Purchases and Sales Made in Q4 2022 in Portland General Electric CO (POR)
This table provides information about the institutional ownership of Portland General Electric CO (POR) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
400New |
$16.9K - $20K
|
400
$16.2K
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
392+ 0.37% |
$16.5K - $19.6K
|
105K
$4.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
377New |
$15.9K - $18.8K
|
377
$15.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
375New |
$15.8K - $18.7K
|
375
$15.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
335+ 2.77% |
$14.1K - $16.7K
|
12.4K
$504K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
325+ 0.73% |
$13.7K - $16.2K
|
45K
$1.83M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
321+ 2.83% |
$13.5K - $16K
|
11.7K
$474K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
314New |
$13.2K - $15.7K
|
314
$12.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
289New |
$12.2K - $14.4K
|
289
$11.7K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
237+ 4.41% |
$9.99K - $11.8K
|
5.62K
$228K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
237+ 4.41% |
$9.99K - $11.8K
|
5.62K
$228K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
224+ 1.86% |
$9.45K - $11.2K
|
12.2K
$497K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
223+ 2.33% |
$9.4K - $11.1K
|
9.79K
$397K
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
219+ 4.31% |
$9.24K - $10.9K
|
5.3K
$215K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
205+ 2.05% |
$8.64K - $10.2K
|
10.2K
$414K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.84% |
$8.43K - $9.98K
|
23.9K
$969K
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.89% |
$8.43K - $9.98K
|
22.7K
$921K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
198New |
$8.35K - $9.88K
|
198
$8.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
185New |
$7.8K - $9.23K
|
185
$7.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
162New |
$6.83K - $8.09K
|
162
$6.57K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
161+ 23.92% |
$6.79K - $8.04K
|
834
$33.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
144New |
$6.07K - $7.19K
|
144
$5.84K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
129New |
$5.44K - $6.44K
|
129
$5.23K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
85New |
$3.58K - $4.24K
|
85
$3.45K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
83+ 14.61% |
$3.5K - $4.14K
|
651
$26.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
80+ 1.6% |
$3.37K - $3.99K
|
5.08K
$206K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
69New |
$2.91K - $3.44K
|
69
$2.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
49New |
$2.07K - $2.45K
|
49
$1.99K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
49New |
$2.07K - $2.45K
|
49
$1.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
48New |
$2.02K - $2.4K
|
48
$1.95K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
47+ 109.3% |
$1.98K - $2.35K
|
90
$3.65K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
42+ 48.84% |
$1.77K - $2.1K
|
128
$5.19K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
38+ 0.79% |
$1.6K - $1.9K
|
4.84K
$196K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
32New |
$1.35K - $1.6K
|
32
$1.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
30+ 7.92% |
$1.27K - $1.5K
|
409
$16.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
29+ 17.37% |
$1.22K - $1.45K
|
196
$7.95K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
28+ 0.6% |
$1.18K - $1.4K
|
4.73K
$192K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
26New |
$1.1K - $1.3K
|
26
$1.05K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25New |
$1.05K - $1.25K
|
25
$1.01K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
24+ 0.49% |
$1.01K - $1.2K
|
4.92K
$199K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
22New |
$928 - $1.1K
|
22
$892
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19New |
$801 - $948
|
19
$771
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19New |
$801 - $948
|
19
$771
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
18+ 0.17% |
$759 - $898
|
10.8K
$439K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
16New |
$675 - $799
|
16
$649
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 9.04% |
$633 - $749
|
181
$7.34K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
15+ 0.1% |
$633 - $749
|
15.8K
$639K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14New |
$590 - $699
|
14
$568
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12New |
$506 - $599
|
12
$487
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
11New |
$464 - $549
|
11
$446
|