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 220 institutions that hold shares in the stock, with a total of 63.3 Million shares, which have been reported (via 13F filing form) to have a value of $755 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
3,171
shares
|
$37,798
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,800
shares
|
$33,376
0.0% of portfolio
|
Q1 2024
Added 13.13%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,550
shares
|
$30,396
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
2,265
shares
|
$26,998
0.01% of portfolio
|
Q1 2025
Added 15.27%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
2,000
shares
|
$23,840
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,000
shares
|
$23,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,990
shares
|
$23,720
0.01% of portfolio
|
Q2 2022
Added 9.58%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
1,864
shares
|
$22,218
0.0% of portfolio
|
Q1 2025
Added 28.82%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,864
shares
|
$22,218
0.0% of portfolio
|
Q1 2025
Reduced 87.59%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,400
shares
|
$16,688
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,335
shares
|
$15,913
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
1,318
shares
|
$15,710
0.01% of portfolio
|
Q1 2025
Added 946.03%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,154
shares
|
$13,755
0.0% of portfolio
|
Q2 2024
Added 335.47%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,150
shares
|
$13,708
0.0% of portfolio
|
Q1 2025
Added 2704.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,101
shares
|
$13,123
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,000
shares
|
$11,920
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,000
shares
|
$11,920
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
958
shares
|
$11,419
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
700
shares
|
$8,344
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
630
shares
|
$7,509
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
600
shares
|
$7,152
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
500
shares
|
$5,960
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
476
shares
|
$5,673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
439
shares
|
$5,232
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
431
shares
|
$5,137
0.0% of portfolio
|
Q1 2025
New holding
|