Umpqua Bank Incresed Positions in Q4 2024

Umpqua Bank

  • $289 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
37.4K
+ 54.79%
$115.08 - $119.55 $4.31M - $4.48M
106K $12.1B
LLY
Eli Lilly & CO

Healthcare
2.87K
+ 190.9%
$727.2 - $932.06 $2.09M - $2.68M
4.38K $3.26B
GOOGL
Alphabet Inc.

Communication Services
3.19K
+ 7.29%
$161.86 - $196.66 $516K - $627K
46.9K $8.9B
IVV
Ishares Core S&P 500 ETF

ETFs
2.51K
+ 12.31%
$570.51 - $610.59 $1.43M - $1.53M
22.9K $13.4B
META
Meta Platforms, Inc.

Communication Services
2.48K
+ 318.05%
$554.08 - $632.68 $1.38M - $1.57M
3.27K $1.94B
AMZN
Amazon Com Inc

Consumer Cyclical
1.43K
+ 4.07%
$180.88 - $232.93 $259K - $333K
36.6K $7.96B
JPM
Jpmorgan Chase & CO

Financial Services
1.05K
+ 4.41%
$205.18 - $250.29 $216K - $263K
24.9K $6.16B
MSFT
Microsoft Corp

Technology
3.05K
+ 8.63%
$406.35 - $454.46 $1.24M - $1.39M
38.4K $16B
COST
Costco Wholesale Corp

Consumer Defensive
577
+ 14.68%
$873.59 - $994.69 $504K - $574K
4.51K $4.13B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4.69K
+ 50.73%
$121.89 - $135.52 $572K - $635K
13.9K $1.76B
ABT
Abbott Laboratories

Healthcare
5.13K
+ 88.42%
$111.93 - $119.39 $574K - $612K
10.9K $1.23B
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.82K
+ 33.79%
$90.66 - $99.46 $528K - $579K
23K $2.13B
IWM
Ishares Russell 2000 ETF

ETFs
2.42K
+ 235.64%
$216.13 - $242.4 $523K - $587K
3.45K $757M
BAC
Bank Of America Corp

Financial Services
1.92K
+ 2.66%
$39.22 - $47.77 $75.2K - $91.6K
74K $3.39B
CB
Chubb LTD

Financial Services
2.01K
+ 163.76%
$271.57 - $301.89 $545K - $606K
3.23K $858M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.55K
+ 27.8%
$96.64 - $101.23 $633K - $663K
30.1K $2.89B
HD
Home Depot, Inc.

Consumer Cyclical
1.29K
+ 26.52%
$385.02 - $431.37 $498K - $558K
6.17K $2.42B
CVX
Chevron Corp

Energy
1.47K
+ 7.27%
$141.15 - $162.53 $207K - $239K
21.7K $3.4B
V
Visa Inc.

Financial Services
295
+ 3.07%
$273.87 - $320.91 $80.8K - $94.7K
9.91K $3.06B
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.17K
+ 8.07%
$107.41 - $115.71 $340K - $367K
42.4K $4.65B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.71K
+ 48.81%
$134.53 - $150.65 $365K - $409K
8.27K $1.13B
APD
Air Products & Chemicals, Inc.

Basic Materials
909
+ 13.52%
$285.5 - $335.62 $260K - $305K
7.63K $2.35B
MS
Morgan Stanley

Financial Services
620
+ 4.75%
$104.42 - $134.99 $64.7K - $83.7K
13.7K $1.7B
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.98K
+ 33.79%
$104.59 - $118.05 $311K - $352K
11.8K $1.27B
MUB
Ishares National Muni Bond ETF

ETFs
3.3K
+ 22.05%
$105.78 - $108.7 $349K - $359K
18.3K $1.92B
MCD
Mcdonalds Corp

Consumer Cyclical
1.57K
+ 21.84%
$288.47 - $316.54 $454K - $498K
8.78K $2.47B
CMF
Ishares California Muni Bond E

ETFs
5.5K
+ 17.9%
$56.66 - $58.1 $312K - $320K
36.2K $2.04B
PNC
Pnc Financial Services Group, Inc.

Financial Services
657
+ 5.91%
$178.39 - $215.0 $117K - $141K
11.8K $2.3B
CMI
Cummins Inc

Industrials
20
+ 0.43%
$324.93 - $383.42 $6.5K - $7.67K
4.62K $1.68B
ADP
Automatic Data Processing Inc

Industrials
486
+ 16.21%
$280.08 - $307.97 $136K - $150K
3.49K $1.02B
WMT
Walmart Inc.

Consumer Defensive
1.15K
+ 14.43%
$79.1 - $95.7 $91.1K - $110K
9.13K $829M
IWF
Ishares Russell 1000 Gr ETF

ETFs
350
+ 16.53%
$370.24 - $418.94 $130K - $147K
2.47K $975M
APO
Apollo Global Management, Inc.

Financial Services
728
+ 42.85%
$131.36 - $178.61 $95.6K - $130K
2.43K $387M
ASML
Asml Holding Nv

Technology
502
+ 23.01%
$658.43 - $872.27 $331K - $438K
2.68K $1.98B
IWD
Ishares Russell 1000 Val ETF

ETFs
870
+ 27.16%
$183.23 - $199.79 $159K - $174K
4.07K $761M
DE
Deere & CO

Industrials
170
+ 3.48%
$389.45 - $466.0 $66.2K - $79.2K
5.05K $2.18B
MA
Mastercard Inc

Financial Services
214
+ 30.18%
$491.3 - $536.15 $105K - $115K
923 $470M
TPR
Tapestry, Inc.

Consumer Cyclical
59
+ 1.33%
$43.54 - $66.18 $2.57K - $3.9K
4.49K $304M
MMM
3 M CO

Industrials
660
+ 22.76%
$124.74 - $137.12 $82.3K - $90.5K
3.56K $488M
CSCO
Cisco Systems, Inc.

Technology
645
+ 7.6%
$52.45 - $60.02 $33.8K - $38.7K
9.13K $542M
PG
Procter & Gamble CO

Consumer Defensive
1.97K
+ 11.53%
$161.05 - $179.7 $316K - $353K
19K $3.04B
AXP
American Express CO

Financial Services
43
+ 1.92%
$267.35 - $305.57 $11.5K - $13.1K
2.28K $686M
NSC
Norfolk Southern Corp

Industrials
501
+ 10.78%
$230.6 - $277.0 $116K - $139K
5.15K $1.23B
HON
Honeywell International Inc

Industrials
296
+ 30.02%
$202.84 - $236.0 $60K - $69.9K
1.28K $280M
PEP
Pepsico Inc

Consumer Defensive
2.73K
+ 20.71%
$151.29 - $176.1 $413K - $481K
15.9K $2.31B
SYK
Stryker Corp

Healthcare
147
+ 2.74%
$345.14 - $392.15 $50.7K - $57.6K
5.52K $2B
XOM
Exxon Mobil Corp

Energy
1.18K
+ 12.94%
$105.51 - $125.37 $124K - $148K
10.3K $1.13B
MTB
M&T Bank Corp

Financial Services
168
+ 11.13%
$172.48 - $221.95 $29K - $37.3K
1.68K $327M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
30
+ 13.57%
$1146.59 - $1270.6 $34.4K - $38.1K
251 $302M
Activity Summary
Buys All Purchases 111 New Holdings 11 Increased Positions 100 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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