UMPQ(UMPQ)
UMPQ
Institutional Ownership
Top 127 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Acrisure Capital Management, LLC | -- | Mar 31, 23 | -17.63K | -- |
| HAVENS ADVISORS LLC | 150.66K | Dec 31, 22 | +71.66K | 0.07% |
| Crosspoint Capital Strategies, LLC | 67.64K | Dec 31, 22 | +67.64K | 0.03% |
| Telemetry Investments, L.L.C. | 20.36K | Dec 31, 22 | +20.36K | 0.01% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 9.03M | Sep 30, 22 | -97.78K | 4.16% |
| AGF Investments LLC | 92.33K | Sep 30, 22 | +36.15K | 0.04% |
| AlphaCrest Capital Management LLC | 43.14K | Sep 30, 22 | +43.14K | 0.02% |
| Eidelman Virant Capital | 33.20K | Sep 30, 22 | -- | 0.02% |
| EATON VANCE MANAGEMENT | 28.14K | Sep 30, 22 | -- | 0.01% |
| AGF INVESTMENTS INC. | 18.72K | Sep 30, 22 | +3.72K | 0.01% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16.95K | Sep 30, 22 | +2.08K | 0.01% |
| ROOSEVELT INVESTMENT GROUP LLC | 13.00K | Sep 30, 22 | +3.00K | 0.01% |
| WIPFLI FINANCIAL ADVISORS LLC, | 3.49K | Sep 30, 22 | +3.49K | 0.00% |
| MUFG Americas Holdings Corp | -- | Sep 30, 22 | -558 | -- |
| ADVISOR PARTNERS LLC | 10.96K | Jun 30, 22 | -363 | 0.01% |
| Private Capital Group, LLC | 4.39K | Jun 30, 22 | +279 | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1.84M | Mar 31, 22 | -158.76K | 0.85% |
| IndexIQ Advisors LLC | 393.11K | Mar 31, 22 | -80.60K | 0.18% |
| Amalgamated Financial Corp. | 149.73K | Mar 31, 22 | +149.73K | 0.07% |
| FIRST QUADRANT LLC/CA | -- | Mar 31, 22 | -9.00K | -- |
| SPHINX TRADING, LP | 17.80K | Dec 31, 21 | +17.80K | 0.01% |
| NEXT Financial Group, Inc | 56 | Dec 31, 21 | -13.79K | 0.00% |
| BBVA USA | 14.59K | Sep 30, 21 | -6.49K | 0.01% |
| FIRST MERCANTILE TRUST CO | 7.39K | Sep 30, 21 | -940 | 0.00% |
| Berman Capital Advisors, LLC | 975 | Sep 30, 21 | +1 | 0.00% |
| SNOW CAPITAL MANAGEMENT LP | 313.08K | Jun 30, 21 | -59.80K | 0.14% |
| QS Investors, LLC | 24.30K | Jun 30, 21 | -- | 0.01% |
| PICTET ASSET MANAGEMENT LTD | 14.80K | Jun 30, 21 | -2.20K | 0.01% |
| PNC Managed Account Solutions, Inc. | 26 | Jun 30, 21 | +26 | 0.00% |
| WADDELL & REED FINANCIAL INC | 2.37M | Mar 31, 21 | +81.67K | 1.09% |
| BBVA USA Bancshares, Inc. | 24.70K | Mar 31, 21 | -3.12K | 0.01% |
| AMUNDI ASSET MANAGEMENT US, INC. | -- | Mar 31, 21 | -72.34K | -- |
| Aperio Group, LLC | 297.98K | Dec 31, 20 | +3.02K | 0.14% |
| SKYLINE ASSET MANAGEMENT LP | 101.23K | Dec 31, 20 | -506.91K | 0.05% |
| Cornerstone Advisors, Inc. | 101 | Sep 30, 20 | -- | 0.00% |
| ETRADE Capital Management LLC | -- | Sep 30, 20 | -22.73K | -- |
| Watson Rebecca | -- | Sep 30, 20 | -1.00K | -- |
| Confluence Wealth Management LLC | -- | Sep 30, 20 | -10.60K | -- |
| BRINKER CAPITAL INC | 16.83K | Jun 30, 20 | -637 | 0.01% |
| CHICAGO EQUITY PARTNERS LLC | 246.45K | Mar 31, 20 | +162.85K | 0.11% |
| Xact Kapitalforvaltning AB | 39.89K | Mar 31, 20 | -- | 0.02% |
| PIEDMONT INVESTMENT ADVISORS INC | 16.63K | Mar 31, 20 | +1 | 0.01% |
| OAKBROOK INVESTMENTS LLC | -- | Mar 31, 20 | -24.60K | -- |
