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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
420New |
$41.2K - $51.5K
|
420
$45.5K
|
|
|
May 05, 2025
Q1 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-6.3K- 37.5% |
$617K - $772K
|
10.5K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-16- 6.2% |
$1.57K - $1.96K
|
242
$26.2K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
7.24K+ 51.82% |
$709K - $887K
|
21.2K
$2.3M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
3.31K+ 86.66% |
$324K - $405K
|
7.12K
$772K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.98KNew |
$194K - $243K
|
1.98K
$215K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
24+ 218.18% |
$2.35K - $2.94K
|
35
$3.79K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
12.8KNew |
$1.25M - $1.57M
|
12.8K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
5K+ 56.18% |
$490K - $613K
|
13.9K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.94K+ 10.65% |
$484K - $605K
|
51.3K
$5.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 23.81% |
$490 - $613
|
16
$1.73K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$392 - $490
|
4
$434
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.21KNew |
$216K - $270K
|
2.21K
$239K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.84KNew |
$180K - $226K
|
1.84K
$200K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.53KNew |
$346K - $432K
|
3.53K
$382K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
14New |
$1.37K - $1.72K
|
14
$1.52K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16New |
$1.57K - $1.96K
|
16
$1.73K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 22.22% |
$980 - $1.23K
|
55
$5.96K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.9KNew |
$284K - $355K
|
2.9K
$314K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$1.96K - $2.45K
|
20
$2.17K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
6.95K+ 183.99% |
$681K - $852K
|
10.7K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
11.9K+ 93.17% |
$1.17M - $1.46M
|
24.7K
$2.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 15.38% |
$196 - $245
|
15
$1.63K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
18New |
$1.76K - $2.21K
|
18
$1.95K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.57KNew |
$252K - $315K
|
2.57K
$279K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
813New |
$79.7K - $99.6K
|
813
$88.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20New |
$1.96K - $2.45K
|
20
$2.17K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
3.73KNew |
$366K - $457K
|
3.73K
$404K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 233.33% |
$686 - $858
|
10
$1.08K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
318New |
$32.2K - $40.6K
|
318
$34.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.35KNew |
$136K - $172K
|
1.35K
$146K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
67.5K+ 18.74% |
$6.83M - $8.61M
|
428K
$46.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-221K- 55.2% |
$22.4M - $28.2M
|
180K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
85.3KNew |
$8.63M - $10.9M
|
85.3K
$9.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
6.68K+ 42.69% |
$676K - $853K
|
22.3K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
15.8K+ 44.62% |
$1.59M - $2.01M
|
51.1K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-21- 28.77% |
$2.12K - $2.68K
|
52
$5.64K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
60.5KNew |
$6.12M - $7.72M
|
60.5K
$6.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
5.88KNew |
$595K - $750K
|
5.88K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
41.8K+ 103.63% |
$4.22M - $5.33M
|
82.1K
$8.9M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-60.3K- 92.97% |
$6.09M - $7.69M
|
4.56K
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-15.7K- 58.27% |
$1.59M - $2.01M
|
11.3K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-264- 6.49% |
$26.7K - $33.7K
|
3.8K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.4K+ 701.46% |
$1.56M - $1.96M
|
17.6K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
42.1KNew |
$4.26M - $5.37M
|
42.1K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
8.33K+ 219.52% |
$843K - $1.06M
|
12.1K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-575- 23.11% |
$58.2K - $73.4K
|
1.91K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
29.2KNew |
$2.95M - $3.72M
|
29.2K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
23.6K+ 163.52% |
$2.38M - $3.01M
|
38K
$4.12M
|
|