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 |
---|---|---|---|---|---|---|---|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
227+ 1.84% |
$9.21K - $10.3K
|
12.5K
$527K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
222+ 1.37% |
$9K - $10K
|
16.5K
$692K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
196+ 52.83% |
$7.95K - $8.87K
|
567
$23.8K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
193New |
$7.83K - $8.73K
|
193
$8.11K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
179+ 1627.27% |
$7.26K - $8.1K
|
190
$7.98K
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
148+ 25.17% |
$6K - $6.7K
|
736
$30.9K
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
147+ 35.94% |
$5.96K - $6.65K
|
556
$23.4K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
139+ 27.8% |
$5.64K - $6.29K
|
639
$26.8K
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
134+ 0.89% |
$5.44K - $6.06K
|
15.2K
$640K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
127+ 32.23% |
$5.15K - $5.75K
|
521
$21.9K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
112New |
$4.54K - $5.07K
|
112
$4.7K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
101+ 20.91% |
$4.1K - $4.57K
|
584
$24.5K
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
100New |
$4.06K - $4.52K
|
100
$4.2K
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
94New |
$3.81K - $4.25K
|
94
$3.95K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
92+ 6.54% |
$3.73K - $4.16K
|
1.5K
$63K
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
88New |
$3.57K - $3.98K
|
88
$3.7K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
81New |
$3.29K - $3.66K
|
81
$3.4K
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
79+ 2.91% |
$3.2K - $3.57K
|
2.79K
$117K
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
72+ 4.89% |
$2.92K - $3.26K
|
1.54K
$64.8K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
70+ 0.22% |
$2.84K - $3.17K
|
32.1K
$1.35M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
70+ 66.67% |
$2.84K - $3.17K
|
175
$7.35K
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
67+ 304.55% |
$2.72K - $3.03K
|
89
$3.74K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
55New |
$2.23K - $2.49K
|
55
$2.31K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
53+ 28.96% |
$2.15K - $2.4K
|
236
$9.91K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
51+ 43.59% |
$2.07K - $2.31K
|
168
$7.06K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
37+ 24.34% |
$1.5K - $1.67K
|
189
$7.94K
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
35+ 85.37% |
$1.42K - $1.58K
|
76
$3.19K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32+ 20.0% |
$1.3K - $1.45K
|
192
$8.06K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
29New |
$1.18K - $1.31K
|
29
$1.22K
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
26New |
$1.05K - $1.18K
|
26
$1.09K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
25+ 5.76% |
$1.01K - $1.13K
|
459
$19.3K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
22New |
$892 - $995
|
22
$924
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$811 - $905
|
20
$840
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 41.18% |
$568 - $633
|
48
$2.02K
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12New |
$487 - $543
|
12
$504
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11New |
$446 - $498
|
11
$462
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9+ 14.29% |
$365 - $407
|
72
$3.02K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 19.15% |
$365 - $407
|
56
$2.35K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9New |
$365 - $407
|
9
$378
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
8+ 0.07% |
$324 - $362
|
12K
$502K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 175.0% |
$284 - $317
|
11
$462
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6+ 0.11% |
$243 - $271
|
5.45K
$229K
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6+ 0.12% |
$243 - $271
|
4.83K
$203K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 1.2% |
$203 - $226
|
420
$17.6K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 6.17% |
$203 - $226
|
86
$3.61K
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
3+ 1.15% |
$122 - $136
|
264
$11.1K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.63% |
$81.1 - $90.5
|
318
$13.4K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$81.1 - $90.5
|
2
$84
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 6.06% |
$81.1 - $90.5
|
35
$1.47K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$40.6 - $45.2
|
5.93K
$249K
|