Latest Institutional Transactions on Umpqua Holdings Corp (UMPQ)

UMPQ Quotes by TradingView

This table provides information on the latest institutional transactions involving Umpqua Holdings Corp (UMPQ) 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
May 17, 2021 Q1 2021
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-4.19K
Closed
$60.8K - $78.4K
0 $0
May 17, 2021 Q1 2021
Petrus Trust Company, Lta

Dallas, TX
SELL
 -
-10.1K
Closed
$147K - $190K
0 $0
May 14, 2021 Q1 2021
First Manhattan CO

New York, NY
BUY
 -
355
New
$5.15K - $6.64K
355 $0
May 14, 2021 Q1 2021
Mason Street Advisors, LLC

Milwaukee, WI
SELL
 -
-118K
Closed
$1.71M - $2.2M
0 $0
May 14, 2021 Q1 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
375
New
$5.44K - $7.01K
375 $0
May 14, 2021 Q1 2021
Vantage Consulting Group Inc

Virginia Beach, VA
SELL
 -
-177
Closed
$2.57K - $3.31K
0 $0
May 14, 2021 Q1 2021
Occudo Quantitative Strategies LP

Fort Lauderdale, FL
SELL
 -
-105K
Closed
$1.53M - $1.97M
0 $0
May 14, 2021 Q1 2021
Nwk Group, Inc.

San Francisco, CA
SELL
 -
-1.4K
Closed
$20.3K - $26.2K
0 $0
May 13, 2021 Q1 2021
Ls Investment Advisors, LLC

SELL
 -
-11.6K
Closed
$168K - $217K
0 $0
May 12, 2021 Q1 2021
Mc Ilrath & Eck, LLC

BUY
 -
23
New
$334 - $430
23 $0
May 10, 2021 Q1 2021
State Of Tennessee, Treasury Department

Nashville, TN
SELL
 -
-83.8K
Closed
$1.22M - $1.57M
0 $0
May 10, 2021 Q1 2021
Kestra Advisory Services, LLC

SELL
 -
-14.3K
Closed
$207K - $267K
0 $0
May 06, 2021 Q1 2021
Cranbrook Wealth Management, LLC

SELL
 -
-844
Closed
$12.2K - $15.8K
0 $0
May 04, 2021 Q1 2021
Core Wealth Advisors, Inc.

Lakeland, FL
SELL
 -
-2K
Closed
$29K - $37.4K
0 $0
Apr 30, 2021 Q1 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-11.2K
Closed
$162K - $209K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-92
Closed
$1.33K - $1.72K
0 $0
Apr 26, 2021 Q1 2021
Whittier Trust CO

BUY
 -
267
New
$3.87K - $4.99K
267 $0
Apr 15, 2021 Q1 2021
Burt Wealth Advisors

SELL
 -
-209
Closed
$3.03K - $3.91K
0 $0
Q4 2020
May 24, 2024 Q4 2020
Met Life Investment Management, LLC

Whippany, NJ
SELL
 -
-5.58K
- 4.42%
$61.3K - $84.7K
121K $0
Sep 21, 2023 Q4 2020
Jefferies Group LLC

New York, NY
BUY
 -
10.9K
New
$119K - $165K
10.9K $0
Mar 10, 2021 Q4 2020
Hm Payson & CO

Portland, ME
SELL
 -
-125
Closed
$1.37K - $1.9K
0 $0
Feb 16, 2021 Q4 2020
Atom Investors LP

Austin, TX
SELL
 -
-16.9K
Closed
$186K - $257K
0 $0
Feb 16, 2021 Q4 2020
Hoese & CO LLP

BUY
 -
617
New
$6.78K - $9.37K
617 $0
Feb 16, 2021 Q4 2020
Ejf Capital LLC

Arlington, VA
SELL
 -
-335K
Closed
$3.68M - $5.09M
0 $0
Feb 16, 2021 Q4 2020
Steven Cohen Point72 Asset Management, L.P. | Stamford, Ct
SELL
 -
-18.6K
Closed
$204K - $282K
0 $0
Feb 16, 2021 Q4 2020
Aristotle Capital Boston, LLC

