Latest Institutional Purchases of Umpqua Holdings Corp (UMPQ)
This list provides information on the latest institutional transactions involving Umpqua Holdings Corp (UMPQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
103+ 31.4% |
$1.77K - $2.16K
|
431
$0
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
101New |
$1.73K - $2.11K
|
101
$0
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$1.72K - $2.09K
|
100
$0
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
97New |
$1.67K - $2.03K
|
97
$0
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
93New |
$1.6K - $1.95K
|
93
$0
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
81New |
$1.39K - $1.7K
|
81
$0
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
71New |
$1.22K - $1.49K
|
71
$0
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
59+ 0.05% |
$1.01K - $1.23K
|
111K
$0
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
50+ 0.19% |
$859 - $1.05K
|
26.7K
$0
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
49+ 1.37% |
$841 - $1.03K
|
3.62K
$0
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
32+ 60.38% |
$549 - $670
|
85
$0
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
31+ 93.94% |
$532 - $649
|
64
$0
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29+ 23.58% |
$498 - $607
|
152
$0
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
23New |
$395 - $481
|
23
$0
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
23+ 0.21% |
$395 - $481
|
11K
$0
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14New |
$240 - $293
|
14
$0
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
11+ 0.04% |
$189 - $230
|
30.4K
$0
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
7New |
$120 - $147
|
7
$0
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 1.16% |
$120 - $147
|
611
$0
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 1.13% |
$103 - $126
|
537
$0
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
4+ 0.01% |
$68.7 - $83.7
|
46.4K
$0
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$17.2 - $20.9
|
1
$0
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.27% |
$17.2 - $20.9
|
45
$0
|
|
Q3 2022 | |||||||
Oct 27, 2022
Q3 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
491KNew |
$8.18M - $9.51M
|
491K
$0
|
|
Nov 10, 2022
Q3 2022
|
Ramius Advisors LLC
New York, NY |
BUY
|
- |
222KNew |
$3.71M - $4.3M
|
222K
$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 01, 2022
Q3 2022
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
80.6KNew |
$1.34M - $1.56M
|
80.6K
$0
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
63.7KNew |
$1.06M - $1.23M
|
63.7K
$0
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
43.1KNew |
$719K - $835K
|
43.1K
$0
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
36.1K+ 64.34% |
$602K - $699K
|
92.3K
$0
|
|
Nov 14, 2022
Q3 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
28KNew |
$466K - $541K
|
28K
$0
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
24.4K+ 13.49% |
$406K - $472K
|
205K
$0
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
23KNew |
$383K - $445K
|
23K
$0
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.5KNew |
$274K - $319K
|
16.5K
$0
|
|
Nov 14, 2022
Q3 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
13.6K+ 4.53% |
$227K - $263K
|
314K
$0
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.7KNew |
$195K - $227K
|
11.7K
$0
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.9KNew |
$182K - $212K
|
10.9K
$0
|
|
Oct 27, 2022
Q3 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
9.8K+ 44.56% |
$163K - $190K
|
31.8K
$0
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
8.58K+ 23.78% |
$143K - $166K
|
44.7K
$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 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
3.72K+ 24.78% |
$61.9K - $71.9K
|
18.7K
$0
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.49KNew |
$58.1K - $67.5K
|
3.49K
$0
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3K+ 30.0% |
$50K - $58.1K
|
13K
$0
|
|
Feb 15, 2024
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
2.7KNew |
$45K - $52.3K
|
2.7K
$0
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.08K+ 13.99% |
$34.7K - $40.3K
|
17K
$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
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
800New |
$13.3K - $15.5K
|
800
$0
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
712+ 6.45% |
$11.9K - $13.8K
|
11.8K
$0
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
416+ 1188.57% |
$6.93K - $8.05K
|
451
$0
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
400New |
$6.66K - $7.74K
|
400
$0
|