Institutional Ownership Portillo'S Inc. (PTLO)
This table provides information about the institutional ownership of Portillo'S Inc. (PTLO). We have compiled data on the 204 institutions that hold shares in the stock, with a total of 53.4 Million shares, which have been reported (via 13F filing form) to have a value of $480 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,000
shares
|
$17,320
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,990
shares
|
$17,233
0.01% of portfolio
|
Q2 2022
Added 9.58%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,979
shares
|
$17,138
0.0% of portfolio
|
Q3 2024
Added 116.76%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,965
shares
|
$17,016
0.01% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,480
shares
|
$12,816
0.0% of portfolio
|
Q2 2024
Reduced 33.63%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
1,447
shares
|
$12,531
0.0% of portfolio
|
Q1 2024
Reduced 78.4%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,347
shares
|
$11,665
0.0% of portfolio
|
Q3 2024
Added 1247.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
1,335
shares
|
$11,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,247
shares
|
$10,799
0.0% of portfolio
|
Q3 2024
Added 55.88%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,154
shares
|
$9,993
0.0% of portfolio
|
Q2 2024
Added 335.47%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
1,001
shares
|
$8,668
0.0% of portfolio
|
Q2 2024
Added 100.2%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$8,660
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$8,660
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,000
shares
|
$8,660
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$8,660
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,000
shares
|
$8,660
0.0% of portfolio
|
Q4 2023
Reduced 7.83%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
975
shares
|
$8,443
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
770
shares
|
$6,668
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
700
shares
|
$6,062
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
690
shares
|
$5,975
0.0% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
643
shares
|
$5,568
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
600
shares
|
$5,196
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
500
shares
|
$4,330
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
382
shares
|
$3,308
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
316
shares
|
$2,736
0.0% of portfolio
|
Q1 2024
New holding
|