Purchases and Sales Made in Q1 2024 in Olo Inc. (OLO)
This table provides information about the institutional ownership of Olo Inc. (OLO) during Q1 2024. The information is specifically focused on institutions that hold shares of Olo Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
13.6K+ 93.2% |
$65.8K - $82.7K
|
28.1K
$285K
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
13.4K+ 9.4% |
$65K - $81.7K
|
156K
$1.58M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.9K+ 1.52% |
$62.4K - $78.4K
|
857K
$8.68M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
11.5KNew |
$56K - $70.4K
|
11.5K
$117K
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10.3KNew |
$50.1K - $63K
|
10.3K
$105K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10KNew |
$48.5K - $61K
|
10K
$101K
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
9.42KNew |
$45.7K - $57.5K
|
9.42K
$95.5K
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
8.14KNew |
$39.5K - $49.7K
|
8.14K
$82.5K
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.8K+ 5.06% |
$28.1K - $35.4K
|
120K
$1.22M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.31KNew |
$25.7K - $32.4K
|
5.31K
$53.8K
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
4.39K+ 2.34% |
$21.3K - $26.8K
|
192K
$1.94M
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.38K+ 9.99% |
$21.3K - $26.7K
|
48.2K
$489K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
3.37K+ 22.9% |
$16.3K - $20.5K
|
18.1K
$183K
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.34K+ 9.2% |
$16.2K - $20.4K
|
39.6K
$402K
|
|
May 15, 2024
Q1 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
3.3K+ 11.41% |
$16K - $20.1K
|
32.2K
$326K
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.95K+ 2.03% |
$14.3K - $18K
|
149K
$1.51M
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.5K+ 6.1% |
$12.1K - $15.3K
|
43.5K
$441K
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
2.29K+ 8.81% |
$11.1K - $13.9K
|
28.2K
$286K
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.03K+ 14.66% |
$9.86K - $12.4K
|
15.9K
$161K
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
1.46K+ 8.54% |
$7.1K - $8.92K
|
18.6K
$188K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.38K+ 3.36% |
$6.71K - $8.44K
|
42.5K
$431K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.3K+ 0.41% |
$6.31K - $7.94K
|
321K
$3.26M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.05K+ 5.53% |
$5.11K - $6.43K
|
20.1K
$204K
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
748+ 6.15% |
$3.63K - $4.56K
|
12.9K
$131K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
467New |
$2.26K - $2.85K
|
467
$4.73K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
321+ 465.22% |
$1.56K - $1.96K
|
390
$3.95K
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
159+ 10.93% |
$771 - $970
|
1.61K
$16.3K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
119+ 0.38% |
$577 - $726
|
31.8K
$322K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
100New |
$485 - $610
|
100
$1.01K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
93+ 1.62% |
$451 - $567
|
5.84K
$59.1K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
39+ 105.41% |
$189 - $238
|
76
$770
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
31+ 0.08% |
$150 - $189
|
37.8K
$383K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
19New |
$92.1 - $116
|
19
$192
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$48.5 - $61
|
10
$101
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1New |
$4.85 - $6.1
|
1
$10.1
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-31- -0.0% |
$150 - $189
|
2.3M
$23.3M
|
|
May 15, 2024
Q1 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-34- 0.01% |
$165 - $207
|
379K
$3.84M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-74- 64.35% |
$359 - $451
|
41
$415
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-74- 0.32% |
$359 - $451
|
22.8K
$231K
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-100- 4.76% |
$485 - $610
|
2K
$20.3K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-220- 88.35% |
$1.07K - $1.34K
|
29
$294
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-225- 5.43% |
$1.09K - $1.37K
|
3.92K
$39.7K
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-247- 0.86% |
$1.2K - $1.51K
|
28.5K
$289K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-400- 80.0% |
$1.94K - $2.44K
|
100
$1.01K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-438- 0.85% |
$2.12K - $2.67K
|
51K
$517K
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-558- 5.29% |
$2.71K - $3.4K
|
10K
$101K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-600- 46.15% |
$2.91K - $3.66K
|
700
$7.09K
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-653- 4.65% |
$3.17K - $3.98K
|
13.4K
$136K
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1.04K- 0.46% |
$5.04K - $6.34K
|
224K
$2.27M
|