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 24, 2020
Q4 2019
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-947Closed |
$59K - $66.2K
|
0
$0
|
|
|
Jan 06, 2020
Q4 2019
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.36KClosed |
$272K - $305K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-6.8KClosed |
$413K - $464K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Oakworth Capital, Inc.
|
SELL
|
- |
-530Closed |
$32.2K - $36.2K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-13.7KClosed |
$834K - $938K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Ing Groep Nv
|
SELL
|
- |
-6.77KClosed |
$411K - $462K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-278Closed |
$16.9K - $19K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-177Closed |
$10.7K - $12.1K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-83Closed |
$5.04K - $5.67K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-23Closed |
$1.41K - $1.65K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Loomis Sayles & CO L P
|
SELL
|
- |
-417KClosed |
$25.6M - $29.9M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.11KClosed |
$191K - $223K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Parametrica Management LTD
|
SELL
|
- |
-4.65KClosed |
$286K - $333K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-48Closed |
$2.95K - $3.44K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-236Closed |
$14.5K - $16.9K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-207KClosed |
$12.7M - $14.9M
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-26Closed |
$1.6K - $1.86K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-156Closed |
$9.59K - $11.2K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-199Closed |
$12.2K - $13.8K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-8.62KClosed |
$529K - $598K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-7KClosed |
$429K - $486K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.88KClosed |
$238K - $269K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-199Closed |
$12.2K - $13.8K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-567Closed |
$34.8K - $39.4K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-52Closed |
$3.03K - $3.77K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.06KClosed |
$61.5K - $76.5K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-3.43KClosed |
$200K - $249K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-8.77KClosed |
$511K - $636K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.01KClosed |
$175K - $218K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-15.9KClosed |
$927K - $1.15M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-834Closed |
$48.6K - $60.5K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-21Closed |
$1.22K - $1.52K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-8Closed |
$466 - $580
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-4.09KClosed |
$238K - $297K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
315+ 9.49% |
$22.2K - $25.1K
|
3.64K
$399K
|
|
|
Nov 14, 2018
Q3 2018
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-2.97KClosed |
$209K - $237K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-18.3KClosed |
$1.29M - $1.46M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.2KClosed |
$84.6K - $95.7K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-3.67KClosed |
$259K - $293K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-3.79KClosed |
$267K - $302K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1KClosed |
$70.5K - $79.8K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-5.95KClosed |
$421K - $475K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Natixis
Paris, I0 |
SELL
|
- |
-2.97KClosed |
$211K - $238K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-4.8KClosed |
$339K - $383K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-12.4KClosed |
$881K - $994K
|
0
$0
|
|
|
Jul 24, 2018
Q2 2018
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
257+ 8.15% |
$18.2K - $20.5K
|
3.41K
$374K
|
|
|
Jul 11, 2018
Q2 2018
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.18KClosed |
$296K - $334K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Sep 07, 2021
Q1 2018
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.03K- 92.38% |
$216K - $235K
|
250
$27.4K
|
|
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.01K+ 7802.6% |
$427K - $465K
|
6.09K
$668K
|
|
|
May 15, 2018
Q1 2018
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-625KClosed |
$44.5M - $48.4M
|
0
$0
|
|