True Private Wealth Advisors Umpqua Holdings Corp Transaction History

True Private Wealth Advisors

$857 Million
Q1 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$17.17 - $20.93 $188 - $230	11 Added 0.04%	30,375 $542,000
Q3 2022 Nov 04, 2022	SELL	$16.66 - $19.35 $10,345 - $12,016	-621 Reduced 2.0%	30,364 $518,000
Q2 2022 Jul 28, 2022	SELL	$15.9 - $18.56 $2.25 Million - $2.62 Million	-141,316 Reduced 82.02%	30,985 $519,000
Q1 2022 May 09, 2022	SELL	$18.86 - $21.76 $243,294 - $280,704	-12,900 Reduced 6.97%	172,301 $3.12 Million
Q4 2021 Feb 11, 2022	BUY	$17.93 - $21.94 $34,371 - $42,058	1,917 Added 1.05%	185,201 $3.56 Million

Q3 2021 Nov 05, 2021	SELL	$17.22 - $20.56 $157,098 - $187,568	-9,123 Reduced 4.74%	183,284 $3.71 Million
Q2 2021 Aug 10, 2021	SELL	$17.47 - $19.38 $87,874 - $97,481	-5,030 Reduced 2.55%	192,407 $3.55 Million
Q1 2021 May 12, 2021	SELL	$14.51 - $18.7 $266,113 - $342,958	-18,340 Reduced 8.5%	197,437 $3.47 Million
Q4 2020 Jan 11, 2021	SELL	$10.99 - $15.19 $36,212 - $50,051	-3,295 Reduced 1.5%	215,777 $3.27 Million
Q3 2020 Oct 09, 2020	BUY	$9.87 - $12.05 $110,741 - $135,201	11,220 Added 5.4%	219,072 $2.33 Million
Q2 2020 Jul 07, 2020	BUY	$9.43 - $13.5 $28,686 - $41,067	3,042 Added 1.49%	207,852 $2.21 Million
Q1 2020 Apr 20, 2020	BUY	$9.27 - $18.41 $1.78 Million - $3.54 Million	192,410 Added 1551.69%	204,810 $2.28 Million
Q4 2019 Jan 27, 2020	BUY	$15.37 - $18.16 $190,588 - $225,184	12,400 New	12,400 $222,000
Q3 2019 Oct 09, 2019	SELL	$15.19 - $17.54 $78,988 - $91,208	-5,200 Closed	0 $0
Q2 2019 Aug 01, 2019	BUY	$15.97 - $18.08 $83,044 - $94,015	5,200 New	5,200 $87,000
Q4 2018 Jan 14, 2019	SELL	$15.24 - $21.26 $74,889 - $104,471	-4,914 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	$20.66 - $23.44 $101,523 - $115,184	4,914 New	4,914 $0

Others Institutions Holding UMPQ

# of Institutions

Shares Held

9.51M

Call Options Held

Put Options Held

View Full List

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...

More about UMPQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on True Private Wealth Advisors with notifications on news.

Account