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 219 institutions that hold shares in the stock, with a total of 63.8 Million shares, which have been reported (via 13F filing form) to have a value of $816 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
382
shares
|
$4,943
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
300
shares
|
$3,882
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
300
shares
|
$3,882
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
286
shares
|
$3,700
0.0% of portfolio
|
Q4 2022
Reduced 65.99%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
253
shares
|
$3,273
0.0% of portfolio
|
Q2 2023
Added 23.41%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
250
shares
|
$3,235
0.0% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
243
shares
|
$3,144
0.0% of portfolio
|
Q1 2025
Reduced 42.14%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
215
shares
|
$2,782
0.0% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
206
shares
|
$2,665
0.01% of portfolio
|
Q3 2022
Added 3.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
203
shares
|
$2,626
0.0% of portfolio
|
Q4 2024
Reduced 33.0%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
192
shares
|
$2,484
0.0% of portfolio
|
Q1 2025
Added 115.73%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
170
shares
|
$2,199
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
156
shares
|
$2,018
0.0% of portfolio
|
Q1 2025
Added 403.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
147
shares
|
$1,902
0.0% of portfolio
|
Q3 2024
Reduced 88.67%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
132
shares
|
$1,708
0.0% of portfolio
|
Q1 2025
Reduced 96.55%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
115
shares
|
$1,488
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
102
shares
|
$1,319
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
100
shares
|
$1,294
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$1,294
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
96
shares
|
$1,242
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
50
shares
|
$647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
50
shares
|
$647
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
50
shares
|
$647
0.0% of portfolio
|
Q1 2022
Reduced 97.5%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
44
shares
|
$569
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
40
shares
|
$517
0.0% of portfolio
|
Q1 2025
New holding
|