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 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 15.52% |
$380 - $449
|
67
$2.76K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6+ 0.6% |
$253 - $299
|
1.01K
$41.5K
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
5+ 0.04% |
$211 - $250
|
13.9K
$573K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5+ 1.14% |
$211 - $250
|
444
$18.3K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 40.0% |
$169 - $200
|
14
$577
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3New |
$127 - $150
|
3
$124
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.68% |
$84.3 - $99.8
|
298
$12.3K
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.84% |
$42.2 - $49.9
|
120
$4.95K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$42.2 - $49.9
|
4.69K
$193K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.25% |
$42.2 - $49.9
|
81
$3.34K
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1- 0.01% |
$42.2 - $49.9
|
12.7K
$523K
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4- 20.0% |
$169 - $200
|
16
$660
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 29.41% |
$211 - $250
|
12
$495
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8- -0.0% |
$337 - $399
|
163K
$6.72M
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 4.97% |
$337 - $399
|
153
$6.31K
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-9- 0.02% |
$380 - $449
|
47.4K
$1.95M
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-14- 50.0% |
$590 - $699
|
14
$577
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-35- 0.03% |
$1.48K - $1.75K
|
106K
$4.36M
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-52- 0.65% |
$2.19K - $2.6K
|
7.91K
$326K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-63- 5.93% |
$2.66K - $3.14K
|
1K
$41.2K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-70- 65.42% |
$2.95K - $3.49K
|
37
$1.53K
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-77- 0.16% |
$3.25K - $3.84K
|
47.6K
$1.96M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-91- 0.53% |
$3.84K - $4.54K
|
16.9K
$698K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-92- 32.39% |
$3.88K - $4.59K
|
192
$7.91K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-102- 48.8% |
$4.3K - $5.09K
|
107
$4.41K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-118- 9.82% |
$4.98K - $5.89K
|
1.08K
$44.7K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-123- 40.33% |
$5.19K - $6.14K
|
182
$7.5K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-123- 0.1% |
$5.19K - $6.14K
|
120K
$4.96M
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-125- 15.43% |
$5.27K - $6.24K
|
685
$28.2K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-139- 39.38% |
$5.86K - $6.94K
|
214
$8.82K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-186- 4.67% |
$7.84K - $9.28K
|
3.79K
$156K
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-194- 2.08% |
$8.18K - $9.68K
|
9.12K
$376K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-195- 94.2% |
$8.22K - $9.73K
|
12
$495
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-198- 0.58% |
$8.35K - $9.88K
|
34.1K
$1.41M
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-202- 0.16% |
$8.52K - $10.1K
|
129K
$5.31M
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-202- 0.16% |
$8.52K - $10.1K
|
129K
$5.31M
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-205- 2.47% |
$8.64K - $10.2K
|
8.11K
$334K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-208- 1.16% |
$8.77K - $10.4K
|
17.7K
$732K
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-263- 0.26% |
$11.1K - $13.1K
|
101K
$4.15M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-355- 1.04% |
$15K - $17.7K
|
33.6K
$1.39M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-482- 29.7% |
$20.3K - $24.1K
|
1.14K
$47K
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-500- 6.85% |
$21.1K - $25K
|
6.8K
$280K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-522- 0.84% |
$22K - $26.1K
|
61.6K
$2.54M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-560- 5.0% |
$23.6K - $27.9K
|
10.6K
$438K
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-580- 0.16% |
$24.5K - $28.9K
|
358K
$14.8M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-648- 3.25% |
$27.3K - $32.3K
|
19.3K
$795K
|
|
Feb 10, 2023
Q4 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-652- 6.24% |
$27.5K - $32.5K
|
9.8K
$404K
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-685- 1.37% |
$28.9K - $34.2K
|
49.2K
$2.03M
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-700- 3.83% |
$29.5K - $34.9K
|
17.6K
$725K
|