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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4+ 15.38% |
$170 - $247
|
30
$3.32K
|
|
|
Aug 14, 2020
Q2 2020
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-58Closed |
$2.46K - $3.58K
|
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
|
PUT |
-300Closed |
$12.7K - $18.5K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Center Star Asset Management, LLC
|
SELL
|
- |
-254Closed |
$10.8K - $15.7K
|
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
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-7.65KClosed |
$476K - $535K
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-38Closed |
$2.37K - $2.66K
|
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 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
|
Loomis Sayles & CO L P
|
SELL
|
- |
-417KClosed |
$25.6M - $29.9M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-23Closed |
$1.41K - $1.65K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Parametrica Management LTD
|
SELL
|
- |
-4.65KClosed |
$286K - $333K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.11KClosed |
$191K - $223K
|
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
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-156Closed |
$9.59K - $11.2K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-8.62KClosed |
$529K - $598K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-199Closed |
$12.2K - $13.8K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.88KClosed |
$238K - $269K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-199Closed |
$12.2K - $13.8K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-567Closed |
$34.8K - $39.4K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-8.77KClosed |
$511K - $636K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-52Closed |
$3.03K - $3.77K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-3.43KClosed |
$200K - $249K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-15.9KClosed |
$927K - $1.15M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-834Closed |
$48.6K - $60.5K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-8Closed |
$466 - $580
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-21Closed |
$1.22K - $1.52K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-4.09KClosed |
$238K - $297K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-18.3KClosed |
$1.29M - $1.46M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-3.79KClosed |
$267K - $302K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-3.67KClosed |
$259K - $293K
|
0
$0
|
|