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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-483- 13.31% |
$41.7K - $52.2K
|
3.15K
$341K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
297+ 8.73% |
$25.7K - $32.1K
|
3.7K
$401K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-221- 9.35% |
$19.1K - $23.9K
|
2.14K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.8KNew |
$242K - $302K
|
2.8K
$304K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 400.0% |
$346 - $432
|
5
$542
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-87- 1.09% |
$7.52K - $9.4K
|
7.93K
$860K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-34- 1.33% |
$2.94K - $3.67K
|
2.51K
$273K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-729- 12.36% |
$63K - $78.7K
|
5.17K
$560K
|
|
|
Jul 17, 2025
Q2 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
153+ 1.67% |
$13.2K - $16.5K
|
9.3K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
22New |
$1.9K - $2.38K
|
22
$2.38K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.15% |
$173 - $216
|
1.35K
$146K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
12New |
$1.04K - $1.3K
|
12
$1.3K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.04% |
$86.4 - $108
|
2.8K
$304K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28New |
$2.74K - $3.43K
|
28
$3.04K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2New |
$196 - $245
|
2
$217
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
291New |
$28.5K - $35.7K
|
291
$31.5K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.3KNew |
$421K - $527K
|
4.3K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
56.1KNew |
$5.5M - $6.88M
|
56.1K
$6.08M
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-51.4K- 34.61% |
$5.04M - $6.3M
|
97.2K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.38K+ 1230.36% |
$135K - $169K
|
1.49K
$162K
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
4KNew |
$392K - $490K
|
4K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
257+ 2.56% |
$25.2K - $31.5K
|
10.3K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.17KNew |
$311K - $389K
|
3.17K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.01K+ 3.32% |
$98.5K - $123K
|
31.3K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
7.72KNew |
$756K - $946K
|
7.72K
$837K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2KNew |
$196K - $245K
|
2K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-52.4K- 62.7% |
$5.14M - $6.43M
|
31.2K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.85KNew |
$769K - $961K
|
7.85K
$850K
|
|
|
May 14, 2025
Q1 2025
|
Petiole Usa LTD
New York, NY |
BUY
|
- |
24.1KNew |
$2.36M - $2.96M
|
24.1K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
345New |
$33.8K - $42.3K
|
345
$37.4K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
78+ 1950.0% |
$7.64K - $9.56K
|
82
$8.89K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-215- 1.14% |
$21.1K - $26.4K
|
18.7K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.43KNew |
$336K - $420K
|
3.43K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.48KNew |
$439K - $549K
|
4.48K
$486K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.12K+ 18.0% |
$110K - $138K
|
7.37K
$799K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
4.88KNew |
$478K - $598K
|
4.88K
$529K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.76KNew |
$466K - $583K
|
4.76K
$516K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.5K+ 14.43% |
$245K - $306K
|
19.8K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
17New |
$1.67K - $2.08K
|
17
$1.84K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.28KNew |
$223K - $279K
|
2.28K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.51KNew |
$344K - $430K
|
3.51K
$380K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
266New |
$26.1K - $32.6K
|
266
$28.8K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
133New |
$13K - $16.3K
|
133
$14.4K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
23.8KNew |
$2.33M - $2.91M
|
23.8K
$2.58M
|
|
|
May 09, 2025
Q1 2025
|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
Warszawa, R9 |
BUY
|
- |
170KNew |
$16.7M - $20.9M
|
170K
$18.5M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
4.85KNew |
$475K - $595K
|
4.85K
$526K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
60New |
$5.88K - $7.35K
|
60
$6.5K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
4.48KNew |
$439K - $549K
|
4.48K
$485K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
56New |
$5.49K - $6.86K
|
56
$6.07K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
122+ 119.61% |
$12K - $15K
|
224
$24.3K
|
|