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 |
---|---|---|---|---|---|---|---|
Nov 12, 2020
Q3 2020
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-70.5KClosed |
$695K - $849K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-578Closed |
$5.7K - $6.96K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Glassman Wealth Services
|
BUY
|
- |
355+ 788.89% |
$3.5K - $4.28K
|
400
$0
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-11.4KClosed |
$113K - $138K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$19.7 - $24.1
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-577Closed |
$5.69K - $6.95K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Versant Capital Management, Inc
|
BUY
|
- |
39+ 75.0% |
$385 - $470
|
91
$0
|
|
Oct 22, 2020
Q3 2020
|
Rothschild Investment Corp
|
SELL
|
- |
-12.3KClosed |
$122K - $149K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Amg National Trust Bank
|
SELL
|
- |
-63.2KClosed |
$624K - $762K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Abrdn PLC
|
SELL
|
- |
-250KClosed |
$2.47M - $3.01M
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-400Closed |
$3.95K - $4.82K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.33KClosed |
$13.1K - $16K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 17, 2020
Q2 2020
|
Parametrica Management LTD
|
SELL
|
- |
-10.4KClosed |
$97.8K - $140K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-160Closed |
$1.51K - $2.16K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
No Street Gp LP
San Francisco, CA |
SELL
|
- |
-600KClosed |
$5.66M - $8.1M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-5.24KClosed |
$49.4K - $70.7K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-29.6KClosed |
$279K - $400K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-80.9KClosed |
$763K - $1.09M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-43.8KClosed |
$413K - $591K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-13KClosed |
$123K - $176K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-135KClosed |
$1.27M - $1.82M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-19.8KClosed |
$186K - $267K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-291KClosed |
$2.74M - $3.93M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-531KClosed |
$5.01M - $7.17M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-219KClosed |
$2.07M - $2.96M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-12.7KClosed |
$120K - $172K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Aigen Investment Management, LP
|
SELL
|
- |
-9.98KClosed |
$94.1K - $135K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-164Closed |
$1.55K - $2.21K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-150KClosed |
$1.41M - $2.03M
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Tcw Group Inc
|
SELL
|
- |
-72.5KClosed |
$683K - $978K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-14.1KClosed |
$133K - $190K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-61Closed |
$575 - $824
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
SELL
|
- |
-20.2KClosed |
$190K - $272K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-189KClosed |
$1.79M - $2.56M
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
SELL
|
- |
-17.1KClosed |
$161K - $230K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-114KClosed |
$1.08M - $1.54M
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
86New |
$811 - $1.16K
|
86
$0
|
|
Jul 15, 2020
Q2 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-11.5KClosed |
$108K - $155K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Scout Investments, Inc.
|
SELL
|
- |
-349KClosed |
$3.29M - $4.71M
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-41.3KClosed |
$390K - $558K
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
51New |
$473 - $939
|
51
$0
|
|
May 18, 2020
Q1 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.88KClosed |
$17.4K - $34.6K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-44.8KClosed |
$416K - $825K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-5.81KClosed |
$53.8K - $107K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-14.3KClosed |
$133K - $264K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-4.08KClosed |
$37.8K - $75.1K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-354KClosed |
$3.28M - $6.52M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-14.1KClosed |
$130K - $259K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-58Closed |
$538 - $1.07K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-176KClosed |
$1.63M - $3.24M
|
0
$0
|