UMPQ Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Notice: This stock is marked as potentially delisted. It may not be actively trading.

Insider Ownership Percentage: 0.58%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $0.00

Umpqua Insider Trading History Chart

Umpqua Share Price & Price History

^$17.66

+0.30 (1.20%)

As of 03/1/2023 01:00 AM ET

Umpqua Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
11/2/2022	Torran B. Nixon	Insider	Sell	5,000	$19.97	$99,850.00	206,033
7/28/2022	Torran B. Nixon	Insider	Sell	5,000	$17.58	$87,900.00	211,033
4/28/2022	Luis Machuca	Director	Buy	7,600	$17.29	$131,404.00	70,718
4/27/2022	Torran B. Nixon	Insider	Sell	5,000	$17.67	$88,350.00	216,033

SEC Filings (Institutional Ownership Changes) for Umpqua (NASDAQ:UMPQ)

90.34% of Umpqua stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Umpqua Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/22/2023	Comerica Bank	755,653	$13.35M	0.0%	N/A	0.348%
3/28/2023	Acrisure Capital Management LLC	17,634	$0.32M	0.3%	N/A	0.008%
3/27/2023	Neo Ivy Capital Management	27,042	$0.48M	0.3%	N/A	0.012%
3/23/2023	MetLife Investment Management LLC	136,639	$2.44M	0.0%	-2.0%	0.063%
3/13/2023	Crystalline Management Inc.	537,306	$9.59M	4.8%	N/A	0.248%
3/6/2023	Rockefeller Capital Management L.P.	161,502	$2.88M	0.0%	-0.7%	0.074%
2/24/2023	Natixis	1,027,266	$18.34M	0.1%	+100.0%	0.473%
2/21/2023	Macquarie Group Ltd.	12,367,145	$220.75M	0.3%	-9.3%	5.698%
2/15/2023	AQR Arbitrage LLC	989,958	$17.62M	0.5%	+1.8%	0.456%
2/15/2023	Barrow Hanley Mewhinney & Strauss LLC	2,641,550	$47.15M	0.2%	+2.9%	1.217%
2/15/2023	Boothbay Fund Management LLC	272,345	$4.86M	0.1%	-0.2%	0.125%
2/14/2023	CSS LLC IL	125,567	$2.24M	0.1%	+24.6%	0.058%
2/13/2023	Epoch Investment Partners Inc.	60,395	$1.08M	0.0%	-19.0%	0.028%
2/13/2023	Edgestream Partners L.P.	106,282	$1.90M	0.2%	+138.7%	0.049%
2/13/2023	The Manufacturers Life Insurance Company	1,922,152	$34.31M	0.0%	+17.7%	0.886%
2/13/2023	ExodusPoint Capital Management LP	68,499	$1.22M	0.0%	-4.8%	0.032%
2/13/2023	Credit Suisse AG	271,594	$4.85M	0.0%	+30.2%	0.125%
2/13/2023	Geode Capital Management LLC	3,666,367	$65.44M	0.0%	+3.2%	1.689%
2/13/2023	Crosspoint Capital Strategies LLC	67,640	$1.21M	2.4%	N/A	0.031%
2/13/2023	Cipher Capital LP	25,908	$0.46M	0.1%	N/A	0.012%
2/13/2023	American Century Companies Inc.	1,652,953	$29.51M	0.0%	+28.8%	0.762%
2/13/2023	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	204,427	$3.65M	0.0%	+16.1%	0.094%
2/13/2023	GSA Capital Partners LLP	106,204	$1.90M	0.2%	+215.5%	0.049%
2/13/2023	Kellner Capital LLC	220,326	$3.93M	4.6%	+58.0%	0.102%
2/13/2023	Cornercap Investment Counsel Inc.	55,321	$0.99M	0.2%	N/A	0.025%
2/13/2023	Teacher Retirement System of Texas	91,135	$1.63M	0.0%	+5.7%	0.042%
2/13/2023	Quadrant Capital Group LLC	4,892	$87K	0.0%	-29.6%	0.002%
2/10/2023	American International Group Inc.	338,037	$6.03M	0.0%	-1.3%	0.156%
2/10/2023	Amalgamated Bank	190,109	$3.39M	0.0%	+22.5%	0.088%
2/10/2023	Gardner Lewis Asset Management L P	791,498	$14.13M	4.8%	+13.3%	0.365%
2/10/2023	HRT Financial LP	502,923	$8.98M	0.1%	+143.9%	0.232%
