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 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
66.5KNew |
$846K - $1.06M
|
66.5K
$792K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.54K- 28.02% |
$70.5K - $88K
|
14.2K
$170K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8New |
$102 - $127
|
8
$95.4
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
75New |
$955 - $1.19K
|
75
$894
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
641New |
$8.16K - $10.2K
|
641
$7.64K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
9.65K+ 31.38% |
$123K - $153K
|
40.4K
$482K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-3.31K- 6.49% |
$46.7K - $55.5K
|
47.6K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
254K+ 18.65% |
$3.6M - $4.27M
|
1.62M
$19.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.53K- 23.81% |
$121K - $143K
|
27.3K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-6.62K- 8.86% |
$93.6K - $111K
|
68.1K
$812K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1KNew |
$14.1K - $16.8K
|
1K
$11.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
10.2KNew |
$144K - $171K
|
10.2K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Sandia Investment Management LP
Boston, MA |
SELL
|
- |
-4K- 40.03% |
$56.6K - $67.2K
|
6K
$71.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10New |
$141 - $168
|
10
$119
|
|
|
Feb 13, 2024
Q4 2023
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
93KNew |
$1.32M - $1.56M
|
93K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
426New |
$6.02K - $7.15K
|
426
$5.08K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1KNew |
$14.1K - $16.8K
|
1K
$11.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.13KNew |
$16K - $19K
|
1.13K
$13.5K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-300- 33.33% |
$4.24K - $5.04K
|
600
$7.15K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-85- 7.83% |
$1.2K - $1.43K
|
1K
$11.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$174K - $271K
|
11.4K
$136K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.89K+ 146.93% |
$28.8K - $44.9K
|
3.18K
$37.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
370+ 15.74% |
$5.64K - $8.79K
|
2.72K
$32.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-87.6K- 78.35% |
$1.33M - $2.08M
|
24.2K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-12.6K- 53.26% |
$192K - $300K
|
11.1K
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.17KNew |
$48.3K - $75.4K
|
3.17K
$37.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
37New |
$564 - $879
|
37
$441
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-200- 1.93% |
$3.05K - $4.75K
|
10.2K
$121K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.21K+ 4.62% |
$33.7K - $52.6K
|
50.1K
$597K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
250New |
$3.81K - $5.94K
|
250
$2.98K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
93New |
$1.42K - $2.21K
|
93
$1.11K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
44.8KNew |
$683K - $1.07M
|
44.8K
$534K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10KNew |
$152K - $238K
|
10K
$119K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
317KNew |
$6.25M - $7.4M
|
317K
$3.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
11.5K+ 3.72% |
$226K - $268K
|
320K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
317KNew |
$6.24M - $7.39M
|
317K
$3.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
14.8KNew |
$292K - $345K
|
14.8K
$177K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
9.94KNew |
$196K - $232K
|
9.94K
$118K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
19+ 28.36% |
$374 - $443
|
86
$1.03K
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
9.52KNew |
$187K - $222K
|
9.52K
$114K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
492New |
$9.69K - $11.5K
|
492
$5.86K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-56- 0.53% |
$1.1K - $1.31K
|
10.5K
$125K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.12KNew |
$180K - $213K
|
9.12K
$109K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
48+ 23.41% |
$945 - $1.12K
|
253
$3.02K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
38New |
$748 - $887
|
38
$453
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 0.43% |
$985 - $1.17K
|
11.6K
$138K
|
|
| Q1 2023 | |||||||
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
12.4KNew |
$199K - $297K
|
12.4K
$148K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.55KNew |
$41K - $61.1K
|
2.55K
$30.4K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.07KNew |
$33.3K - $49.7K
|
2.07K
$24.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
37+ 9.07% |
$594 - $887
|
445
$5.3K
|
|