Purchases and Sales Made in Q1 2022 in Umpqua Holdings Corp (UMPQ)
This table provides information about the institutional ownership of Umpqua Holdings Corp (UMPQ) during Q1 2022. 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 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9New |
$170 - $196
|
9
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 1.03% |
$113 - $131
|
590
$0
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
5+ 14.71% |
$94.3 - $109
|
39
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.97% |
$94.3 - $109
|
518
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.4% |
$18.9 - $21.8
|
251
$0
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-3- 1.12% |
$56.6 - $65.3
|
266
$0
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-7Closed |
$132 - $152
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-9- 0.04% |
$170 - $196
|
25K
$0
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-20- 0.08% |
$377 - $435
|
25.3K
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-20Closed |
$377 - $435
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-29- 0.09% |
$547 - $631
|
33.5K
$0
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-34- 1.92% |
$641 - $740
|
1.74K
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-39Closed |
$736 - $849
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-100Closed |
$1.89K - $2.18K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-100Closed |
$1.89K - $2.18K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-149- 0.12% |
$2.81K - $3.24K
|
120K
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-218- 0.59% |
$4.11K - $4.74K
|
36.8K
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-256- 1.99% |
$4.83K - $5.57K
|
12.6K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-285Closed |
$5.38K - $6.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-323Closed |
$6.09K - $7.03K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-350- 92.84% |
$6.6K - $7.62K
|
27
$0
|
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-400- 2.71% |
$7.54K - $8.7K
|
14.4K
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-411- 30.2% |
$7.75K - $8.94K
|
950
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-413Closed |
$7.79K - $8.99K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-415- 1.32% |
$7.83K - $9.03K
|
30.9K
$0
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-518Closed |
$9.77K - $11.3K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
SELL
|
- |
-535- 2.21% |
$10.1K - $11.6K
|
23.7K
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-590- 2.57% |
$11.1K - $12.8K
|
22.4K
$0
|
|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-600- 0.19% |
$11.3K - $13.1K
|
312K
$0
|
|
|
Feb 14, 2024
Q1 2022
|
Kbc Group Nv
|
SELL
|
- |
-621- 1.74% |
$11.7K - $13.5K
|
35.1K
$0
|
|
|
May 06, 2022
Q1 2022
|
Kbc Group Nv
|
SELL
|
- |
-621- 1.74% |
$11.7K - $13.5K
|
35.1K
$0
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
SELL
|
- |
-692- 1.17% |
$13.1K - $15.1K
|
58.6K
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-723- 1.48% |
$13.6K - $15.7K
|
48.2K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-770- 1.45% |
$14.5K - $16.8K
|
52.3K
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-844- 3.35% |
$15.9K - $18.4K
|
24.4K
$0
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-844- 3.18% |
$15.9K - $18.4K
|
25.7K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.13K- 63.2% |
$21.3K - $24.6K
|
658
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.41K- 34.03% |
$26.6K - $30.7K
|
2.74K
$0
|
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.76K- 4.3% |
$33.3K - $38.4K
|
39.3K
$0
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.98K- 10.6% |
$37.2K - $43K
|
16.7K
$0
|
|
|
Jun 07, 2022
Q1 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.1K- 6.58% |
$39.6K - $45.7K
|
29.8K
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.21K- 10.87% |
$41.7K - $48.1K
|
18.1K
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.23K- 3.12% |
$42K - $48.5K
|
69.2K
$0
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.26K- 10.54% |
$42.7K - $49.3K
|
19.2K
$0
|
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-2.45K- 5.34% |
$46.3K - $53.4K
|
43.5K
$0
|
|
|
May 06, 2022
Q1 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.55K- 1.63% |
$48.1K - $55.4K
|
154K
$0
|
|
|
May 05, 2022
Q1 2022
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-2.56K- 0.8% |
$48.2K - $55.6K
|
315K
$0
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 0.11% |
$48.5K - $56K
|
2.36M
$0
|
|
|
May 13, 2022
Q1 2022
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-2.9KClosed |
$54.7K - $63.1K
|
0
$0
|