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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
148+ 2.07% |
$6K - $6.7K
|
7.31K
$320K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
131+ 2.66% |
$5.31K - $5.93K
|
5.06K
$221K
|
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.42% |
$4.05K - $4.53K
|
24.2K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
90+ 0.64% |
$3.65K - $4.08K
|
14.2K
$620K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
76New |
$3.08K - $3.44K
|
76
$3.33K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
65+ 1.66% |
$2.64K - $2.94K
|
3.98K
$174K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
63+ 0.91% |
$2.55K - $2.85K
|
6.98K
$305K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
62New |
$2.51K - $2.81K
|
62
$2.71K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
58+ 1.2% |
$2.35K - $2.63K
|
4.88K
$213K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
57+ 25.33% |
$2.31K - $2.58K
|
282
$12.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
49New |
$1.99K - $2.22K
|
49
$2.14K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
46+ 0.37% |
$1.87K - $2.08K
|
12.6K
$550K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45New |
$1.82K - $2.04K
|
45
$1.97K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42New |
$1.7K - $1.9K
|
42
$1.84K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37+ 246.67% |
$1.5K - $1.68K
|
52
$2.28K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35+ 11.44% |
$1.42K - $1.59K
|
341
$14.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
33+ 6.6% |
$1.34K - $1.49K
|
533
$23.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
30+ 2.93% |
$1.22K - $1.36K
|
1.05K
$46.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29+ 2.34% |
$1.18K - $1.31K
|
1.27K
$55.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
28+ 11.43% |
$1.14K - $1.27K
|
273
$11.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
27New |
$1.09K - $1.22K
|
27
$1.18K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
22New |
$892 - $997
|
22
$963
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17New |
$689 - $770
|
17
$744
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
16New |
$649 - $725
|
16
$700
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
15New |
$608 - $680
|
15
$657
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
15New |
$608 - $680
|
15
$657
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
14+ 7.0% |
$568 - $634
|
214
$9.37K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 1.3% |
$568 - $634
|
1.09K
$47.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 3.39% |
$568 - $634
|
427
$18.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12New |
$487 - $544
|
12
$525
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 1.23% |
$284 - $317
|
574
$25.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6+ 0.12% |
$243 - $272
|
4.81K
$210K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6+ 0.11% |
$243 - $272
|
5.43K
$238K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$203 - $227
|
5
$219
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
4New |
$162 - $181
|
4
$175
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 21.43% |
$122 - $136
|
17
$744
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3New |
$122 - $136
|
3
$131
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 0.55% |
$122 - $136
|
548
$24K
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
3+ 0.01% |
$122 - $136
|
21.6K
$947K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.65% |
$81.1 - $90.6
|
311
$13.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 2.08% |
$81.1 - $90.6
|
98
$4.29K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 9.09% |
$40.6 - $45.3
|
12
$525
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 2.27% |
$40.6 - $45.3
|
45
$1.97K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1New |
$40.6 - $45.3
|
1
$43.8
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-3- 0.03% |
$122 - $136
|
10.5K
$461K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-15- 10.56% |
$608 - $680
|
127
$5.56K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-20- 4.18% |
$811 - $906
|
458
$20K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21Closed |
$852 - $951
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-27- 0.57% |
$1.09K - $1.22K
|
4.71K
$206K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-99- 40.08% |
$4.01K - $4.48K
|
148
$6.48K
|