Institutional Ownership Olo Inc. (OLO)
This table provides information about the institutional ownership of Olo Inc. (OLO). We have compiled data on the 211 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 $890 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
209
shares
|
$1,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
204
shares
|
$1,460
0.0% of portfolio
|
Q3 2024
Added 36.0%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
200
shares
|
$1,432
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
178
shares
|
$1,274
0.0% of portfolio
|
Q4 2024
Reduced 41.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
157
shares
|
$1,124
0.0% of portfolio
|
Q4 2024
Added 157.38%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
157
shares
|
$1,124
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
152
shares
|
$1,088
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
64
shares
|
$458
0.0% of portfolio
|
Q4 2021
Added 128.13%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
29
shares
|
$207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
25
shares
|
$179
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|