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 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 0.83% |
$29 - $37.4
|
244
$0
|
|
|
May 12, 2021
Q1 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 1.01% |
$14.5 - $18.7
|
100
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.18% |
$14.5 - $18.7
|
564
$0
|
|
|
May 12, 2021
Q1 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-10- 0.01% |
$145 - $187
|
73.5K
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
SELL
|
- |
-12- 4.21% |
$174 - $224
|
273
$0
|
|
|
Jun 01, 2021
Q1 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.14% |
$218 - $281
|
11K
$0
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-23Closed |
$334 - $430
|
0
$0
|
|
|
Jun 09, 2021
Q1 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-51Closed |
$740 - $954
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-92Closed |
$1.33K - $1.72K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.48% |
$1.45K - $1.87K
|
20.8K
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-138Closed |
$2K - $2.58K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-177Closed |
$2.57K - $3.31K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-179Closed |
$2.6K - $3.35K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-200- 0.25% |
$2.9K - $3.74K
|
80.7K
$0
|
|
|
Apr 14, 2021
Q1 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-208- 1.65% |
$3.02K - $3.89K
|
12.4K
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-209Closed |
$3.03K - $3.91K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-240- 0.59% |
$3.48K - $4.49K
|
40.3K
$0
|
|
|
May 12, 2021
Q1 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-251- 59.34% |
$3.64K - $4.69K
|
172
$0
|
|
|
May 10, 2021
Q1 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-313- 9.1% |
$4.54K - $5.85K
|
3.13K
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-335- 21.22% |
$4.86K - $6.26K
|
1.24K
$0
|
|
|
May 14, 2021
Q1 2021
|
Profund Advisors LLC
|
SELL
|
- |
-342- 1.83% |
$4.96K - $6.4K
|
18.4K
$0
|
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-345- 1.88% |
$5.01K - $6.45K
|
18K
$0
|
|
|
May 17, 2021
Q1 2021
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-395- 1.4% |
$5.73K - $7.39K
|
27.9K
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-529- 0.41% |
$7.68K - $9.89K
|
127K
$0
|
|
|
May 06, 2021
Q1 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-844Closed |
$12.2K - $15.8K
|
0
$0
|
|
|
Apr 05, 2021
Q1 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.11K- 4.51% |
$16.1K - $20.8K
|
23.5K
$0
|
|
|
Apr 09, 2021
Q1 2021
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.25K- 3.49% |
$18.1K - $23.4K
|
34.5K
$0
|
|
|
May 18, 2021
Q1 2021
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.28K- 0.33% |
$18.6K - $23.9K
|
382K
$0
|
|
|
May 10, 2021
Q1 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.33K- 3.6% |
$19.2K - $24.8K
|
35.5K
$0
|
|
|
May 17, 2021
Q1 2021
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.33K- 0.94% |
$19.3K - $24.9K
|
141K
$0
|
|
|
May 14, 2021
Q1 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-1.4KClosed |
$20.3K - $26.2K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.76K- 5.65% |
$25.5K - $32.9K
|
29.3K
$0
|
|
|
May 13, 2021
Q1 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.83K- 6.25% |
$26.6K - $34.2K
|
27.4K
$0
|
|
|
May 04, 2021
Q1 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2KClosed |
$29K - $37.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-2K- 12.31% |
$29K - $37.4K
|
14.3K
$0
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.02K- 7.8% |
$29.3K - $37.7K
|
23.8K
$0
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.04K- 3.75% |
$29.6K - $38.2K
|
52.4K
$0
|
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.08K- 7.13% |
$30.2K - $38.9K
|
27.1K
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.17K- 0.88% |
$31.4K - $40.5K
|
243K
$0
|
|
|
May 14, 2021
Q1 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.21K- 1.83% |
$32K - $41.2K
|
118K
$0
|
|
|
Mar 22, 2023
Q1 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.21K- 1.83% |
$32K - $41.2K
|
118K
$0
|
|
|
Mar 30, 2023
Q1 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.27K- 5.74% |
$32.9K - $42.4K
|
37.2K
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-2.32K- 1.34% |
$33.6K - $43.3K
|
170K
$0
|
|
|
May 19, 2021
Q1 2021
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.3K- 9.38% |
$47.9K - $61.7K
|
31.9K
$0
|
|
|
May 17, 2021
Q1 2021
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-3.84K- 2.16% |
$55.7K - $71.8K
|
174K
$0
|
|
|
May 13, 2021
Q1 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.89K- 8.06% |
$56.4K - $72.7K
|
44.3K
$0
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-4.08K- 0.99% |
$59.2K - $76.3K
|
408K
$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
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.58K- 4.48% |
$66.5K - $85.7K
|
97.8K
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-4.94K- 31.11% |
$71.7K - $92.4K
|
10.9K
$0
|