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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-495- 9.45% |
$28.6K - $45.5K
|
4.74K
$525K
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.64KNew |
$441K - $703K
|
7.64K
$846K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
900New |
$51.9K - $82.8K
|
900
$99.6K
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
BUY
|
- |
6.7KNew |
$387K - $616K
|
6.7K
$742K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
7.52KNew |
$434K - $692K
|
7.52K
$833K
|
|
|
May 15, 2023
Q1 2023
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
20KNew |
$1.15M - $1.84M
|
20K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-276- 2.74% |
$15.9K - $25.4K
|
9.8K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.59KNew |
$149K - $238K
|
2.59K
$287K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
500New |
$28.9K - $46K
|
500
$55.3K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
637+ 63.26% |
$36.8K - $58.6K
|
1.64K
$182K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-1.2K- 37.5% |
$69.3K - $110K
|
2K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
31.4K+ 27.1% |
$1.81M - $2.89M
|
147K
$16.3M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
9New |
$519 - $828
|
9
$996
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-592- 10.94% |
$34.2K - $54.4K
|
4.82K
$533K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
43.7K+ 118.02% |
$2.52M - $4.02M
|
80.8K
$8.94M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
9.1KNew |
$525K - $837K
|
9.1K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.29K+ 6.08% |
$74.5K - $119K
|
22.5K
$2.49M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.61K+ 3.65% |
$151K - $240K
|
74K
$8.19M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
10New |
$577 - $920
|
10
$1.11K
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.86K- 43.45% |
$223K - $355K
|
5.03K
$556K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
224+ 829.63% |
$12.9K - $20.6K
|
251
$27.8K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 8.33% |
$57.7 - $92
|
11
$1.22K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
10.9KNew |
$627K - $999K
|
10.9K
$1.2M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.3KNew |
$651K - $1.04M
|
11.3K
$1.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
10.9KNew |
$627K - $999K
|
10.9K
$1.2M
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1+ 0.02% |
$57.7 - $92
|
5.64K
$624K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.4K- 42.5% |
$196K - $313K
|
4.6K
$509K
|
|
| Q4 2022 | |||||||
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.7KNew |
$520K - $611K
|
6.7K
$742K
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
6.8K+ 6.55% |
$528K - $621K
|
111K
$12.3M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-72- 4.56% |
$5.59K - $6.57K
|
1.51K
$167K
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.99K- 1.4% |
$154K - $181K
|
140K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-85- 77.98% |
$6.6K - $7.76K
|
24
$2.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-520- 18.64% |
$40.4K - $47.5K
|
2.27K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.37K+ 40.73% |
$261K - $307K
|
11.6K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
667KNew |
$51.8M - $60.9M
|
667K
$73.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
183+ 6.81% |
$14.2K - $16.7K
|
2.87K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.04KNew |
$469K - $551K
|
6.04K
$668K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
50+ 1.66% |
$3.88K - $4.56K
|
3.05K
$338K
|
|
|
Feb 13, 2023
Q4 2022
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-37.4K- 2.93% |
$2.9M - $3.41M
|
1.24M
$137M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.12K+ 120.39% |
$165K - $193K
|
3.88K
$430K
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-117- 2.08% |
$9.09K - $10.7K
|
5.5K
$609K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.64KNew |
$283K - $332K
|
3.64K
$403K
|
|
|
Feb 10, 2023
Q4 2022
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-5.93K- 21.09% |
$461K - $541K
|
22.2K
$2.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3.39KNew |
$263K - $309K
|
3.39K
$375K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
103New |
$8K - $9.4K
|
103
$11.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
BUY
|
- |
181+ 1.74% |
$14.1K - $16.5K
|
10.6K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-314K- 64.68% |
$24.4M - $28.7M
|
172K
$19M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
124+ 1.12% |
$9.63K - $11.3K
|
11.2K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
26.9KNew |
$2.09M - $2.45M
|
26.9K
$2.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.63K- 45.81% |
$204K - $240K
|
3.11K
$344K
|
|