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 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
1.78K+ 3.7% |
$189K - $214K
|
50K
$5.42M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.34KNew |
$142K - $161K
|
1.34K
$145K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
670New |
$71.2K - $80.4K
|
670
$72.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
341+ 1.33% |
$36.2K - $40.9K
|
25.9K
$2.81M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
221+ 19.18% |
$23.5K - $26.5K
|
1.37K
$149K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
144+ 3.58% |
$15.3K - $17.3K
|
4.17K
$451K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
29+ 2.16% |
$3.08K - $3.48K
|
1.37K
$149K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20+ 36.36% |
$2.13K - $2.4K
|
75
$8.13K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 3.03% |
$1.59K - $1.8K
|
510
$55.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
13+ 1.6% |
$1.38K - $1.56K
|
826
$89.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 13.64% |
$319 - $360
|
25
$2.71K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 50.0% |
$213 - $240
|
6
$650
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
752K+ 32.02% |
$80.3M - $94.4M
|
3.1M
$336M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
452K+ 32.69% |
$48.2M - $56.7M
|
1.83M
$199M
|
|
|
Nov 13, 2025
Q3 2025
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
332K+ 1273.94% |
$35.4M - $41.7M
|
358K
$38.8M
|
|
|
Nov 12, 2025
Q3 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
249KNew |
$26.6M - $31.3M
|
249K
$27M
|
|
|
Nov 14, 2025
Q3 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
248KNew |
$26.4M - $31.1M
|
248K
$26.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
234K+ 63.07% |
$25M - $29.4M
|
605K
$65.6M
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
188KNew |
$20.1M - $23.6M
|
188K
$20.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
184KNew |
$19.6M - $23.1M
|
184K
$19.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
183KNew |
$19.5M - $23M
|
183K
$19.8M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
178K+ 44.28% |
$19M - $22.4M
|
581K
$63M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
172K+ 31.04% |
$18.4M - $21.6M
|
726K
$78.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
169K+ 20.99% |
$18.1M - $21.2M
|
974K
$106M
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
128K+ 34.04% |
$13.7M - $16.1M
|
504K
$54.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
126K+ 82.94% |
$13.5M - $15.8M
|
278K
$30.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
124K+ 19.98% |
$13.2M - $15.5M
|
743K
$80.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
110K+ 17.86% |
$11.8M - $13.9M
|
728K
$78.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
104K+ 69.67% |
$11.1M - $13.1M
|
254K
$27.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
94.5K+ 3.45% |
$10.1M - $11.9M
|
2.83M
$307M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
63.9K+ 29.88% |
$6.83M - $8.03M
|
278K
$30.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.5K+ 267.4% |
$5.61M - $6.59M
|
72.1K
$7.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
41.9K+ 12.45% |
$4.48M - $5.27M
|
379K
$41.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
29.7K+ 153.0% |
$3.18M - $3.73M
|
49.1K
$5.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
28.6K+ 1.55% |
$3.06M - $3.6M
|
1.87M
$203M
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
27.2KNew |
$2.9M - $3.41M
|
27.2K
$2.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
26.5KNew |
$2.84M - $3.33M
|
26.5K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
26.4KNew |
$2.82M - $3.32M
|
26.4K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
25.9K+ 8.28% |
$2.76M - $3.25M
|
338K
$36.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25.1KNew |
$2.68M - $3.16M
|
25.1K
$2.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
23.7K+ 72.28% |
$2.53M - $2.97M
|
56.4K
$6.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
23.2K+ 218.38% |
$2.48M - $2.91M
|
33.8K
$3.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
21.5K+ 10.31% |
$2.3M - $2.7M
|
230K
$24.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
19.2K+ 281.75% |
$2.06M - $2.42M
|
26.1K
$2.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.1KNew |
$1.93M - $2.27M
|
18.1K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.2K+ 57.75% |
$1.84M - $2.16M
|
46.9K
$5.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16K+ 23.07% |
$1.71M - $2.01M
|
85.4K
$9.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
15.2K+ 75.99% |
$1.62M - $1.91M
|
35.2K
$3.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
13.2K+ 5.6% |
$1.4M - $1.65M
|
248K
$26.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
12.4KNew |
$1.32M - $1.55M
|
12.4K
$1.34M
|
|