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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.93KNew |
$351K - $430K
|
5.93K
$643K
|
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
9.56KNew |
$566K - $693K
|
9.56K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-10.3K- 17.84% |
$612K - $750K
|
47.6K
$5.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
19.6KNew |
$1.16M - $1.42M
|
19.6K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
59.5K+ 86.92% |
$3.52M - $4.32M
|
128K
$13.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
130New |
$7.69K - $9.43K
|
130
$14.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$118 - $145
|
2
$217
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
43New |
$2.55K - $3.12K
|
43
$4.66K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6- 1.27% |
$355 - $435
|
465
$50.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3+ 6.82% |
$178 - $218
|
47
$5.09K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-32- 0.63% |
$1.74K - $2.15K
|
5.09K
$551K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.64K- 98.66% |
$143K - $178K
|
36
$3.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6+ 0.24% |
$326 - $403
|
2.52K
$273K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12New |
$651 - $807
|
12
$1.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
63New |
$3.42K - $4.24K
|
63
$6.83K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.64K+ 50.04% |
$252K - $312K
|
13.9K
$1.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-151- 10.22% |
$8.19K - $10.2K
|
1.33K
$144K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9New |
$488 - $605
|
9
$976
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
12.7KNew |
$688K - $853K
|
12.7K
$1.37M
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-434Closed |
$25.1K - $39.9K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3Closed |
$173 - $276
|
0
$0
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
26.6KNew |
$1.54M - $2.45M
|
26.6K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
50New |
$2.89K - $4.6K
|
50
$5.42K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-495- 9.45% |
$28.6K - $45.5K
|
4.74K
$514K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
10KNew |
$577K - $920K
|
10K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.29KNew |
$132K - $210K
|
2.29K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
BUY
|
- |
6.7KNew |
$387K - $616K
|
6.7K
$727K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-17- 1.3% |
$981 - $1.56K
|
1.29K
$140K
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.64KNew |
$441K - $703K
|
7.64K
$828K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
900New |
$51.9K - $82.8K
|
900
$97.6K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
7.52KNew |
$434K - $692K
|
7.52K
$815K
|
|
|
May 15, 2023
Q1 2023
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
20KNew |
$1.15M - $1.84M
|
20K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-276- 2.74% |
$15.9K - $25.4K
|
9.8K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.59KNew |
$149K - $238K
|
2.59K
$281K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
500New |
$28.9K - $46K
|
500
$54.2K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
637+ 63.26% |
$36.8K - $58.6K
|
1.64K
$178K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-1.2K- 37.5% |
$69.3K - $110K
|
2K
$217K
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
31.4K+ 27.1% |
$1.81M - $2.89M
|
147K
$16M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
9New |
$519 - $828
|
9
$976
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
43.7K+ 118.02% |
$2.52M - $4.02M
|
80.8K
$8.76M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-592- 10.94% |
$34.2K - $54.4K
|
4.82K
$522K
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
9.1KNew |
$525K - $837K
|
9.1K
$986K
|
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.29K+ 6.08% |
$74.5K - $119K
|
22.5K
$2.44M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.61K+ 3.65% |
$151K - $240K
|
74K
$8.02M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
10New |
$577 - $920
|
10
$1.08K
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.86K- 43.45% |
$223K - $355K
|
5.03K
$545K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
224+ 829.63% |
$12.9K - $20.6K
|
251
$27.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 8.33% |
$57.7 - $92
|
11
$1.19K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
10.9KNew |
$627K - $999K
|
10.9K
$1.18M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.3KNew |
$651K - $1.04M
|
11.3K
$1.22M
|
|