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 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-25.1K- 2.02% |
$2.69M - $3.16M
|
1.22M
$132M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-507- 2.35% |
$54.2K - $63.7K
|
21.1K
$2.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.62K+ 4.96% |
$173K - $203K
|
34.2K
$3.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
1.86KNew |
$199K - $233K
|
1.86K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
178K+ 44.28% |
$19M - $22.4M
|
581K
$63M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-391K- 19.68% |
$41.7M - $49.1M
|
1.59M
$173M
|
|
|
Nov 12, 2025
Q3 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.3K+ 22.46% |
$353K - $414K
|
18K
$1.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
452K+ 32.69% |
$48.2M - $56.7M
|
1.83M
$199M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.29K+ 23.32% |
$244K - $287K
|
12.1K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.7K+ 24.5% |
$181K - $213K
|
8.61K
$934K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17- 0.6% |
$1.82K - $2.14K
|
2.8K
$304K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.42K+ 1.57% |
$472K - $555K
|
287K
$31.1M
|
|
|
Nov 12, 2025
Q3 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
249KNew |
$26.6M - $31.3M
|
249K
$27M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-257- 0.66% |
$27.5K - $32.3K
|
38.7K
$4.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
25.9K+ 8.28% |
$2.76M - $3.25M
|
338K
$36.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.58K+ 6.06% |
$169K - $199K
|
27.7K
$3M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-58- 11.69% |
$6.2K - $7.28K
|
438
$47.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-9.97K- 5.45% |
$1.07M - $1.25M
|
173K
$18.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-974- 26.8% |
$104K - $122K
|
2.66K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 1.09% |
$1.39K - $1.63K
|
1.2K
$130K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.02KNew |
$750K - $881K
|
7.02K
$761K
|
|
|
Nov 12, 2025
Q3 2025
|
Global Alpha Capital Management Ltd.
|
SELL
|
- |
-800- 0.12% |
$85.5K - $100K
|
644K
$69.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
128K+ 34.04% |
$13.7M - $16.1M
|
504K
$54.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
19.2K+ 281.75% |
$2.06M - $2.42M
|
26.1K
$2.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
23.7K+ 72.28% |
$2.53M - $2.97M
|
56.4K
$6.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.26K+ 30.4% |
$348K - $409K
|
14K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-174- 6.88% |
$18.6K - $21.9K
|
2.35K
$255K
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.72K- 14.52% |
$290K - $341K
|
16K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-18- 0.1% |
$1.92K - $2.26K
|
18.3K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.26K+ 13.75% |
$241K - $284K
|
18.7K
$2.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
884+ 2.07% |
$94.4K - $111K
|
43.5K
$4.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
110K+ 17.86% |
$11.8M - $13.9M
|
728K
$78.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
95New |
$10.1K - $11.9K
|
95
$10.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
124K+ 19.98% |
$13.2M - $15.5M
|
743K
$80.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-169- 71.91% |
$18.1K - $21.2K
|
66
$7.15K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
94.5K+ 3.45% |
$10.1M - $11.9M
|
2.83M
$307M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.83K- 8.58% |
$195K - $229K
|
19.5K
$2.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.4K- 89.14% |
$257K - $302K
|
293
$31.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
27New |
$2.88K - $3.39K
|
27
$2.93K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
169K+ 20.99% |
$18.1M - $21.2M
|
974K
$106M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
506+ 21.05% |
$54.1K - $63.5K
|
2.91K
$315K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-28.5K- 32.01% |
$3.04M - $3.58M
|
60.5K
$6.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 8.15% |
$3.53K - $4.14K
|
372
$40.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
199+ 25.81% |
$21.3K - $25K
|
970
$105K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
903+ 3.63% |
$96.5K - $113K
|
25.8K
$2.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.97K- 39.48% |
$531K - $625K
|
7.63K
$827K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-656- 2.11% |
$70.1K - $82.4K
|
30.4K
$3.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-140- 1.35% |
$15K - $17.6K
|
10.2K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-520- 3.19% |
$55.6K - $65.3K
|
15.8K
$1.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2+ 0.34% |
$214 - $251
|
591
$64.1K
|
|