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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
311+ 1.45% |
$33.2K - $39.1K
|
21.8K
$2.36M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
288+ 0.59% |
$30.8K - $36.2K
|
49.4K
$5.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
287+ 128.13% |
$30.7K - $36K
|
511
$55.4K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
285+ 8.42% |
$30.4K - $35.8K
|
3.67K
$398K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
252+ 46.15% |
$26.9K - $31.6K
|
798
$86.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
241+ 4.38% |
$25.7K - $30.3K
|
5.74K
$622K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
218+ 3.68% |
$23.3K - $27.4K
|
6.15K
$667K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
199+ 88.05% |
$21.3K - $25K
|
425
$46.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
199+ 25.81% |
$21.3K - $25K
|
970
$105K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
186New |
$19.9K - $23.4K
|
186
$20.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
179+ 6.08% |
$19.1K - $22.5K
|
3.12K
$338K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
177+ 72.84% |
$18.9K - $22.2K
|
420
$45.5K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
172+ 4.82% |
$18.4K - $21.6K
|
3.74K
$406K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
171+ 219.23% |
$18.3K - $21.5K
|
249
$27K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
147New |
$15.7K - $18.5K
|
147
$15.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
140New |
$15K - $17.6K
|
140
$15.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
129+ 0.79% |
$13.8K - $16.2K
|
16.6K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
123+ 22.28% |
$13.1K - $15.4K
|
675
$73.2K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
118+ 2.52% |
$12.6K - $14.8K
|
4.81K
$521K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
100+ 0.05% |
$10.7K - $12.6K
|
195K
$21.1M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.17% |
$10.7K - $12.6K
|
60.5K
$6.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
98New |
$10.5K - $12.3K
|
98
$10.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
95New |
$10.1K - $11.9K
|
95
$10.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
93+ 1.24% |
$9.94K - $11.7K
|
7.62K
$825K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
73+ 3.06% |
$7.8K - $9.17K
|
2.46K
$267K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
73+ 2.74% |
$7.8K - $9.17K
|
2.73K
$296K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
72+ 43.37% |
$7.69K - $9.04K
|
238
$25.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
69+ 2.96% |
$7.37K - $8.67K
|
2.4K
$260K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
66New |
$7.05K - $8.29K
|
66
$7.15K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
65+ 3.28% |
$6.94K - $8.16K
|
2.05K
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
64+ 1.3% |
$6.84K - $8.04K
|
5.01K
$543K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
55+ 28.06% |
$5.88K - $6.91K
|
251
$27.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
55+ 57.89% |
$5.88K - $6.91K
|
150
$16.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
53+ 9.8% |
$5.66K - $6.66K
|
594
$64.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
50New |
$5.34K - $6.28K
|
50
$5.42K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
44+ 0.7% |
$4.7K - $5.53K
|
6.31K
$684K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
43+ 25.44% |
$4.59K - $5.4K
|
212
$23K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
36New |
$3.85K - $4.52K
|
36
$3.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36+ 0.08% |
$3.85K - $4.52K
|
43.2K
$4.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
35New |
$3.74K - $4.4K
|
35
$3.79K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
33New |
$3.53K - $4.14K
|
33
$3.58K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
27New |
$2.88K - $3.39K
|
27
$2.93K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
27+ 3.71% |
$2.88K - $3.39K
|
755
$81.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
23New |
$2.46K - $2.89K
|
23
$2.49K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
22New |
$2.35K - $2.76K
|
22
$2.38K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
18New |
$1.92K - $2.26K
|
18
$1.95K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
17New |
$1.82K - $2.14K
|
17
$1.84K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
16New |
$1.71K - $2.01K
|
16
$1.73K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
15+ 0.05% |
$1.6K - $1.88K
|
31.3K
$3.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 1.09% |
$1.39K - $1.63K
|
1.2K
$130K
|
|