| CA Family Wealth, LLC | -- | Mar 31, 20 | -10.05K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 56.07K | Dec 31, 19 | -4.89K | 0.03% |
| Advisor Group, Inc. | 25.26K | Dec 31, 19 | -6.54K | 0.01% |
| Highstreet Asset Management Inc. | 19.65K | Dec 31, 19 | +19.65K | 0.01% |
| Glen Harbor Capital Management LLC | 44.20K | Sep 30, 19 | -- | 0.02% |
| Meadow Creek Investment Management LLC | 36.40K | Sep 30, 19 | -- | 0.02% |
| LaSalle Street Capital Management, LLC | 30.10K | Sep 30, 19 | -- | 0.01% |
| Elkfork Partners LLC | 28.60K | Sep 30, 19 | -- | 0.01% |
| RIVERHEAD CAPITAL MANAGEMENT LLC | 22.96K | Sep 30, 19 | -- | 0.01% |
| Tyers Asset Management LLC | 20.80K | Sep 30, 19 | -- | 0.01% |
| EAGLE BOSTON INVESTMENT MANAGEMENT INC | 41.27K | Jun 30, 19 | -76.30K | 0.02% |
| TEACHERS ADVISORS, LLC | 703.77K | Mar 31, 19 | +182.84K | 0.32% |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 550.02K | Mar 31, 19 | +101.95K | 0.25% |
| OppenheimerFunds, Inc. | 261.79K | Mar 31, 19 | +211.53K | 0.12% |
| BREMER TRUST NATIONAL ASSOCIATION | 1.70K | Dec 31, 18 | +1.70K | 0.00% |
| Watermark Asset Management, Inc. | 626 | Dec 31, 18 | -- | 0.00% |
| CLINTON GROUP INC | 14.14K | Sep 30, 18 | +14.14K | 0.01% |
| DENVER INVESTMENT ADVISORS LLC | 1.01M | Mar 31, 18 | -57.98K | 0.46% |
| DREMAN VALUE MANAGEMENT, L L C | 1.92K | Mar 31, 18 | -- | 0.00% |
| MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 150 | Mar 31, 18 | +150 | 0.00% |
| FNY Managed Accounts LLC | -- | Mar 31, 18 | -800 | -- |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -1.51K | -- |
| AHL Partners LLP | 29.32K | Dec 31, 17 | -10.67K | 0.01% |
| SII INVESTMENTS INC/WI | -- | Dec 31, 17 | -24.55K | -- |
| Neuberger Berman Canada ULC | 99.15K | Sep 30, 17 | -2.74K | 0.05% |
| I.G. INVESTMENT MANAGEMENT, LTD. | 36.66K | Sep 30, 17 | +36.66K | 0.02% |
| Acrospire Investment Management LLC | -- | Sep 30, 17 | -1.45K | -- |
| Century Capital Management, LLC | 186.40K | Jun 30, 17 | -8.92K | 0.09% |
| Commonwealth Equity Services, Inc | 86.92K | Jun 30, 17 | +4.14K | 0.04% |
| Virtu KCG Holdings LLC | 29.17K | Jun 30, 17 | -52.74K | 0.01% |
| CAPSTONE ASSET MANAGEMENT CO | 18.53K | Jun 30, 17 | -- | 0.01% |
| Capstone Investment Advisors (Netherlands), B.V. | 12.44K | Jun 30, 17 | +12.44K | 0.01% |
| TFS CAPITAL LLC | -- | Jun 30, 17 | -19.76K | -- |
| Perkins Investment Management, LLC | 3.92M | Mar 31, 17 | -883.73K | 1.80% |
| Irving Magee Investment Management | 239.28K | Mar 31, 17 | +1 | 0.11% |
| Princeton Alpha Management LP | 34.31K | Mar 31, 17 | +34.31K | 0.02% |
| JANUS HENDERSON INVESTORS US LLC | 25.30K | Mar 31, 17 | -2.03K | 0.01% |
| Spot Trading L.L.C | 21.27K | Mar 31, 17 | +21.27K | 0.01% |
| BlackRock Fund Advisors | 13.75M | Dec 31, 16 | +1.95M | 6.33% |
| BlackRock Institutional Trust Company, N.A. | 6.73M | Dec 31, 16 | +66.48K | 3.10% |
| BlackRock Investment Management, LLC | 1.59M | Dec 31, 16 | +140.34K | 0.73% |
| Calvert Investment Management, Inc. | 536.83K | Dec 31, 16 | -109.82K | 0.25% |
