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

Institutional Holders (2016Q2)
Portfolio Summary: 295 Institutional holders with a total value of $3,161,035,258.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 800 0 0.00% Call
2 SIMPLEX TRADING, LLC 5 0 0.00%
3 ZIONS BANCORPORATION 3 0 0.00%
4 Sandy Spring Bank 68 1,000 0.00%
5 MYCIO WEALTH PARTNERS, LLC 219 3,000 0.00%
6 IFP ADVISORS, INC 167 3,000 0.00%
7 CITY HOLDING CO 191 3,000 0.00%
8 HOWE & RUSLING INC 200 3,000 0.00%
9 Advisory Services Network, LLC 287 4,000 0.00%
10 Archford Capital Strategies, LLC 208 4,000 0.00%
11 WEALTHPLAN PARTNERS, LLC 275 4,254 0.00%
12 Forward Management, LLC 330 5,000 0.00%
13 Allworth Financial LP 337 5,000 0.00%
14 Weaver C. Barksdale & Associates, Inc. 317 5,000 0.00%
15 Cable Hill Partners, LLC 285 5,000 0.00%
16 MSI Financial Services Inc 380 6,000 0.00%
17 Gemmer Asset Management LLC 404 6,000 0.00%
18 Hartford Financial Management Inc. 500 7,000 0.00%
19 Financial Management Professionals, Inc. 460 7,000 0.00%
20 SIGNATUREFD, LLC 530 8,000 0.00%
21 Ledyard National Bank 585 9,000 0.00%
22 FIRST MANHATTAN CO. LLC. 609 9,000 0.00%
23 Mercer Capital Advisers, Inc. 634 10,000 0.00%
24 First Personal Financial Services 653 10,000 0.00%
25 TOMPKINS FINANCIAL CORP 740 11,000 0.00%
26 HIGH POINT BANK & TRUST CO 726 11,000 0.00%
27 TCI Wealth Advisors, Inc. 743 11,000 0.00%
28 BROWN BROTHERS HARRIMAN & CO 716 11,000 0.00%
29 LOOMIS SAYLES & CO L P 813 13,000 0.00%
30 PROFICIO CAPITAL PARTNERS LLC 913 14,000 0.00%
31 PINKERTON WEALTH, LLC 996 15,000 0.00%
32 QUADRANT CAPITAL GROUP LLC 1,037 15,000 0.00%
33 Highlander Capital Management, LLC 1,000 15,000 0.00%
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,075 16,000 0.00%
35 Pinnacle Holdings, LLC 1,100 17,017 0.00%
36 WOLVERINE TRADING LP /BD 13 19,630 0.00% Call
37 ASSETMARK, INC 1,375 21,000 0.00%
38 CENTRAL TRUST Co 1,500 23,000 0.00%
39 GENEOS WEALTH MANAGEMENT INC. 1,585 24,000 0.00%
40 VERSANT CAPITAL MANAGEMENT, INC 1,625 25,000 0.00%
41 Checchi Capital Advisers, LLC 2,517 39,000 0.00%
42 Gradient Investments LLC 2,936 45,000 0.00%
43 MUFG Americas Holdings Corp 3,053 47,000 0.00%
44 ACROSPIRE INVESTMENT MANAGEMENT LLC 3,287 51,000 0.00%
45 CANADA PENSION PLAN INVESTMENT BOARD 3,400 53,000 0.00%
46 RIVERHEAD CAPITAL MANAGEMENT LLC 2,376 54,000 0.00%
47 NOMURA ASSET MANAGEMENT CO LTD 4,400 68,000 0.00%
48 CUTLER GROUP LLC / CA 4,633 71,000 0.00%
49 WASHINGTON TRUST BANK 4,584 71,000 0.00%
50 WOLVERINE TRADING LP /BD 4,944 74,654 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.