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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-44Closed |
$3.61K - $4.29K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
119New |
$11.3K - $13.3K
|
119
$12.9K
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-56.3K- 90.0% |
$5.36M - $6.27M
|
6.25K
$678K
|
|
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-2.14KClosed |
$204K - $239K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-24Closed |
$2.29K - $2.67K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-2.04KClosed |
$195K - $228K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-29.2KClosed |
$2.78M - $3.25M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-2.27KClosed |
$217K - $253K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
300New |
$28.6K - $33.4K
|
300
$32.5K
|
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-49.2KClosed |
$4.68M - $5.48M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10Closed |
$952 - $1.11K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-3.2KClosed |
$305K - $357K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.37KClosed |
$321K - $375K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-7.72KClosed |
$735K - $860K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
18New |
$1.71K - $2.01K
|
18
$1.95K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-179Closed |
$17.3K - $19.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-161KClosed |
$15.6M - $17.4M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-69Closed |
$6.68K - $7.48K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-4.97KClosed |
$482K - $539K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
197New |
$19.1K - $21.3K
|
197
$21.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.3KNew |
$319K - $358K
|
3.3K
$358K
|
|
|
Feb 10, 2022
Q4 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.45KClosed |
$237K - $265K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Denali Advisors LLC
|
SELL
|
- |
-23Closed |
$2.23K - $2.49K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-2.35KClosed |
$228K - $255K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-24Closed |
$2.04K - $2.37K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-5.82KClosed |
$494K - $574K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-37Closed |
$3.14K - $3.65K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-6.46KClosed |
$549K - $637K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-9.23KClosed |
$783K - $910K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
32New |
$2.72K - $3.16K
|
32
$3.47K
|
|
|
Nov 12, 2021
Q3 2021
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-3.44KClosed |
$292K - $339K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-4.07KClosed |
$346K - $402K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7New |
$595 - $691
|
7
$759
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-354Closed |
$30.1K - $34.9K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-41Closed |
$3.48K - $4.04K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-3.09KClosed |
$274K - $308K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.16KNew |
$545K - $613K
|
6.16K
$667K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-300Closed |
$26.6K - $29.9K
|
0
$0
|
|
|
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 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
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-23.1KClosed |
$1.58M - $2.24M
|
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 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.17KClosed |
$630K - $890K
|
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
$469K
|
|
|
Apr 16, 2021
Q1 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-200- 0.76% |
$13.7K - $19.4K
|
26.2K
$2.84M
|
|