| BLACKROCK ADVISORS LLC | 322.12K | Dec 31, 16 | +207.56K | 0.15% |
| BlackRock Group LTD | 182.20K | Dec 31, 16 | -67.61K | 0.08% |
| KEELEY ASSET MANAGEMENT CORP | 106.87K | Dec 31, 16 | +9.44K | 0.05% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 13.90K | Dec 31, 16 | -- | 0.01% |
| HIGH POINT BANK & TRUST CO | 726 | Dec 31, 16 | -- | 0.00% |
| MSI Financial Services Inc | 354 | Dec 31, 16 | -29 | 0.00% |
| BlackRock Japan Co. Ltd | -- | Dec 31, 16 | -10.77K | -- |
| Emerald Acquisition Ltd. | 123.98K | Sep 30, 16 | -201.26K | 0.06% |
| Tradewinds Global Investors, LLC | -- | Sep 30, 16 | -10.38K | -- |
| SOCIETE GENERALE | 256.89K | Jun 30, 16 | +256.89K | 0.12% |
| RUSSELL FRANK CO/ | 44.03K | Mar 31, 16 | -36.38K | 0.02% |
| Gupta Wealth Management LLC | 1.01K | Mar 31, 16 | +1.01K | 0.00% |
| BRYN MAWR CAPITAL MANAGEMENT INC | -- | Dec 31, 15 | -340.06K | -- |
| CITY NATIONAL BANK | 707.22K | Sep 30, 15 | -63.30K | 0.33% |
| DECADE CAPITAL MANAGEMENT LLC | 636.84K | Sep 30, 15 | +52.55K | 0.29% |
| BRYN MAWR CAPITAL MANAGEMENT INC | 340.06K | Sep 30, 15 | +123.23K | 0.16% |
| BLUE ARROW CAPITAL MANAGEMENT LLC | 160.00K | Sep 30, 15 | +160.00K | 0.07% |
| OFI Advisors LLC | 11.46K | Sep 30, 15 | +837 | 0.01% |
| Pergamon Offshore Advisors, L.P. | 11.18K | Sep 30, 15 | +11.18K | 0.01% |
| MANAGED ACCOUNT ADVISORS LLC | 1.31M | Jun 30, 15 | +95.77K | 0.60% |
| BAIRD ROBERT W & CO INC /WI/ | 16.06K | Mar 31, 15 | +16.06K | 0.01% |
| Placemark Investments, Inc. | 82.46K | Dec 31, 14 | +17.48K | 0.04% |
| SHAPIRO ROBERT N | 1.36K | Dec 31, 14 | +1.36K | 0.00% |
| UBS AG | 475.81K | Sep 30, 14 | +74.51K | 0.22% |
| QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 217.37K | Sep 30, 14 | -93.54K | 0.10% |
| SEI TRUST CO | 152.19K | Sep 30, 14 | +58.37K | 0.07% |
| McAdams Wright Ragen, Inc. | 11.90K | Sep 30, 14 | -38 | 0.01% |
| Wilmington Trust, National Association | 552.33K | Jun 30, 14 | +16.77K | 0.25% |
| WILMINGTON TRUST CO | 230.47K | Jun 30, 14 | +99 | 0.11% |
| KMS FINANCIAL SERVICES, INC | 24.97K | Jun 30, 14 | -49.84K | 0.01% |
| Man Investments Ltd | -- | Jun 30, 14 | -130.06K | -- |
| CHARTWELL INVESTMENT PARTNERS/PA | 761.10K | Mar 31, 14 | -15.13K | 0.35% |
| STIFEL NICOLAUS & CO INC \MO\ | -- | Sep 30, 13 | -32.50K | -- |
| KNIGHT CAPITAL GROUP LLC | 14.70K | Jun 30, 13 | +14.70K | 0.01% |
| Irish Life Investment Managers Ltd. | 5.75K | Jun 30, 13 | -- | 0.00% |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | 52.40K | Mar 31, 13 | -1.78K | 0.02% |
| Manulife Investment Management (North America) Ltd | 32.06K | Mar 31, 13 | +1.25K | 0.01% |
| First Allied Securities, Inc. | 10.93K | Jun 30, 12 | +2.97K | 0.01% |
| Boston Trust Walden Co | -- | Dec 31, 11 | -1.63M | -- |
| BROWN INVESTMENT ADVISORY & TRUST CO | 31.52K | Mar 31, 10 | +31.52K | 0.01% |
| LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST | 43.09K | Jun 30, 08 | +6.92K | 0.02% |
| RBC CMA LLC | 33.91K | Jun 30, 06 | +33.91K | 0.02% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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