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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
805KNew |
$81.4M - $103M
|
805K
$91.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
101KNew |
$10.2M - $12.8M
|
101K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
29.5K+ 11.32% |
$2.99M - $3.77M
|
290K
$33.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
19.1KNew |
$1.93M - $2.44M
|
19.1K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.9KNew |
$1.71M - $2.15M
|
16.9K
$1.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.5KNew |
$1.57M - $1.98M
|
15.5K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.7KNew |
$1.49M - $1.88M
|
14.7K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
12.9K+ 28.84% |
$1.31M - $1.65M
|
57.8K
$6.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
12.8KNew |
$1.29M - $1.63M
|
12.8K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
12.6K+ 510.29% |
$1.28M - $1.61M
|
15.1K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
9.38K+ 55.08% |
$949K - $1.2M
|
26.4K
$3.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
9.35K+ 8.04% |
$946K - $1.19M
|
126K
$14.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.62KNew |
$670K - $845K
|
6.62K
$756K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.42K+ 13.62% |
$649K - $819K
|
53.5K
$6.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.18K+ 46.87% |
$423K - $534K
|
13.1K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.13KNew |
$316K - $399K
|
3.13K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.93K+ 29.24% |
$296K - $374K
|
13K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.88K+ 107.83% |
$291K - $367K
|
5.55K
$633K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.7KNew |
$273K - $345K
|
2.7K
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.52KNew |
$255K - $322K
|
2.52K
$288K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
2.35K+ 1.19% |
$237K - $299K
|
200K
$22.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.28K+ 57.61% |
$231K - $291K
|
6.24K
$712K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$218K - $275K
|
2.16K
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.9K+ 21.04% |
$192K - $242K
|
10.9K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1.87KNew |
$190K - $239K
|
1.87K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.8K+ 27.83% |
$182K - $229K
|
8.25K
$941K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$180K - $227K
|
1.78K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.19K+ 11.38% |
$120K - $152K
|
11.6K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.19K+ 354.93% |
$120K - $152K
|
1.52K
$174K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.04KNew |
$105K - $133K
|
1.04K
$119K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
914New |
$92.5K - $117K
|
914
$104K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
850New |
$86K - $108K
|
850
$97K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
787+ 10.33% |
$79.6K - $100K
|
8.41K
$959K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
690+ 52.51% |
$69.8K - $88K
|
2K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
510+ 0.32% |
$51.6K - $65.1K
|
158K
$18M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
376+ 1.88% |
$38K - $48K
|
20.4K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
298+ 11.87% |
$30.1K - $38K
|
2.81K
$320K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
289+ 6.32% |
$29.2K - $36.9K
|
4.86K
$555K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
268+ 124.65% |
$27.1K - $34.2K
|
483
$55.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
255+ 9.57% |
$25.8K - $32.5K
|
2.92K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
236+ 2.98% |
$23.9K - $30.1K
|
8.14K
$929K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
186+ 5.39% |
$18.8K - $23.7K
|
3.63K
$415K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
125+ 6.46% |
$12.6K - $16K
|
2.06K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
109+ 0.2% |
$11K - $13.9K
|
54K
$6.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
84+ 0.63% |
$8.5K - $10.7K
|
13.4K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
83+ 0.43% |
$8.4K - $10.6K
|
19.6K
$2.23M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
81+ 24.25% |
$8.19K - $10.3K
|
415
$47.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
59+ 1966.67% |
$5.97K - $7.53K
|
62
$7.07K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
37+ 34.58% |
$3.74K - $4.72K
|
144
$16.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
34+ 1.42% |
$3.44K - $4.34K
|
2.42K
$276K
|