Latest Institutional Transactions on Portillo'S Inc. (PTLO)
This table provides information on the latest institutional transactions involving Portillo'S Inc. (PTLO) 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.36K+ 11.6% |
$12.5K - $20.9K
|
13.1K
$156K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
393K+ 32.21% |
$3.62M - $6.05M
|
1.61M
$19.2M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2K- 7.77% |
$18.4K - $30.8K
|
23.7K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.7KNew |
$182K - $304K
|
19.7K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-450K- 55.06% |
$4.14M - $6.92M
|
367K
$4.37M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
11.4K+ 0.21% |
$105K - $176K
|
5.58M
$66.5M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-886- 0.19% |
$8.15K - $13.6K
|
461K
$5.5M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-18.4K- 6.54% |
$169K - $283K
|
263K
$3.14M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.46% |
$46 - $77
|
1.1K
$13.1K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-50.7K- 57.0% |
$467K - $780K
|
38.3K
$456K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40New |
$368 - $616
|
40
$477
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
800+ 31.0% |
$7.36K - $12.3K
|
3.38K
$40.3K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
700+ 1.63% |
$6.44K - $10.8K
|
43.7K
$521K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.32K- 21.79% |
$30.5K - $51K
|
11.9K
$142K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
8KNew |
$73.6K - $123K
|
8K
$95.3K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.9K+ 37.63% |
$211K - $352K
|
83.7K
$998K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.94K+ 28.41% |
$36.3K - $60.7K
|
17.8K
$212K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
13.8K+ 46.36% |
$127K - $212K
|
43.5K
$519K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
256+ 0.69% |
$2.36K - $3.94K
|
37.2K
$443K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
700+ 100.0% |
$6.44K - $10.8K
|
1.4K
$16.7K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
2.14K+ 3.62% |
$19.7K - $32.9K
|
61.3K
$730K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
102New |
$938 - $1.57K
|
102
$1.22K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-12.7K- 15.16% |
$117K - $195K
|
70.9K
$845K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-2K- 50.0% |
$18.4K - $30.8K
|
2K
$23.8K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-130K- 18.29% |
$1.2M - $2M
|
581K
$6.92M
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-1.44K- 0.69% |
$13.2K - $22.1K
|
206K
$2.45M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.18K+ 58.28% |
$10.8K - $18.1K
|
3.19K
$38.1K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
936+ 6.54% |
$8.61K - $14.4K
|
15.3K
$182K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.3K- 7.23% |
$12K - $20K
|
16.7K
$199K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
BUY
|
- |
3.12K+ 0.25% |
$28.7K - $48K
|
1.25M
$14.9M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 2704.88% |
$10.2K - $17.1K
|
1.15K
$13.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
19.3KNew |
$178K - $297K
|
19.3K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
103+ 115.73% |
$948 - $1.59K
|
192
$2.29K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
98.4KNew |
$905K - $1.51M
|
98.4K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
431New |
$3.97K - $6.63K
|
431
$5.14K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
122KNew |
$1.12M - $1.87M
|
122K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
96New |
$883 - $1.48K
|
96
$1.14K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
417+ 28.82% |
$3.84K - $6.42K
|
1.86K
$22.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
300+ 15.27% |
$2.76K - $4.62K
|
2.27K
$27K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
630New |
$5.8K - $9.7K
|
630
$7.51K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
44New |
$405 - $677
|
44
$524
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
30.7K+ 29.38% |
$283K - $473K
|
135K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.92K- 24.06% |
$45.3K - $75.7K
|
15.5K
$185K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
50+ 0.74% |
$460 - $770
|
6.78K
$80.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$276 - $462
|
30
$358
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.04K+ 137.64% |
$18.7K - $31.3K
|
3.52K
$41.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-87- 0.5% |
$800 - $1.34K
|
17.5K
$208K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
17.6K+ 41.92% |
$162K - $271K
|
59.7K
$711K
|
|
|
Apr 14, 2025
Q1 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
26.7KNew |
$246K - $411K
|
26.7K
$318K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6.68K- 91.59% |
$61.4K - $103K
|
613
$7.31K
|