Purchases and Sales Made in Q3 2023 in Olo Inc. (OLO)
This table provides information about the institutional ownership of Olo Inc. (OLO) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
98New |
$561 - $783
|
98
$680
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 13.33% |
$11.4 - $16
|
13
$90.2
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-13- 0.24% |
$74.4 - $104
|
5.39K
$37.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-16- 0.12% |
$91.5 - $128
|
13.4K
$93.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-111- 33.53% |
$635 - $887
|
220
$1.53K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-217- 1.52% |
$1.24K - $1.73K
|
14.1K
$97.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-288- 1.27% |
$1.65K - $2.3K
|
22.4K
$155K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-492- 0.71% |
$2.81K - $3.93K
|
69.3K
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-615- 0.67% |
$3.52K - $4.91K
|
91.4K
$634K
|
|
|
Nov 13, 2023
Q3 2023
|
Bp PLC
|
SELL
|
- |
-930- 5.02% |
$5.32K - $7.43K
|
17.6K
$122K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-972- 0.66% |
$5.56K - $7.77K
|
147K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 89.0% |
$6.89K - $9.63K
|
149
$1.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.53K- 6.76% |
$8.76K - $12.2K
|
21.1K
$147K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.81K- 1.22% |
$10.3K - $14.4K
|
147K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.11K- 5.49% |
$12.1K - $16.8K
|
36.3K
$252K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.42K- 6.06% |
$13.9K - $19.4K
|
37.5K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.57K- 2.72% |
$14.7K - $20.6K
|
92K
$639K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.45K- 97.18% |
$19.7K - $27.5K
|
100
$694
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4K- 25.0% |
$22.9K - $32K
|
12K
$83.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4.74K- 0.53% |
$27.1K - $37.8K
|
893K
$6.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-5.12K- 36.47% |
$29.3K - $40.9K
|
8.91K
$61.8K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.2K- 16.72% |
$29.7K - $41.6K
|
25.9K
$180K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.27K- 5.53% |
$30.1K - $42.1K
|
90K
$625K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.02K- 39.08% |
$34.5K - $48.1K
|
9.39K
$65.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.9K- 19.73% |
$39.5K - $55.1K
|
28.1K
$195K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.1K- 78.82% |
$46.3K - $64.7K
|
2.18K
$15.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.95K- 8.51% |
$56.9K - $79.5K
|
107K
$743K
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-10.6K- 8.79% |
$60.9K - $85.1K
|
111K
$767K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-12.5K- 4.52% |
$71.4K - $99.7K
|
264K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-13.8K- 35.83% |
$78.9K - $110K
|
24.7K
$171K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-15K- 16.79% |
$86.1K - $120K
|
74.5K
$517K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.2K- 47.1% |
$92.5K - $129K
|
18.2K
$126K
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-16.2K- 36.86% |
$92.8K - $130K
|
27.8K
$193K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-19.8K- 68.75% |
$113K - $158K
|
8.99K
$62.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.5K- 49.83% |
$163K - $228K
|
28.7K
$199K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-34K- 12.01% |
$194K - $272K
|
249K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-34.7K- 9.74% |
$198K - $277K
|
321K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-35.2K- 3.98% |
$201K - $281K
|
849K
$5.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.5K- 4.27% |
$209K - $292K
|
819K
$5.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-38.7K- 11.7% |
$222K - $310K
|
292K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-43.6K- 0.27% |
$249K - $348K
|
16.2M
$112M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-43.7K- 66.66% |
$250K - $349K
|
21.9K
$152K
|
|
|
Nov 13, 2023
Q3 2023
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-48.8K- 57.18% |
$279K - $390K
|
36.6K
$254K
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-51.7K- 29.49% |
$296K - $413K
|
124K
$859K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-59K- 35.02% |
$338K - $472K
|
109K
$760K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-60.5K- 92.35% |
$346K - $483K
|
5.01K
$34.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-61.9K- 61.31% |
$354K - $494K
|
39K
$271K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-68.4K- 20.85% |
$391K - $547K
|
260K
$1.8M
|