Purchases and Sales Made in Q3 2021 in Umpqua Holdings Corp (UMPQ)
This table provides information about the institutional ownership of Umpqua Holdings Corp (UMPQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
17.9KNew |
$307K - $367K
|
17.9K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
17.4KNew |
$299K - $357K
|
17.4K
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16.6K+ 67.59% |
$286K - $341K
|
41.2K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
16.2KNew |
$278K - $332K
|
16.2K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.1K+ 12.45% |
$259K - $310K
|
136K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.9KNew |
$256K - $306K
|
14.9K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
14.8KNew |
$255K - $304K
|
14.8K
$0
|
|
|
Oct 25, 2021
Q3 2021
|
New York State Teachers Retirement System
|
BUY
|
- |
13.5K+ 4.96% |
$232K - $277K
|
285K
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.8K+ 0.72% |
$220K - $262K
|
1.79M
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
12.5KNew |
$215K - $257K
|
12.5K
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
11.7KNew |
$201K - $240K
|
11.7K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.5KNew |
$198K - $236K
|
11.5K
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Versor Investments LP
|
BUY
|
- |
10.9KNew |
$188K - $224K
|
10.9K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.7K+ 0.8% |
$185K - $221K
|
1.35M
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
BUY
|
- |
9K+ 3.39% |
$155K - $185K
|
275K
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.12K+ 6.23% |
$140K - $167K
|
139K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.82K+ 12.88% |
$117K - $140K
|
59.8K
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
6.55K+ 22.62% |
$113K - $135K
|
35.5K
$0
|
|
|
Oct 27, 2021
Q3 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.01K+ 3.8% |
$86.3K - $103K
|
137K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5K+ 2.26% |
$86.2K - $103K
|
226K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.17K+ 23.48% |
$71.8K - $85.8K
|
21.9K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4K+ 5.88% |
$68.8K - $82.2K
|
72K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.88K+ 4.62% |
$66.8K - $79.7K
|
87.9K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.53K+ 1.02% |
$60.8K - $72.6K
|
348K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.41K+ 2.69% |
$58.8K - $70.2K
|
130K
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.82K+ 0.67% |
$48.6K - $58.1K
|
425K
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
2.8K+ 84.46% |
$48.2K - $57.5K
|
6.11K
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.75K+ 6.0% |
$47.4K - $56.6K
|
48.7K
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.67K+ 3.49% |
$46K - $54.9K
|
79.2K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.59K+ 1.04% |
$44.6K - $53.3K
|
252K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.41K+ 1.28% |
$41.4K - $49.5K
|
191K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.4K+ 174.0% |
$41.4K - $49.4K
|
3.78K
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.24K+ 13.24% |
$38.6K - $46.1K
|
19.2K
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.1K+ 0.43% |
$36.2K - $43.2K
|
488K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.97K+ 8.6% |
$34K - $40.5K
|
24.9K
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.95K+ 2.74% |
$33.6K - $40.2K
|
73.2K
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.9K+ 109.59% |
$32.7K - $39K
|
3.63K
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.74K+ 31.43% |
$30K - $35.8K
|
7.28K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.34K+ 5.09% |
$23K - $27.5K
|
27.6K
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.16K+ 42.87% |
$19.9K - $23.8K
|
3.86K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.12K+ 1004.5% |
$19.2K - $22.9K
|
1.23K
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.11KNew |
$19.2K - $22.9K
|
1.11K
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
913+ 9.02% |
$15.7K - $18.8K
|
11K
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
888+ 2.82% |
$15.3K - $18.3K
|
32.4K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
855New |
$14.7K - $17.6K
|
855
$0
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
812+ 5.03% |
$14K - $16.7K
|
16.9K
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
808+ 66.12% |
$13.9K - $16.6K
|
2.03K
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
781+ 207.16% |
$13.4K - $16.1K
|
1.16K
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
745+ 1.06% |
$12.8K - $15.3K
|
71.2K
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
688+ 2.77% |
$11.8K - $14.1K
|
25.6K
$0
|