Purchases and Sales Made in Q1 2024 in Portland General Electric CO (POR)
This table provides information about the institutional ownership of Portland General Electric CO (POR) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11Closed |
$435 - $487
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-13- 4.64% |
$514 - $576
|
267
$11.7K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-35- 77.78% |
$1.38K - $1.55K
|
10
$438
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-36- 7.02% |
$1.42K - $1.59K
|
477
$20.9K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-36- 0.75% |
$1.42K - $1.59K
|
4.73K
$207K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-46- 0.03% |
$1.82K - $2.04K
|
136K
$5.93M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-50- 0.84% |
$1.98K - $2.21K
|
5.89K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-58- 0.4% |
$2.29K - $2.57K
|
14.6K
$638K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-68- 30.63% |
$2.69K - $3.01K
|
154
$6.74K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-77- 7.75% |
$3.04K - $3.41K
|
916
$40.1K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-78- 20.31% |
$3.08K - $3.45K
|
306
$13.4K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-80- 24.46% |
$3.16K - $3.54K
|
247
$10.8K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-123- 22.61% |
$4.86K - $5.45K
|
421
$18.4K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-129- 2.44% |
$5.1K - $5.71K
|
5.15K
$225K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-134- 14.6% |
$5.3K - $5.93K
|
784
$34.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-148- 1.34% |
$5.85K - $6.55K
|
10.9K
$478K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-150- 4.27% |
$5.93K - $6.64K
|
3.36K
$147K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-153- 1.56% |
$6.05K - $6.77K
|
9.68K
$424K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-183- 1.49% |
$7.24K - $8.1K
|
12.1K
$530K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-193- 1.33% |
$7.63K - $8.55K
|
14.3K
$628K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-205- 3.89% |
$8.11K - $9.08K
|
5.06K
$221K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-220- 2.59% |
$8.7K - $9.74K
|
8.29K
$363K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-252- 0.26% |
$9.96K - $11.2K
|
97.7K
$4.28M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-267- 20.68% |
$10.6K - $11.8K
|
1.02K
$44.8K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-272- 0.55% |
$10.8K - $12K
|
48.9K
$2.14M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-285- 0.87% |
$11.3K - $12.6K
|
32.6K
$1.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-292- 53.58% |
$11.5K - $12.9K
|
253
$11.1K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-299- 5.91% |
$11.8K - $13.2K
|
4.76K
$208K
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-300- 8.11% |
$11.9K - $13.3K
|
3.4K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-402- 7.0% |
$15.9K - $17.8K
|
5.34K
$234K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-422- 0.28% |
$16.7K - $18.7K
|
150K
$6.57M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-424- 7.39% |
$16.8K - $18.8K
|
5.32K
$233K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-433- 3.34% |
$17.1K - $19.2K
|
12.5K
$548K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-463- 48.08% |
$18.3K - $20.5K
|
500
$21.9K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-469- 1.66% |
$18.5K - $20.8K
|
27.8K
$1.22M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-478- 82.41% |
$18.9K - $21.2K
|
102
$4.46K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-556- 2.01% |
$22K - $24.6K
|
27.1K
$1.19M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-622- 1.51% |
$24.6K - $27.5K
|
40.7K
$1.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-633- 7.41% |
$25K - $28K
|
7.91K
$346K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-641- 2.63% |
$25.3K - $28.4K
|
23.8K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-650- 0.07% |
$25.7K - $28.8K
|
942K
$41.2M
|
|
|
Oct 07, 2024
Q1 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-650- 0.07% |
$25.7K - $28.8K
|
942K
$41.2M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-665- 12.13% |
$26.3K - $29.4K
|
4.82K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-993- 11.03% |
$39.3K - $44K
|
8.01K
$351K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-999- 2.07% |
$39.5K - $44.2K
|
47.2K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.25K- 0.93% |
$49.4K - $55.3K
|
133K
$5.82M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.28K- 10.45% |
$50.6K - $56.6K
|
11K
$480K
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-1.33K- 1.72% |
$52.6K - $58.9K
|
76.3K
$3.34M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.37K- 15.0% |
$54.1K - $60.6K
|
7.76K
$339K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.58K- 14.88% |
$62.4K - $69.8K
|
9.02K
$395K
|