Latest Institutional Transactions on Umpqua Holdings Corp (UMPQ)
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 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-2.8KClosed |
$44.8K - $51.9K
|
0
$0
|
|
May 02, 2019
Q1 2019
|
Andesa Financial Management Inc.
|
SELL
|
- |
-20.7KClosed |
$332K - $384K
|
0
$0
|
|
May 01, 2019
Q1 2019
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-32.6KClosed |
$521K - $604K
|
0
$0
|
|
Apr 30, 2019
Q1 2019
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-8K- 17.29% |
$128K - $148K
|
38.2K
$0
|
|
Apr 23, 2019
Q1 2019
|
Mainstay Capital Management LLC
|
SELL
|
- |
-79KClosed |
$1.26M - $1.46M
|
0
$0
|
|
Apr 23, 2019
Q1 2019
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-26.2KClosed |
$420K - $486K
|
0
$0
|
|
Apr 15, 2019
Q1 2019
|
Tealwood Asset Management Inc
|
SELL
|
- |
-164KClosed |
$2.61M - $3.03M
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-585Closed |
$9.35K - $10.8K
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-50Closed |
$800 - $927
|
0
$0
|
|
Q4 2018 | |||||||
Nov 14, 2019
Q4 2018
|
Orser Capital Management, LLC
|
SELL
|
- |
-51.7KClosed |
$788K - $1.1M
|
0
$0
|
|
Feb 19, 2019
Q4 2018
|
Access Financial Services, Inc.
|
SELL
|
- |
-31.9KClosed |
$487K - $679K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.91KClosed |
$29.1K - $40.5K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-37.4KClosed |
$570K - $796K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-43.8KClosed |
$668K - $932K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-16.6KClosed |
$253K - $353K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Fca Corp
Houston, TX |
BUY
|
- |
8KNew |
$122K - $170K
|
8K
$0
|
|
Feb 14, 2019
Q4 2018
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-18.8KClosed |
$287K - $401K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-167KClosed |
$2.54M - $3.55M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-16.8KClosed |
$256K - $358K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
98.9K+ 292.6% |
$1.51M - $2.1M
|
133K
$0
|
|
Feb 13, 2019
Q4 2018
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-14.9KClosed |
$227K - $317K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-367KClosed |
$5.6M - $7.81M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10Closed |
$152 - $213
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-200Closed |
$3.05K - $4.25K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-219Closed |
$3.34K - $4.66K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-45Closed |
$686 - $957
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-59Closed |
$899 - $1.25K
|
0
$0
|
|
Jan 30, 2019
Q4 2018
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-129Closed |
$1.97K - $2.74K
|
0
$0
|
|
Jan 25, 2019
Q4 2018
|
Congress Asset Management CO
|
SELL
|
- |
-40.4KClosed |
$616K - $860K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-113Closed |
$1.72K - $2.4K
|
0
$0
|
|
Jan 14, 2019
Q4 2018
|
Legacy Advisors, LLC
|
SELL
|
- |
-453Closed |
$6.9K - $9.63K
|
0
$0
|
|
Q3 2018 | |||||||
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
31.4K+ 30.73% |
$648K - $735K
|
133K
$0
|
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
62.8KNew |
$1.3M - $1.47M
|
62.8K
$0
|
|
Nov 16, 2018
Q3 2018
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-41.2KClosed |
$852K - $967K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-16.2KClosed |
$334K - $379K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-25KClosed |
$516K - $585K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
160KNew |
$3.31M - $3.75M
|
160K
$0
|
|
Nov 13, 2018
Q3 2018
|
Ibex Investors LLC
|
SELL
|
- |
-16.9KClosed |
$349K - $396K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-36.7KClosed |
$759K - $861K
|
0
$0
|
|
Nov 09, 2018
Q3 2018
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-17.7KClosed |
$366K - $415K
|
0
$0
|
|
Nov 02, 2018
Q3 2018
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-17.3KClosed |
$357K - $406K
|
0
$0
|
|
Oct 31, 2018
Q3 2018
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-63.5KClosed |
$1.31M - $1.49M
|
0
$0
|
|
Oct 29, 2018
Q3 2018
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-9Closed |
$186 - $211
|
0
$0
|
|
Oct 29, 2018
Q3 2018
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-34.2KClosed |
$707K - $802K
|
0
$0
|
|
Oct 26, 2018
Q3 2018
|
Barings LLC
|
SELL
|
- |
-25.3KClosed |
$523K - $593K
|
0
$0
|
|
Oct 26, 2018
Q3 2018
|
James Investment Research Inc
|
SELL
|
- |
-83.5KClosed |
$1.72M - $1.96M
|
0
$0
|
|
Q2 2018 | |||||||
Mar 04, 2019
Q2 2018
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-13.3KClosed |
$279K - $331K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
220New |
$4.62K - $5.47K
|
220
$0
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-36.6KClosed |
$767K - $909K
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
First Personal Financial Services
|
SELL
|
- |
-563Closed |
$11.8K - $14K
|
0
$0
|