Purchases and Sales Made in Q1 2023 in Portland General Electric CO (POR)
This table provides information about the institutional ownership of Portland General Electric CO (POR) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
132+ 356.76% |
$5.99K - $6.6K
|
169
$6.97K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
123+ 8.57% |
$5.58K - $6.15K
|
1.56K
$64.2K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
94+ 0.53% |
$4.27K - $4.7K
|
17.8K
$735K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
92+ 1840.0% |
$4.18K - $4.6K
|
97
$4K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
91+ 0.44% |
$4.13K - $4.55K
|
20.6K
$847K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
88+ 68.75% |
$4K - $4.4K
|
216
$8.9K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
87New |
$3.95K - $4.35K
|
87
$3.59K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
85+ 43.37% |
$3.86K - $4.25K
|
281
$11.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
75New |
$3.41K - $3.75K
|
75
$3.09K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
57+ 0.72% |
$2.59K - $2.85K
|
7.97K
$328K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
53+ 0.4% |
$2.41K - $2.65K
|
13.2K
$542K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
52+ 0.14% |
$2.36K - $2.6K
|
36.1K
$1.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
50+ 0.36% |
$2.27K - $2.5K
|
14K
$575K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
44+ 6.76% |
$2K - $2.2K
|
695
$28.6K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
41+ 0.26% |
$1.86K - $2.05K
|
15.8K
$651K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
37+ 5.4% |
$1.68K - $1.85K
|
722
$29.8K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
37+ 142.31% |
$1.68K - $1.85K
|
63
$2.6K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
35New |
$1.59K - $1.75K
|
35
$1.44K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 3.23% |
$1.59K - $1.75K
|
1.12K
$46.1K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
35New |
$1.59K - $1.75K
|
35
$1.44K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
33New |
$1.5K - $1.65K
|
33
$1.36K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28+ 18.3% |
$1.27K - $1.4K
|
181
$7.46K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
28+ 0.62% |
$1.27K - $1.4K
|
4.56K
$188K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20New |
$908 - $1K
|
20
$824
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
20+ 16.67% |
$908 - $1K
|
140
$5.77K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17New |
$772 - $850
|
17
$701
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17New |
$772 - $850
|
17
$701
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15+ 0.09% |
$681 - $750
|
16.7K
$688K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14New |
$636 - $700
|
14
$577
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14New |
$636 - $700
|
14
$577
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
11+ 0.09% |
$499 - $550
|
11.7K
$482K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
10+ 0.1% |
$454 - $500
|
10.5K
$434K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10New |
$454 - $500
|
10
$412
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10+ 0.39% |
$454 - $500
|
2.55K
$105K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
9New |
$409 - $450
|
9
$371
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
8New |
$363 - $400
|
8
$330
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7+ 2.42% |
$318 - $350
|
296
$12.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
5+ 1.22% |
$227 - $250
|
414
$17.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 2.75% |
$227 - $250
|
187
$7.71K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5+ 35.71% |
$227 - $250
|
19
$783
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.9% |
$182 - $200
|
448
$18.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 1.66% |
$136 - $150
|
184
$7.58K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3New |
$136 - $150
|
3
$124
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.67% |
$90.8 - $100
|
300
$12.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2New |
$90.8 - $100
|
2
$82.4
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 8.33% |
$45.4 - $50
|
11
$453
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1- -0.0% |
$45.4 - $50
|
21.6K
$892K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 4.94% |
$182 - $200
|
77
$3.17K
|