Latest Institutional Transactions on Olo Inc. (OLO)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.07KNew |
$4.98K - $8.61K
|
1.07K
$6.51K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
305KNew |
$1.42M - $2.45M
|
305K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-143- 17.76% |
$664 - $1.15K
|
662
$4.02K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.5K+ 1.81% |
$85.7K - $148K
|
1.04M
$6.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-17.5K- 21.14% |
$81.2K - $140K
|
65.3K
$396K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.14K- 33.2% |
$28.5K - $49.2K
|
12.4K
$75K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.6KNew |
$21.3K - $36.9K
|
4.6K
$27.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-101K- 41.02% |
$471K - $814K
|
146K
$885K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.22K+ 28.84% |
$10.3K - $17.8K
|
9.94K
$60.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
29New |
$135 - $233
|
29
$176
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-59.2K- 46.52% |
$275K - $475K
|
68K
$413K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
12.8KNew |
$59.4K - $103K
|
12.8K
$77.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
97.8KNew |
$454K - $784K
|
97.8K
$594K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
136KNew |
$631K - $1.09M
|
136K
$825K
|
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-14.3K- 2.6% |
$66.3K - $115K
|
535K
$3.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.5KNew |
$16.2K - $28.1K
|
3.5K
$21.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
209New |
$970 - $1.68K
|
209
$1.27K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-34.8K- 23.02% |
$162K - $279K
|
117K
$707K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
85+ 0.23% |
$394 - $682
|
36.6K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
53KNew |
$246K - $425K
|
53K
$322K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
429+ 1.3% |
$1.99K - $3.44K
|
33.4K
$203K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
3.44KNew |
$16K - $27.6K
|
3.44K
$20.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 0.34% |
$4.83K - $8.34K
|
309K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
820New |
$3.8K - $6.58K
|
820
$4.98K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.62K+ 1512.15% |
$7.51K - $13K
|
1.73K
$10.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
33+ 1.39% |
$153 - $265
|
2.41K
$14.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.98K+ 19.09% |
$37K - $64K
|
49.8K
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
906New |
$4.2K - $7.27K
|
906
$5.5K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-19.4K- 17.12% |
$82.3K - $109K
|
93.8K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
290KNew |
$1.23M - $1.63M
|
290K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
21.1K+ 91.14% |
$89.7K - $118K
|
44.3K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-99.7KClosed |
$424K - $559K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.4KNew |
$78.4K - $103K
|
18.4K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-101K- 25.74% |
$428K - $566K
|
291K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
18.7KNew |
$79.4K - $105K
|
18.7K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-2.29K- 0.53% |
$9.73K - $12.8K
|
429K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
20.3KNew |
$86.3K - $114K
|
20.3K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
253New |
$1.08K - $1.42K
|
253
$1.54K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
600+ 24.46% |
$2.55K - $3.37K
|
3.05K
$18.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
247New |
$1.05K - $1.39K
|
247
$1.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-14.2K- 31.04% |
$60.6K - $79.9K
|
31.7K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-67.4K- 33.06% |
$286K - $378K
|
136K
$828K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
184+ 541.18% |
$782 - $1.03K
|
218
$1.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
6.58K+ 16.39% |
$27.9K - $36.9K
|
46.7K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
509+ 106.26% |
$2.16K - $2.86K
|
988
$6K
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.2KNew |
$5.1K - $6.73K
|
1.2K
$7.28K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
19.9K+ 509.22% |
$84.7K - $112K
|
23.9K
$145K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-74.9K- 39.48% |
$318K - $420K
|
115K
$697K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
3.9K+ 15.93% |
$16.6K - $21.9K
|
28.4K
$172K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
557New |
$2.37K - $3.12K
|
557
$3.38K
|
|