Latest Institutional Transactions on Portland General Electric CO (POR)
This table provides information on the latest institutional transactions involving Portland General Electric CO (POR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
32.1KNew |
$1.25M - $1.43M
|
32.1K
$1.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5.1KNew |
$198K - $228K
|
5.1K
$223K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.91KNew |
$230K - $264K
|
5.91K
$258K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
41New |
$1.59K - $1.83K
|
41
$1.79K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
4New |
$156 - $179
|
4
$175
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
884New |
$34.4K - $39.5K
|
884
$38.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-976- 5.37% |
$38K - $43.6K
|
17.2K
$752K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
50+ 0.86% |
$1.95K - $2.23K
|
5.83K
$255K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.02K- 16.47% |
$39.6K - $45.4K
|
5.16K
$226K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
751New |
$29.2K - $33.6K
|
751
$32.8K
|
|
| Q3 2023 | |||||||
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-157Closed |
$6.36K - $7.72K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
28New |
$1.13K - $1.38K
|
28
$1.22K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4New |
$162 - $197
|
4
$175
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
24KNew |
$971K - $1.18M
|
24K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-187K- 52.93% |
$7.57M - $9.2M
|
166K
$7.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-5.95K- 8.45% |
$241K - $293K
|
64.5K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
129KNew |
$5.21M - $6.33M
|
129K
$5.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-55.8K- 85.06% |
$2.26M - $2.74M
|
9.81K
$429K
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.15KNew |
$289K - $351K
|
7.15K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-3.2K- 23.46% |
$129K - $157K
|
10.4K
$456K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
85New |
$3.44K - $4.18K
|
85
$3.72K
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-8.23K- 54.84% |
$333K - $404K
|
6.77K
$296K
|
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
7.21KNew |
$292K - $354K
|
7.21K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
166New |
$6.72K - $8.16K
|
166
$7.26K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.63K+ 4.07% |
$65.9K - $80K
|
41.6K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
First Washington Corp
Seattle, WA |
BUY
|
- |
99.7KNew |
$4.04M - $4.9M
|
99.7K
$4.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200New |
$8.1K - $9.83K
|
200
$8.75K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
9New |
$364 - $442
|
9
$394
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
35New |
$1.42K - $1.72K
|
35
$1.53K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 31.58% |
$243 - $295
|
25
$1.09K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.55KNew |
$265K - $322K
|
6.55K
$286K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-64.7K- 23.2% |
$2.62M - $3.18M
|
214K
$9.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-6- 75.0% |
$243 - $295
|
2
$87.5
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-3.87K- 2.95% |
$157K - $190K
|
127K
$5.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
640New |
$25.9K - $31.5K
|
640
$28K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2New |
$81 - $98.3
|
2
$87.5
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
73New |
$2.96K - $3.59K
|
73
$3.19K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-185- 1.42% |
$7.49K - $9.09K
|
12.9K
$562K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100New |
$4.05K - $4.92K
|
100
$4.37K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
57New |
$2.31K - $2.8K
|
57
$2.49K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
65New |
$2.63K - $3.2K
|
65
$2.84K
|
|
| Q2 2023 | |||||||
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
SELL
|
- |
-5.54KClosed |
$255K - $285K
|
0
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1KNew |
$46.1K - $51.4K
|
1K
$43.7K
|
|
|
Aug 24, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5.52KNew |
$254K - $283K
|
5.52K
$241K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
17.1KNew |
$787K - $878K
|
17.1K
$748K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
34New |
$1.57K - $1.75K
|
34
$1.49K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
393+ 100.0% |
$18.1K - $20.2K
|
786
$34.4K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
14New |
$645 - $719
|
14
$612
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
75.9KNew |
$3.5M - $3.9M
|
75.9K
$3.32M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
4.69KNew |
$216K - $241K
|
4.69K
$205K
|
|