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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-10.2K- 1.87% |
$175K - $213K
|
535K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-10.9K- 4.58% |
$187K - $228K
|
227K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
953+ 1.22% |
$16.4K - $19.9K
|
79K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-100- 0.06% |
$1.72K - $2.09K
|
166K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
2.26K+ 3.84% |
$38.9K - $47.4K
|
61.2K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Cooke & Bieler LP
|
BUY
|
- |
220+ 0.01% |
$3.78K - $4.6K
|
3.32M
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-36.5K- 81.32% |
$626K - $764K
|
8.38K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-10.2K- 6.52% |
$175K - $213K
|
146K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-145- 19.59% |
$2.49K - $3.03K
|
595
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.46K- 11.95% |
$162K - $198K
|
69.7K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.22K- 16.89% |
$38.2K - $46.5K
|
10.9K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.3K- 8.18% |
$125K - $153K
|
82K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.92K- 18.55% |
$153K - $187K
|
39.1K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-121- 0.51% |
$2.08K - $2.53K
|
23.7K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.92K+ 0.68% |
$33K - $40.3K
|
286K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
41.6KNew |
$714K - $871K
|
41.6K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-58.9K- 1.92% |
$1.01M - $1.23M
|
3.01M
$0
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
16.5K+ 6.38% |
$284K - $346K
|
276K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$17.2 - $20.9
|
1
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-152K- 4.41% |
$2.61M - $3.19M
|
3.3M
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-498- 15.93% |
$8.55K - $10.4K
|
2.63K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-911- 2.88% |
$15.6K - $19.1K
|
30.7K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
159+ 0.8% |
$2.73K - $3.33K
|
19.9K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.11K- 8.39% |
$36.1K - $44.1K
|
23K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-79- 8.82% |
$1.36K - $1.65K
|
817
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-7.67K- 0.57% |
$132K - $161K
|
1.35M
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
443+ 4.31% |
$7.61K - $9.27K
|
10.7K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
3.52K+ 13.31% |
$60.4K - $73.7K
|
30K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.86K+ 15.84% |
$32K - $39K
|
13.6K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Gam Holding Ag
|
SELL
|
- |
-18.5K- 27.41% |
$318K - $387K
|
49K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.3K+ 89.56% |
$143K - $174K
|
17.6K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
557+ 6.6% |
$9.56K - $11.7K
|
9K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.36K+ 2.64% |
$74.8K - $91.2K
|
170K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.8K+ 2.39% |
$82.4K - $100K
|
205K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-40.9K- 40.94% |
$702K - $856K
|
59K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-42.3K- 26.64% |
$726K - $885K
|
116K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.29K+ 22.11% |
$108K - $132K
|
34.7K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.27% |
$17.2 - $20.9
|
45
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Trium Capital LLP
London, X0 |
BUY
|
- |
78.1KNew |
$1.34M - $1.63M
|
78.1K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-2- 1.4% |
$34.3 - $41.9
|
141
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-177- 69.14% |
$3.04K - $3.7K
|
79
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-5K- 9.02% |
$85.9K - $105K
|
50.4K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Foundry Partners, LLC
|
BUY
|
- |
32.3K+ 11.44% |
$555K - $677K
|
315K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
SELL
|
- |
-3.21M- 78.19% |
$55.1M - $67.1M
|
895K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
97New |
$1.67K - $2.03K
|
97
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-7.08K- 2.27% |
$122K - $148K
|
305K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-259- 0.69% |
$4.45K - $5.42K
|
37.3K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-258- 90.53% |
$4.43K - $5.4K
|
27
$0
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 1.1% |
$10.3K - $12.6K
|
55.3K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.6K+ 17.84% |
$199K - $243K
|
76.7K
$0
|