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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
6.9KNew |
$540K - $600K
|
6.9K
$612K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
277New |
$21.7K - $24.1K
|
277
$24.6K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.43K+ 2.36% |
$112K - $124K
|
61.9K
$5.49M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.66K- 27.67% |
$129K - $144K
|
4.33K
$384K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-40- 0.22% |
$3.13K - $3.48K
|
18.4K
$1.63M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-20- 0.71% |
$1.56K - $1.74K
|
2.8K
$248K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.14K- 5.63% |
$89.1K - $99.2K
|
19.1K
$1.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 10.71% |
$235 - $261
|
25
$2.22K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$78.2 - $87
|
1
$88.7
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
213New |
$16.7K - $18.5K
|
213
$18.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
12.7KNew |
$995K - $1.11M
|
12.7K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 1.11% |
$7.82K - $8.7K
|
8.9K
$790K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
32New |
$2.5K - $2.78K
|
32
$2.84K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35New |
$2.74K - $3.04K
|
35
$3.11K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-674- 97.82% |
$39.5K - $57K
|
15
$1.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.99KNew |
$175K - $253K
|
2.99K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
4.64K+ 10.14% |
$272K - $392K
|
50.4K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.07K- 2.05% |
$62.8K - $90.6K
|
51.1K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 29.03% |
$528 - $761
|
22
$1.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
8.93KNew |
$524K - $756K
|
8.93K
$793K
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
14.2KNew |
$833K - $1.2M
|
14.2K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-800- 16.74% |
$46.9K - $67.7K
|
3.98K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
6.29KNew |
$369K - $532K
|
6.29K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.3K+ 105.36% |
$135K - $195K
|
4.48K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
17.9KNew |
$1.05M - $1.51M
|
17.9K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 14.29% |
$117 - $169
|
12
$1.06K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11New |
$645 - $930
|
11
$976
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
39New |
$2.29K - $3.3K
|
39
$3.46K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.8KNew |
$164K - $237K
|
2.8K
$248K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-162- 4.2% |
$9.59K - $11.7K
|
3.7K
$328K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-14.6K- 81.94% |
$864K - $1.06M
|
3.22K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-869- 11.16% |
$51.4K - $63K
|
6.92K
$614K
|
|
|
Nov 14, 2023
Q3 2023
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
BUY
|
- |
2.1K+ 6.55% |
$124K - $152K
|
34.1K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-4.74K- 16.39% |
$281K - $344K
|
24.2K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3New |
$178 - $218
|
3
$266
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-189- 4.68% |
$11.2K - $13.7K
|
3.85K
$341K
|
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
9.56KNew |
$566K - $693K
|
9.56K
$848K
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
3.5KNew |
$207K - $254K
|
3.5K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.93KNew |
$351K - $430K
|
5.93K
$527K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-10.3K- 17.84% |
$612K - $750K
|
47.6K
$4.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
19.6KNew |
$1.16M - $1.42M
|
19.6K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
59.5K+ 86.92% |
$3.52M - $4.32M
|
128K
$11.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
130New |
$7.69K - $9.43K
|
130
$11.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$118 - $145
|
2
$177
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.9KNew |
$231K - $283K
|
3.9K
$346K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
43New |
$2.55K - $3.12K
|
43
$3.82K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6- 1.27% |
$355 - $435
|
465
$41.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3+ 6.82% |
$178 - $218
|
47
$4.17K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-32- 0.63% |
$1.74K - $2.15K
|
5.09K
$451K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-3.3K- 49.25% |
$179K - $222K
|
3.4K
$302K
|
|