Latest Institutional Transactions on Umpqua Holdings Corp (UMPQ)
This table provides information on the latest institutional transactions involving Umpqua Holdings Corp (UMPQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
SELL
|
- |
-241KClosed |
$4.32M - $5.28M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-107Closed |
$1.92K - $2.35K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Man Group PLC
London, X0 |
SELL
|
- |
-75.4KClosed |
$1.3M - $1.55M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
855New |
$14.7K - $17.6K
|
855
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-13.1KClosed |
$226K - $269K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3.54KClosed |
$61K - $72.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-8.6K- 40.38% |
$148K - $177K
|
12.7K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
300+ 1.11% |
$5.17K - $6.17K
|
27.3K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.53KClosed |
$60.8K - $72.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
287New |
$4.94K - $5.9K
|
287
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-87- 25.97% |
$1.5K - $1.79K
|
248
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
14.8KNew |
$255K - $304K
|
14.8K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-500- 3.24% |
$8.61K - $10.3K
|
14.9K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-2KClosed |
$34.4K - $41.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
16.2KNew |
$278K - $332K
|
16.2K
$0
|
|
|
Nov 10, 2021
Q3 2021
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-59.2KClosed |
$1.02M - $1.22M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-319- 11.9% |
$5.49K - $6.56K
|
2.36K
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-18.6KClosed |
$321K - $383K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-53.7KClosed |
$925K - $1.1M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-24Closed |
$413 - $493
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.81KClosed |
$31.1K - $37.2K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-954Closed |
$16.4K - $19.6K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-293Closed |
$5.12K - $5.68K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
24.6KNew |
$429K - $476K
|
24.6K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-18KClosed |
$314K - $348K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-55.4KClosed |
$968K - $1.07M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-211Closed |
$3.69K - $4.09K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
11New |
$192 - $213
|
11
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-15KClosed |
$263K - $291K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$235K - $261K
|
13.4K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.4KClosed |
$24.5K - $27.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
22New |
$384 - $426
|
22
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-6.45KClosed |
$113K - $125K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-273KClosed |
$4.78M - $5.3M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-16.6KClosed |
$290K - $322K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-10.1KClosed |
$176K - $196K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-23.7KClosed |
$413K - $459K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-172Closed |
$3K - $3.33K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-144Closed |
$2.52K - $2.79K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-87Closed |
$1.52K - $1.69K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.75KClosed |
$65.5K - $72.6K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-564Closed |
$9.85K - $10.9K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-35Closed |
$611 - $678
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Sciencast Management LP
|
SELL
|
- |
-27.6KClosed |
$483K - $536K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-80Closed |
$1.4K - $1.55K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-978Closed |
$17.1K - $19K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-10.9KClosed |
$191K - $212K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-109Closed |
$1.9K - $2.11K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 21, 2021
Q1 2021
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-23KClosed |
$334K - $430K
|
0
$0
|
|
|
Jun 09, 2021
Q1 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-51Closed |
$740 - $954
|
0
$0
|
|