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 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
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
370+ 13.36% |
$6.35K - $7.74K
|
3.14K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
BUY
|
- |
18.4K+ 26.4% |
$316K - $385K
|
88.1K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.35K+ 35.81% |
$126K - $154K
|
27.9K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
447+ 0.71% |
$7.67K - $9.36K
|
63.8K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.2K+ 9.9% |
$20.6K - $25.1K
|
13.3K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Havens Advisors LLC
New York, NY |
BUY
|
- |
71.7K+ 90.71% |
$1.23M - $1.5M
|
151K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
14.3K+ 2.05% |
$246K - $300K
|
714K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-132K- 91.03% |
$2.27M - $2.76M
|
13K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
623+ 423.81% |
$10.7K - $13K
|
770
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-666- 25.77% |
$11.4K - $13.9K
|
1.92K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 0.69% |
$6.87K - $8.37K
|
58.1K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
31+ 93.94% |
$532 - $649
|
64
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-49.2K- 11.45% |
$844K - $1.03M
|
380K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
2.95K+ 11.49% |
$50.6K - $61.6K
|
28.6K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
32+ 60.38% |
$549 - $670
|
85
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-650- 4.29% |
$11.2K - $13.6K
|
14.5K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
650+ 6.25% |
$11.2K - $13.6K
|
11K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-103- 0.57% |
$1.77K - $2.16K
|
18K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
7.17KNew |
$123K - $150K
|
7.17K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.5K- 8.23% |
$25.8K - $31.4K
|
16.7K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
23+ 0.21% |
$395 - $481
|
11K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.08K+ 0.22% |
$18.5K - $22.5K
|
493K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
557+ 1.24% |
$9.56K - $11.7K
|
45.3K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-258K- 28.06% |
$4.42M - $5.39M
|
660K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
16.8KNew |
$288K - $351K
|
16.8K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-111- 7.12% |
$1.91K - $2.32K
|
1.45K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
103+ 31.4% |
$1.77K - $2.16K
|
431
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.94K- 3.16% |
$33.3K - $40.6K
|
59.5K
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 1.13% |
$103 - $126
|
537
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.5KNew |
$198K - $241K
|
11.5K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
93New |
$1.6K - $1.95K
|
93
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14New |
$240 - $293
|
14
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-10.9K- 38.09% |
$187K - $228K
|
17.7K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6- 0.05% |
$103 - $126
|
11.8K
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
59+ 0.05% |
$1.01K - $1.23K
|
111K
$0
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-780- 3.47% |
$13.4K - $16.3K
|
21.7K
$0
|
|
| Q3 2022 | |||||||
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-204- 28.81% |
$3.4K - $3.95K
|
504
$0
|
|
|
Feb 15, 2024
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
2.7KNew |
$45K - $52.3K
|
2.7K
$0
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
24.4K+ 13.49% |
$406K - $472K
|
205K
$0
|
|
|
Nov 22, 2022
Q3 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
4.1K+ 13.77% |
$68.3K - $79.4K
|
33.9K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-271- 1.53% |
$4.51K - $5.24K
|
17.4K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-815- 6.68% |
$13.6K - $15.8K
|
11.4K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1K+ 5.6% |
$16.7K - $19.4K
|
18.9K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
43.1KNew |
$719K - $835K
|
43.1K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
800New |
$13.3K - $15.5K
|
800
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
23KNew |
$383K - $445K
|
23K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Dld Asset Management, LP
New York, NY |
BUY
|
- |
85.6K+ 85.58% |
$1.43M - $1.66M
|
186K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.88% |
$1.67K - $1.94K
|
11.4K
$0
|
|