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 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
650+ 6.09% |
$11.2K - $13.4K
|
11.3K
$0
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
591+ 8.08% |
$10.2K - $12.2K
|
7.9K
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
572+ 3.5% |
$9.85K - $11.8K
|
16.9K
$0
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
559+ 0.81% |
$9.63K - $11.5K
|
69.7K
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
419+ 1.28% |
$7.22K - $8.61K
|
33.2K
$0
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
301New |
$5.18K - $6.19K
|
301
$0
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
300+ 1.11% |
$5.17K - $6.17K
|
27.3K
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
287New |
$4.94K - $5.9K
|
287
$0
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
BUY
|
- |
232+ 0.39% |
$4K - $4.77K
|
60.1K
$0
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
207New |
$3.56K - $4.26K
|
207
$0
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
194New |
$3.34K - $3.99K
|
194
$0
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
166New |
$2.86K - $3.41K
|
166
$0
|
|
Oct 27, 2021
Q3 2021
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
133+ 0.09% |
$2.29K - $2.73K
|
155K
$0
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
127New |
$2.19K - $2.61K
|
127
$0
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
107New |
$1.84K - $2.2K
|
107
$0
|
|
Nov 12, 2021
Q3 2021
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
104+ 0.01% |
$1.79K - $2.14K
|
1.51M
$0
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
100New |
$1.72K - $2.06K
|
100
$0
|
|
Nov 12, 2021
Q3 2021
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
95+ 0.01% |
$1.64K - $1.95K
|
844K
$0
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
88+ 0.8% |
$1.52K - $1.81K
|
11.1K
$0
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
76+ 0.21% |
$1.31K - $1.56K
|
37K
$0
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 1.62% |
$534 - $637
|
1.94K
$0
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
23+ 65.71% |
$396 - $473
|
58
$0
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 22.34% |
$362 - $432
|
115
$0
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 1.05% |
$103 - $123
|
578
$0
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 0.81% |
$34.4 - $41.1
|
248
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$34.4 - $41.1
|
2
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-24Closed |
$413 - $493
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-24Closed |
$413 - $493
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-42- 0.18% |
$723 - $864
|
22.7K
$0
|
|
Nov 03, 2021
Q3 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-78- 0.17% |
$1.34K - $1.6K
|
45.9K
$0
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-86- 1.42% |
$1.48K - $1.77K
|
5.99K
$0
|
|
Nov 10, 2021
Q3 2021
|
Royce & Associates LP
|
SELL
|
- |
-86- 0.37% |
$1.48K - $1.77K
|
23.1K
$0
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-87- 25.97% |
$1.5K - $1.79K
|
248
$0
|
|
Nov 15, 2021
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-114- 0.1% |
$1.96K - $2.34K
|
110K
$0
|
|
Mar 22, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-114- 0.1% |
$1.96K - $2.34K
|
110K
$0
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-125- 3.17% |
$2.15K - $2.57K
|
3.82K
$0
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-150- 6.8% |
$2.58K - $3.08K
|
2.06K
$0
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-229- 30.29% |
$3.94K - $4.71K
|
527
$0
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-297- 45.76% |
$5.11K - $6.11K
|
352
$0
|
|
Nov 08, 2021
Q3 2021
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-304- 0.12% |
$5.23K - $6.25K
|
260K
$0
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-319- 11.9% |
$5.49K - $6.56K
|
2.36K
$0
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-340- 0.95% |
$5.85K - $6.99K
|
35.5K
$0
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-360- 0.65% |
$6.2K - $7.4K
|
54.8K
$0
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-366- 1.25% |
$6.3K - $7.52K
|
29K
$0
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-366- 1.35% |
$6.3K - $7.52K
|
26.7K
$0
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-378Closed |
$6.51K - $7.77K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-379- 1.03% |
$6.53K - $7.79K
|
36.4K
$0
|
|
Oct 27, 2021
Q3 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.72% |
$6.89K - $8.22K
|
55.2K
$0
|