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 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
133New |
$13K - $16.3K
|
133
$14.7K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$98 - $123
|
1
$111
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
177+ 4.17% |
$17.3K - $21.7K
|
4.42K
$489K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20+ 117.65% |
$1.96K - $2.45K
|
37
$4.1K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
60New |
$5.88K - $7.35K
|
60
$6.64K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
4.85KNew |
$475K - $595K
|
4.85K
$537K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.97K+ 52.07% |
$487K - $609K
|
14.5K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
665+ 18.17% |
$65.2K - $81.5K
|
4.33K
$479K
|
|
|
May 09, 2025
Q1 2025
|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
Warszawa, R9 |
BUY
|
- |
170KNew |
$16.7M - $20.9M
|
170K
$18.9M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
714+ 9.71% |
$70K - $87.5K
|
8.06K
$893K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-441- 10.83% |
$43.2K - $54K
|
3.63K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-74.8K- 7.39% |
$7.33M - $9.17M
|
937K
$104M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
4.48KNew |
$439K - $549K
|
4.48K
$495K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-88- 1.96% |
$8.62K - $10.8K
|
4.4K
$487K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
250K+ 44.34% |
$24.5M - $30.6M
|
814K
$90.1M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
14.9K+ 172.42% |
$1.46M - $1.82M
|
23.5K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
17+ 41.46% |
$1.67K - $2.08K
|
58
$6.42K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.57M+ 53.97% |
$252M - $315M
|
7.33M
$812M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-60.5K- 18.38% |
$5.92M - $7.41M
|
268K
$29.7M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-861- 17.52% |
$84.4K - $106K
|
4.05K
$449K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.27K+ 93.69% |
$222K - $278K
|
4.69K
$519K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 3100.0% |
$3.04K - $3.8K
|
32
$3.54K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.16K+ 3595.0% |
$211K - $264K
|
2.22K
$245K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
15+ 0.65% |
$1.47K - $1.84K
|
2.32K
$256K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
33.7K+ 28.41% |
$3.3M - $4.13M
|
152K
$16.8M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.07K+ 3.65% |
$105K - $131K
|
30.4K
$3.36M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
56New |
$5.49K - $6.86K
|
56
$6.2K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.3KNew |
$323K - $404K
|
3.3K
$365K
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
42.6KNew |
$4.18M - $5.22M
|
42.6K
$4.72M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.55K- 6.15% |
$250K - $313K
|
39K
$4.31M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.01KNew |
$196K - $246K
|
2.01K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.64K+ 27.76% |
$357K - $446K
|
16.7K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
549+ 2.71% |
$53.8K - $67.3K
|
20.8K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.75KNew |
$466K - $583K
|
4.75K
$526K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.16K+ 61.52% |
$702K - $878K
|
18.8K
$2.08M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.78K+ 23.49% |
$468K - $585K
|
25.1K
$2.78M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.68KNew |
$360K - $450K
|
3.68K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
122+ 119.61% |
$12K - $15K
|
224
$24.8K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.86KNew |
$379K - $474K
|
3.86K
$428K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.79K+ 83.22% |
$567K - $709K
|
12.7K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
57.8KNew |
$5.66M - $7.08M
|
57.8K
$6.39M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
5.4K+ 56.79% |
$529K - $661K
|
14.9K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
10.9KNew |
$1.07M - $1.34M
|
10.9K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-315- 8.4% |
$30.9K - $38.6K
|
3.44K
$380K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.86K+ 88.09% |
$182K - $227K
|
3.96K
$439K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.07K+ 84.08% |
$693K - $866K
|
15.5K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-344- 11.26% |
$33.7K - $42.2K
|
2.71K
$300K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
420New |
$41.2K - $51.5K
|
420
$46.5K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-2.02KClosed |
$198K - $248K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
7.72KNew |
$756K - $946K
|
7.72K
$854K
|