Purchases and Sales Made in Q1 2022 in Portland General Electric CO (POR)
This table provides information about the institutional ownership of Portland General Electric CO (POR) during Q1 2022. The information is specifically focused on institutions that hold shares of PORTLAND GENERAL ELECTRIC CO .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
106+ 0.44% |
$5.17K - $5.89K
|
24.2K
$996K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
101+ 505.0% |
$4.93K - $5.62K
|
121
$4.99K
|
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
97+ 0.13% |
$4.74K - $5.39K
|
75K
$3.09M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
93New |
$4.54K - $5.17K
|
93
$3.83K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
93New |
$4.54K - $5.17K
|
93
$3.83K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
74+ 1.13% |
$3.61K - $4.11K
|
6.61K
$272K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
65+ 21.67% |
$3.17K - $3.61K
|
365
$15K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
63New |
$3.08K - $3.5K
|
63
$2.6K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
60New |
$2.93K - $3.34K
|
60
$2.47K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
44New |
$2.15K - $2.45K
|
44
$1.81K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43+ 3.75% |
$2.1K - $2.39K
|
1.19K
$49.1K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
38+ 1.01% |
$1.86K - $2.11K
|
3.81K
$157K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
36New |
$1.76K - $2K
|
36
$1.48K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
34+ 0.14% |
$1.66K - $1.89K
|
24.9K
$1.03M
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
33+ 0.08% |
$1.61K - $1.83K
|
43.2K
$1.78M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
31+ 0.65% |
$1.51K - $1.72K
|
4.8K
$198K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
28New |
$1.37K - $1.56K
|
28
$1.15K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
27+ 0.26% |
$1.32K - $1.5K
|
10.5K
$432K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
27New |
$1.32K - $1.5K
|
27
$1.11K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
27+ 0.63% |
$1.32K - $1.5K
|
4.28K
$177K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
26+ 0.4% |
$1.27K - $1.45K
|
6.48K
$267K
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
25+ 0.41% |
$1.22K - $1.39K
|
6.16K
$254K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21New |
$1.03K - $1.17K
|
21
$866
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
16+ 21.05% |
$781 - $890
|
92
$3.79K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 3.78% |
$635 - $723
|
357
$14.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13New |
$635 - $723
|
13
$536
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
8+ 0.07% |
$391 - $445
|
11.3K
$467K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 5.26% |
$293 - $334
|
120
$4.95K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
4+ 40.0% |
$195 - $222
|
14
$577
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.93% |
$195 - $222
|
432
$17.8K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.69% |
$97.6 - $111
|
293
$12.1K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$97.6 - $111
|
2
$82.4
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2+ 0.01% |
$97.6 - $111
|
18.2K
$749K
|
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
BUY
|
- |
1+ 0.01% |
$48.8 - $55.6
|
10.1K
$415K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3Closed |
$146 - $167
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3- 0.51% |
$146 - $167
|
585
$24.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-4- 0.05% |
$195 - $222
|
7.71K
$318K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-15Closed |
$732 - $834
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-15- 5.49% |
$732 - $834
|
258
$10.6K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-24- 20.17% |
$1.17K - $1.33K
|
95
$3.92K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-27Closed |
$1.32K - $1.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-34Closed |
$1.66K - $1.89K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-35Closed |
$1.71K - $1.95K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-35- 42.68% |
$1.71K - $1.95K
|
47
$1.94K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-53- 4.19% |
$2.59K - $2.95K
|
1.21K
$50K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-60- 74.07% |
$2.93K - $3.34K
|
21
$866
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-68- 0.83% |
$3.32K - $3.78K
|
8.09K
$334K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-80- 45.71% |
$3.91K - $4.45K
|
95
$3.92K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-85- 0.5% |
$4.15K - $4.73K
|
17.1K
$703K
|