Umpqua Holdings Corp
UMPQ2023/3/1 下市- 產業
- Savings Institution, Federally Chartered
- SEC CIK
- 0001077771
Umpqua Holdings Corp 已在 2023/3/1 下市；內部人最後一份 Form 4 在 2023/3/2 申報；2022 年第 4 季末有 348 家機構在 13F 申報持有，市值合計 $33.9 億；沒有大師持有。
2022 年第 3 季 13F 持有人
Umpqua Holdings Corp 在 2022/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 332
- 較 2022 年第 2 季 +13 家
- 持有股數
- 1.91 億
- 較 2022 年第 2 季 −15.9 萬 (−0.1%)
- 總市值
- $32.7 億
- 較 2022 年第 2 季 +$5,999 萬 (+1.9%)
- 新進機構
- 35
- 另有 112 家加碼
- 清倉機構
- 22
- 另有 121 家減碼
另有 3 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 UMPQ 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 0 | $0 |
| 2026 年第 1 季 | 0 | $0 |
| 2025 年第 4 季 | 0 | $0 |
| 2025 年第 3 季 | 0 | $0 |
| 2025 年第 2 季 | 0 | $0 |
| 2025 年第 1 季 | 0 | $0 |
| 2024 年第 4 季 | 0 | $0 |
| 2024 年第 3 季 | 0 | $0 |
| 2024 年第 2 季 | 0 | $0 |
| 2024 年第 1 季 | 0 | $0 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 2 | $1,233 |
| 2023 年第 1 季 | 2 | $6,232 |
| 2022 年第 4 季 | 348 | $33.9 億 |
| 2022 年第 3 季 | 332 | $32.7 億 |
| 2022 年第 2 季 | 322 | $32.1 億 |
| 2022 年第 1 季 | 329 | $36.0 億 |
| 2021 年第 4 季 | 320 | $36.6 億 |
| 2021 年第 3 季 | 309 | $39.1 億 |
| 2021 年第 2 季 | 305 | $36.2 億 |
| 2021 年第 1 季 | 320 | $34.1 億 |
2022 年第 3 季持有機構
每家機構持有 Umpqua Holdings Corp 的股數、市值與佔組合比重；股數變化跟 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Private Trust Co NA | 23 | $0 | 0.00% | 00.0% | 不變 |
| Pacific Center for Financial Services | 11 | $0 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 23 | $0 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 53 | $1,000 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 84 | $1,000 | 0.00% | +22+35.5% | 加碼 |
| Creative Financial Designs Inc | 86 | $1,000 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 44 | $1,000 | 0.00% | −11−20.0% | 減碼 |
| Money Concepts Capital Corp | 80 | $1,000 | 0.00% | +80 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 53 | $1,000 | 0.00% | +53 | 新進 |
| SJS Investment Consulting Inc. | 33 | $1,000 | 0.00% | +33 | 新進 |
| Versant Capital Management, Inc | 91 | $2,000 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 102 | $2,000 | 0.00% | +1+1.0% | 加碼 |
| Bell Investment Advisors, Inc | 123 | $2,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 143 | $2,000 | 0.00% | +66+85.7% | 加碼 |
| Farmers & Merchants Investments Inc | 94 | $2,000 | 0.00% | +94 | 新進 |
| Loomis Sayles & Co L P | 152 | $3,000 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 166 | $3,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 147 | $3,000 | 0.00% | −58−28.3% | 減碼 |
| Quent Capital, LLC | 159 | $3,000 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 154 | $3,000 | 0.00% | +154 | 新進 |
| JFS Wealth Advisors, LLC | 214 | $4,000 | 0.00% | −55−20.4% | 減碼 |
| BerganKDV Wealth Management, LLC | 256 | $4,000 | 0.00% | +2+0.8% | 加碼 |
| Ten Capital Wealth Advisors, LLC | 248 | $4,000 | 0.00% | 00.0% | 不變 |
| KB Financial Partners, LLC | 234 | $4,000 | 0.00% | 00.0% | 不變 |
| Washington Trust Co | 205 | $4,000 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 265 | $5,000 | 0.00% | −262−49.7% | 減碼 |
| Sageworth Trust Co | 309 | $5,000 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 285 | $5,000 | 0.00% | 00.0% | 不變 |
| Mechanics Financial Corp | 300 | $5,000 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 267 | $5,000 | 0.00% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 400 | $6,000 | 0.01% | 00.0% | 不變 |
| First Manhattan Co | 355 | $6,000 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 328 | $6,000 | 0.00% | +169+106.3% | 加碼 |
| Glassman Wealth Services | 400 | $7,000 | 0.00% | 00.0% | 不變 |
| Adirondack Retirement Specialists, Inc. | 400 | $7,000 | 0.01% | +400 | 新進 |
| Sageworth Trust Co of South Dakota | 453 | $8,000 | 0.02% | −265−36.9% | 減碼 |
| Ellevest, Inc. | 451 | $8,000 | 0.00% | +416+1,188.6% | 加碼 |
| Hantz Financial Services, Inc. | 504 | $9,000 | 0.00% | −204−28.8% | 減碼 |
| Peregrine Capital Management LLC | 550 | $9,000 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 531 | $9,000 | 0.00% | +6+1.1% | 加碼 |
| Capital Analysts, LLC | 604 | $1.00 萬 | 0.00% | +7+1.2% | 加碼 |
