Purchases and Sales Made in Q4 2025 in Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
1.78K+ 3.7% |
$189K - $214K
|
50K
$5.42M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.34KNew |
$142K - $161K
|
1.34K
$145K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
670New |
$71.2K - $80.4K
|
670
$72.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
341+ 1.33% |
$36.2K - $40.9K
|
25.9K
$2.81M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
221+ 19.18% |
$23.5K - $26.5K
|
1.37K
$149K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
144+ 3.58% |
$15.3K - $17.3K
|
4.17K
$451K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
29+ 2.16% |
$3.08K - $3.48K
|
1.37K
$149K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
20New |
$2.13K - $2.4K
|
20
$2.17K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20+ 36.36% |
$2.13K - $2.4K
|
75
$8.13K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 3.03% |
$1.59K - $1.8K
|
510
$55.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
13+ 1.6% |
$1.38K - $1.56K
|
826
$89.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 13.64% |
$319 - $360
|
25
$2.71K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 50.0% |
$213 - $240
|
6
$650
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 6.67% |
$106 - $120
|
14
$1.52K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1- 5.88% |
$106 - $120
|
16
$1.73K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3- 1.58% |
$319 - $360
|
187
$20.3K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-27- 0.62% |
$2.87K - $3.24K
|
4.35K
$472K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-32- 1.33% |
$3.4K - $3.84K
|
2.37K
$257K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.5% |
$10.6K - $12K
|
19.8K
$2.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-104- 0.24% |
$11.1K - $12.5K
|
43.4K
$4.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-115- 2.55% |
$12.2K - $13.8K
|
4.4K
$477K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-119- 11.89% |
$12.6K - $14.3K
|
882
$95.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-234- 0.2% |
$24.9K - $28.1K
|
118K
$12.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-245- 1.28% |
$26K - $29.4K
|
18.9K
$2.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-345- 1.54% |
$36.7K - $41.4K
|
22.1K
$2.4M
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
SELL
|
- |
-550- 14.75% |
$58.5K - $66K
|
3.18K
$345K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-605- 0.7% |
$64.3K - $72.6K
|
85.7K
$9.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-866- 4.81% |
$92K - $104K
|
17.1K
$1.86M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.69K- 11.67% |
$179K - $203K
|
12.8K
$1.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-105K- 6.01% |
$11.2M - $12.6M
|
1.65M
$179M
|
|