Umb Financial Corp UMBF
We take great care to ensure that the data presented and summarized in this overview for UMB FINANCIAL CORP is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding UMBF
View all-
Black Rock Inc. New York, NY5.88MShares$474 Million0.01% of portfolio
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Umb Bank, N.A.5.24MShares$422 Million7.34% of portfolio
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Vanguard Group Inc Valley Forge, PA4.71MShares$379 Million0.01% of portfolio
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State Street Corp Boston, MA2.73MShares$220 Million0.01% of portfolio
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Victory Capital Management Inc2.01MShares$162 Million0.18% of portfolio
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Allspring Global Investments Holdings, LLC1.91MShares$154 Million0.27% of portfolio
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Wellington Management Group LLP Boston, MA1.9MShares$153 Million0.03% of portfolio
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American Century Companies Inc Kansas City, MO1.64MShares$132 Million0.09% of portfolio
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Dimensional Fund Advisors LP Austin, TX1.59MShares$128 Million0.04% of portfolio
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Geode Capital Management, LLC Boston, MA1.04MShares$83.5 Million0.01% of portfolio
Latest Institutional Activity in UMBF
Top Purchases
Top Sells
About UMBF
UMB Financial Corporation operates as the bank holding company for the UMB Bank that provides various banking and other financial services. The Commercial Banking segment provides commercial loans and credit card; commercial real estate financing; letters of credit; loan syndication, and consultative service; various business solutions including asset-based lending, accounts receivable financing, mezzanine debt, and minority equity investment; and treasury management service, such as depository service, account reconciliation, cash management tool, accounts payable and receivable solution, electronic fund transfer and automated payment, controlled disbursement, lockbox service, and remote deposit capture service. The Institutional Banking segment offers asset management and healthcare service provided to institutional client; and fund administration and accounting, investor service and transfer agency, marketing and distribution, custody, alternative investment service, fixed income sale, trading and underwriting, and corporate trust and escrow service, as well as institutional custody service. This segment also provides healthcare payment solution includes custodial service for health saving accounts and private label, multipurpose debit cards to insurance carriers, third-party administrator, software companies, employers, and financial institutions. The Personal Banking segment offers deposit account, retail credit card, private banking, installment loan, home equity line of credit, residential mortgage, and small business loan, as well as internet banking, ATM network, private banking, brokerage and insurance service, and advisory and trust service. It operates through a network of branches and offices in the states of Missouri, Kansas, Colorado, Illinois, Oklahoma, Texas, Arizona, Nebraska, Iowa, Pennsylvania, South Dakota, Indiana, Utah, Minnesota, California, and Wisconsin. The company was founded in 1913 and is headquartered in Kansas City, Missouri.
Insider Transactions at UMBF
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
May 14
2024
|
J Mariner Kemper Chairman and CEO |
SELL
Open market or private sale
|
Indirect |
8,100
-0.02%
|
$672,300
$83.67 P/Share
|
May 01
2024
|
J Mariner Kemper Chairman and CEO |
SELL
Open market or private sale
|
Indirect |
16,200
-0.01%
|
$1,296,000
$80.23 P/Share
|
Apr 01
2024
|
J Mariner Kemper Chairman and CEO |
SELL
Open market or private sale
|
Indirect |
24,300
-0.04%
|
$2,065,500
$85.09 P/Share
|
Mar 28
2024
|
J Mariner Kemper Chairman and CEO |
SELL
Open market or private sale
|
Indirect |
8,100
-0.02%
|
$696,600
$86.21 P/Share
|
Mar 28
2024
|
James D Rine President |
SELL
Bona fide gift
|
Direct |
1,450
-2.7%
|
-
|
Mar 13
2024
|
Abigail M Wendel President - Consumer Banking |
SELL
Open market or private sale
|
Direct |
1,182
-3.65%
|
$94,560
$80.7 P/Share
|
Mar 13
2024
|
Abigail M Wendel President - Consumer Banking |
BUY
Exercise of conversion of derivative security
|
Direct |
1,239
+7.03%
|
$92,925
$75.25 P/Share
|
Mar 12
2024
|
J Mariner Kemper Chairman and CEO |
SELL
Open market or private sale
|
Indirect |
16,200
-0.02%
|
$1,296,000
$80.24 P/Share
|
Mar 11
2024
|
J Mariner Kemper Chairman and CEO |
SELL
Open market or private sale
|
Indirect |
7,500
-1.18%
|
$615,000
$82.46 P/Share
|
Mar 05
2024
|
James D Rine President |
SELL
Open market or private sale
|
Direct |
2,500
-4.45%
|
$207,500
$83.83 P/Share
|
Feb 12
2024
|
Thomas S Terry Chief Credit Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
70
-0.18%
|
$5,740
$82.94 P/Share
|
Feb 12
2024
|
Uma Wilson Executive Vice President |
SELL
Payment of exercise price or tax liability
|
Direct |
61
-0.36%
|
$5,002
$82.94 P/Share
|
Feb 12
2024
|
Abigail M Wendel President - Consumer Banking |
SELL
Payment of exercise price or tax liability
|
Direct |
64
-0.42%
|
$5,248
$82.94 P/Share
|
Feb 12
2024
|
James D Rine President |
SELL
Payment of exercise price or tax liability
|
Direct |
381
-0.67%
|
$31,242
$82.94 P/Share
|
Feb 12
2024
|
Ram Shankar Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
110
-0.53%
|
$9,020
$82.94 P/Share
|
Feb 12
2024
|
Phillip James Mason President, Inst. Banking |
SELL
Payment of exercise price or tax liability
|
Direct |
39
-0.98%
|
$3,198
$82.94 P/Share
|
Feb 12
2024
|
Nikki Farentino Newton President, Private Wealth Mgmt |
SELL
Payment of exercise price or tax liability
|
Direct |
75
-0.68%
|
$6,150
$82.94 P/Share
|
Feb 12
2024
|
David Carl Odgers Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
28
-0.63%
|
$2,296
$82.94 P/Share
|
Feb 12
2024
|
John Pauls EVP & General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
54
-0.6%
|
$4,428
$82.94 P/Share
|
Feb 12
2024
|
J Mariner Kemper Chairman and CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
1,110
-0.43%
|
$91,020
$82.94 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 111K shares |
---|---|
Exercise of conversion of derivative security | 4.61K shares |
Open market or private purchase | 2.44K shares |
Payment of exercise price or tax liability | 39K shares |
---|---|
Open market or private sale | 226K shares |
Bona fide gift | 1.75K shares |