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UMPQ
Umpqua Holdings Corp
UMPQ
UMPQ
Delisted
UMPQ was delisted on the 28th of February, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 351 |
FC
351
FORA Capital
Miami,
Florida
| – | -$72K | -4,082 | Closed |
|
| 352 |
352
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$53K | -3,013 | Closed |
|
| 353 |
BL
353
Balentine LLC
Atlanta,
Georgia
| – | -$33K | -1,879 | Closed |
|
| 354 |
HFM
354
Hartford Financial Management
Hartford,
Connecticut
| – | -$12K | -700 | Closed |
|
| 355 |
LWM
355
Liberty Wealth Management
Oakland,
California
| – | -$6K | -311 | Closed |
|
| 356 |
HGWM
356
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$3K | -206 | Closed |
|
| 357 |
WQ
357
Wealth Quarterback
Toms River,
New Jersey
| – | -$2.25K | -127 | Closed |
|
| 358 |
VCM
358
Versant Capital Management
Phoenix,
Arizona
| – | -$1.21K | -78 | -82% |
|
| 359 |
SAM
359
S.A. Mason
Holland,
Michigan
| – | -$1K | -65 | Closed |
|
| 360 |
ZB
360
Zions Bancorporation
Salt Lake City,
Utah
| – | -$1K | -58 | Closed |
|
| 361 |
GKIM
361
GW&K Investment Management
Boston,
Massachusetts
| – | -$1K | -40 | Closed |
|
| 362 |
362
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$576 | +37 | New |
|