Latest Institutional Purchases of Portland General Electric CO (POR)
This list provides information on the latest institutional transactions involving Portland General Electric CO (POR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
32New |
$1.45K - $1.82K
|
32
$1.3K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
27New |
$1.23K - $1.54K
|
27
$1.1K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
26New |
$1.18K - $1.48K
|
26
$1.05K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
23New |
$1.04K - $1.31K
|
23
$933
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
17+ 11.49% |
$772 - $968
|
165
$6.69K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15New |
$681 - $855
|
15
$608
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13New |
$590 - $741
|
13
$527
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
4+ 1.55% |
$182 - $228
|
262
$10.6K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3New |
$136 - $171
|
3
$122
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.8KNew |
$1.16M - $1.32M
|
23.8K
$965K
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
250New |
$12.2K - $13.9K
|
250
$10.1K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
65+ 21.67% |
$3.17K - $3.61K
|
365
$14.8K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
60New |
$2.93K - $3.34K
|
60
$2.43K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
36New |
$1.76K - $2K
|
36
$1.46K
|
|
Q4 2021 | |||||||
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
99New |
$4.68K - $5.24K
|
99
$4.02K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
50New |
$2.36K - $2.65K
|
50
$2.03K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
8.01KNew |
$366K - $418K
|
8.01K
$325K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.3KNew |
$59.3K - $67.6K
|
1.3K
$52.6K
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
73New |
$3.34K - $3.81K
|
73
$2.96K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
35New |
$1.6K - $1.83K
|
35
$1.42K
|
|
Q1 2021 | |||||||
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
14.1K+ 48.08% |
$584K - $685K
|
43.6K
$1.77M
|
|
May 10, 2021
Q1 2021
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
1.1KNew |
$45.4K - $53.3K
|
1.1K
$44.7K
|
|
Q4 2020 | |||||||
Feb 17, 2021
Q4 2020
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
19.8KNew |
$711K - $881K
|
19.8K
$801K
|
|
Feb 16, 2021
Q4 2020
|
Somerville Kurt F
|
BUY
|
- |
4.7KNew |
$169K - $209K
|
4.7K
$191K
|
|
Q3 2020 | |||||||
Oct 27, 2020
Q3 2020
|
Cutler Group LP
|
BUY
|
PUT |
4KNew |
$135K - $177K
|
4K
$162K
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
236+ 1685.71% |
$7.95K - $10.5K
|
250
$10.1K
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
181New |
$6.1K - $8.02K
|
181
$7.34K
|
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
104New |
$3.5K - $4.61K
|
104
$4.22K
|
|
Q2 2020 | |||||||
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
125New |
$5.04K - $6.57K
|
125
$5.07K
|
|
Q1 2020 | |||||||
Jan 02, 2024
Q1 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
14New |
$556 - $874
|
14
$568
|
|
Q3 2019 | |||||||
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14New |
$755 - $813
|
14
$568
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
22.3K+ 167.67% |
$985K - $1.11M
|
35.6K
$1.44M
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
500New |
$22.1K - $25K
|
500
$20.3K
|
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
133New |
$5.88K - $6.65K
|
133
$5.39K
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
52New |
$2.05K - $2.23K
|
52
$2.11K
|
|
Q1 2018 | |||||||
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.72K+ 38100.0% |
$224K - $256K
|
5.73K
$232K
|
|
Q3 2017 | |||||||
Nov 13, 2017
Q3 2017
|
University Of Texas
|
BUY
|
- |
118New |
$5.27K - $5.69K
|
118
$4.79K
|
|
Q2 2017 | |||||||
Aug 10, 2017
Q2 2017
|
Pittenger & Anderson Inc
|
BUY
|
- |
175New |
N/A
|
175
$7.1K
|
|
Aug 15, 2017
Q2 2017
|
M&R Capital Management Inc
|
BUY
|
- |
15New |
N/A
|
15
$608
|
|
Q1 2017 | |||||||
Aug 30, 2024
Q1 2017
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
15.5K+ 54.71% |
N/A
|
43.9K
$1.78M
|