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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 |
JCM
351
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$15K | -753 | Closed |
|
| 352 |
ADL
352
Asset Dedication LLC
San Francisco,
California
| – | -$2K | -107 | Closed |
|
| 353 |
RCA
353
Ranch Capital Advisors
Sarasota,
Florida
| – | -$2K | -100 | Closed |
|
| 354 |
CSWM
354
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| – | +$141 | +7 | New |
|
| 355 |
CT
355
Cambridge Trust
Cambridge,
Massachusetts
| – | +$404 | +20 | New |
|