Purchases and Sales Made in Q2 2023 in Portland General Electric CO (POR)
This table provides information about the institutional ownership of Portland General Electric CO (POR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
211+ 1.51% |
$9.72K - $10.8K
|
14.2K
$620K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
206New |
$9.49K - $10.6K
|
206
$9.02K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
198+ 70.46% |
$9.12K - $10.2K
|
479
$21K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
197New |
$9.07K - $10.1K
|
197
$8.62K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
173+ 102.37% |
$7.97K - $8.88K
|
342
$15K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
158+ 14.12% |
$7.28K - $8.11K
|
1.28K
$55.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
158+ 14.12% |
$7.28K - $8.11K
|
1.28K
$55.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
153+ 2.27% |
$7.05K - $7.86K
|
6.89K
$301K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
102New |
$4.7K - $5.24K
|
102
$4.46K
|
|
|
Aug 10, 2023
Q2 2023
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
60+ 0.02% |
$2.76K - $3.08K
|
261K
$11.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
58+ 0.77% |
$2.67K - $2.98K
|
7.58K
$332K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
55+ 0.47% |
$2.53K - $2.82K
|
11.7K
$514K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54+ 0.35% |
$2.49K - $2.77K
|
15.6K
$685K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
48+ 0.56% |
$2.21K - $2.46K
|
8.58K
$375K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
47New |
$2.16K - $2.41K
|
47
$2.06K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40+ 20.0% |
$1.84K - $2.05K
|
240
$10.5K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35+ 184.21% |
$1.61K - $1.8K
|
54
$2.36K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
35New |
$1.61K - $1.8K
|
35
$1.53K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
35+ 23.97% |
$1.61K - $1.8K
|
181
$7.92K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35+ 184.21% |
$1.61K - $1.8K
|
54
$2.36K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
34New |
$1.57K - $1.75K
|
34
$1.49K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22+ 10.19% |
$1.01K - $1.13K
|
238
$10.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 13.57% |
$875 - $976
|
159
$6.96K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18+ 0.39% |
$829 - $924
|
4.67K
$204K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 212.5% |
$783 - $873
|
25
$1.09K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17New |
$783 - $873
|
17
$744
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
16New |
$737 - $822
|
16
$700
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 1.51% |
$691 - $770
|
1.01K
$44.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14+ 0.08% |
$645 - $719
|
18K
$790K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
14New |
$645 - $719
|
14
$613
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 6.08% |
$507 - $565
|
192
$8.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
10+ 6.99% |
$461 - $514
|
153
$6.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 4.28% |
$368 - $411
|
195
$8.54K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8+ 400.0% |
$368 - $411
|
10
$438
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
8New |
$368 - $411
|
8
$350
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 11.67% |
$322 - $359
|
67
$2.93K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.89% |
$184 - $205
|
452
$19.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3+ 0.03% |
$138 - $154
|
10K
$438K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 18.18% |
$92.1 - $103
|
13
$569
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.67% |
$92.1 - $103
|
302
$13.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 7.14% |
$46.1 - $51.4
|
15
$657
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$46.1 - $51.4
|
5.17K
$226K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$46.1 - $51.4
|
4.69K
$205K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 1.09% |
$92.1 - $103
|
182
$7.97K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-6- 0.01% |
$276 - $308
|
42.3K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-12- 0.55% |
$553 - $616
|
2.16K
$94.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14- 0.95% |
$645 - $719
|
1.46K
$64K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-14- 0.05% |
$645 - $719
|
27.7K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-23- 0.29% |
$1.06K - $1.18K
|
7.95K
$348K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-25- 3.26% |
$1.15K - $1.28K
|
743
$32.5K
|