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Umpqua Holdings Corp (NASDAQ:UMPQ)

18.93
BATS BZX Real-Time Price
As of 3:03pm ET
 -0.26 / -1.35%
Today’s Change
14.78
Today|||52-Week Range
19.50
+0.80%
Year-to-Date
Institutional investors hold a majority ownership of UMPQ through the 88.79% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Regional Banks industry. Last, during the quarter ended June 2017, these large investors purchased a net $1.0 million shares.
Mutual fund holders55.97%
Other institutional32.82%
Individual stakeholders15.55%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2017PRENTISS SMITH & CO., INC.  Bought 276.0 Thousand shares of Umpqua Holdings Corp
6/30/2017LEGATO CAPITAL MANAGEMENT LLC  Bought 29.9 Thousand shares of Umpqua Holdings Corp
6/30/2017QUANTITATIVE SYSTEMATIC STRATEGI...  Bought 25.4 Thousand shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors9.81%21,616,651396,881,712+1,141,328+5.57%
The Vanguard Group, Inc.8.52%18,767,385344,569,189+903,885+5.06%
Capital Research & Management Co....6.50%14,328,706263,075,042+815,611+6.04%
SSgA Funds Management, Inc.6.03%13,280,067243,822,030+1,294,031+10.80%
Atlanta Capital Management Co. LL...4.32%9,525,780174,893,321-219,551-2.25%
Dimensional Fund Advisors LP3.85%8,485,421155,792,330-608,552-6.69%
Macquarie Investment Management B...2.20%4,851,30589,069,960+369,514+8.24%
Northern Trust Investments, Inc.2.16%4,751,37587,235,245+28,104+0.60%
Fisher Asset Management LLC1.79%3,942,34372,381,417-707,697-15.22%
Perkins Investment Management LLC1.78%3,917,04771,916,983-883,726-18.41%

Top 10 Mutual Funds Holding Umpqua Holdings Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds Income Fund of Ame...5.21%11,487,800210,916,008+944,594+8.96%
Eaton Vance SMID Cap Portfolio2.89%6,369,638116,946,55400.00%
iShares Core S&P Mid Cap ETF2.43%5,356,03798,336,839-9,264-0.17%
Vanguard Small Cap Index Fund2.33%5,126,17894,116,628-53,374-1.03%
Vanguard Total Stock Market Index...2.31%5,089,76493,448,067+13,334+0.26%
iShares Russell 2000 ETF1.98%4,358,50280,022,097+4,830+0.11%
American Funds Small Cap World Fu...1.72%3,785,50069,501,78000.00%
Vanguard Small Cap Value Index Fu...1.50%3,310,51560,781,055-52,788-1.57%
Janus Perkins Mid Cap Value Fund1.47%3,235,62659,406,093+3,235,626--
SPDR S&P Regional Banking ETF1.31%2,890,13853,062,934-4,154-0.14%