Latest Institutional Sells of Umpqua Holdings Corp (UMPQ)
This list provides information on the latest institutional transactions involving Umpqua Holdings Corp (UMPQ) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-35Closed |
$611 - $678
|
0
$0
|
|
Q1 2021 | |||||||
May 11, 2021
Q1 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-121KClosed |
$1.76M - $2.26M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-118KClosed |
$1.71M - $2.2M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-105KClosed |
$1.53M - $1.97M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-83.8KClosed |
$1.22M - $1.57M
|
0
$0
|
|
Jun 21, 2021
Q1 2021
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-23KClosed |
$334K - $430K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.3KClosed |
$207K - $267K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-11.6KClosed |
$168K - $217K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-11.2KClosed |
$162K - $209K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-10.1KClosed |
$147K - $190K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.19KClosed |
$60.8K - $78.4K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2KClosed |
$29K - $37.4K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-1.4KClosed |
$20.3K - $26.2K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-844Closed |
$12.2K - $15.8K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-209Closed |
$3.03K - $3.91K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-177Closed |
$2.57K - $3.31K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-92Closed |
$1.33K - $1.72K
|
0
$0
|
|
Jun 09, 2021
Q1 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-51Closed |
$740 - $954
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-1.68MClosed |
$18.5M - $25.5M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-425KClosed |
$4.67M - $6.46M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-335KClosed |
$3.68M - $5.09M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Asio Capital, LLC
|
SELL
|
- |
-154KClosed |
$1.69M - $2.34M
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-80KClosed |
$879K - $1.22M
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-63.4KClosed |
$697K - $963K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-18.6KClosed |
$204K - $282K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-16.9KClosed |
$186K - $257K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-16.6KClosed |
$183K - $252K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Patriot Financial Partners Gp, LP
Radnor, PA |
SELL
|
- |
-12KClosed |
$132K - $182K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Keudell
|
SELL
|
- |
-10.9KClosed |
$120K - $166K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.5KClosed |
$115K - $159K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Canton Hathaway, LLC
|
SELL
|
- |
-6.95KClosed |
$76.4K - $106K
|
0
$0
|
|
May 24, 2024
Q4 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.58K- 4.42% |
$61.3K - $84.7K
|
121K
$0
|
|
Feb 10, 2021
Q4 2020
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-505Closed |
$5.55K - $7.67K
|
0
$0
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-125Closed |
$1.37K - $1.9K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 21, 2020
Q3 2020
|
Abrdn PLC
|
SELL
|
- |
-250KClosed |
$2.47M - $3.01M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-237KClosed |
$2.34M - $2.85M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-105KClosed |
$1.04M - $1.27M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-79.4KClosed |
$784K - $957K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-70.5KClosed |
$695K - $849K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Amg National Trust Bank
|
SELL
|
- |
-63.2KClosed |
$624K - $762K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-32.5KClosed |
$321K - $392K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Stephens Inc
|
SELL
|
- |
-26.8KClosed |
$264K - $323K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-16.9KClosed |
$167K - $204K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-14.2KClosed |
$140K - $171K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-14.1KClosed |
$139K - $170K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Rothschild Investment Corp
|
SELL
|
- |
-12.3KClosed |
$122K - $149K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-11.4KClosed |
$113K - $138K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-9.44KClosed |
$93.1K - $114K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.98KClosed |
$78.7K - $96.1K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.33KClosed |
$13.1K - $16K
|
0
$0
|