Dark
Light
System
Security
UMPQUA HLDGS CORP
UMPQUA HLDGS CORP. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 281 Institutional holders with a total value of $3,213,871,063.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WOODMONT INVESTMENT COUNSEL LLC 4 0 0.00%
2 MassMutual Private Wealth & Trust, FSB 0 0 0.00%
3 CUTLER GROUP LLC / CA 1,000 0 0.00% Call
4 First Horizon Advisors, Inc. 117 1,000 0.00%
5 Sandy Spring Bank 68 1,000 0.00%
6 SIGNATUREFD, LLC 125 2,000 0.00%
7 BNP PARIBAS FINANCIAL MARKETS 165 2,617 0.00%
8 HOWE & RUSLING INC 200 3,000 0.00%
9 IFP ADVISORS, INC 167 3,000 0.00%
10 BRONFMAN E.L. ROTHSCHILD, L.P. 210 3,000 0.00%
11 Cable Hill Partners, LLC 132 3,000 0.00%
12 CUTLER GROUP LLC / CA 12,400 4,000 0.00% Put
13 Weaver C. Barksdale & Associates, Inc. 257 4,000 0.00%
14 Checchi Capital Advisers, LLC 230 4,000 0.00%
15 BESSEMER GROUP INC 244 4,000 0.00%
16 PEAK6 Group LLC 300 5,000 0.00% Call
17 Allworth Financial LP 334 5,000 0.00%
18 Forward Management, LLC 330 5,000 0.00%
19 MSI Financial Services Inc 343 5,000 0.00%
20 Gemmer Asset Management LLC 404 6,000 0.00%
21 Hartford Financial Management Inc. 500 7,000 0.00%
22 ROCKEFELLER FINANCIAL SERVICES INC 495 8,000 0.00%
23 FIRST MANHATTAN CO. LLC. 609 9,000 0.00%
24 Ledyard National Bank 585 9,000 0.00%
25 LOOMIS SAYLES & CO L P 586 9,000 0.00%
26 TOMPKINS FINANCIAL CORP 564 9,000 0.00%
27 Mercer Capital Advisers, Inc. 634 10,000 0.00%
28 ACROSPIRE INVESTMENT MANAGEMENT LLC 610 10,000 0.00%
29 TCI Wealth Advisors, Inc. 743 12,000 0.00%
30 HIGH POINT BANK & TRUST CO 726 12,000 0.00%
31 PROFICIO CAPITAL PARTNERS LLC 837 13,000 0.00%
32 QUADRANT CAPITAL GROUP LLC 860 13,000 0.00%
33 GUPTA WEALTH MANAGEMENT LLC 1,012 16,000 0.00%
34 ASSETMARK, INC 1,082 17,000 0.00%
35 ARMBRUSTER CAPITAL MANAGEMENT, INC. 1,100 17,000 0.00%
36 Pinnacle Holdings, LLC 1,100 17,446 0.00%
37 FARMERS & MERCHANTS INVESTMENTS INC 1,255 20,000 0.00%
38 CENTRAL TRUST Co 1,500 24,000 0.00%
39 MUFG Americas Holdings Corp 1,600 26,000 0.00%
40 VERSANT CAPITAL MANAGEMENT, INC 1,710 27,000 0.00%
41 Highlander Capital Management, LLC 1,700 27,000 0.00%
42 GENEOS WEALTH MANAGEMENT INC. 1,715 27,000 0.00%
43 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,818 29,000 0.00%
44 PEAK6 Group LLC 2,661 42,000 0.00%
45 QS Investors, LLC 3,741 59,000 0.00%
46 WASHINGTON TRUST BANK 5,194 82,000 0.00%
47 Zurcher Kantonalbank (Zurich Cantonalbank) 6,413 102,000 0.00%
48 CUTLER GROUP LLC / CA 6,444 102,000 0.00%
49 Creative Planning 7,118 113,000 0.00%
50 LS Investment Advisors, LLC 7,661 122,000 0.00%
Page 1 of 6

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.