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 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.99K+ 22.64% |
$533K - $626K
|
27K
$2.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13K- 54.18% |
$1.39M - $1.63M
|
11K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.2% |
$855 - $1K
|
4.02K
$436K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 6.85% |
$534 - $628
|
78
$8.46K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
50New |
$5.34K - $6.28K
|
50
$5.42K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
35New |
$3.74K - $4.4K
|
35
$3.79K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-221K- 11.16% |
$23.6M - $27.7M
|
1.76M
$190M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.42K+ 124.15% |
$258K - $303K
|
4.36K
$473K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
437+ 15.13% |
$46.7K - $54.9K
|
3.33K
$361K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-4.54K- 1.76% |
$485K - $570K
|
253K
$27.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 0.12% |
$534 - $628
|
4.06K
$440K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-503- 87.33% |
$53.7K - $63.2K
|
73
$7.91K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
43+ 25.44% |
$4.59K - $5.4K
|
212
$23K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3.61K+ 32.63% |
$386K - $454K
|
14.7K
$1.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7.32K+ 354.06% |
$782K - $920K
|
9.39K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-83- 30.4% |
$8.87K - $10.4K
|
190
$20.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-224- 4.46% |
$23.9K - $28.1K
|
4.8K
$520K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
171+ 219.23% |
$18.3K - $21.5K
|
249
$27K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.47K- 6.13% |
$157K - $184K
|
22.5K
$2.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-2.26K- 9.91% |
$242K - $284K
|
20.6K
$2.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
1.87KNew |
$200K - $235K
|
1.87K
$203K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-9.08K- 15.85% |
$970K - $1.14M
|
48.2K
$5.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
480+ 11.89% |
$51.3K - $60.3K
|
4.52K
$490K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.35K- 32.65% |
$678K - $797K
|
13.1K
$1.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 25.0% |
$107 - $126
|
5
$542
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$107 - $126
|
253
$27.4K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
967+ 8790.91% |
$103K - $121K
|
978
$106K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-378- 17.07% |
$40.4K - $47.5K
|
1.84K
$199K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-19.3K- 95.61% |
$1.67M - $2.08M
|
884
$95.8K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.1K+ 25.87% |
$957K - $1.2M
|
53.9K
$5.84M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
5.7K+ 25.51% |
$492K - $615K
|
28K
$3.04M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-4.27K- 54.31% |
$369K - $461K
|
3.59K
$389K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25+ 92.59% |
$2.16K - $2.7K
|
52
$5.64K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
973+ 46.62% |
$84.1K - $105K
|
3.06K
$332K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.16K- 35.12% |
$99.8K - $125K
|
2.13K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-9.69K- 12.01% |
$837K - $1.05M
|
70.9K
$7.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-41- 3.3% |
$3.54K - $4.43K
|
1.2K
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-6.17K- 40.78% |
$533K - $666K
|
8.96K
$971K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-4.57K- 6.7% |
$395K - $493K
|
63.6K
$6.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-8.02K- 34.11% |
$693K - $866K
|
15.5K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.26KNew |
$454K - $568K
|
5.26K
$570K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.86KNew |
$334K - $417K
|
3.86K
$419K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.79K- 37.72% |
$155K - $194K
|
2.96K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
16.9KNew |
$1.46M - $1.82M
|
16.9K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-21.8K- 81.96% |
$1.89M - $2.36M
|
4.81K
$521K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-54.7K- 81.91% |
$4.73M - $5.91M
|
12.1K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-3.75K- 4.77% |
$324K - $405K
|
74.9K
$8.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
8.89KNew |
$768K - $960K
|
8.89K
$963K
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-16K- 11.7% |
$1.39M - $1.73M
|
121K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
7.23K+ 36.14% |
$624K - $781K
|
27.2K
$2.95M
|
|