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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
23.6K+ 163.52% |
$2.38M - $3.01M
|
38K
$4.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-623- 10.76% |
$63K - $79.5K
|
5.17K
$560K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
14.5KNew |
$1.47M - $1.85M
|
14.5K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
4New |
$405 - $510
|
4
$434
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.7KNew |
$1.49M - $1.88M
|
14.7K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.9KNew |
$1.71M - $2.15M
|
16.9K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$202 - $255
|
2
$217
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.7KNew |
$273K - $345K
|
2.7K
$293K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$101 - $128
|
1
$108
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.5KNew |
$1.57M - $1.98M
|
15.5K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.62KNew |
$670K - $845K
|
6.62K
$718K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.93K+ 29.24% |
$296K - $374K
|
13K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
850New |
$86K - $108K
|
850
$92.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-11.8K- 54.38% |
$1.19M - $1.51M
|
9.91K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.04KNew |
$105K - $133K
|
1.04K
$113K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.25K- 30.03% |
$126K - $159K
|
2.91K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$218K - $275K
|
2.16K
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
289+ 6.32% |
$29.2K - $36.9K
|
4.86K
$527K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
268+ 124.65% |
$27.1K - $34.2K
|
483
$52.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-9K- 50.0% |
$910K - $1.15M
|
9K
$976K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-776K- 87.02% |
$63.2M - $84.6M
|
116K
$12.6M
|
|
|
Aug 29, 2025
Q3 2024
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
SELL
|
- |
-700- 36.84% |
$57K - $76.3K
|
1.2K
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
5.8K+ 24.89% |
$472K - $632K
|
29.1K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$202K - $270K
|
2.48K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-27.7KClosed |
$2.25M - $3.01M
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.49KNew |
$121K - $162K
|
1.49K
$161K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.01KNew |
$245K - $327K
|
3.01K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
6.14KNew |
$499K - $668K
|
6.14K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-200- 2.19% |
$16.3K - $21.8K
|
8.92K
$966K
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-1.4K- 18.21% |
$114K - $152K
|
6.27K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
138KNew |
$11.2M - $15M
|
138K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
9.76K+ 44.41% |
$795K - $1.06M
|
31.7K
$3.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.71K- 48.54% |
$220K - $295K
|
2.87K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
18.3KNew |
$1.49M - $2M
|
18.3K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
5.17KNew |
$420K - $563K
|
5.17K
$560K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-8.48K- 75.16% |
$690K - $924K
|
2.8K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4.65K- 60.07% |
$379K - $507K
|
3.09K
$335K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
58New |
$4.72K - $6.32K
|
58
$6.29K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$326 - $436
|
4
$434
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.56K+ 16.44% |
$127K - $169K
|
11K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.2K+ 210.31% |
$2.13M - $2.85M
|
38.6K
$4.19M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
243New |
$19.8K - $26.5K
|
243
$26.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-446- 11.6% |
$36.3K - $48.6K
|
3.4K
$368K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-1.8K- 47.37% |
$147K - $196K
|
2K
$217K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$163 - $218
|
13
$1.41K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
147New |
$12K - $16K
|
147
$15.9K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.31KNew |
$335K - $371K
|
4.31K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
1.6K+ 31.37% |
$124K - $138K
|
6.7K
$726K
|
|