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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
23New |
$395 - $481
|
23
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.48K- 83.38% |
$25.4K - $31K
|
295
$0
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.59K+ 5.0% |
$61.7K - $75.2K
|
75.5K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
7.94K+ 30.81% |
$136K - $166K
|
33.7K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
391K+ 1.82% |
$6.71M - $8.18M
|
21.9M
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.2K- 69.03% |
$262K - $319K
|
6.84K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
34.9K+ 22.5% |
$600K - $731K
|
190K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3.92K+ 2.25% |
$67.3K - $82.1K
|
178K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.58K+ 5.42% |
$44.3K - $54K
|
50.3K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.71KNew |
$29.4K - $35.9K
|
1.71K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-117K- 6.66% |
$2.01M - $2.45M
|
1.64M
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
4.95K+ 5.74% |
$85K - $104K
|
91.1K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.06K- 29.62% |
$35.4K - $43.1K
|
4.89K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 0.62% |
$29.3K - $35.7K
|
276K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.55K+ 1022.37% |
$26.7K - $32.5K
|
1.71K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
71New |
$1.22K - $1.49K
|
71
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
93K+ 13.31% |
$1.6M - $1.95M
|
791K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.47K- 1.31% |
$76.8K - $93.6K
|
338K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-249- 0.81% |
$4.28K - $5.21K
|
30.4K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-458- 3.1% |
$7.86K - $9.59K
|
14.3K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.76K+ 7.86% |
$30.1K - $36.7K
|
24.1K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
56.8K+ 34.03% |
$976K - $1.19M
|
224K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5.28K+ 126.69% |
$90.6K - $110K
|
9.44K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-9.25K- 16.29% |
$159K - $194K
|
47.6K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
297K+ 143.92% |
$5.1M - $6.21M
|
503K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$1.72K - $2.09K
|
100
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.53K- 12.87% |
$129K - $158K
|
51K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
50+ 0.19% |
$859 - $1.05K
|
26.7K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
81.5K+ 35.81% |
$1.4M - $1.71M
|
309K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-385K- 79.81% |
$6.62M - $8.06M
|
97.5K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-139- 2.07% |
$2.39K - $2.91K
|
6.58K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.19K+ 1.29% |
$20.4K - $24.9K
|
93.8K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
163K+ 63.33% |
$2.8M - $3.42M
|
421K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
153K+ 2.37% |
$2.62M - $3.19M
|
6.58M
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-27.5K- 4.86% |
$472K - $575K
|
537K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.64K- 28.33% |
$28.1K - $34.2K
|
4.14K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$354K - $432K
|
20.6K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.44K+ 4.66% |
$59K - $72K
|
77.3K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.97K+ 0.59% |
$85.2K - $104K
|
851K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
455New |
$7.81K - $9.52K
|
455
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
34K+ 21.4% |
$583K - $711K
|
193K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 1.16% |
$120 - $147
|
611
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.86K+ 4.44% |
$31.9K - $38.9K
|
43.7K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29+ 23.58% |
$498 - $607
|
152
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.3K- 2.01% |
$108K - $132K
|
307K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-10.2K- 1.87% |
$175K - $213K
|
535K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Alpine Associates Management Inc.
Englewood Cliffs, NJ |
SELL
|
- |
-600- 0.5% |
$10.3K - $12.6K
|
120K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-459- 1.95% |
$7.88K - $9.61K
|
23.1K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
36.7K+ 97.34% |
$630K - $768K
|
74.4K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
9.3K+ 1.81% |
$160K - $195K
|
524K
$0
|