Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Portillos Inc. (PTLO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 179    4
Total shares held : 
44,675,677  
% of shares held : 
80.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  11  
Amount of shares held : 
1,500,577  
% of shares held change : 
  2.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 415,854
 0.93%
 
Increased Positions :
66
 5,585,239
 12.5%
 
Unchanged Positions :
45
 6,114,167
 13.69%
 
Decreased Positions :
51
-3,665,214
-8.2%
 
Closed Positions :
21
-835,302
-1.87%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BERKSHIRE PARTNERS LLC 1 - 2024-03-31 5,922,794 $83,985,000 0
   EMERALD MUTUAL FUND ADVISERS TRUST 71 - 2024-03-31 784,449 $11,123,000 0
   ALLIANCEBERNSTEIN L.P. 2462 - 2024-03-31 45,150 $640,000 0
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 2206 - 2024-03-31 37,067 $526,000 0
   MetLife Investment Advisors LLC 1923 - 2024-03-31 22,691 $322,000 0
   ARIZONA STATE RETIREMENT SYSTEM 1952 - 2024-03-31 13,093 $186,000 0
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 2234 - 2024-03-31 8,736 $124,000 0
   SUMMIT INVESTMENT ADVISORS INC 2007 - 2024-03-31 4,472 $63,000 0
   DEKABANK DEUTSCHE GIROZENTRALE 1369 - 2024-03-31 3,171 $46,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 1531 - 2024-03-31 2,721 $39,000 0
   PARKSIDE FINANCIAL BANK & TRUST 843 - 2024-03-31 2,638 $37,000 0
   Sunbelt Securities Inc. 936 - 2024-03-31 2,550 $36,000 0
   NBC SECURITIES INC. 1274 - 2024-03-31 2,300 $32,000 0
   Truvestments Capital LLC 437 - 2024-03-31 1,335 $19,000 0
   COMERICA BANK 3047 - 2024-03-31 1,213 $17,000 0
   PIERSHALE FINANCIAL GROUP, INC. 87 - 2023-06-30 700 $16,000 0
   NBT BANK N A /NY 454 - 2024-03-31 1,000 $14,000 0
   Spectrum Wealth Counsel LLC 274 - 2024-03-31 1,000 $14,000 0
   OPTIMUM INVESTMENT ADVISORS 491 - 2024-03-31 1,000 $14,000 0
   AdvisorNet Financial Inc 1173 - 2024-03-31 1,000 $14,000 0
   HOLLENCREST SECURITIES LLC 678 - 2024-03-31 1,000 $14,000 0
   HANSON MCCLAIN, INC. 1963 - 2024-03-31 1,000 $14,000 0
   IFP Advisors Inc 2135 - 2023-12-31 690 $11,000 0
   COUNTRY TRUST BANK 228 - 2024-03-31 770 $11,000 0
   WEST PACES ADVISORS INC. 373 - 2024-03-31 600 $9,000 0
   MASSMUTUAL TRUST CO FSB/ADV 1117 - 2024-03-31 520 $7,000 0
   Sound Income Strategies LLC 829 - 2024-03-31 500 $7,000 0
   Frazier Financial Advisors LLC 553 - 2024-03-31 426 $6,000 0
   ICA Group Wealth Management LLC 1009 - 2024-03-31 420 $6,000 0
   BARTLETT & CO. LLC 1049 - 2023-12-31 300 $5,000 0
   Washington Trust Advisors Inc. 588 - 2024-03-31 253 $4,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 987 - 2024-03-31 300 $4,000 0
   Steward Partners Investment Advisory LLC 3101 - 2024-03-31 286 $4,000 0
   STUDIO INVESTMENT MANAGEMENT LLC 245 - 2024-03-31 250 $4,000 0
   PSI Advisors LLC 635 - 2024-03-31 240 $3,000 0
   DHJJ Financial Advisors Ltd. 535 - 2024-03-31 245 $3,000 0
   CLARIVEST ASSET MANAGEMENT LLC 567 - 2024-03-31 118 $2,000 0
   IAG Wealth Partners LLC 414 - 2024-03-31 100 $1,000 0
   HORIZON BANCORP /IN/ 230 - 2024-03-31 50 $1,000 0
   BELLEVUE ASSET MANAGEMENT LLC 450 - 2024-03-31 96 $1,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 794 - 2024-03-31 50 $1,000 0
   BESSEMER GROUP INC 2016 - 2024-03-31 46 $1,000 0
   Impact Partnership Wealth LLC 628 - 2024-03-31 38 $1,000 0
   Covestor Ltd 2382 - 2024-03-31 5 $0 0
   PROEQUITIES INC. 6661 - 2024-03-31 0 $0 0

  45 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results