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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-23.2KClosed |
$2.05M - $2.31M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-35.2KClosed |
$3.12M - $3.51M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-25KClosed |
$2.21M - $2.49M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-4.66KClosed |
$412K - $464K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-68Closed |
$6.02K - $6.77K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-5.49KClosed |
$377K - $533K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-38Closed |
$2.61K - $3.69K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-7.52KClosed |
$516K - $730K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.4KNew |
$164K - $232K
|
2.4K
$290K
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-23.1KClosed |
$1.58M - $2.24M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.17KClosed |
$630K - $890K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-4.18KClosed |
$287K - $406K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-20Closed |
$1.37K - $1.94K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-652- 13.1% |
$44.8K - $63.3K
|
4.33K
$523K
|
|
|
Apr 16, 2021
Q1 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-200- 0.76% |
$13.7K - $19.4K
|
26.2K
$3.17M
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-218- 53.96% |
$15K - $21.2K
|
186
$22.5K
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-23Closed |
$1.13K - $1.67K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-300Closed |
$14.8K - $21.7K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-73.7KClosed |
$3.63M - $5.34M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-51.9KClosed |
$2.55M - $3.76M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-11.4KClosed |
$563K - $830K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-17.4KClosed |
$855K - $1.26M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
SELL
|
- |
-6.76KClosed |
$332K - $490K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
SELL
|
- |
-2.49KClosed |
$123K - $180K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
4KNew |
$197K - $290K
|
4K
$484K
|
|
|
Jan 25, 2021
Q4 2020
|
Kwmg, LLC
|
SELL
|
- |
-15KClosed |
$736K - $1.08M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Trust CO
|
SELL
|
- |
-670Closed |
$33K - $48.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.25KClosed |
$187K - $237K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-7.17KClosed |
$316K - $400K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.27KClosed |
$100K - $127K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-18Closed |
$794 - $1K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-59Closed |
$2.6K - $3.29K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-267Closed |
$11.8K - $14.9K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-75Closed |
$3.31K - $4.19K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Pendal Group LTD
|
SELL
|
- |
-4.8KClosed |
$211K - $268K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10Closed |
$441 - $558
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4+ 15.38% |
$170 - $247
|
30
$3.63K
|
|
|
Aug 14, 2020
Q2 2020
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-58Closed |
$2.46K - $3.58K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-83.5KClosed |
$3.55M - $5.15M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-982Closed |
$41.7K - $60.6K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-784Closed |
$33.3K - $48.4K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-300Closed |
$12.7K - $18.5K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Center Star Asset Management, LLC
|
SELL
|
- |
-254Closed |
$10.8K - $15.7K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-29Closed |
$1.23K - $1.79K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-8.01KClosed |
$340K - $494K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.96KClosed |
$126K - $206K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23KClosed |
$976K - $1.6M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-11.3KClosed |
$481K - $790K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.17KClosed |
$135K - $221K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2Closed |
$85 - $140
|
0
$0
|
|