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, 2024
Q3 2024
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
155K+ 93.95% |
$12.6M - $16.9M
|
320K
$38.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.83KNew |
$312K - $417K
|
3.83K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-12.7K- 67.24% |
$1.03M - $1.38M
|
6.18K
$747K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
72+ 205.71% |
$5.86K - $7.84K
|
107
$13K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-211- 38.64% |
$17.2K - $23K
|
335
$40.5K
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
2.4K+ 2.77% |
$195K - $262K
|
89.1K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-11.8K- 2.11% |
$960K - $1.28M
|
548K
$66.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
50KNew |
$4.07M - $5.45M
|
50K
$6.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14New |
$1.14K - $1.53K
|
14
$1.69K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.93K+ 23.12% |
$320K - $428K
|
20.9K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
15.8K+ 38.46% |
$1.29M - $1.73M
|
57.1K
$6.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.01K- 9.13% |
$82.3K - $110K
|
10.1K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
5.17KNew |
$420K - $563K
|
5.17K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3K+ 54.0% |
$244K - $326K
|
8.55K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
21.1K+ 1.93% |
$1.72M - $2.3M
|
1.11M
$135M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
125+ 2.36% |
$10.2K - $13.6K
|
5.42K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-8.48K- 75.16% |
$690K - $924K
|
2.8K
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
196K+ 11.16% |
$15.9M - $21.3M
|
1.95M
$236M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.96KNew |
$322K - $432K
|
3.96K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.7K- 1.29% |
$301K - $403K
|
282K
$34.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
24.5K+ 11.33% |
$2M - $2.67M
|
241K
$29.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
24.1K+ 4.34% |
$1.96M - $2.63M
|
580K
$70.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-14.2K- 2.75% |
$1.16M - $1.55M
|
503K
$60.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
208+ 5.36% |
$16.9K - $22.7K
|
4.09K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
18.3KNew |
$1.49M - $2M
|
18.3K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
19.1K+ 28.52% |
$1.56M - $2.08M
|
86.1K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
54+ 0.9% |
$4.4K - $5.88K
|
6.04K
$731K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.07% |
$163 - $218
|
2.73K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
123K+ 109.27% |
$10M - $13.4M
|
236K
$28.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.8K+ 767.41% |
$1.53M - $2.05M
|
21.3K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-533- 3.36% |
$43.4K - $58.1K
|
15.3K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
10.5KNew |
$855K - $1.14M
|
10.5K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
25New |
$2.04K - $2.72K
|
25
$3.03K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.49% |
$81.4 - $109
|
205
$24.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.41KNew |
$115K - $154K
|
1.41K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
30.1KNew |
$2.45M - $3.28M
|
30.1K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-393- 9.03% |
$32K - $42.8K
|
3.96K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22New |
$1.79K - $2.4K
|
22
$2.66K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
84+ 195.35% |
$6.84K - $9.15K
|
127
$15.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
373+ 2.88% |
$30.4K - $40.6K
|
13.3K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.58K+ 467.14% |
$373K - $499K
|
5.56K
$673K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.76K- 2.53% |
$550K - $737K
|
261K
$31.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.86K- 4.18% |
$558K - $747K
|
157K
$19M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.03K+ 35.41% |
$165K - $221K
|
7.76K
$940K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-76- 1.36% |
$6.19K - $8.28K
|
5.53K
$669K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-180- 2.35% |
$14.7K - $19.6K
|
7.48K
$906K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
1.88K+ 48.13% |
$153K - $205K
|
5.79K
$701K
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.51K+ 35.77% |
$286K - $382K
|
13.3K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
32.8K+ 229.57% |
$2.67M - $3.58M
|
47.1K
$5.7M
|