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 |
---|---|---|---|---|---|---|---|
Apr 29, 2020
Q1 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.3KClosed |
$114K - $226K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-12KClosed |
$111K - $221K
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Secure Asset Management, LLC
|
SELL
|
- |
-10.5KClosed |
$97.6K - $194K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.3KClosed |
$95.7K - $190K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-10.2KClosed |
$94.9K - $189K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.28K- 48.05% |
$58.2K - $116K
|
6.79K
$0
|
|
May 15, 2020
Q1 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-5.81KClosed |
$53.8K - $107K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.49KClosed |
$50.9K - $101K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-4.08KClosed |
$37.8K - $75.1K
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.88KClosed |
$17.4K - $34.6K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Hartford Financial Management Inc.
|
SELL
|
- |
-700Closed |
$6.49K - $12.9K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-311Closed |
$2.88K - $5.73K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-206Closed |
$1.91K - $3.79K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-127Closed |
$1.18K - $2.34K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-65Closed |
$603 - $1.2K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-58Closed |
$538 - $1.07K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-40Closed |
$371 - $736
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-33Closed |
$306 - $608
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-12Closed |
$111 - $221
|
0
$0
|
|
May 08, 2020
Q1 2020
|
New Square Capital LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-273KClosed |
$4.2M - $4.96M
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-250KClosed |
$3.84M - $4.54M
|
0
$0
|
|
Mar 19, 2020
Q4 2019
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-160KClosed |
$2.46M - $2.9M
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-131KClosed |
$2.02M - $2.39M
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Brookstone Capital Management
|
SELL
|
- |
-75.6KClosed |
$1.16M - $1.37M
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-68.7KClosed |
$1.06M - $1.25M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-20KClosed |
$308K - $363K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-19.3KClosed |
$297K - $351K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-19KClosed |
$292K - $345K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Delta Investment Management, LLC
|
SELL
|
- |
-18.6KClosed |
$286K - $337K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-17.1KClosed |
$262K - $310K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-14.2KClosed |
$218K - $257K
|
0
$0
|
|
Feb 19, 2020
Q4 2019
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-10.6KClosed |
$162K - $192K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.02KClosed |
$15.7K - $18.5K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-938Closed |
$14.4K - $17K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-290Closed |
$4.46K - $5.27K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Trust CO Of Vermont
|
SELL
|
- |
-200Closed |
$3.07K - $3.63K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-170Closed |
$2.61K - $3.09K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 07, 2019
Q3 2019
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-450KClosed |
$6.83M - $7.89M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-382KClosed |
$5.8M - $6.7M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Employees Retirement System Of Texas
|
SELL
|
- |
-98KClosed |
$1.49M - $1.72M
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-67.9KClosed |
$1.03M - $1.19M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-32.2KClosed |
$489K - $564K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-22.2KClosed |
$337K - $389K
|
0
$0
|
|
Oct 24, 2019
Q3 2019
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-20.8KClosed |
$316K - $365K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-17.1KClosed |
$259K - $299K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-14.3KClosed |
$217K - $251K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.9KClosed |
$211K - $243K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-11.5KClosed |
$175K - $202K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-11.2KClosed |
$170K - $196K
|
0
$0
|