Latest Institutional Transactions on Umb Financial Corp (UMBF)
This table provides information on the latest institutional transactions involving Umb Financial Corp (UMBF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-11.8K- 54.38% |
$1.19M - $1.51M
|
9.91K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-721- 9.39% |
$72.9K - $92K
|
6.95K
$842K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
109+ 0.2% |
$11K - $13.9K
|
54K
$6.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-725- 4.44% |
$73.3K - $92.5K
|
15.6K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-4.61K- 1.69% |
$467K - $588K
|
268K
$32.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-16- 0.72% |
$1.62K - $2.04K
|
2.21K
$267K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-206- 18.44% |
$20.8K - $26.3K
|
911
$110K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-273- 3.02% |
$27.6K - $34.8K
|
8.78K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.8K+ 27.83% |
$182K - $229K
|
8.25K
$998K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.04KNew |
$105K - $133K
|
1.04K
$126K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.25K- 30.03% |
$126K - $159K
|
2.91K
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 27.78% |
$506 - $638
|
23
$2.78K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
690+ 52.51% |
$69.8K - $88K
|
2K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.13KNew |
$316K - $399K
|
3.13K
$379K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3+ 0.67% |
$303 - $383
|
452
$54.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 14.29% |
$202 - $255
|
12
$1.45K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
2.35K+ 1.19% |
$237K - $299K
|
200K
$24.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-390- 9.91% |
$39.4K - $49.8K
|
3.54K
$429K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
12.6K+ 510.29% |
$1.28M - $1.61M
|
15.1K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13- 0.46% |
$1.31K - $1.66K
|
2.82K
$341K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 5.0% |
$303 - $383
|
63
$7.63K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
186+ 5.39% |
$18.8K - $23.7K
|
3.63K
$440K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-291K- 6.19% |
$29.4M - $37.1M
|
4.41M
$534M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$218K - $275K
|
2.16K
$261K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
289+ 6.32% |
$29.2K - $36.9K
|
4.86K
$589K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5New |
$506 - $638
|
5
$605
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
12.9K+ 28.84% |
$1.31M - $1.65M
|
57.8K
$7M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
12.8KNew |
$1.29M - $1.63M
|
12.8K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.52KNew |
$255K - $322K
|
2.52K
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
268+ 124.65% |
$27.1K - $34.2K
|
483
$58.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
125+ 6.46% |
$12.6K - $16K
|
2.06K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-9K- 50.0% |
$910K - $1.15M
|
9K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1.87KNew |
$190K - $239K
|
1.87K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$303 - $383
|
3
$363
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
24+ 13.26% |
$2.43K - $3.06K
|
205
$24.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$101 - $128
|
250
$30.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
59+ 1966.67% |
$5.97K - $7.53K
|
62
$7.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
81+ 24.25% |
$8.19K - $10.3K
|
415
$50.2K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-46.4K- 12.76% |
$3.78M - $5.05M
|
317K
$38.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.98KNew |
$161K - $215K
|
1.98K
$239K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-40- 0.23% |
$3.26K - $4.36K
|
17.7K
$2.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
170K+ 278.81% |
$13.9M - $18.6M
|
231K
$28M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-298- 1.42% |
$24.3K - $32.5K
|
20.7K
$2.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.07KNew |
$169K - $226K
|
2.07K
$251K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.7KNew |
$868K - $1.16M
|
10.7K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
261K+ 438.78% |
$21.3M - $28.4M
|
321K
$38.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.1K- 2.65% |
$253K - $338K
|
114K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-38.8K- 22.62% |
$3.16M - $4.23M
|
133K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.14K- 8.34% |
$174K - $233K
|
23.5K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.2K- 88.2% |
$1.24M - $1.66M
|
2.04K
$246K
|
|