Purchases and Sales Made in Q4 2021 in Umpqua Holdings Corp (UMPQ)
This table provides information about the institutional ownership of Umpqua Holdings Corp (UMPQ) during Q4 2021. The information is specifically focused on institutions that hold shares of UMPQUA HOLDINGS CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.03KNew |
$18.4K - $22.5K
|
1.03K
$0
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
874+ 0.03% |
$15.7K - $19.2K
|
2.96M
$0
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
725New |
$13K - $15.9K
|
725
$0
|
|
Feb 07, 2022
Q4 2021
|
Royce & Associates LP
|
BUY
|
- |
641+ 2.77% |
$11.5K - $14.1K
|
23.8K
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
631+ 16.51% |
$11.3K - $13.8K
|
4.45K
$0
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
560+ 2.92% |
$10K - $12.3K
|
19.7K
$0
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
513New |
$9.2K - $11.3K
|
513
$0
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
495+ 0.32% |
$8.88K - $10.9K
|
157K
$0
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
400New |
$7.17K - $8.78K
|
400
$0
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
378New |
$6.78K - $8.29K
|
378
$0
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
300New |
$5.38K - $6.58K
|
300
$0
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
300+ 0.84% |
$5.38K - $6.58K
|
36.1K
$0
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
296+ 7.68% |
$5.31K - $6.49K
|
4.15K
$0
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
244+ 0.5% |
$4.37K - $5.35K
|
48.9K
$0
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
173+ 0.42% |
$3.1K - $3.8K
|
41K
$0
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
166+ 47.16% |
$2.98K - $3.64K
|
518
$0
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
112+ 193.1% |
$2.01K - $2.46K
|
170
$0
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$1.79K - $2.19K
|
100
$0
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
100New |
$1.79K - $2.19K
|
100
$0
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
78+ 37.68% |
$1.4K - $1.71K
|
285
$0
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
70New |
$1.26K - $1.54K
|
70
$0
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
36+ 1800.0% |
$645 - $790
|
38
$0
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
34New |
$610 - $746
|
34
$0
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
32+ 0.09% |
$574 - $702
|
37K
$0
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
32+ 0.29% |
$574 - $702
|
11.2K
$0
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
30+ 0.04% |
$538 - $658
|
72K
$0
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
27+ 10.47% |
$484 - $592
|
285
$0
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
27+ 0.24% |
$484 - $592
|
11.3K
$0
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
22+ 7.31% |
$394 - $483
|
323
$0
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
20New |
$359 - $439
|
20
$0
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
13+ 0.03% |
$233 - $285
|
45.9K
$0
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13+ 0.08% |
$233 - $285
|
17K
$0
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$126 - $154
|
7
$0
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 1.04% |
$108 - $132
|
584
$0
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 0.81% |
$35.9 - $43.9
|
250
$0
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 12.2% |
$179 - $219
|
72
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-100Closed |
$1.79K - $2.19K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-104- 1.32% |
$1.86K - $2.28K
|
7.8K
$0
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-107Closed |
$1.92K - $2.35K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-131- 1.19% |
$2.35K - $2.87K
|
10.9K
$0
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-155- 79.9% |
$2.78K - $3.4K
|
39
$0
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-166- 8.55% |
$2.98K - $3.64K
|
1.78K
$0
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 1.74% |
$3.59K - $4.39K
|
11.3K
$0
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-240- 0.44% |
$4.3K - $5.27K
|
54.6K
$0
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-296- 0.15% |
$5.31K - $6.49K
|
194K
$0
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.54% |
$5.38K - $6.58K
|
54.9K
$0
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-340- 1.72% |
$6.1K - $7.46K
|
19.4K
$0
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-342Closed |
$6.13K - $7.5K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 0.71% |
$7.17K - $8.78K
|
55.7K
$0
|