Institutional Ownership Umpqua Holdings Corp (UMPQ)
This table provides information about the institutional ownership of Umpqua Holdings Corp (UMPQ). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 9.51 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
9,028,916
shares
|
$0
0.69% of portfolio
|
Q3 2022
Reduced 1.07%
|
|
|
Havens Advisors LLC
New York, NY |
Jan 25, 2023 Q4 2022 |
150,658
shares
|
$0
6.93% of portfolio
|
Q4 2022
Added 90.71%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
92,335
shares
|
$0
0.14% of portfolio
|
Q3 2022
Added 64.34%
|
|
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
Feb 13, 2023 Q4 2022 |
67,640
shares
|
$0
2.39% of portfolio
|
Q4 2022
New holding
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
33,200
shares
|
$0
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
28,139
shares
|
$0
0.0% of portfolio
|
Q2 2022
Reduced 23.47%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
23,701
shares
|
$0
0.01% of portfolio
|
Q4 2022
Reduced 0.51%
|
|
|
Telemetry Investments, L.L.C.
New York, NY |
Feb 14, 2023 Q4 2022 |
20,363
shares
|
$0
0.57% of portfolio
|
Q4 2022
New holding
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
18,724
shares
|
$0
0.0% of portfolio
|
Q3 2022
Added 24.78%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,955
shares
|
$0
0.01% of portfolio
|
Q3 2022
Added 13.99%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
13,000
shares
|
$0
0.02% of portfolio
|
Q3 2022
Added 30.0%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,958
shares
|
$0
0.01% of portfolio
|
Q2 2022
Reduced 3.21%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,389
shares
|
$0
0.06% of portfolio
|
Q2 2022
Added 6.79%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,487
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|