Purchases and Sales Made in Q1 2021 in Umpqua Holdings Corp (UMPQ)
This table provides information about the institutional ownership of Umpqua Holdings Corp (UMPQ) during Q1 2021. The information is specifically focused on institutions that hold shares of UMPQUA HOLDINGS CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
4.59K+ 22.99% |
$66.5K - $85.8K
|
24.5K
$0
|
|
May 11, 2021
Q1 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
4.46K+ 22.08% |
$64.7K - $83.3K
|
24.6K
$0
|
|
May 14, 2021
Q1 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
3.1K+ 9.63% |
$44.9K - $57.9K
|
35.2K
$0
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.01K+ 5.58% |
$43.6K - $56.2K
|
56.9K
$0
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.79K+ 4.02% |
$40.4K - $52.1K
|
72.1K
$0
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.38K+ 8.24% |
$34.6K - $44.6K
|
31.3K
$0
|
|
Apr 14, 2021
Q1 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.3K+ 4.18% |
$33.4K - $43K
|
57.3K
$0
|
|
Sep 07, 2021
Q1 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.8KNew |
$26.1K - $33.7K
|
1.8K
$0
|
|
May 13, 2021
Q1 2021
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.75K+ 0.48% |
$25.3K - $32.7K
|
363K
$0
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.6K+ 63.61% |
$23.3K - $30K
|
4.12K
$0
|
|
May 03, 2021
Q1 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
1.4K+ 1.74% |
$20.3K - $26.2K
|
81.7K
$0
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.4KNew |
$20.3K - $26.2K
|
1.4K
$0
|
|
May 13, 2021
Q1 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.36KNew |
$19.7K - $25.5K
|
1.36K
$0
|
|
May 05, 2021
Q1 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.13K+ 2.92% |
$16.3K - $21.1K
|
39.7K
$0
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1K+ 6.36% |
$14.5K - $18.7K
|
16.7K
$0
|
|
May 10, 2021
Q1 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
767+ 1.02% |
$11.1K - $14.3K
|
75.9K
$0
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
735+ 23.11% |
$10.7K - $13.7K
|
3.92K
$0
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
701+ 16.42% |
$10.2K - $13.1K
|
4.97K
$0
|
|
May 12, 2021
Q1 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
700New |
$10.2K - $13.1K
|
700
$0
|
|
Apr 15, 2021
Q1 2021
|
Retirement Systems Of Alabama
|
BUY
|
- |
634+ 0.22% |
$9.2K - $11.9K
|
288K
$0
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
565New |
$8.2K - $10.6K
|
565
$0
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
BUY
|
- |
565New |
$8.2K - $10.6K
|
565
$0
|
|
Apr 15, 2021
Q1 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
496+ 1.67% |
$7.2K - $9.28K
|
30.2K
$0
|
|
Jun 08, 2021
Q1 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
455New |
$6.6K - $8.51K
|
455
$0
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
BUY
|
- |
424+ 13.4% |
$6.15K - $7.93K
|
3.59K
$0
|
|
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 30, 2021
Q1 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
293New |
$4.25K - $5.48K
|
293
$0
|
|
May 17, 2021
Q1 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
287New |
$4.16K - $5.37K
|
287
$0
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
BUY
|
- |
267New |
$3.87K - $4.99K
|
267
$0
|
|
May 06, 2021
Q1 2021
|
Arizona State Retirement System
|
BUY
|
- |
243+ 0.38% |
$3.53K - $4.54K
|
64.1K
$0
|
|
Apr 19, 2021
Q1 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
239+ 32.34% |
$3.47K - $4.47K
|
978
$0
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
225+ 12.97% |
$3.26K - $4.21K
|
1.96K
$0
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
221+ 0.98% |
$3.21K - $4.13K
|
22.7K
$0
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
144New |
$2.09K - $2.69K
|
144
$0
|
|
May 17, 2021
Q1 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
143+ 16.03% |
$2.07K - $2.67K
|
1.04K
$0
|
|
May 10, 2021
Q1 2021
|
Xponance, Inc.
|
BUY
|
- |
137+ 0.59% |
$1.99K - $2.56K
|
23.3K
$0
|
|
May 06, 2021
Q1 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
135+ 0.88% |
$1.96K - $2.52K
|
15.4K
$0
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
109New |
$1.58K - $2.04K
|
109
$0
|
|
May 13, 2021
Q1 2021
|
Concord Wealth Partners
|
BUY
|
- |
97New |
$1.41K - $1.81K
|
97
$0
|
|
May 13, 2021
Q1 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
87New |
$1.26K - $1.63K
|
87
$0
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
80New |
$1.16K - $1.5K
|
80
$0
|
|
May 13, 2021
Q1 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
72+ 1.58% |
$1.04K - $1.35K
|
4.62K
$0
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
60+ 2.33% |
$871 - $1.12K
|
2.64K
$0
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
35New |
$508 - $655
|
35
$0
|
|
May 13, 2021
Q1 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
29+ 0.06% |
$421 - $542
|
46K
$0
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24New |
$348 - $449
|
24
$0
|
|
May 12, 2021
Q1 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
23New |
$334 - $430
|
23
$0
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 15.49% |
$160 - $206
|
82
$0
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
10+ 0.83% |
$145 - $187
|
1.22K
$0
|