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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
9New |
$364 - $442
|
9
$398
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 31.58% |
$243 - $295
|
25
$1.11K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4New |
$162 - $197
|
4
$177
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2New |
$81 - $98.3
|
2
$88.4
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
BUY
|
- |
197KNew |
$9.05M - $10.1M
|
197K
$8.69M
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
75.9KNew |
$3.5M - $3.9M
|
75.9K
$3.36M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
32.6KNew |
$1.5M - $1.67M
|
32.6K
$1.44M
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
17.1KNew |
$787K - $878K
|
17.1K
$756K
|
|
Aug 24, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5.52KNew |
$254K - $283K
|
5.52K
$244K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
4.69KNew |
$216K - $241K
|
4.69K
$207K
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
4.28K+ 82.66% |
$197K - $220K
|
9.45K
$418K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.14KNew |
$52.4K - $58.4K
|
1.14K
$50.3K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1KNew |
$46.1K - $51.4K
|
1K
$44.2K
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
840New |
$38.7K - $43.1K
|
840
$37.1K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
482+ 3.74% |
$22.2K - $24.8K
|
13.4K
$590K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
432+ 59.83% |
$19.9K - $22.2K
|
1.15K
$51K
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
393+ 100.0% |
$18.1K - $20.2K
|
786
$34.7K
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
363+ 3.52% |
$16.7K - $18.6K
|
10.7K
$471K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
311+ 2.2% |
$14.3K - $16K
|
14.4K
$638K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
35New |
$1.61K - $1.8K
|
35
$1.55K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
34New |
$1.57K - $1.75K
|
34
$1.5K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
14New |
$645 - $719
|
14
$619
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.89% |
$184 - $205
|
452
$20K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 18.18% |
$92.1 - $103
|
13
$575
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$46.1 - $51.4
|
4.69K
$207K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
50.9K+ 54.52% |
$2.31M - $2.54M
|
144K
$6.38M
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
11.2KNew |
$506K - $557K
|
11.2K
$493K
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
4.82KNew |
$219K - $241K
|
4.82K
$213K
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.62KNew |
$210K - $231K
|
4.62K
$204K
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
4.36KNew |
$198K - $218K
|
4.36K
$193K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.23KNew |
$192K - $211K
|
4.23K
$187K
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.25KNew |
$148K - $163K
|
3.25K
$144K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
727New |
$33K - $36.3K
|
727
$32.1K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
75New |
$3.41K - $3.75K
|
75
$3.32K
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
53+ 0.4% |
$2.41K - $2.65K
|
13.2K
$581K
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
35New |
$1.59K - $1.75K
|
35
$1.55K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
33New |
$1.5K - $1.65K
|
33
$1.46K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20New |
$908 - $1K
|
20
$884
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14New |
$636 - $700
|
14
$619
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
9New |
$409 - $450
|
9
$398
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5+ 35.71% |
$227 - $250
|
19
$840
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3New |
$136 - $150
|
3
$133
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.84MNew |
$77.6M - $91.8M
|
1.84M
$81.3M
|
|
Feb 14, 2023
Q4 2022
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
225KNew |
$9.49M - $11.2M
|
225K
$9.95M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
13.9K+ 2.79% |
$586K - $693K
|
512K
$22.6M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.5KNew |
$569K - $673K
|
13.5K
$596K
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
5.27KNew |
$222K - $263K
|
5.27K
$233K
|
|
Apr 07, 2023
Q4 2022
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
4.44KNew |
$187K - $221K
|
4.44K
$196K
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
4.25KNew |
$179K - $212K
|
4.25K
$188K
|