Latest Institutional Transactions on Portland General Electric CO (POR)
This table provides information on the latest institutional transactions involving Portland General Electric CO (POR) 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.94KNew |
$195K - $219K
|
4.94K
$216K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
220+ 59.78% |
$8.7K - $9.74K
|
588
$25.7K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.11K+ 5.86% |
$83.4K - $93.4K
|
38.1K
$1.67M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-9.92K- 97.25% |
$392K - $439K
|
281
$12.3K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
463+ 25.34% |
$18.3K - $20.5K
|
2.29K
$100K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10New |
$395 - $443
|
10
$438
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
16.6KNew |
$654K - $733K
|
16.6K
$724K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.82KNew |
$72.1K - $80.8K
|
1.82K
$79.8K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.45K- 12.3% |
$216K - $241K
|
38.9K
$1.7M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
18.2KNew |
$720K - $806K
|
18.2K
$797K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 2.94% |
$39.5 - $44.3
|
33
$1.44K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-13- 4.64% |
$514 - $576
|
267
$11.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Patrizia Pty LTD
Barton, C3 |
BUY
|
- |
3.17K+ 2.55% |
$125K - $140K
|
127K
$5.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-2- 7.41% |
$79.1 - $88.6
|
25
$1.09K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
93+ 109.41% |
$3.68K - $4.12K
|
178
$7.79K
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-27.2K- 15.34% |
$1.08M - $1.2M
|
150K
$6.57M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-50- 0.84% |
$1.98K - $2.21K
|
5.89K
$258K
|
|
| Q4 2023 | |||||||
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
237KNew |
$9.22M - $10.6M
|
237K
$10.4M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.01KNew |
$39.1K - $45K
|
1.01K
$44K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
515+ 12.27% |
$20K - $23K
|
4.71K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
42K+ 20.39% |
$1.63M - $1.88M
|
248K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-709- 52.75% |
$27.6K - $31.7K
|
635
$27.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.7KNew |
$183K - $210K
|
4.7K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
78New |
$3.03K - $3.49K
|
78
$3.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-487- 2.99% |
$18.9K - $21.8K
|
15.8K
$691K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.34KNew |
$208K - $239K
|
5.34K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Sandia Investment Management LP
Boston, MA |
SELL
|
- |
-2.01K- 40.24% |
$78.3K - $89.9K
|
2.99K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
753New |
$29.3K - $33.7K
|
753
$33K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.6K+ 66.99% |
$140K - $161K
|
8.96K
$392K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
264New |
$10.3K - $11.8K
|
264
$11.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
59+ 40.41% |
$2.3K - $2.64K
|
205
$8.97K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
28New |
$1.09K - $1.25K
|
28
$1.23K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
55+ 23.4% |
$2.14K - $2.46K
|
290
$12.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.8K+ 17.97% |
$69.9K - $80.4K
|
11.8K
$517K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.1K- 4.36% |
$42.9K - $49.3K
|
24.2K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.58KNew |
$100K - $115K
|
2.58K
$113K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
16New |
$622 - $715
|
16
$700
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-26K- 39.63% |
$1.01M - $1.16M
|
39.6K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4New |
$156 - $179
|
4
$175
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-64- 75.29% |
$2.49K - $2.86K
|
21
$919
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
32.1KNew |
$1.25M - $1.43M
|
32.1K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5.1KNew |
$198K - $228K
|
5.1K
$223K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.91KNew |
$230K - $264K
|
5.91K
$259K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
41New |
$1.59K - $1.83K
|
41
$1.79K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
884New |
$34.4K - $39.5K
|
884
$38.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
4New |
$156 - $179
|
4
$175
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-976- 5.37% |
$38K - $43.6K
|
17.2K
$753K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.02K- 16.47% |
$39.6K - $45.4K
|
5.16K
$226K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
50+ 0.86% |
$1.95K - $2.23K
|
5.83K
$255K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
751New |
$29.2K - $33.6K
|
751
$32.9K
|
|