LPL Financial
OLO

LPL Financial’s Olo Inc OLO Stock Holding History

LPL Financial’s Portfolio OLO Stock Details OLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-58,220
Closed -$518K – 5933
2025
Q2 		$518K Sell
58,220
-33,673
-37% -$261K ﹤0.01% 4358
2025
Q1 		$555K Buy
91,893
+763
+0.8% +$5.33K ﹤0.01% 4082
2024
Q4 		$700K Buy
91,130
+40,218
+79% +$251K ﹤0.01% 3796
2024
Q3 		$253K Buy
50,912
+9,393
+23% +$46.4K ﹤0.01% 4568
2024
Q2 		$184K Sell
41,519
-1,029
-2% -$4.87K ﹤0.01% 4598
2024
Q1 		$234K Buy
42,548
+1,384
+3% +$7.56K ﹤0.01% 4383
2023
Q4 		$235K Sell
41,164
-1,645
-4% -$9.04K ﹤0.01% 4271
2023
Q3 		$259K Buy
42,809
+24,003
+128% +$157K ﹤0.01% 4046
2023
Q2 		$121K Sell
18,806
-239
-1% -$1.72K ﹤0.01% 4289
2023
Q1 		$155K Sell
19,045
-6
-0% -$46 ﹤0.01% 4114
2022
Q4 		$119K Buy
19,051
+1,029
+6% +$7.76K ﹤0.01% 4126
2022
Q3 		$142K Sell
18,022
-804
-4% -$7.69K ﹤0.01% 4037
2022
Q2 		$186K Buy
18,826
+4,851
+35% +$52.8K ﹤0.01% 3979
2022
Q1 		$185K Sell
13,975
-3,415
-20% -$52.8K ﹤0.01% 3846
2021
Q4 		$362K Buy
+17,390
New +$452K ﹤0.01% 3552

Other funds holding OLO

SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial's OLO Position: Q3 2025 in Review

LPL Financial sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 58,220 shares — an estimated $518K sold.

LPL Financial first reported a position in OLO in Q4 2021 and held it in 15 quarters. The position peaked at $700K in Q4 2024. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

  • LPL Financial reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 58,220 Olo Inc shares in Q3 2025, an estimated $518K.
  • LPL Financial first reported a position in Olo Inc in Q4 2021 and held it in 15 quarters.
  • LPL Financial's Olo Inc position peaked at $700K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.