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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
303
shares
|
$2,623
0.0% of portfolio
|
Q3 2024
Reduced 31.6%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
300
shares
|
$2,598
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
300
shares
|
$2,598
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
286
shares
|
$2,476
0.0% of portfolio
|
Q4 2022
Reduced 65.99%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
253
shares
|
$2,190
0.0% of portfolio
|
Q2 2023
Added 23.41%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
250
shares
|
$2,165
0.0% of portfolio
|
Q2 2023
Reduced 6.72%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
245
shares
|
$2,121
0.0% of portfolio
|
Q4 2023
Added 68.97%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
243
shares
|
$2,104
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
240
shares
|
$2,078
0.0% of portfolio
|
Q4 2022
Reduced 88.79%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
240
shares
|
$2,078
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
206
shares
|
$1,783
0.01% of portfolio
|
Q3 2022
Added 3.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
170
shares
|
$1,472
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
161
shares
|
$1,394
0.0% of portfolio
|
Q3 2024
Added 54.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
147
shares
|
$1,273
0.0% of portfolio
|
Q3 2024
Reduced 88.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
146
shares
|
$1,264
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
143
shares
|
$1,238
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
130
shares
|
$1,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
120
shares
|
$1,039
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
100
shares
|
$866
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
100
shares
|
$866
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$866
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
98
shares
|
$848
0.0% of portfolio
|
Q3 2024
Added 42.03%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
96
shares
|
$831
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
90
shares
|
$779
0.0% of portfolio
|
Q3 2024
Added 157.14%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
79
shares
|
$684
0.0% of portfolio
|
Q3 2024
New holding
|