Latest Institutional Purchases of Portillo'S Inc. (PTLO)
This list provides information on the latest institutional transactions involving Portillo'S Inc. (PTLO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
492New |
$9.69K - $11.5K
|
492
$5.86K
|
|
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
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
19+ 28.36% |
$374 - $443
|
86
$1.03K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
350KNew |
$5.62M - $8.39M
|
350K
$4.17M
|
|
May 15, 2023
Q1 2023
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
81.1KNew |
$1.3M - $1.94M
|
81.1K
$966K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.4KNew |
$328K - $489K
|
20.4K
$243K
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
12.4KNew |
$199K - $297K
|
12.4K
$148K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
10.3KNew |
$166K - $248K
|
10.3K
$123K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3KNew |
$48.2K - $71.9K
|
3K
$35.8K
|
|
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
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2KNew |
$32.1K - $47.9K
|
2K
$23.8K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1KNew |
$16.1K - $24K
|
1K
$11.9K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
PUT |
1K+ 142.86% |
$16.1K - $24K
|
1.7K
$20.3K
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
770New |
$12.4K - $18.4K
|
770
$9.18K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
500New |
$8.03K - $12K
|
500
$5.96K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
137New |
$2.2K - $3.28K
|
137
$1.63K
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
118New |
$1.9K - $2.83K
|
118
$1.41K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
37+ 9.07% |
$594 - $887
|
445
$5.3K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
12New |
$193 - $288
|
12
$143
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
93.4KNew |
$1.5M - $2.37M
|
93.4K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
57.7KNew |
$929K - $1.47M
|
57.7K
$688K
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
39.3KNew |
$632K - $998K
|
39.3K
$468K
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
24.7KNew |
$397K - $626K
|
24.7K
$294K
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
19.4KNew |
$312K - $493K
|
19.4K
$231K
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
14.5KNew |
$233K - $368K
|
14.5K
$173K
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
11.8KNew |
$191K - $301K
|
11.8K
$141K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.6KNew |
$25.7K - $40.7K
|
1.6K
$19.1K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
700New |
$11.3K - $17.8K
|
700
$8.34K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
500New |
$8.05K - $12.7K
|
500
$5.96K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
264New |
$4.25K - $6.71K
|
264
$3.15K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
50New |
$805 - $1.27K
|
50
$596
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
13New |
$209 - $330
|
13
$155
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
68.1K+ 515.91% |
$1.14M - $1.94M
|
81.3K
$969K
|
|
Nov 14, 2022
Q3 2022
|
Seven Grand Managers, LLC
Bronxville, NY |
BUY
|
- |
50KNew |
$837K - $1.42M
|
50K
$596K
|
|
Nov 14, 2022
Q3 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
35KNew |
$586K - $995K
|
35K
$417K
|
|
Nov 14, 2022
Q3 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
22.7KNew |
$380K - $646K
|
22.7K
$271K
|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
12.5KNew |
$210K - $356K
|
12.5K
$149K
|
|
Nov 14, 2022
Q3 2022
|
Four World Capital Management LLC
New York, NY |
BUY
|
- |
10KNew |
$167K - $284K
|
10K
$119K
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
6.91KNew |
$116K - $197K
|
6.91K
$82.4K
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
643New |
$10.8K - $18.3K
|
643
$7.66K
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100New |
$1.67K - $2.84K
|
100
$1.19K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6New |
$100 - $171
|
6
$71.5
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
6+ 3.0% |
$100 - $171
|
206
$2.46K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
17.7KNew |
$264K - $433K
|
17.7K
$210K
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
17KNew |
$255K - $417K
|
17K
$203K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.86KNew |
$42.8K - $69.9K
|
2.86K
$34K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
174+ 9.58% |
$2.61K - $4.26K
|
1.99K
$23.7K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
50New |
$749 - $1.23K
|
50
$596
|