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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
800New |
$13.3K - $15.5K
|
800
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
28KNew |
$466K - $541K
|
28K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Dld Asset Management, LP
New York, NY |
BUY
|
- |
85.6K+ 85.58% |
$1.43M - $1.66M
|
186K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
63.7KNew |
$1.06M - $1.23M
|
63.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.7KNew |
$195K - $227K
|
11.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-815- 6.68% |
$13.6K - $15.8K
|
11.4K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.49K- 4.27% |
$41.5K - $48.2K
|
55.8K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
3.72K+ 24.78% |
$61.9K - $71.9K
|
18.7K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
36.1K+ 64.34% |
$602K - $699K
|
92.3K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
8.58K+ 23.78% |
$143K - $166K
|
44.7K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Ramius Advisors LLC
New York, NY |
BUY
|
- |
222KNew |
$3.71M - $4.3M
|
222K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.08K+ 13.99% |
$34.7K - $40.3K
|
17K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-62.6K- 3.69% |
$1.04M - $1.21M
|
1.63M
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
400New |
$6.66K - $7.74K
|
400
$0
|
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-8.6K- 3.75% |
$143K - $166K
|
221K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
15+ 2.0% |
$250 - $290
|
766
$0
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.5K- 17.42% |
$41.7K - $48.4K
|
11.9K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
400New |
$6.66K - $7.74K
|
400
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-1.35M- 70.38% |
$22.5M - $26.2M
|
570K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
160+ 0.32% |
$2.67K - $3.1K
|
49.5K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.99% |
$16.7 - $19.4
|
102
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.5KNew |
$274K - $319K
|
16.5K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-6K- 6.65% |
$100K - $116K
|
84.2K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
416+ 1188.57% |
$6.93K - $8.05K
|
451
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-265- 36.91% |
$4.41K - $5.13K
|
453
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
80.6KNew |
$1.34M - $1.56M
|
80.6K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
94New |
$1.57K - $1.82K
|
94
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
80New |
$1.33K - $1.55K
|
80
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
9.8K+ 44.56% |
$163K - $190K
|
31.8K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
491KNew |
$8.18M - $9.51M
|
491K
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.49KNew |
$58.1K - $67.5K
|
3.49K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-262- 49.72% |
$4.36K - $5.07K
|
265
$0
|
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.08K- 3.45% |
$17.9K - $20.8K
|
30.1K
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3K+ 30.0% |
$50K - $58.1K
|
13K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
13+ 0.03% |
$217 - $252
|
43.5K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.9KNew |
$182K - $212K
|
10.9K
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-299- 2.6% |
$4.98K - $5.79K
|
11.2K
$0
|
|
| Q2 2022 | |||||||
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.57K- 73.74% |
$24.9K - $29.1K
|
558
$0
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
23New |
$366 - $427
|
23
$0
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
500+ 2.0% |
$7.95K - $9.28K
|
25.5K
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-108Closed |
$1.72K - $2K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
23.2KNew |
$368K - $430K
|
23.2K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.33KClosed |
$37K - $43.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-74.6KClosed |
$1.19M - $1.38M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-60.9KClosed |
$968K - $1.13M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-82Closed |
$1.3K - $1.52K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-42KClosed |
$668K - $780K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
35.6KNew |
$566K - $660K
|
35.6K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-81.8KClosed |
$1.3M - $1.52M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-8.63K- 23.47% |
$137K - $160K
|
28.1K
$0
|
|