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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 10.71% |
$235 - $261
|
25
$2.77K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
213New |
$16.7K - $18.5K
|
213
$23.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
12.7KNew |
$995K - $1.11M
|
12.7K
$1.41M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
32New |
$2.5K - $2.78K
|
32
$3.54K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-35.7K- 25.78% |
$2.09M - $3.02M
|
103K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 29.03% |
$528 - $761
|
22
$2.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-674- 97.82% |
$39.5K - $57K
|
15
$1.66K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
4.64K+ 10.14% |
$272K - $392K
|
50.4K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.07K- 2.05% |
$62.8K - $90.6K
|
51.1K
$5.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
8.93KNew |
$524K - $756K
|
8.93K
$989K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-800- 16.74% |
$46.9K - $67.7K
|
3.98K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
6.29KNew |
$369K - $532K
|
6.29K
$696K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.3K+ 105.36% |
$135K - $195K
|
4.48K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
17.9KNew |
$1.05M - $1.51M
|
17.9K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 14.29% |
$117 - $169
|
12
$1.33K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
39New |
$2.29K - $3.3K
|
39
$4.32K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-162- 4.2% |
$9.59K - $11.7K
|
3.7K
$409K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-869- 11.16% |
$51.4K - $63K
|
6.92K
$766K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-4.74K- 16.39% |
$281K - $344K
|
24.2K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-14.6K- 81.94% |
$864K - $1.06M
|
3.22K
$356K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3New |
$178 - $218
|
3
$332
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-189- 4.68% |
$11.2K - $13.7K
|
3.85K
$426K
|
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
9.56KNew |
$566K - $693K
|
9.56K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
3.5KNew |
$207K - $254K
|
3.5K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.93KNew |
$351K - $430K
|
5.93K
$657K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-10.3K- 17.84% |
$612K - $750K
|
47.6K
$5.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
19.6KNew |
$1.16M - $1.42M
|
19.6K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
59.5K+ 86.92% |
$3.52M - $4.32M
|
128K
$14.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
130New |
$7.69K - $9.43K
|
130
$14.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$118 - $145
|
2
$221
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
43New |
$2.55K - $3.12K
|
43
$4.76K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6- 1.27% |
$355 - $435
|
465
$51.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3+ 6.82% |
$178 - $218
|
47
$5.2K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-32- 0.63% |
$1.74K - $2.15K
|
5.09K
$563K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-3.3K- 49.25% |
$179K - $222K
|
3.4K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.64K- 98.66% |
$143K - $178K
|
36
$3.98K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6+ 0.24% |
$326 - $403
|
2.52K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12New |
$651 - $807
|
12
$1.33K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
63New |
$3.42K - $4.24K
|
63
$6.97K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.64K+ 50.04% |
$252K - $312K
|
13.9K
$1.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-151- 10.22% |
$8.19K - $10.2K
|
1.33K
$147K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
12.7KNew |
$688K - $853K
|
12.7K
$1.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9New |
$488 - $605
|
9
$996
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-434Closed |
$25.1K - $39.9K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3Closed |
$173 - $276
|
0
$0
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
26.6KNew |
$1.54M - $2.45M
|
26.6K
$2.95M
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-17- 1.3% |
$981 - $1.56K
|
1.29K
$143K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.29KNew |
$132K - $210K
|
2.29K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
10KNew |
$577K - $920K
|
10K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
50New |
$2.89K - $4.6K
|
50
$5.53K
|
|