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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
400New |
$6.66K - $7.74K
|
400
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
160+ 0.32% |
$2.67K - $3.1K
|
49.5K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.88% |
$1.67K - $1.94K
|
11.4K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
94New |
$1.57K - $1.82K
|
94
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
80New |
$1.33K - $1.55K
|
80
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
15+ 2.0% |
$250 - $290
|
766
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
13+ 0.03% |
$217 - $252
|
43.5K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.99% |
$16.7 - $19.4
|
102
$0
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Kim, LLC
Wichita, KS |
BUY
|
- |
132KNew |
$2.1M - $2.45M
|
132K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
35.6KNew |
$566K - $660K
|
35.6K
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
33.2KNew |
$528K - $616K
|
33.2K
$0
|
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
23.2KNew |
$368K - $430K
|
23.2K
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
16.2KNew |
$258K - $301K
|
16.2K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.5KNew |
$199K - $233K
|
12.5K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
10.1K+ 7.59% |
$161K - $187K
|
143K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bhz Capital Management, LP
San Jose, CA |
BUY
|
- |
9.8K+ 10.54% |
$156K - $182K
|
103K
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
8.44K+ 16.77% |
$134K - $157K
|
58.8K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
8.24K+ 12.25% |
$131K - $153K
|
75.5K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.63KNew |
$105K - $123K
|
6.63K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
5.81K+ 24.05% |
$92.4K - $108K
|
30K
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.75KNew |
$43.7K - $51K
|
2.75K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.26K+ 91.95% |
$36K - $42K
|
4.72K
$0
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
500+ 2.0% |
$7.95K - $9.28K
|
25.5K
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
279+ 6.79% |
$4.44K - $5.18K
|
4.39K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
61New |
$970 - $1.13K
|
61
$0
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
23New |
$366 - $427
|
23
$0
|
|
| Q1 2022 | |||||||
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
3KNew |
$56.6K - $65.3K
|
3K
$0
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.61KNew |
$30.4K - $35K
|
1.61K
$0
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
159New |
$3K - $3.46K
|
159
$0
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
53New |
$1K - $1.15K
|
53
$0
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Homestead Advisers Corp
|
BUY
|
- |
80.7K+ 98.06% |
$1.45M - $1.77M
|
163K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
25KNew |
$448K - $549K
|
25K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
14.6KNew |
$262K - $320K
|
14.6K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10.6KNew |
$190K - $233K
|
10.6K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
725New |
$13K - $15.9K
|
725
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
560+ 2.92% |
$10K - $12.3K
|
19.7K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
400New |
$7.17K - $8.78K
|
400
$0
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
300New |
$5.38K - $6.58K
|
300
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
16.2KNew |
$278K - $332K
|
16.2K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
14.8KNew |
$255K - $304K
|
14.8K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
855New |
$14.7K - $17.6K
|
855
$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
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
287New |
$4.94K - $5.9K
|
287
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
24.6KNew |
$429K - $476K
|
24.6K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$235K - $261K
|
13.4K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
22New |
$384 - $426
|
22
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
11New |
$192 - $213
|
11
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
375New |
$5.44K - $7.01K
|
375
$0
|
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
355New |
$5.15K - $6.64K
|
355
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
BUY
|
- |
267New |
$3.87K - $4.99K
|
267
$0
|
|