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 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
24+ 13.26% |
$2.43K - $3.06K
|
205
$23.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 64.0% |
$1.62K - $2.04K
|
41
$4.68K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
14+ 0.31% |
$1.42K - $1.79K
|
4.49K
$512K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11+ 11.58% |
$1.11K - $1.4K
|
106
$12.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 15.0% |
$607 - $766
|
46
$5.25K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 11.11% |
$506 - $638
|
50
$5.71K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 27.78% |
$506 - $638
|
23
$2.62K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5New |
$506 - $638
|
5
$571
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
4New |
$405 - $510
|
4
$456
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$303 - $383
|
3
$342
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3+ 0.67% |
$303 - $383
|
452
$51.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 5.0% |
$303 - $383
|
63
$7.19K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$303 - $383
|
3
$342
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$101 - $128
|
1
$114
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$101 - $128
|
250
$28.5K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
462KNew |
$37.6M - $50.3M
|
462K
$52.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
283K+ 257.98% |
$23M - $30.8M
|
392K
$44.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
261K+ 438.78% |
$21.3M - $28.4M
|
321K
$36.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
220K+ 4.89% |
$17.9M - $23.9M
|
4.71M
$538M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
196K+ 11.16% |
$15.9M - $21.3M
|
1.95M
$222M
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
179KNew |
$14.6M - $19.5M
|
179K
$20.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
170K+ 278.81% |
$13.9M - $18.6M
|
231K
$26.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
155K+ 93.95% |
$12.6M - $16.9M
|
320K
$36.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
152K+ 34.08% |
$12.3M - $16.5M
|
596K
$68M
|
|
|
Nov 14, 2024
Q3 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
138KNew |
$11.2M - $15M
|
138K
$15.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
123K+ 109.27% |
$10M - $13.4M
|
236K
$26.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
122KNew |
$9.97M - $13.3M
|
122K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
116K+ 15.76% |
$9.41M - $12.6M
|
849K
$96.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
93KNew |
$7.57M - $10.1M
|
93K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
67.8K+ 23.18% |
$5.52M - $7.38M
|
360K
$41.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
60.4K+ 20.19% |
$4.92M - $6.58M
|
360K
$41M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
52.9K+ 168.66% |
$4.31M - $5.76M
|
84.2K
$9.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
50KNew |
$4.07M - $5.45M
|
50K
$5.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.9K+ 82.49% |
$4.06M - $5.44M
|
110K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
49.2K+ 124.88% |
$4M - $5.36M
|
88.6K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
44.8K+ 61.76% |
$3.65M - $4.88M
|
117K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
39.5K+ 203.19% |
$3.22M - $4.31M
|
59K
$6.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
36.2K+ 16.54% |
$2.95M - $3.95M
|
255K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
35.3KNew |
$2.88M - $3.85M
|
35.3K
$4.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
30.1KNew |
$2.45M - $3.28M
|
30.1K
$3.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.2K+ 210.31% |
$2.13M - $2.85M
|
38.6K
$4.41M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
25.8K+ 25.39% |
$2.1M - $2.81M
|
127K
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
24.5K+ 11.33% |
$2M - $2.67M
|
241K
$27.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
21.5KNew |
$1.75M - $2.34M
|
21.5K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
21.1K+ 1.93% |
$1.72M - $2.3M
|
1.11M
$127M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
19.1K+ 28.52% |
$1.56M - $2.08M
|
86.1K
$9.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.8K+ 767.41% |
$1.53M - $2.05M
|
21.3K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
18.3KNew |
$1.49M - $2M
|
18.3K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
15.8K+ 38.46% |
$1.29M - $1.73M
|
57.1K
$6.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
15.7KNew |
$1.27M - $1.71M
|
15.7K
$1.79M
|
|