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 |
|---|---|---|---|---|---|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$388
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
30
shares
|
$388
0.0% of portfolio
|
Q4 2024
Reduced 76.92%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
20
shares
|
$258
0.0% of portfolio
|
Q2 2024
Reduced 95.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
14
shares
|
$181
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
10
shares
|
$129
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
9
shares
|
$116
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|