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UMPQ

Umpqua Holdings Corp

Delisted

UMPQ was delisted on the 28th of February, 2023.

Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
226
Van Hulzen Asset Management
California
$351K
IA
227
Inspire Advisors
Idaho
$351K +$183K +10,293 +101%
SAM
228
Securian Asset Management
Minnesota
$338K
CB
229
Commerce Bank
Missouri
$337K
Baird Financial Group
230
Baird Financial Group
Wisconsin
$322K +$17.8K +1,000 +6%
AII
231
AGF Investments Inc
Ontario, Canada
$320K +$66.1K +3,718 +25%
CGH
232
Crossmark Global Holdings
Texas
$311K -$8.88K -500 -3%
VAS
233
Vestmark Advisory Solutions
Massachusetts
$309K -$5.6K -315 -2%
Neuberger Berman Group
234
Neuberger Berman Group
New York
$297K -$4.82K -271 -2%
RA
235
Royce & Associates
New York
$297K
Prudential Financial
236
Prudential Financial
New Jersey
$295K -$3.8K -214 -1%
MIAN
237
Mariner Independent Advisor Network
Kansas
$290K +$37K +2,081 +14%
PWP
238
Principle Wealth Partners
Connecticut
$285K
Creative Planning
239
Creative Planning
Kansas
$281K +$293K +16,469 New
MWC
240
MBM Wealth Consultants
Missouri
$280K +$283K +15,926 +16,764%
Ensign Peak Advisors
241
Ensign Peak Advisors
Utah
$279K +$290K +16,300 New
NGA
242
Naples Global Advisors
Florida
$259K -$114K -6,400 -30%
SN
243
Sittner & Nelson
Oregon
$255K
Mitsubishi UFJ Trust & Banking
244
Mitsubishi UFJ Trust & Banking
Japan
$253K -$147K -8,255 -36%
PAMS
245
Pictet Asset Management (Switzerland)
Switzerland
$253K
NC
246
NinePointTwo Capital
California
$249K
SAM
247
Shell Asset Management
Netherlands
$225K -$463K -26,034 -66%
RIG
248
Roosevelt Investment Group
New York
$222K +$53.3K +3,000 +30%
CIG
249
Cairn Investment Group
Washington
$210K
II
250
Inspire Investing
Idaho
$207K -$9.7K -546 -4%