Purchases and Sales Made in Q1 2023 in Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF) during Q1 2023. The information is specifically focused on institutions that hold shares of UMB FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
20+ 0.13% |
$1.15K - $1.84K
|
15.6K
$1.78M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
20+ 0.13% |
$1.15K - $1.84K
|
15.6K
$1.78M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 242.86% |
$981 - $1.56K
|
24
$2.74K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 53.57% |
$866 - $1.38K
|
43
$4.91K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
10New |
$577 - $920
|
10
$1.14K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
9New |
$519 - $828
|
9
$1.03K
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
9+ 0.04% |
$519 - $828
|
22.2K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7New |
$404 - $644
|
7
$799
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
3New |
$173 - $276
|
3
$342
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1+ 0.02% |
$57.7 - $92
|
5.64K
$643K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$57.7 - $92
|
8.25K
$941K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 8.33% |
$57.7 - $92
|
11
$1.26K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3Closed |
$173 - $276
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8Closed |
$462 - $736
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 81.82% |
$519 - $828
|
2
$228
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-16- 48.48% |
$924 - $1.47K
|
17
$1.94K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 69.57% |
$924 - $1.47K
|
7
$799
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-17- 1.3% |
$981 - $1.56K
|
1.29K
$147K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-17- 26.98% |
$981 - $1.56K
|
46
$5.25K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-35- 71.43% |
$2.02K - $3.22K
|
14
$1.6K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-36- 1.41% |
$2.08K - $3.31K
|
2.52K
$287K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-40- 0.66% |
$2.31K - $3.68K
|
6K
$684K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-42- 20.29% |
$2.42K - $3.86K
|
165
$18.8K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-44- 1.17% |
$2.54K - $4.05K
|
3.72K
$424K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-95- 1.87% |
$5.48K - $8.74K
|
4.98K
$568K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.86% |
$5.77K - $9.2K
|
11.5K
$1.31M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.91% |
$5.77K - $9.2K
|
10.9K
$1.25M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-105- 0.6% |
$6.06K - $9.66K
|
17.3K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-150- 10.96% |
$8.66K - $13.8K
|
1.22K
$139K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-150- 0.68% |
$8.66K - $13.8K
|
22K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-187- 0.21% |
$10.8K - $17.2K
|
87.9K
$10M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-207- 25.37% |
$11.9K - $19K
|
609
$69.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-243- 16.72% |
$14K - $22.3K
|
1.21K
$138K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-276- 2.74% |
$15.9K - $25.4K
|
9.8K
$1.12M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-300- 6.98% |
$17.3K - $27.6K
|
4K
$456K
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-315- 2.0% |
$18.2K - $29K
|
15.5K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-331- 2.54% |
$19.1K - $30.4K
|
12.7K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-344- 12.71% |
$19.9K - $31.6K
|
2.36K
$270K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-420- 4.76% |
$24.2K - $38.6K
|
8.4K
$958K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-434Closed |
$25.1K - $39.9K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-488- 0.85% |
$28.2K - $44.9K
|
56.8K
$6.48M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-495- 9.45% |
$28.6K - $45.5K
|
4.74K
$541K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-592- 10.94% |
$34.2K - $54.4K
|
4.82K
$550K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-592- 14.34% |
$34.2K - $54.4K
|
3.54K
$403K
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-669- 15.09% |
$38.6K - $61.5K
|
3.76K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-778- 0.74% |
$44.9K - $71.5K
|
104K
$11.9M
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
SELL
|
- |
-800- 10.81% |
$46.2K - $73.6K
|
6.6K
$753K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-803- 1.4% |
$46.3K - $73.8K
|
56.7K
$6.47M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-978- 2.79% |
$56.5K - $89.9K
|
34.1K
$3.89M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.13K- 4.59% |
$65.3K - $104K
|
23.5K
$2.68M
|