Latest Institutional Transactions on Olo Inc. (OLO)

OLO Quotes by TradingView

This table provides information on the latest institutional transactions involving Olo Inc. (OLO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 10, 2022 Q2 2022
Jeneq Management LP

New York, NY
SELL
 -
-28.9K
Closed
$257K - $404K
0 $0
Aug 08, 2022 Q2 2022
Connectus Wealth, LLC

Cincinnati, OH
SELL
 -
-4.06K
- 1.06%
$36.1K - $56.8K
378K $3.88M
Aug 04, 2022 Q2 2022
Cannon Global Investment Management, LLC

SELL
 -
-34.8K
Closed
$310K - $487K
0 $0
Aug 03, 2022 Q2 2022
Cibc Private Wealth Group, LLC

SELL
 -
-660
Closed
$5.87K - $9.23K
0 $0
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
405
New
$3.6K - $5.67K
405 $4.16K
Jul 28, 2022 Q2 2022
Whittier Trust CO

SELL
 -
-16.1K
Closed
$143K - $225K
0 $0
Jul 28, 2022 Q2 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
16.1K
New
$143K - $225K
16.1K $165K
Jul 26, 2022 Q2 2022
Trustcore Financial Services, LLC

SELL
 -
-418
Closed
$3.72K - $5.85K
0 $0
Jul 19, 2022 Q2 2022
Tci Wealth Advisors, Inc.

BUY
 -
330
New
$2.94K - $4.62K
330 $3.39K
Jul 19, 2022 Q2 2022
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-25
Closed
$223 - $350
0 $0
Q1 2022
May 16, 2022 Q1 2022
Nellore Capital Management LLC

Palo Alto, CA
SELL
 -
-1K
Closed
$11.6K - $21.2K
0 $0
May 16, 2022 Q1 2022
Aperture Investors, LLC

New York, NY
SELL
 -
-489K
Closed
$5.67M - $10.4M
0 $0
May 16, 2022 Q1 2022
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-50.2K
Closed
$582K - $1.07M
0 $0
May 16, 2022 Q1 2022
Optimus Prime Fund Management Co., Ltd.

Grand Cayman, E9
BUY
 -
20K
New
$232K - $424K
20K $205K
May 16, 2022 Q1 2022
Dragoneer Investment Group, LLC

San Francisco, CA
SELL
 -
-750K
Closed
$8.69M - $15.9M
0 $0
May 16, 2022 Q1 2022
Adams Street Partners LLC

Chicago, IL
SELL
 -
-53.8K
Closed
$623K - $1.14M
0 $0
May 13, 2022 Q1 2022
Step Stone Group LP

La Jolla, CA
SELL
 -
-102K
Closed
$1.18M - $2.16M
0 $0
May 13, 2022 Q1 2022
1623 Capital LLC

Alexandria, VA
SELL
 -
-36K
Closed
$417K - $764K
0 $0
May 12, 2022 Q1 2022
Cross Creek Advisors, LLC

Salt Lake City, UT
SELL
 -
-6.71K
Closed
$77.7K - $142K
0 $0
May 12, 2022 Q1 2022
Hap Trading, LLC

New York, NY
SELL
 CALL
-12.8K
Closed
$148K - $271K
0 $0
May 10, 2022 Q1 2022
Ghisallo Capital Management LLC

Greenwich, CT
SELL
 -
-62.5K
Closed
$724K - $1.33M
0 $0
May 06, 2022 Q1 2022
University Of Texas

SELL
 -
-189
Closed
$2.19K - $4.01K
0 $0
May 04, 2022 Q1 2022
Hamilton Lane Advisors LLC

SELL
 -
-37.3K
Closed
$432K - $792K
0 $0
Apr 25, 2022 Q1 2022
Glynn Capital Management LLC

