Purchases and Sales Made in Q2 2024 in Portland General Electric CO (POR)
This table provides information about the institutional ownership of Portland General Electric CO (POR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
188+ 20.46% |
$7.62K - $8.52K
|
1.11K
$44K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
178+ 0.14% |
$7.22K - $8.06K
|
127K
$5.05M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
166New |
$6.73K - $7.52K
|
166
$6.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
164+ 38.95% |
$6.65K - $7.43K
|
585
$23.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
148+ 2.07% |
$6K - $6.7K
|
7.31K
$291K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
131+ 2.66% |
$5.31K - $5.93K
|
5.06K
$201K
|
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.42% |
$4.05K - $4.53K
|
24.2K
$960K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
90+ 0.64% |
$3.65K - $4.08K
|
14.2K
$563K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
76New |
$3.08K - $3.44K
|
76
$3.02K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
65+ 1.66% |
$2.64K - $2.94K
|
3.98K
$158K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
63+ 0.91% |
$2.55K - $2.85K
|
6.98K
$277K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
62New |
$2.51K - $2.81K
|
62
$2.46K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
58+ 1.2% |
$2.35K - $2.63K
|
4.88K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
57+ 25.33% |
$2.31K - $2.58K
|
282
$11.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
49New |
$1.99K - $2.22K
|
49
$1.95K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
46+ 0.37% |
$1.87K - $2.08K
|
12.6K
$499K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45New |
$1.82K - $2.04K
|
45
$1.79K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42New |
$1.7K - $1.9K
|
42
$1.67K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37+ 246.67% |
$1.5K - $1.68K
|
52
$2.07K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35+ 11.44% |
$1.42K - $1.59K
|
341
$13.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
33+ 6.6% |
$1.34K - $1.49K
|
533
$21.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
30+ 2.93% |
$1.22K - $1.36K
|
1.05K
$41.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29+ 2.34% |
$1.18K - $1.31K
|
1.27K
$50.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
28+ 11.43% |
$1.14K - $1.27K
|
273
$10.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
27New |
$1.09K - $1.22K
|
27
$1.07K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
22New |
$892 - $997
|
22
$874
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17New |
$689 - $770
|
17
$675
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
16New |
$649 - $725
|
16
$636
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
15New |
$608 - $680
|
15
$596
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
15New |
$608 - $680
|
15
$596
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
14+ 7.0% |
$568 - $634
|
214
$8.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 1.3% |
$568 - $634
|
1.09K
$43.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 3.39% |
$568 - $634
|
427
$17K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12New |
$487 - $544
|
12
$477
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 1.23% |
$284 - $317
|
574
$22.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6+ 0.11% |
$243 - $272
|
5.43K
$216K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6+ 0.12% |
$243 - $272
|
4.81K
$191K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$203 - $227
|
5
$199
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
4New |
$162 - $181
|
4
$159
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 0.55% |
$122 - $136
|
548
$21.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 21.43% |
$122 - $136
|
17
$675
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3New |
$122 - $136
|
3
$119
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
3+ 0.01% |
$122 - $136
|
21.6K
$860K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 2.08% |
$81.1 - $90.6
|
98
$3.89K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.65% |
$81.1 - $90.6
|
311
$12.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1New |
$40.6 - $45.3
|
1
$39.7
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 9.09% |
$40.6 - $45.3
|
12
$477
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 2.27% |
$40.6 - $45.3
|
45
$1.79K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-3- 0.03% |
$122 - $136
|
10.5K
$418K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-6- 5.45% |
$243 - $272
|
104
$4.13K
|