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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
13.9K+ 2.79% |
$586K - $693K
|
512K
$22.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
129New |
$5.44K - $6.44K
|
129
$5.65K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.5KNew |
$569K - $673K
|
13.5K
$590K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.93KNew |
$81.3K - $96.2K
|
1.93K
$84.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
566New |
$23.9K - $28.2K
|
566
$24.8K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.1K+ 12.02% |
$46.6K - $55.1K
|
10.3K
$450K
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
219+ 4.31% |
$9.24K - $10.9K
|
5.3K
$232K
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-3.2K- 86.49% |
$135K - $160K
|
500
$21.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
16New |
$675 - $799
|
16
$700
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-102- 48.8% |
$4.3K - $5.09K
|
107
$4.68K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.3K+ 5.5% |
$97.2K - $115K
|
44.2K
$1.94M
|
|
|
Feb 03, 2023
Q4 2022
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
738+ 13.62% |
$31.1K - $36.8K
|
6.16K
$269K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
314New |
$13.2K - $15.7K
|
314
$13.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
49New |
$2.07K - $2.45K
|
49
$2.14K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
3.6K+ 14.71% |
$152K - $179K
|
28K
$1.23M
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-2K- 97.56% |
$84.3K - $99.8K
|
50
$2.19K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3New |
$127 - $150
|
3
$131
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
1.68K+ 69.74% |
$70.8K - $83.8K
|
4.09K
$179K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
32New |
$1.35K - $1.6K
|
32
$1.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
69New |
$2.91K - $3.44K
|
69
$3.02K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
22New |
$928 - $1.1K
|
22
$963
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
375New |
$15.8K - $18.7K
|
375
$16.4K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
400New |
$16.9K - $20K
|
400
$17.5K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
12+ 13.04% |
$522 - $667
|
104
$4.55K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$522 - $667
|
12
$525
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
68+ 71.58% |
$2.96K - $3.78K
|
163
$7.13K
|
|
|
Nov 14, 2022
Q3 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
5.39K+ 85.37% |
$234K - $300K
|
11.7K
$512K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-24- 0.37% |
$1.04K - $1.33K
|
6.53K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
21.6KNew |
$938K - $1.2M
|
21.6K
$945K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
13New |
$565 - $723
|
13
$569
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
48New |
$2.09K - $2.67K
|
48
$2.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.24KNew |
$228K - $291K
|
5.24K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
257+ 0.16% |
$11.2K - $14.3K
|
162K
$7.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
32.1KNew |
$1.39M - $1.78M
|
32.1K
$1.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
146New |
$6.35K - $8.12K
|
146
$6.39K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
11New |
$478 - $612
|
11
$481
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
41New |
$1.78K - $2.28K
|
41
$1.79K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
38New |
$1.65K - $2.11K
|
38
$1.66K
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-1.39K- 43.17% |
$60.2K - $77K
|
1.82K
$79.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.39KNew |
$60.5K - $77.3K
|
1.39K
$60.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.88KNew |
$256K - $327K
|
5.88K
$257K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-21- 75.0% |
$913 - $1.17K
|
7
$306
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
99+ 1.14% |
$4.3K - $5.5K
|
8.76K
$384K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
1.15KNew |
$49.8K - $63.7K
|
1.15K
$50.1K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-27Closed |
$1.23K - $1.54K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3New |
$136 - $171
|
3
$131
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13New |
$590 - $741
|
13
$569
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-766Closed |
$34.8K - $43.6K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
53New |
$2.41K - $3.02K
|
53
$2.32K
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
13.2KNew |
$598K - $750K
|
13.2K
$576K
|
|