Latest Institutional Purchases of Umb Financial Corp (UMBF)
This list provides information on the latest institutional transactions involving Umb Financial Corp (UMBF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
71.2K+ 45.15% |
$6.97M - $8.72M
|
229K
$20.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
47.2K+ 393741.66% |
$4.63M - $5.79M
|
47.3K
$4.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
22.7KNew |
$2.23M - $2.79M
|
22.7K
$2.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.3KNew |
$1.89M - $2.37M
|
19.3K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
11.9K+ 93.17% |
$1.17M - $1.46M
|
24.7K
$2.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
7.69K+ 49.36% |
$754K - $943K
|
23.3K
$2.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.53KNew |
$738K - $923K
|
7.53K
$689K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
6.95K+ 183.99% |
$681K - $852K
|
10.7K
$982K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.76K+ 34.4% |
$368K - $461K
|
14.7K
$1.34M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
3.73KNew |
$366K - $457K
|
3.73K
$341K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.9KNew |
$284K - $355K
|
2.9K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.57KNew |
$252K - $315K
|
2.57K
$235K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
2.43KNew |
$238K - $298K
|
2.43K
$222K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
813New |
$79.7K - $99.6K
|
813
$74.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
605+ 81.98% |
$59.3K - $74.1K
|
1.34K
$123K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
478+ 59.9% |
$46.8K - $58.6K
|
1.28K
$117K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
436+ 703.23% |
$42.7K - $53.4K
|
498
$45.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
221+ 442.0% |
$21.7K - $27.1K
|
271
$24.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
172+ 38.05% |
$16.9K - $21.1K
|
624
$57.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
156+ 7.58% |
$15.3K - $19.1K
|
2.22K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
122+ 1.35% |
$12K - $15K
|
9.15K
$837K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
82+ 130.16% |
$8.04K - $10K
|
145
$13.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
57+ 27.8% |
$5.59K - $6.99K
|
262
$24K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53+ 1.88% |
$5.19K - $6.5K
|
2.87K
$263K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34+ 53.97% |
$3.33K - $4.17K
|
97
$8.88K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$1.96K - $2.45K
|
20
$1.83K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 0.5% |
$1.96K - $2.45K
|
4.04K
$370K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20New |
$1.96K - $2.45K
|
20
$1.83K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
18New |
$1.76K - $2.21K
|
18
$1.65K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
15New |
$1.47K - $1.84K
|
15
$1.37K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 233.33% |
$686 - $858
|
10
$915
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 15.38% |
$196 - $245
|
15
$1.37K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$196 - $245
|
3.13K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
805KNew |
$81.4M - $103M
|
805K
$73.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
446K+ 12636.68% |
$45.2M - $57M
|
450K
$41.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
431K+ 74.38% |
$43.6M - $55.1M
|
1.01M
$92.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
427KNew |
$43.2M - $54.5M
|
427K
$39.1M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
305K+ 10.79% |
$30.8M - $38.9M
|
3.13M
$286M
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
226K+ 298.03% |
$22.9M - $28.8M
|
302K
$27.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
176K+ 22173.27% |
$17.8M - $22.4M
|
177K
$16.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
140KNew |
$14.2M - $17.9M
|
140K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
102K+ 5.32% |
$10.3M - $13M
|
2.02M
$185M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
101KNew |
$10.2M - $12.8M
|
101K
$9.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
98.4K+ 31.03% |
$9.96M - $12.6M
|
416K
$38M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
88.7K+ 16.18% |
$8.97M - $11.3M
|
637K
$58.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
85.3KNew |
$8.63M - $10.9M
|
85.3K
$7.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
74K+ 31.38% |
$7.49M - $9.45M
|
310K
$28.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
70.9K+ 84.15% |
$7.17M - $9.05M
|
155K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
68.6K+ 17.49% |
$6.94M - $8.76M
|
461K
$42.2M
|
|