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 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
37+ 3.84% |
$1.57K - $1.82K
|
1K
$43.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
36+ 6.27% |
$1.53K - $1.77K
|
610
$26.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
32+ 177.78% |
$1.36K - $1.57K
|
50
$2.19K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
32+ 0.23% |
$1.36K - $1.57K
|
13.9K
$607K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
25+ 0.35% |
$1.06K - $1.23K
|
7.1K
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
25+ 2.5% |
$1.06K - $1.23K
|
1.03K
$44.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
25+ 9.16% |
$1.06K - $1.23K
|
298
$13K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
24+ 1.19% |
$1.02K - $1.18K
|
2.04K
$89.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
24+ 0.18% |
$1.02K - $1.18K
|
13.1K
$574K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
22+ 7.07% |
$934 - $1.08K
|
333
$14.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
22New |
$934 - $1.08K
|
22
$963
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 4.73% |
$891 - $1.03K
|
465
$20.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
20+ 0.01% |
$849 - $982
|
145K
$6.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 3.98% |
$721 - $835
|
444
$19.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
15New |
$637 - $736
|
15
$657
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12New |
$509 - $589
|
12
$525
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 1.89% |
$467 - $540
|
592
$25.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 0.45% |
$424 - $491
|
2.24K
$97.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
7+ 0.03% |
$297 - $344
|
22.3K
$976K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6+ 0.12% |
$255 - $295
|
4.82K
$211K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 166.67% |
$212 - $245
|
8
$350
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5+ 0.57% |
$212 - $245
|
888
$38.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5+ 0.09% |
$212 - $245
|
5.44K
$238K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$170 - $196
|
4
$175
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 80.0% |
$170 - $196
|
9
$394
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.99% |
$170 - $196
|
410
$17.9K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3+ 0.02% |
$127 - $147
|
16.8K
$736K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2New |
$84.9 - $98.2
|
2
$87.5
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 4.44% |
$84.9 - $98.2
|
47
$2.06K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2+ 0.05% |
$84.9 - $98.2
|
3.99K
$174K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.08% |
$42.4 - $49.1
|
1.31K
$57.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.09% |
$42.4 - $49.1
|
1.11K
$48.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 2.04% |
$42.4 - $49.1
|
50
$2.19K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 5.88% |
$42.4 - $49.1
|
16
$700
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2- 1.35% |
$84.9 - $98.2
|
146
$6.39K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 0.37% |
$170 - $196
|
1.08K
$47.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.87% |
$170 - $196
|
454
$19.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-14- 6.54% |
$594 - $687
|
200
$8.75K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-21- 3.59% |
$891 - $1.03K
|
564
$24.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 6.74% |
$976 - $1.13K
|
318
$13.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42- 2.47% |
$1.78K - $2.06K
|
1.66K
$72.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-55- 8.1% |
$2.33K - $2.7K
|
624
$27.3K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-121- 1.34% |
$5.14K - $5.94K
|
8.9K
$390K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-129- 0.57% |
$5.47K - $6.33K
|
22.6K
$989K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-130- 0.57% |
$5.52K - $6.38K
|
22.9K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-138- 29.87% |
$5.86K - $6.77K
|
324
$14.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-140- 0.29% |
$5.94K - $6.87K
|
47.5K
$2.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-144- 26.52% |
$6.11K - $7.07K
|
399
$17.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-158- 2.04% |
$6.71K - $7.76K
|
7.58K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-173- 2.11% |
$7.34K - $8.49K
|
8.01K
$351K
|