Purchases and Sales Made in Q4 2024 in Portillo'S Inc. (PTLO)
This table provides information about the institutional ownership of Portillo'S Inc. (PTLO) during Q4 2024. The information is specifically focused on institutions that hold shares of Portillo's Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
737K+ 80.47% |
$6.38M - $10.2M
|
1.65M
$20.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
281KNew |
$2.44M - $3.91M
|
281K
$3.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
42.1KNew |
$364K - $584K
|
42.1K
$525K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
30K+ 229.01% |
$260K - $416K
|
43.1K
$538K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
21K+ 94.38% |
$182K - $291K
|
43.3K
$540K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17.5KNew |
$152K - $243K
|
17.5K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
15.4KNew |
$133K - $214K
|
15.4K
$192K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.4KNew |
$90.1K - $144K
|
10.4K
$130K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
5KNew |
$43.3K - $69.4K
|
5K
$62.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.25K+ 2.2% |
$19.5K - $31.2K
|
105K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2KNew |
$17.3K - $27.8K
|
2K
$25K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
183New |
$1.58K - $2.54K
|
183
$2.29K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-72- 44.72% |
$624 - $999
|
89
$1.11K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-80- 81.63% |
$693 - $1.11K
|
18
$225
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.29K- 99.67% |
$28.5K - $45.7K
|
11
$137
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-25.5K- 79.1% |
$221K - $354K
|
6.73K
$84.1K
|