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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-108- 54.55% |
$4.97K - $5.55K
|
90
$3.94K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-703- 0.97% |
$32.4K - $36.1K
|
71.5K
$3.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
432+ 59.83% |
$19.9K - $22.2K
|
1.15K
$50.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
BUY
|
- |
197KNew |
$9.05M - $10.1M
|
197K
$8.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
482+ 3.74% |
$22.2K - $24.8K
|
13.4K
$585K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
363+ 3.52% |
$16.7K - $18.6K
|
10.7K
$467K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.14KNew |
$52.4K - $58.4K
|
1.14K
$49.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-25- 3.26% |
$1.15K - $1.28K
|
743
$32.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
35New |
$1.61K - $1.8K
|
35
$1.53K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
32.6KNew |
$1.5M - $1.67M
|
32.6K
$1.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.04K- 14.13% |
$140K - $156K
|
18.5K
$808K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.89% |
$184 - $205
|
452
$19.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$46.1 - $51.4
|
4.69K
$205K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 18.18% |
$92.1 - $103
|
13
$569
|
|
| Q1 2023 | |||||||
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
35New |
$1.59K - $1.75K
|
35
$1.53K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-16Closed |
$726 - $800
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.23KNew |
$192K - $211K
|
4.23K
$185K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-47- 52.22% |
$2.13K - $2.35K
|
43
$1.88K
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-174- 3.75% |
$7.9K - $8.7K
|
4.47K
$196K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
4.82KNew |
$219K - $241K
|
4.82K
$211K
|
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
4.36KNew |
$198K - $218K
|
4.36K
$191K
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
50.9K+ 54.52% |
$2.31M - $2.54M
|
144K
$6.32M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-469K- 90.0% |
$21.3M - $23.4M
|
52.1K
$2.28M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-50- 1.07% |
$2.27K - $2.5K
|
4.64K
$203K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.25KNew |
$148K - $163K
|
3.25K
$142K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
33New |
$1.5K - $1.65K
|
33
$1.44K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14New |
$636 - $700
|
14
$613
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
727New |
$33K - $36.3K
|
727
$31.8K
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.62KNew |
$210K - $231K
|
4.62K
$202K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
53+ 0.4% |
$2.41K - $2.65K
|
13.2K
$576K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5+ 35.71% |
$227 - $250
|
19
$832
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
11.2KNew |
$506K - $557K
|
11.2K
$488K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20New |
$908 - $1K
|
20
$875
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3New |
$136 - $150
|
3
$131
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
75New |
$3.41K - $3.75K
|
75
$3.28K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.17K- 39.13% |
$144K - $159K
|
4.94K
$216K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
9New |
$409 - $450
|
9
$394
|
|
| Q4 2022 | |||||||
|
Apr 07, 2023
Q4 2022
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
4.44KNew |
$187K - $221K
|
4.44K
$194K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
5.27KNew |
$222K - $263K
|
5.27K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
162New |
$6.83K - $8.09K
|
162
$7.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
225KNew |
$9.49M - $11.2M
|
225K
$9.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-21.8K- 5.65% |
$917K - $1.09M
|
363K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
637+ 7.1% |
$26.9K - $31.8K
|
9.6K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
48New |
$2.02K - $2.4K
|
48
$2.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.84MNew |
$77.6M - $91.8M
|
1.84M
$80.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
4.25KNew |
$179K - $212K
|
4.25K
$186K
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-131K- 59.8% |
$5.53M - $6.54M
|
88.1K
$3.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
11New |
$464 - $549
|
11
$481
|
|