Purchases and Sales Made in Q3 2022 in Umpqua Holdings Corp (UMPQ)
This table provides information about the institutional ownership of Umpqua Holdings Corp (UMPQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.12K+ 2.02% |
$85.3K - $99.1K
|
259K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.98K+ 28.69% |
$83K - $96.4K
|
22.3K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.84K+ 8.03% |
$80.6K - $93.6K
|
65.1K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.45K+ 10.28% |
$74.1K - $86K
|
47.7K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
4.4K+ 0.86% |
$73.3K - $85.1K
|
515K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
4.14K+ 253.0% |
$69K - $80.1K
|
5.78K
$0
|
|
|
Nov 22, 2022
Q3 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
4.1K+ 13.77% |
$68.3K - $79.4K
|
33.9K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
3.72K+ 24.78% |
$61.9K - $71.9K
|
18.7K
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.49KNew |
$58.1K - $67.5K
|
3.49K
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3K+ 30.0% |
$50K - $58.1K
|
13K
$0
|
|
|
Feb 15, 2024
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
2.7KNew |
$45K - $52.3K
|
2.7K
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Foundry Partners, LLC
|
BUY
|
- |
2.11K+ 0.75% |
$35.2K - $40.9K
|
283K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.08K+ 13.99% |
$34.7K - $40.3K
|
17K
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.75K+ 4.89% |
$29.2K - $33.9K
|
37.6K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.46K+ 2.36% |
$24.4K - $28.3K
|
63.4K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.2K+ 1.31% |
$20K - $23.2K
|
92.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1K+ 5.6% |
$16.7K - $19.4K
|
18.9K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
800New |
$13.3K - $15.5K
|
800
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
776+ 38.92% |
$12.9K - $15K
|
2.77K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
712+ 6.45% |
$11.9K - $13.8K
|
11.8K
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 1.23% |
$11.7K - $13.5K
|
57.7K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
680+ 6.13% |
$11.3K - $13.2K
|
11.8K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
623+ 24.88% |
$10.4K - $12.1K
|
3.13K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
622+ 65.47% |
$10.4K - $12K
|
1.57K
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
563+ 0.2% |
$9.38K - $10.9K
|
281K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
416+ 1188.57% |
$6.93K - $8.05K
|
451
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
400New |
$6.66K - $7.74K
|
400
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
400New |
$6.66K - $7.74K
|
400
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
276+ 0.47% |
$4.6K - $5.34K
|
59K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
209+ 0.79% |
$3.48K - $4.04K
|
26.6K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
169+ 106.29% |
$2.82K - $3.27K
|
328
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
160+ 0.32% |
$2.67K - $3.1K
|
49.5K
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
154New |
$2.57K - $2.98K
|
154
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
139+ 2.11% |
$2.32K - $2.69K
|
6.72K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
100+ 6.86% |
$1.67K - $1.94K
|
1.56K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.88% |
$1.67K - $1.94K
|
11.4K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
94New |
$1.57K - $1.82K
|
94
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
80New |
$1.33K - $1.55K
|
80
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
79+ 11.95% |
$1.32K - $1.53K
|
740
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
66+ 85.71% |
$1.1K - $1.28K
|
143
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
53New |
$883 - $1.03K
|
53
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 2.07% |
$600 - $697
|
1.78K
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
24+ 266.67% |
$400 - $464
|
33
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 35.48% |
$367 - $426
|
84
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
15+ 2.0% |
$250 - $290
|
766
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
13+ 0.03% |
$217 - $252
|
43.5K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 1.17% |
$117 - $135
|
604
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 1.14% |
$100 - $116
|
531
$0
|
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
BUY
|
- |
3+ 0.01% |
$50 - $58.1
|
46.4K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 0.79% |
$33.3 - $38.7
|
256
$0
|