SELL
 -
-1.1M
Closed
$12.8M - $23.4M
0 $0
Apr 12, 2022 Q1 2022
Mcia Inc

SELL
 -
-35.6K
Closed
$412K - $754K
0 $0
Q4 2021
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
82
+ 128.13%
$1.71K - $2.47K
146 $1.5K
Feb 17, 2022 Q4 2021
Castleview Partners, LLC

Dallas, TX
SELL
 -
-1.26K
Closed
$26.3K - $38K
0 $0
Feb 14, 2022 Q4 2021
Blackstone Inc

New York, NY
SELL
 -
-195K
Closed
$4.06M - $5.86M
0 $0
Feb 14, 2022 Q4 2021
Islet Management, LP

New York, NY
SELL
 -
-175K
Closed
$3.64M - $5.26M
0 $0
Feb 14, 2022 Q4 2021
Whale Rock Capital Management LLC

Boston, MA
SELL
 -
-1.35M
Closed
$28.2M - $40.7M
0 $0
Feb 14, 2022 Q4 2021
Hound Partners, LLC

New York, NY
SELL
 PUT
-50K
Closed
$1.04M - $1.5M
0 $0
Feb 11, 2022 Q4 2021
Kore Private Wealth LLC

New York, NY
BUY
 -
416
+ 4.16%
$8.66K - $12.5K
10.4K $107K
Feb 11, 2022 Q4 2021
Liberty Mutual Group Asset Management Inc.

Boston, MA
SELL
 -
-91.1K
Closed
$1.9M - $2.74M
0 $0
Feb 11, 2022 Q4 2021
Bollard Group LLC

Boston, MA
BUY
 -
9.51K
New
$198K - $286K
9.51K $97.6K
Feb 10, 2022 Q4 2021
Pathway Capital Management, LP

Irvine, CA
SELL
 -
-169K
Closed
$3.53M - $5.09M
0 $0
Feb 09, 2022 Q4 2021
Element Capital Management LLC

New York, NY
SELL
 -
-744K
Closed
$15.5M - $22.4M
0 $0
Feb 03, 2022 Q4 2021
Paragon Advisors, LLC

SELL
 -
-24.5K
Closed
$511K - $738K
0 $0
Jan 31, 2022 Q4 2021
Commonwealth Equity Services, LLC

SELL
 -
-6.94K
Closed
$145K - $209K
0 $0
Jan 28, 2022 Q4 2021
Guidance Point Advisors, LLC

SELL
 -
-164
Closed
$3.41K - $4.93K
0 $0
Jan 12, 2022 Q4 2021
Harbour Capital Advisors, LLC

SELL
 -
-17.6K
Closed
$365K - $528K
0 $0
Q3 2021
Sep 21, 2023 Q3 2021
Jefferies Group LLC

New York, NY
BUY
 PUT
150K
New
$4.5M - $6.98M
150K $1.54M
Sep 21, 2023 Q3 2021
Jefferies Group LLC

New York, NY
BUY
 -
20K
New
$601K - $931K
20K $205K
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 PUT
500
New
$15K - $23.3K
500 $5.13K
Nov 15, 2021 Q3 2021
Fred Alger Management, LLC

New York, NY
SELL
 -
-275
Closed
$8.26K - $12.8K
0 $0
Nov 15, 2021 Q3 2021
Alkeon Capital Management LLC

New York, NY
SELL
 -
-200K
Closed
$6.01M - $9.31M
0 $0
Nov 15, 2021 Q3 2021
Adage Capital Partners Gp, L.L.C.

Boston, MA
SELL
 -
-100K
Closed
$3M - $4.66M
0 $0
Nov 12, 2021 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-39.4K
Closed
$1.18M - $1.83M
0 $0
Nov 12, 2021 Q3 2021
Cibc World Market Inc.

Toronto, A6
SELL
 -
-34.2K
Closed
$1.03M - $1.59M
0 $0
Oct 20, 2021 Q3 2021
Aj Wealth Strategies, LLC

BUY
 -
6K
+ 45.98%
$180K - $279K
19.1K $195K

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