First Republic Investment Management, Inc. Umpqua Holdings Corp Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$17.17 - $20.93 $61,691 - $75,201	3,593 Added 5.0%	75,475 $1.35 Million
Q3 2022 Nov 03, 2022	SELL	$16.66 - $19.35 $41,300 - $47,968	-2,479 Reduced 3.33%	71,882 $1.23 Million
Q2 2022 Aug 16, 2022	BUY	$15.9 - $18.56 $8,172 - $9,539	514 Added 0.7%	74,361 $1.25 Million
Q1 2022 May 16, 2022	SELL	$18.86 - $21.76 $91,772 - $105,884	-4,866 Reduced 6.18%	73,847 $1.39 Million
Q4 2021 Feb 09, 2022	SELL	$17.93 - $21.94 $164,346 - $201,102	-9,166 Reduced 10.43%	78,713 $1.51 Million
Q3 2021 Nov 12, 2021	BUY	$17.22 - $20.56 $66,779 - $79,731	3,878 Added 4.62%	87,879 $1.78 Million
Q2 2021 Aug 16, 2021	BUY	$17.47 - $19.38 $121,696 - $135,001	6,966 Added 9.04%	84,001 $1.55 Million
Q1 2021 May 14, 2021	BUY	$14.51 - $18.7 $271,191 - $349,503	18,690 Added 32.03%	77,035 $1.35 Million
Q4 2020 Feb 16, 2021	BUY	$10.99 - $15.19 $40,014 - $55,306	3,641 Added 6.66%	58,345 $883,000
Q3 2020 Nov 12, 2020	SELL	$9.87 - $12.05 $25,879 - $31,595	-2,622 Reduced 4.57%	54,704 $581,000
Q2 2020 Aug 13, 2020	BUY	$9.43 - $13.5 $303,928 - $435,105	32,230 Added 128.43%	57,326 $610,000
Q1 2020 May 13, 2020	BUY	$9.27 - $18.41 $232,639 - $462,017	25,096 New	25,096 $274,000
Q1 2018 May 10, 2018	SELL	$20.52 - $23.14 $207,539 - $234,037	-10,114 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$19.54 - $22.59 $197,627 - $228,475	10,114	10,114 $210,000

Others Institutions Holding UMPQ

# of Institutions

Shares Held

9.51M

Call Options Held

Put Options Held

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About UMPQUA HOLDINGS CORP

Ticker UMPQ
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 217,052,992
Description
Umpqua Holdings Corporation operates as the holding company of Umpqua Bank that provides commercial and retail banking services. It operates in two segments: Core Banking and Mortgage Banking. The company offers deposit products, including non-interest bearing checking, interest bearing checking and savings, and money market accounts, as well as...

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