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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-509- 4.55% |
$4.41K - $7.06K
|
10.7K
$161K
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
274KNew |
$2.37M - $3.81M
|
274K
$4.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Monimus Capital Management, LP
Woodbridge, NJ |
BUY
|
- |
90.3KNew |
$782K - $1.25M
|
90.3K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 0.98% |
$217 - $347
|
2.58K
$38.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.4K+ 51.09% |
$99K - $159K
|
33.8K
$510K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
15K+ 111.8% |
$130K - $209K
|
28.5K
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-151- 12.11% |
$1.31K - $2.1K
|
1.1K
$16.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.14K+ 58.8% |
$44.5K - $71.3K
|
13.9K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.09K- 6.41% |
$52.8K - $84.6K
|
89K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-603- 1.19% |
$5.22K - $8.37K
|
50.2K
$758K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
10.1K+ 120.07% |
$87.5K - $140K
|
18.5K
$279K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
59.1KNew |
$512K - $821K
|
59.1K
$892K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2K+ 100.0% |
$17.3K - $27.8K
|
4K
$60.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31New |
$268 - $430
|
31
$467
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.85K+ 0.84% |
$33.3K - $53.4K
|
462K
$6.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
4.84K+ 6.14% |
$41.9K - $67.2K
|
83.6K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.65K- 10.3% |
$14.2K - $22.8K
|
14.3K
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
142KNew |
$1.23M - $1.96M
|
142K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.04K+ 4.97% |
$17.6K - $28.3K
|
43K
$649K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
651+ 20.5% |
$5.64K - $9.04K
|
3.83K
$57.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6- 30.0% |
$52 - $83.3
|
14
$211
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
12.5KNew |
$108K - $174K
|
12.5K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-240- 25.53% |
$2.08K - $3.33K
|
700
$10.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-386- 16.06% |
$3.34K - $5.36K
|
2.02K
$30.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
20.3KNew |
$176K - $282K
|
20.3K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.31K- 33.76% |
$46K - $73.7K
|
10.4K
$157K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
200New |
$1.73K - $2.78K
|
200
$3.02K
|
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-833- 0.4% |
$7.21K - $11.6K
|
207K
$3.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-4.43K- 0.62% |
$38.3K - $61.4K
|
711K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-100- 33.0% |
$866 - $1.39K
|
203
$3.06K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.74K+ 3.51% |
$23.7K - $38K
|
80.9K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-85- 0.31% |
$736 - $1.18K
|
27.5K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-30- 12.24% |
$260 - $416
|
215
$3.24K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.2KNew |
$88.5K - $142K
|
10.2K
$154K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.25K- 14.12% |
$10.8K - $17.4K
|
7.6K
$115K
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
2.4K+ 23.47% |
$20.7K - $33.3K
|
12.6K
$190K
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
47K+ 348.36% |
$407K - $653K
|
60.5K
$913K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
85.4KNew |
$740K - $1.19M
|
85.4K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2KNew |
$17.3K - $27.8K
|
2K
$30.2K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
21K+ 94.38% |
$182K - $291K
|
43.3K
$652K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
737K+ 80.47% |
$6.38M - $10.2M
|
1.65M
$24.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.4KNew |
$90.1K - $144K
|
10.4K
$157K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
281KNew |
$2.44M - $3.91M
|
281K
$4.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17.5KNew |
$152K - $243K
|
17.5K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.29K- 99.67% |
$28.5K - $45.7K
|
11
$166
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
30K+ 229.01% |
$260K - $416K
|
43.1K
$650K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
15.4KNew |
$133K - $214K
|
15.4K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-72- 44.72% |
$624 - $999
|
89
$1.34K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
42.1KNew |
$364K - $584K
|
42.1K
$634K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.25K+ 2.2% |
$19.5K - $31.2K
|
105K
$1.58M
|