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 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
213+ 142.95% |
$20.9K - $26.1K
|
362
$40.1K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
328+ 4.44% |
$32.1K - $40.2K
|
7.72K
$854K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
345New |
$33.8K - $42.3K
|
345
$38.2K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5.26K+ 53.33% |
$516K - $645K
|
15.1K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
65.8K+ 42.42% |
$6.45M - $8.07M
|
221K
$24.5M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
78+ 1950.0% |
$7.64K - $9.56K
|
82
$9.08K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-395- 27.53% |
$38.7K - $48.4K
|
1.04K
$115K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
894+ 0.31% |
$87.6K - $110K
|
291K
$32.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.8K+ 17.62% |
$1.65M - $2.06M
|
112K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-3.62K- 60.81% |
$355K - $444K
|
2.34K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.43KNew |
$336K - $420K
|
3.43K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.09KNew |
$205K - $256K
|
2.09K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Petiole Usa LTD
New York, NY |
BUY
|
- |
24.1KNew |
$2.36M - $2.96M
|
24.1K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
214K+ 396.46% |
$21M - $26.2M
|
268K
$29.7M
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.43MNew |
$140M - $175M
|
1.43M
$158M
|
|
|
May 14, 2025
Q1 2025
|
Ceredex Value Advisors LLC
|
BUY
|
- |
1.7K+ 1.32% |
$167K - $208K
|
130K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13Closed |
$1.27K - $1.59K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
22.3KNew |
$2.19M - $2.74M
|
22.3K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.04KNew |
$298K - $372K
|
3.04K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.35K+ 29.99% |
$524K - $655K
|
23.2K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-17.3K- 38.14% |
$1.7M - $2.12M
|
28.1K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.7K+ 71.51% |
$167K - $209K
|
4.09K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
20.2K+ 27.01% |
$1.98M - $2.48M
|
95K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.61K+ 1.43% |
$648K - $811K
|
468K
$51.8M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-242- 95.28% |
$23.7K - $29.7K
|
12
$1.33K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-25.2K- 95.56% |
$2.47M - $3.09M
|
1.17K
$130K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
77.1K+ 2185.82% |
$7.56M - $9.45M
|
80.6K
$8.92M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
29.1KNew |
$2.85M - $3.56M
|
29.1K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-8.55K- 16.12% |
$837K - $1.05M
|
44.5K
$4.92M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
155K+ 122.37% |
$15.2M - $19M
|
282K
$31.2M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-215- 1.14% |
$21.1K - $26.4K
|
18.7K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.37K+ 65.1% |
$134K - $168K
|
3.48K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
14K+ 18.96% |
$1.37M - $1.71M
|
87.8K
$9.71M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-10.8K- 61.28% |
$1.06M - $1.32M
|
6.83K
$756K
|
|
|
May 14, 2025
Q1 2025
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
10.2K+ 3.13% |
$996K - $1.25M
|
335K
$37.1M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
117K+ 45.85% |
$11.4M - $14.3M
|
371K
$41M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.75K+ 97.89% |
$368K - $460K
|
7.59K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.8K+ 161.73% |
$3.02M - $3.78M
|
49.9K
$5.52M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
10.9K+ 260.47% |
$1.07M - $1.34M
|
15.1K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-46- 11.39% |
$4.51K - $5.64K
|
358
$39.6K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
4.88KNew |
$478K - $598K
|
4.88K
$540K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 7.81% |
$980 - $1.23K
|
138
$15.3K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.76KNew |
$466K - $583K
|
4.76K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.48KNew |
$439K - $549K
|
4.48K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
101K+ 195.28% |
$9.94M - $12.4M
|
153K
$17M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.5K+ 14.43% |
$245K - $306K
|
19.8K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
89+ 4.3% |
$8.72K - $10.9K
|
2.16K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14.4K+ 542.14% |
$1.41M - $1.76M
|
17K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
17New |
$1.67K - $2.08K
|
17
$1.88K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.56K+ 2.77% |
$839K - $1.05M
|
317K
$35.1M
|