Purchases and Sales Made in Q4 2022 in Umpqua Holdings Corp (UMPQ)
This table provides information about the institutional ownership of Umpqua Holdings Corp (UMPQ) during Q4 2022. 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 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
443+ 4.31% |
$7.61K - $9.27K
|
10.7K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 0.69% |
$6.87K - $8.37K
|
58.1K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
370+ 13.36% |
$6.35K - $7.74K
|
3.14K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Cooke & Bieler LP
|
BUY
|
- |
220+ 0.01% |
$3.78K - $4.6K
|
3.32M
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
159+ 0.8% |
$2.73K - $3.33K
|
19.9K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
103+ 31.4% |
$1.77K - $2.16K
|
431
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
101New |
$1.73K - $2.11K
|
101
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$1.72K - $2.09K
|
100
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
97New |
$1.67K - $2.03K
|
97
$0
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
93New |
$1.6K - $1.95K
|
93
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
81New |
$1.39K - $1.7K
|
81
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
71New |
$1.22K - $1.49K
|
71
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
59+ 0.05% |
$1.01K - $1.23K
|
111K
$0
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
51New |
$876 - $1.07K
|
51
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
50+ 0.19% |
$859 - $1.05K
|
26.7K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
49+ 1.37% |
$841 - $1.03K
|
3.62K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
32+ 60.38% |
$549 - $670
|
85
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
31+ 93.94% |
$532 - $649
|
64
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29+ 23.58% |
$498 - $607
|
152
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
23New |
$395 - $481
|
23
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
23+ 0.21% |
$395 - $481
|
11K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14New |
$240 - $293
|
14
$0
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
11+ 0.04% |
$189 - $230
|
30.4K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 1.16% |
$120 - $147
|
611
$0
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
7New |
$120 - $147
|
7
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 1.13% |
$103 - $126
|
537
$0
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
4+ 0.01% |
$68.7 - $83.7
|
46.4K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$17.2 - $20.9
|
1
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.27% |
$17.2 - $20.9
|
45
$0
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.47% |
$17.2 - $20.9
|
213
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-2- 1.4% |
$34.3 - $41.9
|
141
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6- 0.05% |
$103 - $126
|
11.8K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 23.81% |
$343 - $419
|
64
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-63- 26.92% |
$1.08K - $1.32K
|
171
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-79- 8.82% |
$1.36K - $1.65K
|
817
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-100- 0.06% |
$1.72K - $2.09K
|
166K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-103- 0.57% |
$1.77K - $2.16K
|
18K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-111- 7.12% |
$1.91K - $2.32K
|
1.45K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-121- 0.51% |
$2.08K - $2.53K
|
23.7K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-139- 2.07% |
$2.39K - $2.91K
|
6.58K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-140- 1.31% |
$2.4K - $2.93K
|
10.5K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-145- 19.59% |
$2.49K - $3.03K
|
595
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-148- 0.69% |
$2.54K - $3.1K
|
21.3K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-154- 75.12% |
$2.64K - $3.22K
|
51
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-177- 69.14% |
$3.04K - $3.7K
|
79
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-249- 0.81% |
$4.28K - $5.21K
|
30.4K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-258- 90.53% |
$4.43K - $5.4K
|
27
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-259- 0.69% |
$4.45K - $5.42K
|
37.3K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-300- 0.1% |
$5.15K - $6.28K
|
291K
$0
|