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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2021
Q1 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
23New |
$334 - $430
|
23
$0
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10.9KNew |
$119K - $165K
|
10.9K
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
617New |
$6.78K - $9.37K
|
617
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Glassman Wealth Services
|
BUY
|
- |
355+ 788.89% |
$3.5K - $4.28K
|
400
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Versant Capital Management, Inc
|
BUY
|
- |
39+ 75.0% |
$385 - $470
|
91
$0
|
|
| Q2 2020 | |||||||
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
86New |
$811 - $1.16K
|
86
$0
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
12.7KNew |
$118K - $234K
|
12.7K
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
51New |
$473 - $939
|
51
$0
|
|
| Q4 2019 | |||||||
|
Jan 30, 2020
Q4 2019
|
Cairn Investment Group, Inc.
|
BUY
|
- |
12.3KNew |
$189K - $223K
|
12.3K
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
166New |
$2.55K - $3.01K
|
166
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
14.2KNew |
$215K - $248K
|
14.2K
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Fulcrum Capital LLC
|
BUY
|
- |
1.09KNew |
$16.5K - $19K
|
1.09K
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
98.9K+ 292.6% |
$1.51M - $2.1M
|
133K
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Fca Corp
Houston, TX |
BUY
|
- |
8KNew |
$122K - $170K
|
8K
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
160KNew |
$3.31M - $3.75M
|
160K
$0
|
|
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
62.8KNew |
$1.3M - $1.47M
|
62.8K
$0
|
|
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
31.4K+ 30.73% |
$648K - $735K
|
133K
$0
|
|
| Q2 2018 | |||||||
|
Aug 03, 2018
Q2 2018
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
451KNew |
$9.47M - $11.2M
|
451K
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
220New |
$4.62K - $5.47K
|
220
$0
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.31K+ 1771.62% |
$26.9K - $30.3K
|
1.39K
$0
|
|
|
May 03, 2018
Q1 2018
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
394+ 2.92% |
$8.08K - $9.12K
|
13.9K
$0
|
|