Purchases and Sales Made in Q3 2024 in Portland General Electric CO (POR)
This table provides information about the institutional ownership of Portland General Electric CO (POR) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.02K+ 20.17% |
$43.3K - $50.1K
|
6.08K
$266K
|
|
Nov 13, 2024
Q3 2024
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
1K+ 3.22% |
$42.4K - $49.1K
|
32.1K
$1.4M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
944+ 6.22% |
$40.1K - $46.3K
|
16.1K
$705K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
846New |
$35.9K - $41.5K
|
846
$37K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
810+ 6.93% |
$34.4K - $39.8K
|
12.5K
$547K
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
810+ 7.23% |
$34.4K - $39.8K
|
12K
$526K
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
800New |
$34K - $39.3K
|
800
$35K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
796+ 17.84% |
$33.8K - $39.1K
|
5.26K
$230K
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
674+ 9.66% |
$28.6K - $33.1K
|
7.65K
$335K
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
670+ 3.04% |
$28.4K - $32.9K
|
22.7K
$993K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
616+ 3.58% |
$26.1K - $30.2K
|
17.8K
$781K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
616+ 7.43% |
$26.1K - $30.2K
|
8.9K
$390K
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
544+ 0.02% |
$23.1K - $26.7K
|
2.69M
$118M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
517+ 1.55% |
$21.9K - $25.4K
|
33.8K
$1.48M
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
514New |
$21.8K - $25.2K
|
514
$22.5K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
494New |
$21K - $24.3K
|
494
$21.6K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
458+ 6.41% |
$19.4K - $22.5K
|
7.61K
$333K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
455New |
$19.3K - $22.3K
|
455
$19.9K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
433+ 4.2% |
$18.4K - $21.3K
|
10.7K
$470K
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
428+ 1.47% |
$18.2K - $21K
|
29.5K
$1.29M
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
400+ 4.94% |
$17K - $19.6K
|
8.5K
$372K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
382New |
$16.2K - $18.8K
|
382
$16.7K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
347+ 2.9% |
$14.7K - $17K
|
12.3K
$540K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
338+ 4.44% |
$14.3K - $16.6K
|
7.95K
$348K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
336+ 5.3% |
$14.3K - $16.5K
|
6.67K
$292K
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
334New |
$14.2K - $16.4K
|
334
$14.6K
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
285+ 1.8% |
$12.1K - $14K
|
16.1K
$705K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
271+ 21.37% |
$11.5K - $13.3K
|
1.54K
$67.4K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
265+ 74.44% |
$11.2K - $13K
|
621
$27.2K
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
259New |
$11K - $12.7K
|
259
$11.3K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
253New |
$10.7K - $12.4K
|
253
$11.1K
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
224New |
$9.51K - $11K
|
224
$9.8K
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
200+ 317.46% |
$8.49K - $9.82K
|
263
$11.5K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
194+ 2.0% |
$8.23K - $9.52K
|
9.88K
$432K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
181+ 4.53% |
$7.68K - $8.89K
|
4.18K
$183K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
138New |
$5.86K - $6.77K
|
138
$6.04K
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
125+ 1.09% |
$5.31K - $6.14K
|
11.6K
$509K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
114+ 3.69% |
$4.84K - $5.6K
|
3.21K
$140K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
104+ 200.0% |
$4.41K - $5.11K
|
156
$6.83K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
101New |
$4.29K - $4.96K
|
101
$4.42K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
83+ 11.07% |
$3.52K - $4.07K
|
833
$36.5K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
69+ 26.14% |
$2.93K - $3.39K
|
333
$14.6K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
67New |
$2.84K - $3.29K
|
67
$2.93K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
63New |
$2.67K - $3.09K
|
63
$2.76K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
62+ 1.13% |
$2.63K - $3.04K
|
5.57K
$244K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
60New |
$2.55K - $2.95K
|
60
$2.63K
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
BUY
|
- |
56+ 0.7% |
$2.38K - $2.75K
|
8.09K
$354K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45+ 100.0% |
$1.91K - $2.21K
|
90
$3.94K
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
43+ 0.92% |
$1.82K - $2.11K
|
4.74K
$207K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
43+ 0.97% |
$1.82K - $2.11K
|
4.5K
$197K
|