Purchases and Sales Made in Q4 2023 in Portland General Electric CO (POR)
This table provides information about the institutional ownership of Portland General Electric CO (POR) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
50+ 0.86% |
$1.95K - $2.23K
|
5.83K
$255K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
47New |
$1.83K - $2.1K
|
47
$2.06K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
44New |
$1.71K - $1.97K
|
44
$1.93K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
41New |
$1.59K - $1.83K
|
41
$1.79K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
37+ 0.58% |
$1.44K - $1.65K
|
6.4K
$280K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
36+ 189.47% |
$1.4K - $1.61K
|
55
$2.41K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
34New |
$1.32K - $1.52K
|
34
$1.49K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 9.87% |
$1.21K - $1.39K
|
345
$15.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
28New |
$1.09K - $1.25K
|
28
$1.23K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
27New |
$1.05K - $1.21K
|
27
$1.18K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
16New |
$622 - $715
|
16
$700
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 54.55% |
$467 - $536
|
34
$1.49K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11New |
$428 - $492
|
11
$481
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10New |
$389 - $447
|
10
$438
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 58.33% |
$272 - $313
|
19
$832
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
4New |
$156 - $179
|
4
$175
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4New |
$156 - $179
|
4
$175
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 18.75% |
$117 - $134
|
19
$832
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.66% |
$77.8 - $89.4
|
306
$13.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2New |
$77.8 - $89.4
|
2
$87.5
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 9.09% |
$38.9 - $44.7
|
10
$438
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 3.13% |
$77.8 - $89.4
|
62
$2.71K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-33Closed |
$1.28K - $1.47K
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-36- 24.16% |
$1.4K - $1.61K
|
113
$4.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-54- 0.14% |
$2.1K - $2.41K
|
39.7K
$1.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-64- 75.29% |
$2.49K - $2.86K
|
21
$919
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-78- 0.15% |
$3.03K - $3.49K
|
51.7K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-88- 7.16% |
$3.42K - $3.93K
|
1.14K
$49.9K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-94- 0.09% |
$3.66K - $4.2K
|
107K
$4.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-110- 1.19% |
$4.28K - $4.92K
|
9.12K
$399K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-121- 56.54% |
$4.71K - $5.41K
|
93
$4.07K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.7% |
$7.78K - $8.94K
|
28.4K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-216- 14.72% |
$8.4K - $9.65K
|
1.25K
$54.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-250- 0.15% |
$9.73K - $11.2K
|
162K
$7.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-357- 0.24% |
$13.9K - $16K
|
146K
$6.38M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-364- 8.2% |
$14.2K - $16.3K
|
4.08K
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-397- 64.14% |
$15.4K - $17.7K
|
222
$9.72K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-431- 5.47% |
$16.8K - $19.3K
|
7.46K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-487- 2.99% |
$18.9K - $21.8K
|
15.8K
$691K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-551- 4.08% |
$21.4K - $24.6K
|
13K
$567K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-600- 9.17% |
$23.3K - $26.8K
|
5.94K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-629- 16.58% |
$24.5K - $28.1K
|
3.17K
$139K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-687- 1.64% |
$26.7K - $30.7K
|
41.3K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-709- 52.75% |
$27.6K - $31.7K
|
635
$27.8K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-720- 11.15% |
$28K - $32.2K
|
5.74K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-734- 6.78% |
$28.6K - $32.8K
|
10.1K
$442K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-743- 0.91% |
$28.9K - $33.2K
|
80.8K
$3.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-753- 10.93% |
$29.3K - $33.7K
|
6.14K
$269K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-777- 4.75% |
$30.2K - $34.7K
|
15.6K
$682K
|