2/10/2023	Easterly Investment Partners LLC	94,978	$1.70M	0.2%	-3.6%	0.044%
2/10/2023	Brandywine Global Investment Management LLC	309,071	$5.52M	0.0%	+35.8%	0.142%
2/10/2023	CI Investments Inc.	9,444	$0.17M	0.0%	+126.7%	0.004%
2/10/2023	Keeley Teton Advisors LLC	275,948	$4.93M	0.6%	+0.6%	0.127%
2/10/2023	Capital Advisors Wealth Management LLC	77,263	$1.38M	0.4%	+4.7%	0.036%
2/9/2023	Bank of Nova Scotia	537,116	$9.59M	0.0%	-4.9%	0.247%
2/9/2023	Great Lakes Advisors LLC	20,631	$0.37M	0.0%	N/A	0.010%
2/9/2023	Longfellow Investment Management Co. LLC	4,139	$74K	0.0%	-28.3%	0.002%
2/9/2023	First Trust Advisors LP	420,813	$7.51M	0.0%	+63.3%	0.194%
2/9/2023	Victory Capital Management Inc.	56,814	$1.03M	0.0%	+19.4%	0.026%
2/9/2023	Dimensional Fund Advisors LP	6,582,213	$117.49M	0.0%	+2.4%	3.033%
2/9/2023	Principal Financial Group Inc.	851,183	$15.19M	0.0%	+0.6%	0.392%
2/9/2023	Treasurer of the State of North Carolina	93,779	$1.67M	0.0%	+1.3%	0.043%
2/9/2023	Citigroup Inc.	97,480	$1.74M	0.0%	-79.8%	0.045%
2/8/2023	Raymond James & Associates	43,747	$0.78M	0.0%	+4.4%	0.020%
2/8/2023	UBS Group AG	192,621	$3.44M	0.0%	+21.4%	0.089%
2/8/2023	Skandinaviska Enskilda Banken AB publ	74,412	$1.33M	0.0%	+97.3%	0.034%
2/8/2023	Thrivent Financial for Lutherans	306,966	$5.48M	0.0%	-2.0%	0.141%
2/8/2023	California Public Employees Retirement System	534,936	$9.55M	0.0%	-1.9%	0.246%
2/8/2023	Alpine Associates Management Inc.	120,300	$2.15M	0.1%	-0.5%	0.055%
2/8/2023	Nordea Investment Management AB	271,489	$4.83M	0.0%	-0.7%	0.125%
2/8/2023	Swiss National Bank	524,025	$9.35M	0.0%	+1.8%	0.241%
2/8/2023	Cozad Asset Management Inc.	78,977	$1.41M	0.2%	+1.2%	0.036%
2/8/2023	Trillium Asset Management LLC	227,147	$4.06M	0.1%	-4.6%	0.105%
2/8/2023	Arizona State Retirement System	61,246	$1.09M	0.0%	+3.8%	0.028%
2/7/2023	Texas Permanent School Fund	145,922	$2.61M	0.0%	-6.5%	0.067%
2/7/2023	State Board of Administration of Florida Retirement System	207,275	$3.70M	0.0%	-14.1%	0.095%
2/7/2023	Toronto Dominion Bank	8,380	$0.15M	0.0%	-81.3%	0.004%
2/7/2023	Commonwealth Equity Services LLC	69,682	$1.24M	0.0%	-12.0%	0.032%
2/7/2023	LPL Financial LLC	39,136	$0.70M	0.0%	-18.6%	0.018%
2/7/2023	Shell Asset Management Co.	10,936	$0.20M	0.0%	-16.9%	0.005%
2/7/2023	Envestnet Asset Management Inc.	81,974	$1.46M	0.0%	-8.2%	0.038%
2/6/2023	Retirement Systems of Alabama	286,083	$5.11M	0.0%	+0.7%	0.132%
2/6/2023	Pacer Advisors Inc.	41,600	$0.74M	0.0%	N/A	0.019%
2/3/2023	Pzena Investment Management LLC	3,298,180	$58.87M	0.3%	-4.4%	1.520%
2/3/2023	D.A. Davidson & CO.	275,674	$4.92M	0.1%	+6.4%	0.127%
2/3/2023	Fisher Asset Management LLC	3,005,307	$53.65M	0.0%	-1.9%	1.385%
2/3/2023	Sepio Capital LP	30,743	$0.55M	0.0%	-2.9%	0.014%
2/2/2023	SG Americas Securities LLC	17,576	$0.31M	0.0%	+89.6%	0.008%
2/2/2023	MainStreet Investment Advisors LLC	22,988	$0.41M	0.0%	-8.4%	0.011%
2/2/2023	GAM Holding AG	49,000	$0.88M	0.1%	-27.4%	0.023%
2/2/2023	Raymond James Trust N.A.	13,634	$0.24M	0.0%	+15.8%	0.006%
2/2/2023	ProShare Advisors LLC	29,955	$0.54M	0.0%	+13.3%	0.014%
2/2/2023	Leeward Investments LLC MA	1,349,288	$24.09M	1.1%	-0.6%	0.622%
2/1/2023	Bank of Montreal Can	58,974	$1.05M	0.0%	-40.9%	0.027%
