Latest Institutional Transactions on Northwest Natural Holding CO (NWN)
This table provides information on the latest institutional transactions involving Northwest Natural Holding CO (NWN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-873- 2.12% |
$36.7K - $42.6K
|
40.3K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
11New |
$462 - $537
|
11
$456
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-8- 66.67% |
$336 - $391
|
4
$166
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-20.5K- 2.57% |
$863K - $1M
|
779K
$32.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
172+ 2.88% |
$7.23K - $8.4K
|
6.14K
$254K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-4.37K- 38.77% |
$184K - $213K
|
6.9K
$286K
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
26.9KNew |
$1.13M - $1.31M
|
26.9K
$1.12M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1New |
$42 - $48.8
|
1
$41.5
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12New |
$539 - $627
|
12
$497
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2Closed |
$89.8 - $105
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
125New |
$5.61K - $6.53K
|
125
$5.18K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
505+ 11.91% |
$22.7K - $26.4K
|
4.74K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
533+ 185.71% |
$23.9K - $27.9K
|
820
$34K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.16KNew |
$187K - $217K
|
4.16K
$172K
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.04KNew |
$226K - $263K
|
5.04K
$209K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.47KNew |
$65.9K - $76.7K
|
1.47K
$60.8K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-7.21K- 50.48% |
$324K - $377K
|
7.07K
$293K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 25.51% |
$1.12K - $1.31K
|
73
$3.03K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.49K+ 200.54% |
$67K - $78K
|
2.24K
$92.7K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
261+ 6.1% |
$11.7K - $13.6K
|
4.54K
$188K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
680New |
$30.5K - $35.5K
|
680
$28.2K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-5.6K- 21.32% |
$251K - $293K
|
20.7K
$857K
|
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-6.56K- 40.16% |
$295K - $343K
|
9.78K
$405K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
4.15K+ 57.65% |
$186K - $217K
|
11.3K
$470K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$449 - $523
|
10
$415
|
|
|
May 05, 2023
Q1 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1.6K- 37.21% |
$71.8K - $83.6K
|
2.7K
$112K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$180 - $209
|
4
$166
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-69- 51.88% |
$3.1K - $3.61K
|
64
$2.65K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
3+ 0.06% |
$135 - $157
|
5.34K
$221K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
44New |
$1.98K - $2.3K
|
44
$1.82K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1New |
$44.9 - $52.3
|
1
$41.5
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 1.14% |
$89.8 - $105
|
178
$7.38K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-166- 86.01% |
$7.45K - $8.68K
|
27
$1.12K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
145+ 2.86% |
$6.51K - $7.58K
|
5.22K
$216K
|
|
| Q4 2022 | |||||||
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
4.65KNew |
$199K - $233K
|
4.65K
$193K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
570+ 40.69% |
$24.4K - $28.6K
|
1.97K
$81.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
540KNew |
$23.1M - $27.1M
|
540K
$22.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
375New |
$16K - $18.8K
|
375
$15.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
9.31K+ 3.8% |
$398K - $466K
|
254K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
300New |
$12.8K - $15K
|
300
$12.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
6.57KNew |
$281K - $329K
|
6.57K
$272K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 13.04% |
$128 - $150
|
26
$1.08K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-21Closed |
$897 - $1.05K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.15K- 22.34% |
$177K - $208K
|
14.4K
$598K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11New |
$470 - $551
|
11
$456
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
39New |
$1.67K - $1.95K
|
39
$1.62K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
266+ 5.52% |
$11.4K - $13.3K
|
5.08K
$211K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
50New |
$2.14K - $2.51K
|
50
$2.07K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
1.04KNew |
$45K - $56.7K
|
1.04K
$43K
|
|
|
Nov 14, 2022
Q3 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
13.1KNew |
$568K - $715K
|
13.1K
$543K
|
|