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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.37KNew |
$118K - $148K
|
1.37K
$148K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.39KNew |
$206K - $258K
|
2.39K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.52KNew |
$218K - $272K
|
2.52K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
15.7K+ 216.3% |
$1.35M - $1.69M
|
22.9K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-89- 36.03% |
$7.69K - $9.61K
|
158
$17.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-80- 4.01% |
$6.91K - $8.64K
|
1.92K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.2K+ 27.26% |
$104K - $129K
|
5.6K
$607K
|
|
|
Aug 14, 2025
Q2 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-45- 0.63% |
$3.89K - $4.86K
|
7.11K
$771K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-1.57K- 31.52% |
$135K - $169K
|
3.4K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.64KNew |
$315K - $393K
|
3.64K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-55- 2.23% |
$4.75K - $5.94K
|
2.41K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-61.2K- 63.43% |
$5.29M - $6.61M
|
35.3K
$3.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-48- 2.31% |
$4.15K - $5.18K
|
2.03K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.29K+ 15.22% |
$198K - $247K
|
17.3K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
149K+ 512.62% |
$12.9M - $16.1M
|
178K
$19.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Roubaix Capital, LLC
|
BUY
|
- |
39.2KNew |
$3.39M - $4.23M
|
39.2K
$4.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
BUY
|
- |
3.53KNew |
$305K - $381K
|
3.53K
$383K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3- 8.11% |
$259 - $324
|
34
$3.69K
|
|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.86K+ 193.15% |
$507K - $633K
|
8.9K
$965K
|
|
|
Aug 13, 2025
Q2 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-29.4K- 75.19% |
$2.54M - $3.17M
|
9.7K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4New |
$346 - $432
|
4
$434
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.68KNew |
$232K - $290K
|
2.68K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10KNew |
$864K - $1.08M
|
10K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
SELL
|
- |
-2.57K- 21.47% |
$222K - $277K
|
9.39K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
90New |
$7.78K - $9.72K
|
90
$9.76K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
43+ 1.22% |
$3.72K - $4.64K
|
3.56K
$386K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.98KNew |
$171K - $214K
|
1.98K
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-463- 17.13% |
$40K - $50K
|
2.24K
$243K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.14K- 33.83% |
$98.7K - $123K
|
2.23K
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-982- 8.99% |
$84.8K - $106K
|
9.94K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.02K- 26.96% |
$88.1K - $110K
|
2.76K
$300K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23+ 0.67% |
$1.99K - $2.48K
|
3.46K
$375K
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
2.34K+ 17.64% |
$202K - $253K
|
15.6K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
2.06KNew |
$178K - $222K
|
2.06K
$223K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
12K+ 128.73% |
$1.04M - $1.3M
|
21.3K
$2.31M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.05K- 1.96% |
$90.6K - $113K
|
52.5K
$5.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
4.91KNew |
$424K - $530K
|
4.91K
$532K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 31.25% |
$864 - $1.08K
|
22
$2.38K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 3.38% |
$1.73K - $2.16K
|
572
$62K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
346New |
$29.9K - $37.4K
|
346
$37.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.79KNew |
$327K - $409K
|
3.79K
$410K
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.94KNew |
$167K - $209K
|
1.94K
$210K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.7K- 76.28% |
$921K - $1.15M
|
3.31K
$359K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$518 - $648
|
6
$650
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
24+ 0.31% |
$2.07K - $2.59K
|
7.74K
$839K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$4.32K - $5.4K
|
50
$5.42K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
BUY
|
- |
2.32KNew |
$200K - $251K
|
2.32K
$251K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-5.6K- 38.84% |
$484K - $605K
|
8.82K
$956K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
226New |
$19.5K - $24.4K
|
226
$24.5K
|
|