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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
12.5KNew |
$210K - $356K
|
12.5K
$124K
|
|
|
Nov 14, 2022
Q3 2022
|
Four World Capital Management LLC
New York, NY |
BUY
|
- |
10KNew |
$167K - $284K
|
10K
$99.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
6.91KNew |
$116K - $197K
|
6.91K
$68.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
643New |
$10.8K - $18.3K
|
643
$6.38K
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
418+ 3.55% |
$7K - $11.9K
|
12.2K
$121K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100New |
$1.67K - $2.84K
|
100
$993
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6New |
$100 - $171
|
6
$59.6
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
6+ 3.0% |
$100 - $171
|
206
$2.05K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
17.7KNew |
$264K - $433K
|
17.7K
$175K
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
17KNew |
$255K - $417K
|
17K
$169K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.86KNew |
$42.8K - $69.9K
|
2.86K
$28.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
174+ 9.58% |
$2.61K - $4.26K
|
1.99K
$19.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
50New |
$749 - $1.23K
|
50
$497
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
PUT |
91.4KNew |
$2.06M - $3.55M
|
91.4K
$908K
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
1KNew |
$22.5K - $38.8K
|
1K
$9.93K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1KNew |
$22.5K - $38.8K
|
1K
$9.93K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1KNew |
$22.5K - $38.8K
|
1K
$9.93K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
738New |
$16.6K - $28.7K
|
738
$7.33K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
300New |
$6.75K - $11.7K
|
300
$2.98K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
300New |
$6.75K - $11.7K
|
300
$2.98K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
300+ 100.0% |
$6.75K - $11.7K
|
600
$5.96K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
73.5KNew |
$2.14M - $3.99M
|
73.5K
$730K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
6.24KNew |
$181K - $338K
|
6.24K
$61.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.64KNew |
$76.8K - $143K
|
2.64K
$26.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
325New |
$9.46K - $17.6K
|
325
$3.23K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
250New |
$7.28K - $13.6K
|
250
$2.48K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
250New |
$7.28K - $13.6K
|
250
$2.48K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
125New |
$3.64K - $6.78K
|
125
$1.24K
|
|