2/1/2023	State of New Jersey Common Pension Fund D	116,354	$2.08M	0.0%	-26.6%	0.054%
2/1/2023	Zurcher Kantonalbank Zurich Cantonalbank	34,730	$0.62M	0.0%	+22.1%	0.016%
2/1/2023	Wolverine Asset Management LLC	205,452	$3.67M	0.0%	+2.4%	0.095%
2/1/2023	CWM LLC	8,998	$0.16M	0.0%	+6.6%	0.004%
2/1/2023	Janney Montgomery Scott LLC	169,650	$3.03M	0.0%	+2.6%	0.078%
1/31/2023	Clean Yield Group	50,418	$0.90M	0.4%	-9.0%	0.023%
1/31/2023	Trium Capital LLP	78,116	$1.39M	0.5%	N/A	0.036%
1/30/2023	Foundry Partners LLC	314,953	$5.62M	0.3%	+11.4%	0.145%
1/30/2023	Versor Investments LP	894,945	$15.98M	1.4%	-78.2%	0.412%
1/27/2023	Natixis Advisors L.P.	76,737	$1.37M	0.0%	+17.8%	0.035%
1/27/2023	State of Michigan Retirement System	55,290	$0.99M	0.0%	+1.1%	0.025%
1/27/2023	Rice Hall James & Associates LLC	304,860	$5.44M	0.3%	-2.3%	0.140%
1/26/2023	Comerica Bank	96,342	$1.66M	0.0%	-1.8%	0.044%
1/26/2023	Inspire Advisors LLC	27,880	$0.50M	0.1%	+35.8%	0.013%
1/26/2023	Inspire Investing LLC	13,307	$0.24M	0.0%	+9.9%	0.006%
1/26/2023	Strs Ohio	88,133	$1.57M	0.0%	+26.4%	0.041%
1/25/2023	Havens Advisors LLC	150,658	$2.69M	6.8%	+90.7%	0.069%
1/24/2023	Harbor Investment Advisory LLC	1,918	$34K	0.0%	-25.8%	0.001%
1/24/2023	ZWJ Investment Counsel Inc.	714,127	$12.75M	0.7%	+2.0%	0.329%
1/24/2023	National Bank of Canada FI	13,000	$0.23M	0.0%	-91.0%	0.006%
1/24/2023	Xponance Inc.	28,571	$0.51M	0.0%	+11.5%	0.013%
1/23/2023	Allspring Global Investments Holdings LLC	380,089	$6.79M	0.0%	-11.5%	0.175%
1/20/2023	44 Wealth Management LLC	11,046	$0.20M	0.1%	+6.3%	0.005%
1/20/2023	Naples Global Advisors LLC	14,500	$0.26M	0.0%	-4.3%	0.007%

Data available starting January 2016

See Full Table

Umpqua Holdings Corp. operates as a bank holding company, which provides banking and financial services. The firm operates through the following segments: Wholesale Bank, Wealth Management, Retail Bank and Home Lending. The Wholesale Bank segment includes lending, treasury and cash management services and customer risk management products to middle market corporate, commercial and business banking customers and the operations of FinPac. The Wealth Management segment consists of the operations of Umpqua Investments, which offers retail brokerage and investment advisory services and products to its clients who consist primarily of individual investors, and Umpqua private bank, which serves high net worth individuals with liquid investable assets and provides customized financial solutions and offerings. The Retail Bank segment includes retail lending and deposit services for customers served through the Bank's store network. The Home Lending segment operates as a division of the Bank, originates, sells and services residential mortgage loans. It also offers loans, checking, overdraft services, debit cards, online banking and credit cards. The company was founded in March 1999 and is

Today's Range

Now: $17.66

$17.66

50 Day Range

MA: $18.10

$17.48

$19.57

52 Week Range

Now: $17.66

$15.77

$21.50

Volume

N/A

Average Volume

2,305,677 shs

Market Capitalization

$3.83 billion

P/E Ratio

11.39

Dividend Yield

4.76%

Beta

0.97