Latest Institutional Purchases of Portland General Electric CO (POR)
This list provides information on the latest institutional transactions involving Portland General Electric CO (POR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
311+ 2.2% |
$14.3K - $16K
|
14.4K
$631K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
35New |
$1.61K - $1.8K
|
35
$1.53K
|
|
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
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
14New |
$645 - $719
|
14
$612
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.89% |
$184 - $205
|
452
$19.8K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 18.18% |
$92.1 - $103
|
13
$569
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$46.1 - $51.4
|
4.69K
$205K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
50.9K+ 54.52% |
$2.31M - $2.54M
|
144K
$6.31M
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
11.2KNew |
$506K - $557K
|
11.2K
$488K
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
4.82KNew |
$219K - $241K
|
4.82K
$211K
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.62KNew |
$210K - $231K
|
4.62K
$202K
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
4.36KNew |
$198K - $218K
|
4.36K
$191K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.23KNew |
$192K - $211K
|
4.23K
$185K
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.25KNew |
$148K - $163K
|
3.25K
$142K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
727New |
$33K - $36.3K
|
727
$31.8K
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
53+ 0.4% |
$2.41K - $2.65K
|
13.2K
$575K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
33New |
$1.5K - $1.65K
|
33
$1.44K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20New |
$908 - $1K
|
20
$875
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14New |
$636 - $700
|
14
$612
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
9New |
$409 - $450
|
9
$394
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5+ 35.71% |
$227 - $250
|
19
$831
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3New |
$136 - $150
|
3
$131
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.84MNew |
$77.6M - $91.8M
|
1.84M
$80.4M
|
|
Feb 14, 2023
Q4 2022
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
225KNew |
$9.49M - $11.2M
|
225K
$9.84M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
13.9K+ 2.79% |
$586K - $693K
|
512K
$22.4M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.5KNew |
$569K - $673K
|
13.5K
$590K
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
5.27KNew |
$222K - $263K
|
5.27K
$231K
|
|
Apr 07, 2023
Q4 2022
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
4.44KNew |
$187K - $221K
|
4.44K
$194K
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
4.25KNew |
$179K - $212K
|
4.25K
$186K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
3.6K+ 14.71% |
$152K - $179K
|
28K
$1.23M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.3K+ 5.5% |
$97.2K - $115K
|
44.2K
$1.93M
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.93KNew |
$81.3K - $96.2K
|
1.93K
$84.3K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
1.68K+ 69.74% |
$70.8K - $83.8K
|
4.09K
$179K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.1K+ 12.02% |
$46.6K - $55.1K
|
10.3K
$450K
|
|
Feb 03, 2023
Q4 2022
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
738+ 13.62% |
$31.1K - $36.8K
|
6.16K
$269K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
637+ 7.1% |
$26.9K - $31.8K
|
9.6K
$420K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
566New |
$23.9K - $28.2K
|
566
$24.8K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
400New |
$16.9K - $20K
|
400
$17.5K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
375New |
$15.8K - $18.7K
|
375
$16.4K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
314New |
$13.2K - $15.7K
|
314
$13.7K
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
219+ 4.31% |
$9.24K - $10.9K
|
5.3K
$232K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
162New |
$6.83K - $8.09K
|
162
$7.09K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
129New |
$5.44K - $6.44K
|
129
$5.64K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
69New |
$2.91K - $3.44K
|
69
$3.02K
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
49New |
$2.07K - $2.45K
|
49
$2.14K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
48New |
$2.02K - $2.4K
|
48
$2.1K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
32New |
$1.35K - $1.6K
|
32
$1.4K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
22New |
$928 - $1.1K
|
22
$962
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
16New |
$675 - $799
|
16
$700
|