Purchases and Sales Made in Q4 2022 in Umpqua Holdings Corp (UMPQ)
This table provides information about the institutional ownership of Umpqua Holdings Corp (UMPQ) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-458- 3.1% |
$7.86K - $9.59K
|
14.3K
$0
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-459- 1.95% |
$7.88K - $9.61K
|
23.1K
$0
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-498- 15.93% |
$8.55K - $10.4K
|
2.63K
$0
|
|
Feb 08, 2023
Q4 2022
|
Alpine Associates Management Inc.
Englewood Cliffs, NJ |
SELL
|
- |
-600- 0.5% |
$10.3K - $12.6K
|
120K
$0
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-613- 89.88% |
$10.5K - $12.8K
|
69
$0
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-618- 0.23% |
$10.6K - $12.9K
|
272K
$0
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-622- 39.57% |
$10.7K - $13K
|
950
$0
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-650- 4.29% |
$11.2K - $13.6K
|
14.5K
$0
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-666- 25.77% |
$11.4K - $13.9K
|
1.92K
$0
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-780- 3.47% |
$13.4K - $16.3K
|
21.7K
$0
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-824- 2.15% |
$14.1K - $17.2K
|
37.5K
$0
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-911- 2.88% |
$15.6K - $19.1K
|
30.7K
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.06K- 0.65% |
$18.2K - $22.2K
|
162K
$0
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.48K- 83.38% |
$25.4K - $31K
|
295
$0
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.5K- 8.23% |
$25.8K - $31.4K
|
16.7K
$0
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.64K- 28.33% |
$28.1K - $34.2K
|
4.14K
$0
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1.75K- 10.89% |
$30K - $36.5K
|
14.3K
$0
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-1.81K- 1.84% |
$31.1K - $37.9K
|
96.3K
$0
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-1.82K- 2.13% |
$31.3K - $38.1K
|
83.8K
$0
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.83K- 0.67% |
$31.3K - $38.2K
|
271K
$0
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.94K- 3.16% |
$33.3K - $40.6K
|
59.5K
$0
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.06K- 29.62% |
$35.4K - $43.1K
|
4.89K
$0
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.11K- 8.39% |
$36.1K - $44.1K
|
23K
$0
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.22K- 16.89% |
$38.2K - $46.5K
|
10.9K
$0
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.73K- 1.96% |
$46.9K - $57.2K
|
137K
$0
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.73K- 1.96% |
$46.9K - $57.2K
|
137K
$0
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.73K- 1.96% |
$46.9K - $57.2K
|
137K
$0
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-3.45K- 4.79% |
$59.2K - $72.2K
|
68.5K
$0
|
|
Feb 10, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-3.54K- 3.59% |
$60.7K - $74K
|
95K
$0
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.98K- 3.34% |
$68.4K - $83.3K
|
115K
$0
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.37K- 16.59% |
$75K - $91.5K
|
22K
$0
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.47K- 1.31% |
$76.8K - $93.6K
|
338K
$0
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.97K- 0.12% |
$85.3K - $104K
|
3.97M
$0
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-5K- 9.02% |
$85.9K - $105K
|
50.4K
$0
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-5.82K- 12.01% |
$99.8K - $122K
|
42.6K
$0
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.3K- 2.01% |
$108K - $132K
|
307K
$0
|
|
Jan 27, 2023
Q4 2022
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-7.08K- 2.27% |
$122K - $148K
|
305K
$0
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.3K- 8.18% |
$125K - $153K
|
82K
$0
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.53K- 12.87% |
$129K - $158K
|
51K
$0
|
|
Feb 02, 2023
Q4 2022
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-7.67K- 0.57% |
$132K - $161K
|
1.35M
$0
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-8.59K- 30.33% |
$147K - $180K
|
19.7K
$0
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.92K- 18.55% |
$153K - $187K
|
39.1K
$0
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-9.25K- 16.29% |
$159K - $194K
|
47.6K
$0
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.46K- 11.95% |
$162K - $198K
|
69.7K
$0
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-10.2K- 6.52% |
$175K - $213K
|
146K
$0
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-10.2K- 1.87% |
$175K - $213K
|
535K
$0
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-10.9K- 38.09% |
$187K - $228K
|
17.7K
$0
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-10.9K- 4.58% |
$187K - $228K
|
227K
$0
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-11.3K- 35.92% |
$193K - $236K
|
20.1K
$0
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-12.1K- 25.16% |
$208K - $254K
|
36.1K
$0
|