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 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21New |
$1.63K - $1.92K
|
21
$2.32K
|
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
849+ 5.63% |
$65.9K - $77.5K
|
15.9K
$1.76M
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.11K- 24.76% |
$319K - $375K
|
12.5K
$1.38M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-213- 2.27% |
$16.5K - $19.4K
|
9.16K
$1.01M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
19New |
$1.48K - $1.73K
|
19
$2.1K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-15- 3.34% |
$1.16K - $1.37K
|
434
$48K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.59K+ 54.59% |
$387K - $454K
|
13K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.11KNew |
$262K - $307K
|
3.11K
$344K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.93K+ 8.96% |
$163K - $191K
|
23.5K
$2.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-13- 1.59% |
$1.1K - $1.28K
|
807
$89.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
15K+ 608.63% |
$1.27M - $1.48M
|
17.5K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-853- 63.42% |
$71.9K - $84.3K
|
492
$54.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-270- 1.89% |
$22.8K - $26.7K
|
14K
$1.55M
|
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.65KNew |
$476K - $558K
|
5.65K
$625K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.4KNew |
$287K - $336K
|
3.4K
$376K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
86New |
$7.25K - $8.5K
|
86
$9.52K
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-21.4K- 97.66% |
$1.81M - $2.12M
|
514
$56.9K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-21Closed |
$1.72K - $2.05K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-63.6K- 37.92% |
$5.22M - $6.2M
|
104K
$11.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-173- 0.12% |
$14.2K - $16.9K
|
146K
$16.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-21.9KClosed |
$1.79M - $2.13M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-3.97KClosed |
$326K - $388K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-15Closed |
$1.23K - $1.46K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
7New |
$575 - $683
|
7
$775
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
45New |
$3.69K - $4.39K
|
45
$4.98K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-758Closed |
$62.2K - $74K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-44Closed |
$3.61K - $4.29K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
119New |
$11.3K - $13.3K
|
119
$13.2K
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-56.3K- 90.0% |
$5.36M - $6.27M
|
6.25K
$692K
|
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-29.2KClosed |
$2.78M - $3.25M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-24Closed |
$2.29K - $2.67K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-2.04KClosed |
$195K - $228K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-2.14KClosed |
$204K - $239K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-2.27KClosed |
$217K - $253K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
300New |
$28.6K - $33.4K
|
300
$33.2K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10Closed |
$952 - $1.11K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-49.2KClosed |
$4.68M - $5.48M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-3.2KClosed |
$305K - $357K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.37KClosed |
$321K - $375K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-7.72KClosed |
$735K - $860K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
18New |
$1.71K - $2.01K
|
18
$1.99K
|
|
| Q4 2021 | |||||||
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
82New |
$7.94K - $8.89K
|
82
$9.08K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-179Closed |
$17.3K - $19.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-4.97KClosed |
$482K - $539K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-69Closed |
$6.68K - $7.48K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-161KClosed |
$15.6M - $17.4M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
197New |
$19.1K - $21.3K
|
197
$21.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.45KClosed |
$237K - $265K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.3KNew |
$319K - $358K
|
3.3K
$365K
|
|
|
Jan 21, 2022
Q4 2021
|
Denali Advisors LLC
|
SELL
|
- |
-23Closed |
$2.23K - $2.49K
|
0
$0
|
|