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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2021
Q4 2020
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-17.4KClosed |
$855K - $1.26M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
SELL
|
- |
-6.76KClosed |
$332K - $490K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
SELL
|
- |
-2.49KClosed |
$123K - $180K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
4KNew |
$197K - $290K
|
4K
$409K
|
|
|
Jan 25, 2021
Q4 2020
|
Kwmg, LLC
|
SELL
|
- |
-15KClosed |
$736K - $1.08M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Trust CO
|
SELL
|
- |
-670Closed |
$33K - $48.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.25KClosed |
$187K - $237K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-7.17KClosed |
$316K - $400K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.27KClosed |
$100K - $127K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-18Closed |
$794 - $1K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-59Closed |
$2.6K - $3.29K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-267Closed |
$11.8K - $14.9K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-75Closed |
$3.31K - $4.19K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Pendal Group LTD
|
SELL
|
- |
-4.8KClosed |
$211K - $268K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10Closed |
$441 - $558
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4+ 15.38% |
$170 - $247
|
30
$3.07K
|
|
|
Aug 14, 2020
Q2 2020
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-58Closed |
$2.46K - $3.58K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-83.5KClosed |
$3.55M - $5.15M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-982Closed |
$41.7K - $60.6K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-784Closed |
$33.3K - $48.4K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Center Star Asset Management, LLC
|
SELL
|
- |
-254Closed |
$10.8K - $15.7K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-300Closed |
$12.7K - $18.5K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-29Closed |
$1.23K - $1.79K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-8.01KClosed |
$340K - $494K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.96KClosed |
$126K - $206K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-11.3KClosed |
$481K - $790K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.17KClosed |
$135K - $221K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2Closed |
$85 - $140
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-350Closed |
$14.9K - $24.4K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-674Closed |
$28.6K - $47K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-38Closed |
$2.37K - $2.66K
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-7.65KClosed |
$476K - $535K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-255Closed |
$15.9K - $17.8K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-2.01KClosed |
$125K - $141K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-947Closed |
$59K - $66.2K
|
0
$0
|
|
|
Jan 06, 2020
Q4 2019
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.36KClosed |
$272K - $305K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-6.8KClosed |
$413K - $464K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Oakworth Capital, Inc.
|
SELL
|
- |
-530Closed |
$32.2K - $36.2K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-13.7KClosed |
$834K - $938K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Ing Groep Nv
|
SELL
|
- |
-6.77KClosed |
$411K - $462K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-177Closed |
$10.7K - $12.1K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-83Closed |
$5.04K - $5.67K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-23Closed |
$1.41K - $1.65K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Loomis Sayles & CO L P
|
SELL
|
- |
-417KClosed |
$25.6M - $29.9M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.11KClosed |
$191K - $223K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Parametrica Management LTD
|
SELL
|
- |
-4.65KClosed |
$286K - $333K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-48Closed |
$2.95K - $3.44K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-236Closed |
$14.5K - $16.9K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-207KClosed |
$12.7M - $14.9M
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-26Closed |
$1.6K - $1.86K
|
0
$0
|
|