Purchases and Sales Made in Q3 2023 in Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
46+ 0.29% |
$2.72K - $3.34K
|
15.7K
$1.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
43New |
$2.55K - $3.12K
|
43
$4.93K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
32+ 0.63% |
$1.89K - $2.32K
|
5.12K
$586K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
29New |
$1.72K - $2.1K
|
29
$3.32K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
28New |
$1.66K - $2.03K
|
28
$3.21K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
25+ 0.14% |
$1.48K - $1.81K
|
17.6K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
24+ 1.26% |
$1.42K - $1.74K
|
1.92K
$220K
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
20+ 0.11% |
$1.18K - $1.45K
|
17.8K
$2.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20New |
$1.18K - $1.45K
|
20
$2.29K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
15+ 0.4% |
$888 - $1.09K
|
3.78K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9+ 26.47% |
$533 - $653
|
43
$4.93K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 22.58% |
$414 - $508
|
38
$4.35K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6New |
$355 - $435
|
6
$688
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3+ 6.82% |
$178 - $218
|
47
$5.39K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3New |
$178 - $218
|
3
$344
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$118 - $145
|
2
$229
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$118 - $145
|
8.25K
$946K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 8.33% |
$59.2 - $72.5
|
13
$1.49K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.5% |
$59.2 - $72.5
|
201
$23K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3- 0.08% |
$178 - $218
|
3.71K
$425K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-3- 0.13% |
$178 - $218
|
2.31K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-5- 1.24% |
$296 - $363
|
398
$45.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6- 1.27% |
$355 - $435
|
465
$53.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12- 37.5% |
$710 - $870
|
20
$2.29K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 83.33% |
$888 - $1.09K
|
3
$344
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-17- 0.18% |
$1.01K - $1.23K
|
9.69K
$1.11M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17- 20.0% |
$1.01K - $1.23K
|
68
$7.79K
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-35- 0.16% |
$2.07K - $2.54K
|
21.5K
$2.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-62- 21.23% |
$3.67K - $4.5K
|
230
$26.4K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-80- 9.98% |
$4.74K - $5.8K
|
722
$82.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-80- 9.98% |
$4.74K - $5.8K
|
722
$82.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-105- 1.63% |
$6.21K - $7.61K
|
6.32K
$725K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-162- 4.2% |
$9.59K - $11.7K
|
3.7K
$424K
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-172- 4.44% |
$10.2K - $12.5K
|
3.7K
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-189- 4.68% |
$11.2K - $13.7K
|
3.85K
$441K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-212- 1.79% |
$12.5K - $15.4K
|
11.6K
$1.33M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-225- 4.16% |
$13.3K - $16.3K
|
5.19K
$594K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-242- 4.67% |
$14.3K - $17.5K
|
4.94K
$566K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-265- 10.3% |
$15.7K - $19.2K
|
2.31K
$264K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 2.38% |
$17.8K - $21.8K
|
12.3K
$1.41M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 2.79% |
$17.8K - $21.8K
|
10.4K
$1.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 3.13% |
$23.7K - $29K
|
12.4K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-427- 24.99% |
$25.3K - $31K
|
1.28K
$147K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-466- 1.25% |
$27.6K - $33.8K
|
36.9K
$4.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-483- 0.44% |
$28.6K - $35K
|
110K
$12.6M
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-509- 0.77% |
$30.1K - $36.9K
|
65.2K
$7.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-545- 13.22% |
$32.3K - $39.5K
|
3.58K
$410K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-576- 11.46% |
$34.1K - $41.8K
|
4.45K
$510K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-865- 10.5% |
$51.2K - $62.7K
|
7.37K
$845K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-869- 11.16% |
$51.4K - $63K
|
6.92K
$793K
|