Latest Institutional Purchases of Olo Inc. (OLO)
This list provides information on the latest institutional transactions involving Olo Inc. (OLO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
405New |
$3.6K - $5.67K
|
405
$4.16K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
330New |
$2.94K - $4.62K
|
330
$3.39K
|
|
|
Aug 11, 2022
Q2 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
275+ 0.13% |
$2.45K - $3.85K
|
210K
$2.15M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
BUY
|
- |
20KNew |
$232K - $424K
|
20K
$205K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
9.51KNew |
$198K - $286K
|
9.51K
$97.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
416+ 4.16% |
$8.66K - $12.5K
|
10.4K
$107K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
82+ 128.13% |
$1.71K - $2.47K
|
146
$1.5K
|
|
| Q3 2021 | |||||||
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
150KNew |
$4.5M - $6.98M
|
150K
$1.54M
|
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
20KNew |
$601K - $931K
|
20K
$205K
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6K+ 45.98% |
$180K - $279K
|
19.1K
$195K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
500New |
$15K - $23.3K
|
500
$5.13K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
35KNew |
$924K - $1.22M
|
35K
$359K
|
|
|
May 14, 2021
Q1 2021
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
28KNew |
$739K - $973K
|
28K
$287K
|
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
80New |
$2.11K - $2.78K
|
80
$821
|
|