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, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.83KClosed |
$285K - $324K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-3.86KClosed |
$188K - $214K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
65+ 21.67% |
$3.17K - $3.61K
|
365
$16K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-5.88KClosed |
$287K - $327K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-4K- 80.0% |
$195K - $222K
|
1K
$43.8K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
36New |
$1.76K - $2K
|
36
$1.58K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-27Closed |
$1.32K - $1.5K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.07KClosed |
$52.3K - $59.5K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
250New |
$12.2K - $13.9K
|
250
$10.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-80- 45.71% |
$3.91K - $4.45K
|
95
$4.16K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-35Closed |
$1.71K - $1.95K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-28.9KClosed |
$1.41M - $1.61M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-937Closed |
$44.3K - $49.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-29Closed |
$1.37K - $1.53K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
50New |
$2.36K - $2.65K
|
50
$2.19K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-177Closed |
$8.37K - $9.37K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-6.6KClosed |
$312K - $349K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-11KClosed |
$520K - $582K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-10.7KClosed |
$505K - $565K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-185Closed |
$8.75K - $9.79K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
99New |
$4.68K - $5.24K
|
99
$4.33K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-23Closed |
$1.09K - $1.22K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-75Closed |
$3.55K - $3.97K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-10.3KClosed |
$471K - $537K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-85KClosed |
$3.88M - $4.43M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-12Closed |
$548 - $626
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-623KClosed |
$28.5M - $32.5M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
8.01KNew |
$366K - $418K
|
8.01K
$351K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
35New |
$1.6K - $1.83K
|
35
$1.53K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-50Closed |
$2.29K - $2.61K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-21.9KClosed |
$1M - $1.14M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
73New |
$3.34K - $3.81K
|
73
$3.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.3KNew |
$59.3K - $67.6K
|
1.3K
$56.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Sciencast Management LP
|
SELL
|
- |
-14.1KClosed |
$644K - $734K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-40Closed |
$1.84K - $2.06K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.47KClosed |
$206K - $230K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-11.3KClosed |
$522K - $583K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-4.73KClosed |
$218K - $244K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Opus Investment Management Inc
|
SELL
|
- |
-33KClosed |
$1.52M - $1.7M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-250Closed |
$11.5K - $12.9K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-46.8KClosed |
$2.16M - $2.41M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-125Closed |
$5.76K - $6.43K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1KClosed |
$46.1K - $51.5K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-4.41KClosed |
$203K - $227K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-11Closed |
$507 - $566
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
SELL
|
- |
-39Closed |
$1.8K - $2.01K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-152Closed |
$7K - $7.82K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-243Closed |
$10K - $11.8K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Newtyn Management, LLC
New York, NY |
SELL
|
- |
-200KClosed |
$8.25M - $9.68M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-208KClosed |
$8.57M - $10.1M
|
0
$0
|
|