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 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$78.2 - $87
|
1
$102
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
17.9KNew |
$1.05M - $1.51M
|
17.9K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
14.2KNew |
$833K - $1.2M
|
14.2K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
8.93KNew |
$524K - $756K
|
8.93K
$914K
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
6.29KNew |
$369K - $532K
|
6.29K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
4.64K+ 10.14% |
$272K - $392K
|
50.4K
$5.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.99KNew |
$175K - $253K
|
2.99K
$306K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.8KNew |
$164K - $237K
|
2.8K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.3K+ 105.36% |
$135K - $195K
|
4.48K
$459K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
39New |
$2.29K - $3.3K
|
39
$3.99K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11New |
$645 - $930
|
11
$1.13K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
59.5K+ 86.92% |
$3.52M - $4.32M
|
128K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
19.6KNew |
$1.16M - $1.42M
|
19.6K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
9.56KNew |
$566K - $693K
|
9.56K
$978K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.93KNew |
$351K - $430K
|
5.93K
$607K
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.9KNew |
$231K - $283K
|
3.9K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
3.5KNew |
$207K - $254K
|
3.5K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
BUY
|
- |
2.1K+ 6.55% |
$124K - $152K
|
34.1K
$3.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
130New |
$7.69K - $9.43K
|
130
$13.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
43New |
$2.55K - $3.12K
|
43
$4.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20New |
$1.18K - $1.45K
|
20
$2.05K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
15+ 0.4% |
$888 - $1.09K
|
3.78K
$387K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3New |
$178 - $218
|
3
$307
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3+ 6.82% |
$178 - $218
|
47
$4.81K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$118 - $145
|
2
$205
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
12.7KNew |
$688K - $853K
|
12.7K
$1.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.64K+ 50.04% |
$252K - $312K
|
13.9K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.45KNew |
$241K - $299K
|
4.45K
$455K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
63New |
$3.42K - $4.24K
|
63
$6.45K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
25+ 0.61% |
$1.36K - $1.68K
|
4.12K
$422K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13New |
$706 - $874
|
13
$1.33K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12New |
$651 - $807
|
12
$1.23K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9New |
$488 - $605
|
9
$921
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6+ 0.24% |
$326 - $403
|
2.52K
$258K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
43.7K+ 118.02% |
$2.52M - $4.02M
|
80.8K
$8.27M
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
31.4K+ 27.1% |
$1.81M - $2.89M
|
147K
$15.1M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
26.6KNew |
$1.54M - $2.45M
|
26.6K
$2.72M
|
|
|
May 15, 2023
Q1 2023
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
20KNew |
$1.15M - $1.84M
|
20K
$2.05M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.3KNew |
$651K - $1.04M
|
11.3K
$1.15M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
10.9KNew |
$627K - $999K
|
10.9K
$1.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
10.9KNew |
$627K - $999K
|
10.9K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
10KNew |
$577K - $920K
|
10K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
9.1KNew |
$525K - $837K
|
9.1K
$931K
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.64KNew |
$441K - $703K
|
7.64K
$782K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
7.52KNew |
$434K - $692K
|
7.52K
$770K
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
BUY
|
- |
6.7KNew |
$387K - $616K
|
6.7K
$686K
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.43KNew |
$256K - $408K
|
4.43K
$454K
|
|
|
May 11, 2023
Q1 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.24KNew |
$245K - $390K
|
4.24K
$434K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.61K+ 3.65% |
$151K - $240K
|
74K
$7.58M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.59KNew |
$149K - $238K
|
2.59K
$265K
|
|