Purchases and Sales Made in Q2 2022 in Portland General Electric CO (POR)
This table provides information about the institutional ownership of Portland General Electric CO (POR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
BUY
|
- |
226+ 0.18% |
$10.3K - $12.9K
|
129K
$5.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
217+ 2.99% |
$9.85K - $12.4K
|
7.48K
$327K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
199New |
$9.03K - $11.3K
|
199
$8.71K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
120+ 1.24% |
$5.45K - $6.84K
|
9.83K
$430K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
93New |
$4.22K - $5.3K
|
93
$4.07K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
85New |
$3.86K - $4.84K
|
85
$3.72K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
78+ 1.2% |
$3.54K - $4.44K
|
6.56K
$287K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
73+ 5.32% |
$3.31K - $4.16K
|
1.45K
$63.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
66+ 0.27% |
$3K - $3.76K
|
24.2K
$1.06M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
53New |
$2.41K - $3.02K
|
53
$2.32K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
50New |
$2.27K - $2.85K
|
50
$2.19K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
49New |
$2.22K - $2.79K
|
49
$2.14K
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
35+ 0.33% |
$1.59K - $1.99K
|
10.5K
$460K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
34New |
$1.54K - $1.94K
|
34
$1.49K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
32New |
$1.45K - $1.82K
|
32
$1.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
27New |
$1.23K - $1.54K
|
27
$1.18K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
26New |
$1.18K - $1.48K
|
26
$1.14K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
23New |
$1.04K - $1.31K
|
23
$1.01K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
19+ 32.2% |
$863 - $1.08K
|
78
$3.41K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
17+ 11.49% |
$772 - $968
|
165
$7.22K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15New |
$681 - $855
|
15
$657
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13New |
$590 - $741
|
13
$569
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
11+ 0.1% |
$499 - $627
|
11.3K
$497K
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
10+ 0.18% |
$454 - $570
|
5.52K
$242K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
7+ 50.0% |
$318 - $399
|
21
$919
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
4+ 1.55% |
$182 - $228
|
262
$11.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3New |
$136 - $171
|
3
$131
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.69% |
$136 - $171
|
435
$19K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
2+ 0.04% |
$90.8 - $114
|
4.8K
$210K
|
|
|
Aug 02, 2022
Q2 2022
|
Congress Asset Management CO
|
BUY
|
- |
1+ 0.0% |
$45.4 - $57
|
102K
$4.45M
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.34% |
$45.4 - $57
|
294
$12.9K
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 15.38% |
$90.8 - $114
|
11
$481
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 5.0% |
$272 - $342
|
114
$4.99K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-8- 11.59% |
$363 - $456
|
61
$2.67K
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-10Closed |
$454 - $570
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-21Closed |
$953 - $1.2K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-27Closed |
$1.23K - $1.54K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-27- 45.0% |
$1.23K - $1.54K
|
33
$1.44K
|
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-32- 0.18% |
$1.45K - $1.82K
|
18.1K
$794K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-33- 2.94% |
$1.5K - $1.88K
|
1.09K
$47.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-39- 79.59% |
$1.77K - $2.22K
|
10
$438
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-46- 26.59% |
$2.09K - $2.62K
|
127
$5.56K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-48- 39.67% |
$2.18K - $2.73K
|
73
$3.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-50- 0.81% |
$2.27K - $2.85K
|
6.11K
$267K
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-55- 23.31% |
$2.5K - $3.13K
|
181
$7.92K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-58- 16.25% |
$2.63K - $3.3K
|
299
$13.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-63Closed |
$2.86K - $3.59K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-65- 0.59% |
$2.95K - $3.7K
|
10.9K
$478K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-70- 30.04% |
$3.18K - $3.99K
|
163
$7.13K
|