Purchases and Sales Made in Q4 2022 in Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
257+ 0.51% |
$20K - $23.5K
|
51K
$5.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
257+ 0.51% |
$20K - $23.5K
|
51K
$5.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
237+ 1.13% |
$18.4K - $21.6K
|
21.2K
$2.43M
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
228+ 1.81% |
$17.7K - $20.8K
|
12.8K
$1.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
185+ 2.14% |
$14.4K - $16.9K
|
8.82K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
183+ 6.81% |
$14.2K - $16.7K
|
2.87K
$329K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
181+ 6.0% |
$14.1K - $16.5K
|
3.2K
$366K
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
BUY
|
- |
181+ 1.74% |
$14.1K - $16.5K
|
10.6K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
176+ 136.43% |
$13.7K - $16.1K
|
305
$34.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
162+ 39.9% |
$12.6K - $14.8K
|
568
$65.1K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
155New |
$12K - $14.1K
|
155
$17.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
128New |
$9.94K - $11.7K
|
128
$14.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
124+ 1.12% |
$9.63K - $11.3K
|
11.2K
$1.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
103+ 3.96% |
$8K - $9.4K
|
2.71K
$310K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
103+ 3.96% |
$8K - $9.4K
|
2.71K
$310K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
103New |
$8K - $9.4K
|
103
$11.8K
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.13% |
$7.77K - $9.13K
|
79.2K
$9.08M
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.91% |
$7.77K - $9.13K
|
11K
$1.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
79+ 0.06% |
$6.14K - $7.21K
|
122K
$14M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
77+ 59.23% |
$5.98K - $7.03K
|
207
$23.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
76+ 24.2% |
$5.9K - $6.94K
|
390
$44.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
75+ 0.65% |
$5.82K - $6.84K
|
11.6K
$1.33M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
66+ 0.84% |
$5.13K - $6.02K
|
7.97K
$913K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$3.88K - $4.56K
|
50
$5.73K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
50+ 1.66% |
$3.88K - $4.56K
|
3.05K
$350K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
49New |
$3.81K - $4.47K
|
49
$5.61K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
30+ 0.55% |
$2.33K - $2.74K
|
5.53K
$634K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21New |
$1.63K - $1.92K
|
21
$2.41K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
19New |
$1.48K - $1.73K
|
19
$2.18K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
16+ 94.12% |
$1.24K - $1.46K
|
33
$3.78K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 27.27% |
$466 - $548
|
28
$3.21K
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5+ 0.0% |
$388 - $456
|
169K
$19.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
5+ 0.23% |
$388 - $456
|
2.18K
$250K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 37.5% |
$233 - $274
|
11
$1.26K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$233 - $274
|
3
$344
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1+ 0.02% |
$77.7 - $91.3
|
5.64K
$646K
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
1+ 0.01% |
$77.7 - $91.3
|
6.77K
$776K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$77.7 - $91.3
|
8
$917
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 25.0% |
$77.7 - $91.3
|
3
$344
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 40.0% |
$155 - $183
|
3
$344
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10- 0.06% |
$777 - $913
|
17.4K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 25.58% |
$854 - $1K
|
32
$3.67K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-12- 0.28% |
$932 - $1.1K
|
4.26K
$488K
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-12- 0.91% |
$932 - $1.1K
|
1.31K
$150K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-15- 3.34% |
$1.16K - $1.37K
|
434
$49.7K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15- 3.34% |
$1.16K - $1.37K
|
434
$49.7K
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-16- 0.05% |
$1.24K - $1.46K
|
31.8K
$3.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-19- 61.29% |
$1.48K - $1.73K
|
12
$1.38K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-19- 73.08% |
$1.48K - $1.73K
|
7
$802
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-20- 0.56% |
$1.55K - $1.83K
|
3.58K
$410K
|