Institutional Ownership Portillo'S Inc. (PTLO)
This table provides information about the institutional ownership of Portillo'S Inc. (PTLO). We have compiled data on the 213 institutions that hold shares in the stock, with a total of 55.7 Million shares, which have been reported (via 13F filing form) to have a value of $688 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
1,447
shares
|
$17,479
0.0% of portfolio
|
Q1 2024
Reduced 78.4%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
1,335
shares
|
$16,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,154
shares
|
$13,940
0.0% of portfolio
|
Q2 2024
Added 335.47%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,096
shares
|
$13,239
0.0% of portfolio
|
Q4 2024
Reduced 12.11%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,000
shares
|
$12,080
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
1,000
shares
|
$12,080
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
750
shares
|
$9,060
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
700
shares
|
$8,456
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
700
shares
|
$8,456
0.0% of portfolio
|
Q4 2024
Reduced 25.53%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
600
shares
|
$7,248
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
500
shares
|
$6,040
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
476
shares
|
$5,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
439
shares
|
$5,303
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
420
shares
|
$5,073
0.0% of portfolio
|
Q4 2024
Added 431.65%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
382
shares
|
$4,614
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
316
shares
|
$3,817
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
300
shares
|
$3,624
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
300
shares
|
$3,624
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
286
shares
|
$3,454
0.0% of portfolio
|
Q4 2022
Reduced 65.99%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
276
shares
|
$3,334
0.0% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
253
shares
|
$3,056
0.0% of portfolio
|
Q2 2023
Added 23.41%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
240
shares
|
$2,899
0.0% of portfolio
|
Q4 2022
Reduced 88.79%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
215
shares
|
$2,597
0.0% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
206
shares
|
$2,488
0.01% of portfolio
|
Q3 2022
Added 3.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
203
shares
|
$2,452
0.0% of portfolio
|
Q4 2024
Reduced 33.0%
|