Latest Institutional Transactions on Umb Financial Corp (UMBF)
This table provides information on the latest institutional transactions involving Umb Financial Corp (UMBF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
11+ 4.2% |
$950 - $1.19K
|
273
$29.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$86.4 - $108
|
252
$27.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-87- 6.82% |
$7.52K - $9.4K
|
1.19K
$130K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 0.6% |
$259 - $324
|
495
$53.9K
|
|
| Q1 2025 | |||||||
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-143- 4.03% |
$14K - $17.5K
|
3.4K
$371K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2New |
$196 - $245
|
2
$218
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17+ 0.38% |
$1.67K - $2.08K
|
4.45K
$485K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3- 10.0% |
$294 - $368
|
27
$2.94K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
11.9K+ 52.53% |
$1.17M - $1.46M
|
34.6K
$3.76M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
82.1K+ 65.25% |
$8.04M - $10.1M
|
208K
$22.7M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-12.6K- 64.8% |
$1.23M - $1.54M
|
6.83K
$744K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$98 - $123
|
1
$109
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
291New |
$28.5K - $35.7K
|
291
$31.7K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.52K+ 44.68% |
$933K - $1.17M
|
30.8K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.8K+ 46.95% |
$177K - $221K
|
5.64K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.17KNew |
$311K - $389K
|
3.17K
$345K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.24K- 23.34% |
$219K - $274K
|
7.35K
$801K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
43.8K+ 968.24% |
$4.29M - $5.37M
|
48.3K
$5.27M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.01K+ 3.32% |
$98.5K - $123K
|
31.3K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2.08KNew |
$204K - $255K
|
2.08K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
152K+ 50.44% |
$14.9M - $18.7M
|
454K
$49.5M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-24.7K- 75.85% |
$2.42M - $3.03M
|
7.86K
$856K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
390K+ 90.8% |
$38.3M - $47.8M
|
820K
$89.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
122K+ 32.61% |
$11.9M - $14.9M
|
495K
$53.9M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
85.1K+ 53.17% |
$8.34M - $10.4M
|
245K
$26.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
99+ 14.73% |
$9.7K - $12.1K
|
771
$84K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
478New |
$46.8K - $58.6K
|
478
$52.1K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
24.4K+ 56.59% |
$2.39M - $2.99M
|
67.6K
$7.37M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-37.4K- 77.7% |
$3.67M - $4.59M
|
10.7K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
147KNew |
$14.5M - $18.1M
|
147K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.42K+ 28.18% |
$923K - $1.15M
|
42.8K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
12K+ 31.88% |
$1.18M - $1.47M
|
49.6K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
4.38KNew |
$429K - $536K
|
4.38K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
7.76K+ 13.16% |
$761K - $952K
|
66.8K
$7.28M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
5.9KNew |
$578K - $723K
|
5.9K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-3Closed |
$294 - $368
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.39K- 25.4% |
$136K - $170K
|
4.08K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.85KNew |
$769K - $961K
|
7.85K
$855K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
853K+ 27.26% |
$83.6M - $105M
|
3.98M
$434M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.39KNew |
$234K - $293K
|
2.39K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.38K+ 1230.36% |
$135K - $169K
|
1.49K
$162K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
68.1KNew |
$6.68M - $8.35M
|
68.1K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.49KNew |
$440K - $550K
|
4.49K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.7KNew |
$2.61M - $3.27M
|
26.7K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
46.2K+ 142.18% |
$4.52M - $5.66M
|
78.6K
$8.57M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2KNew |
$196K - $245K
|
2K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.5K+ 30.68% |
$245K - $307K
|
10.7K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
4KNew |
$392K - $490K
|
4K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
25.9K+ 442.48% |
$2.54M - $3.18M
|
31.8K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
257+ 2.56% |
$25.2K - $31.5K
|
10.3K
$1.12M
|
|