Boston, MA
SELL
 -
-1.68M
Closed
$18.5M - $25.5M
0 $0
Feb 16, 2021 Q4 2020
Patriot Financial Partners Gp, LP

Radnor, PA
SELL
 -
-12K
Closed
$132K - $182K
0 $0
Feb 16, 2021 Q4 2020
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-16.6K
Closed
$183K - $252K
0 $0
Feb 16, 2021 Q4 2020
Jacobs Asset Management, LLC

New York, NY
SELL
 -
-425K
Closed
$4.67M - $6.46M
0 $0
Feb 12, 2021 Q4 2020
Keudell

SELL
 -
-10.9K
Closed
$120K - $166K
0 $0
Feb 10, 2021 Q4 2020
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
SELL
 -
-505
Closed
$5.55K - $7.67K
0 $0
Feb 08, 2021 Q4 2020
Asio Capital, LLC

SELL
 -
-154K
Closed
$1.69M - $2.34M
0 $0
Feb 03, 2021 Q4 2020
Canton Hathaway, LLC

SELL
 -
-6.95K
Closed
$76.4K - $106K
0 $0
Jan 25, 2021 Q4 2020
Hennessy Advisors Inc

Novato, CA
SELL
 -
-80K
Closed
$879K - $1.22M
0 $0
Jan 21, 2021 Q4 2020
Kestra Private Wealth Services, LLC

SELL
 -
-10.5K
Closed
$115K - $159K
0 $0
Jan 12, 2021 Q4 2020
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-63.4K
Closed
$697K - $963K
0 $0
Q3 2020
Nov 13, 2020 Q3 2020
Stephens Inc

SELL
 -
-26.8K
Closed
$264K - $323K
0 $0
Nov 13, 2020 Q3 2020
Public Sector Pension Investment Board

Montreal, A8
SELL
 -
-79.4K
Closed
$784K - $957K
0 $0
Nov 13, 2020 Q3 2020
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-14.1K
Closed
$139K - $170K
0 $0
Nov 13, 2020 Q3 2020
Quantitative Investment Management, LLC

Charlottesville, VA
SELL
 -
-32.5K
Closed
$321K - $392K
0 $0
Nov 13, 2020 Q3 2020
Axa S.A.

Paris, I0
SELL
 -
-237K
Closed
$2.34M - $2.85M
0 $0
Nov 13, 2020 Q3 2020
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-7.98K
Closed
$78.7K - $96.1K
0 $0
Nov 13, 2020 Q3 2020
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-9.44K
Closed
$93.1K - $114K
0 $0
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-1.16K
Closed
$11.5K - $14K
0 $0
Nov 13, 2020 Q3 2020
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-445
Closed
$4.39K - $5.36K
0 $0
Nov 12, 2020 Q3 2020
Bayesian Capital Management, LP

Brooklyn, NY
SELL
 -
-14.2K
Closed
$140K - $171K
0 $0
Nov 12, 2020 Q3 2020
Duality Advisers, LP

Miami, FL
SELL
 -
-70.5K
Closed
$695K - $849K
0 $0
Nov 12, 2020 Q3 2020
Citizens Financial Group Inc

SELL
 -
-597
Closed
$5.89K - $7.19K
0 $0
Nov 12, 2020 Q3 2020
Canada Pension Plan Investment Board

Toronto Ontario, A6
SELL
 -
-16.9K
Closed
$167K - $204K
0 $0

Track Institutional and Insider Activities on UMPQ

Follow UMPQUA HOLDINGS CORP and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells UMPQ shares.

Notify only if

Insider Trading

Get notified when an Umpqua Holdings Corp insider buys or sells UMPQ shares.

Notify only if

News

Receive news related to UMPQUA HOLDINGS CORP

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on UMPQ