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 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$294 - $368
|
3
$332
|
|
|
May 13, 2025
Q1 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
- |
12KNew |
$1.17M - $1.47M
|
12K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-517- 85.45% |
$50.7K - $63.4K
|
88
$9.74K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.32KNew |
$228K - $285K
|
2.32K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
6.46K+ 65.88% |
$633K - $792K
|
16.3K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
330K+ 73.44% |
$32.4M - $40.5M
|
780K
$86.4M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.16K- 17.71% |
$310K - $387K
|
14.7K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.12K+ 18.0% |
$110K - $138K
|
7.37K
$815K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.74K+ 43.75% |
$269K - $336K
|
9.01K
$998K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.19M+ 78.26% |
$116M - $145M
|
2.7M
$299M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.55KNew |
$250K - $312K
|
2.55K
$282K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-61- 0.23% |
$5.98K - $7.48K
|
26.7K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
379KNew |
$37.1M - $46.4M
|
379K
$41.9M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.29KNew |
$225K - $281K
|
2.29K
$254K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
13.4K+ 16.1% |
$1.32M - $1.65M
|
97K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.41MNew |
$236M - $295M
|
2.41M
$266M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.8K+ 66.36% |
$6.54M - $8.18M
|
167K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.53KNew |
$247K - $309K
|
2.53K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
166K+ 60.11% |
$16.3M - $20.3M
|
442K
$48.9M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
280K+ 43.93% |
$27.4M - $34.3M
|
917K
$101M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
242+ 4840.0% |
$23.7K - $29.7K
|
247
$27.3K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.28K+ 28.62% |
$126K - $157K
|
5.76K
$638K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14K+ 723.22% |
$1.37M - $1.72M
|
16K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.51KNew |
$344K - $430K
|
3.51K
$388K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.28KNew |
$223K - $279K
|
2.28K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
13.7KNew |
$1.34M - $1.68M
|
13.7K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
279+ 3.03% |
$27.3K - $34.2K
|
9.48K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
147K+ 7.68% |
$14.4M - $18M
|
2.05M
$227M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
614K+ 55.24% |
$60.2M - $75.3M
|
1.73M
$191M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.29KNew |
$322K - $403K
|
3.29K
$364K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.1K+ 11.76% |
$206K - $257K
|
20K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10.3K- 39.45% |
$1.01M - $1.27M
|
15.9K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-790- 5.47% |
$77.4K - $96.8K
|
13.6K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.12K+ 231.62% |
$207K - $259K
|
3.03K
$336K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6.61K+ 155.08% |
$648K - $810K
|
10.9K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-109- 19.64% |
$10.7K - $13.4K
|
446
$49.4K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2New |
$196 - $245
|
2
$221
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
266New |
$26.1K - $32.6K
|
266
$29.4K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26.4K- 6.36% |
$2.59M - $3.24M
|
389K
$43.1M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
11.8K+ 12.53% |
$1.16M - $1.45M
|
106K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
23.8KNew |
$2.33M - $2.91M
|
23.8K
$2.63M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
49.2K+ 54.03% |
$4.82M - $6.03M
|
140K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Neumeier Poma Investment Counsel LLC
|
SELL
|
- |
-925- 0.3% |
$90.7K - $113K
|
312K
$34.6M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.7K+ 49.32% |
$657K - $821K
|
20.3K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.17K+ 61.74% |
$115K - $143K
|
3.07K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Global Alpha Capital Management Ltd.
|
BUY
|
- |
89.1K+ 21.12% |
$8.73M - $10.9M
|
511K
$56.6M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
89.6K+ 28.91% |
$8.78M - $11M
|
400K
$44.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.49K+ 196.51% |
$342K - $428K
|
5.27K
$584K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
508KNew |
$49.8M - $62.2M
|
508K
$56.2M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
48+ 0.09% |
$4.7K - $5.88K
|
53.6K
$5.93M
|