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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-400- 4.23% |
$32.6K - $43.6K
|
9.05K
$994K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
243New |
$19.8K - $26.5K
|
243
$26.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$163 - $218
|
13
$1.43K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-1.8K- 47.37% |
$147K - $196K
|
2K
$220K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-446- 11.6% |
$36.3K - $48.6K
|
3.4K
$373K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.93KNew |
$157K - $211K
|
1.93K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
262+ 8.6% |
$21.3K - $28.5K
|
3.31K
$363K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
738New |
$60.1K - $80.4K
|
738
$81K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
2.67KNew |
$217K - $290K
|
2.67K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
147New |
$12K - $16K
|
147
$16.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
9.02KNew |
$735K - $983K
|
9.02K
$990K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-564- 17.45% |
$45.9K - $61.4K
|
2.67K
$293K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.33K- 21.01% |
$678K - $908K
|
31.3K
$3.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-767- 1.68% |
$62.4K - $83.6K
|
44.9K
$4.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-281- 6.67% |
$22.9K - $30.6K
|
3.93K
$432K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 14.29% |
$163 - $218
|
12
$1.32K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-416K- 8.13% |
$33.9M - $45.3M
|
4.7M
$516M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
78+ 268.97% |
$6.35K - $8.5K
|
107
$11.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
569+ 29.31% |
$46.3K - $62K
|
2.51K
$276K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
215New |
$17.5K - $23.4K
|
215
$23.6K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.02K+ 69.49% |
$82.7K - $111K
|
2.48K
$272K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.31KNew |
$335K - $371K
|
4.31K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.5KNew |
$660K - $732K
|
8.5K
$932K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
1.6K+ 31.37% |
$124K - $138K
|
6.7K
$735K
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.19K+ 82.87% |
$325K - $361K
|
9.24K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.51KNew |
$273K - $302K
|
3.51K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.05KNew |
$315K - $349K
|
4.05K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
114KNew |
$8.89M - $9.85M
|
114K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
996+ 9.61% |
$77.4K - $85.8K
|
11.4K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
5KNew |
$389K - $431K
|
5K
$549K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-170- 13.41% |
$13.2K - $14.6K
|
1.1K
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1New |
$77.8 - $86.1
|
1
$110
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
4.66K+ 8.79% |
$363K - $402K
|
57.7K
$6.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Gator Capital Management, LLC
|
SELL
|
- |
-2.3K- 2.23% |
$179K - $198K
|
101K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.17% |
$156 - $172
|
94
$10.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-1.91K- 43.63% |
$148K - $164K
|
2.47K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-469- 2.24% |
$36.5K - $40.4K
|
20.4K
$2.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.25KNew |
$486K - $538K
|
6.25K
$686K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
831New |
$64.6K - $71.6K
|
831
$91.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
94.1K+ 1.6% |
$7.31M - $8.1M
|
5.97M
$656M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8- 24.24% |
$622 - $689
|
25
$2.74K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.5KNew |
$1.36M - $1.51M
|
17.5K
$1.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.61K- 42.87% |
$203K - $225K
|
3.48K
$382K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.31KNew |
$646K - $716K
|
8.31K
$912K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.07K- 26.13% |
$161K - $178K
|
5.85K
$642K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10New |
$778 - $861
|
10
$1.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
4.27K+ 11.17% |
$332K - $368K
|
42.5K
$4.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.59K- 19.79% |
$123K - $137K
|
6.43K
$705K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
9.82K+ 161.88% |
$764K - $846K
|
15.9K
$1.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-87- 33.08% |
$6.76K - $7.49K
|
176
$19.3K
|
|