| Clearview Wealth Advisors LLC | 658 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 682 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 766 | $1.30 萬 | 0.00% | +15+2.0% | 加碼 |
| Standard Family Office LLC | 800 | $1.40 萬 | 0.01% | +800 | 新進 |
| Simplex Trading, LLC | 896 | $1.50 萬 | 0.00% | −1,133−55.8% | 減碼 |
| Harvest Fund Management Co., Ltd | 855 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 740 | $1.50 萬 | 0.00% | +79+12.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 910 | $1.60 萬 | 0.00% | −158−14.8% | 減碼 |
| Allworth Financial LP | 1,558 | $2.70 萬 | 0.00% | +100+6.9% | 加碼 |
| Bessemer Group Inc | 1,572 | $2.70 萬 | 0.00% | +622+65.5% | 加碼 |
| Nomura Asset Management Co Ltd | 1,610 | $2.75 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 1,775 | $3.00 萬 | 0.01% | +36+2.1% | 加碼 |
| Column Capital Advisors, LLC | 2,362 | $4.00 萬 | 0.01% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 2,584 | $4.40 萬 | 0.01% | 00.0% | 不變 |
| KBC Group NV | 2,702 | $4.60 萬 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 2,750 | $4.70 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 2,770 | $4.70 萬 | 0.00% | +776+38.9% | 加碼 |
| Parallel Advisors, LLC | 3,127 | $5.30 萬 | 0.00% | +623+24.9% | 加碼 |
| Wipfli Financial Advisors LLC, | 3,487 | $6.00 萬 | 0.00% | +3,487 | 新進 |
| Covestor Ltd | 3,569 | $6.10 萬 | 0.05% | −3,135−46.8% | 減碼 |
| Ci Investments Inc. | 4,166 | $7.10 萬 | 0.00% | −211−4.8% | 減碼 |
| FMR LLC | 5,421 | $9.30 萬 | 0.00% | +1,022+23.2% | 加碼 |
| Longfellow Investment Management Co LLC | 5,775 | $9.90 萬 | 0.02% | +4,139+253.0% | 加碼 |
| Huntington National Bank | 6,716 | $11.5 萬 | 0.00% | +139+2.1% | 加碼 |
| Quadrant Capital Group LLC | 6,951 | $11.9 萬 | 0.02% | +5,260+311.1% | 加碼 |
| CWM, LLC | 8,441 | $14.4 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 9,272 | $15.8 萬 | 0.00% | −269,754−96.7% | 減碼 |
| Profund Advisors LLC | 10,288 | $17.6 萬 | 0.01% | −917−8.2% | 減碼 |
| 44 Wealth Management LLC | 10,396 | $17.8 萬 | 0.07% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 10,600 | $18.1 萬 | 0.03% | 00.0% | 不變 |
| Advisor Partners II, LLC | 10,667 | $18.2 萬 | 0.01% | +10,667 | 新進 |
| Procyon Private Wealth Partners, LLC | 10,945 | $18.7 萬 | 0.05% | −27−0.2% | 減碼 |
| Mariner, LLC | 10,947 | $18.7 萬 | 0.00% | +10,947 | 新進 |
| Paragon Capital Management Ltd | 11,183 | $19.1 萬 | 0.05% | −299−2.6% | 減碼 |
| Shelton Capital Management | 11,390 | $19.5 萬 | 0.01% | −815−6.7% | 減碼 |
| Utah Retirement Systems | 11,400 | $19.5 萬 | 0.00% | +100+0.9% | 加碼 |
| Citadel Advisors LLC | 11,532 | $19.7 萬 | 0.00% | +11,532 | 新進 |
| Evergreen Capital Management LLC | 11,709 | $20.0 萬 | 0.01% | +11,709 | 新進 |
| Raymond James Trust N.A. | 11,770 | $20.1 萬 | 0.01% | +680+6.1% | 加碼 |
| Meeder Asset Management Inc | 11,754 | $20.1 萬 | 0.01% | +712+6.4% | 加碼 |
| White Pine Capital LLC | 11,850 | $20.3 萬 | 0.08% | −2,500−17.4% | 減碼 |
| CWM Advisors, LLC | 12,108 | $20.7 萬 | 0.03% | −546−4.3% | 減碼 |
| Cairn Investment Group, Inc. | 12,267 | $21.0 萬 | 0.17% | 00.0% | 不變 |
| Roosevelt Investment Group LLC | 13,000 | $22.2 萬 | 0.02% | +3,000+30.0% | 加碼 |
| Shell Asset Management Co | 13,158 | $22.5 萬 | 0.01% | −26,034−66.4% | 減碼 |
| NinePointTwo Capital | 14,602 | $24.9 萬 | 0.10% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 14,793 | $25.3 萬 | 0.00% | −8,255−35.8% | 減碼 |
| Pictet Asset Management SA | 14,802 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 14,927 | $25.5 萬 | 0.17% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 15,150 | $25.9 萬 | 0.04% | −6,400−29.7% | 減碼 |
| Ensign Peak Advisors, Inc | 16,300 | $27.9 萬 | 0.00% | +16,300 | 新進 |
| MBM Wealth Consultants, LLC | 16,021 | $28.0 萬 | 0.14% | +15,926+16,764.2% | 加碼 |
| Creative Planning | 16,469 | $28.1 萬 | 0.00% | +16,469 | 新進 |
| Principle Wealth Partners LLC | 16,650 | $28.5 萬 | 0.04% | 00.0% | 不變 |
| Strategic Wealth Advisors Group, LLC | 16,955 | $29.0 萬 | 0.01% | +2,081+14.0% | 加碼 |
| Prudential Financial Inc | 17,179 | $29.5 萬 | 0.00% | −214−1.2% | 減碼 |
| Neuberger Berman Group LLC | 17,397 | $29.7 萬 | 0.00% | −271−1.5% | 減碼 |
| Royce & Associates LP | 17,400 | $29.7 萬 | 0.00% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 18,072 | $30.9 萬 | 0.02% | −315−1.7% | 減碼 |