% of portfolio
|
Q4 2024
Reduced 76.12%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
8,355
shares
|
$51,968
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
4,600
shares
|
$28,612
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
3,632
shares
|
$22,591
0.0% of portfolio
|
Q2 2024
Added 16.37%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,499
shares
|
$21,763
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
3,441
shares
|
$21,403
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,345
shares
|
$20,805
0.0% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
3,309
shares
|
$20,581
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
3,000
shares
|
$18,660
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
2,500
shares
|
$15,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,410
shares
|
$14,990
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
1,775
shares
|
$11,040
0.0% of portfolio
|
Q4 2024
Added 692.41%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,700
shares
|
$10,574
0.0% of portfolio
|
Q2 2024
Reduced 15.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,500
shares
|
$9,330
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
1,200
shares
|
$7,464
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,073
shares
|
$6,674
0.0% of portfolio
|
Q4 2024
New holding
|