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 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-11- 0.07% |
$1.08K - $1.35K
|
15K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
4.24K+ 62.38% |
$415K - $519K
|
11K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-6.3K- 37.5% |
$617K - $772K
|
10.5K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
52+ 0.71% |
$5.1K - $6.37K
|
7.37K
$816K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-9.73K- 1.5% |
$953K - $1.19M
|
640K
$70.9M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-16- 6.2% |
$1.57K - $1.96K
|
242
$26.8K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
7.24K+ 51.82% |
$709K - $887K
|
21.2K
$2.35M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
234New |
$22.9K - $28.7K
|
234
$25.9K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-50.7K- 10.93% |
$4.96M - $6.21M
|
413K
$45.7M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
12.8KNew |
$1.25M - $1.57M
|
12.8K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
140New |
$13.7K - $17.2K
|
140
$15.5K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-212K- 14.62% |
$20.7M - $25.9M
|
1.24M
$137M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
24+ 218.18% |
$2.35K - $2.94K
|
35
$3.87K
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-6.36K- 3.18% |
$623K - $779K
|
193K
$21.4M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.98KNew |
$194K - $243K
|
1.98K
$219K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
3.31K+ 86.66% |
$324K - $405K
|
7.12K
$788K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.71KNew |
$266K - $333K
|
2.71K
$300K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-15.7K- 15.52% |
$1.53M - $1.92M
|
85.2K
$9.43M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-25.5K- 16.91% |
$2.5M - $3.13M
|
125K
$13.9M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
7.33K+ 54.62% |
$718K - $898K
|
20.7K
$2.3M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
11.6K+ 11.35% |
$1.13M - $1.42M
|
113K
$12.6M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
181K+ 1302.52% |
$17.7M - $22.1M
|
195K
$21.5M
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
209KNew |
$20.4M - $25.6M
|
209K
$23.1M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
6.8K+ 55.28% |
$666K - $833K
|
19.1K
$2.11M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.31KNew |
$227K - $283K
|
2.31K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.8K+ 277.6% |
$764K - $955K
|
10.6K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
1.85K+ 56.12% |
$181K - $227K
|
5.15K
$570K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
525+ 15.26% |
$51.5K - $64.3K
|
3.97K
$439K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
77.4K+ 405.44% |
$7.59M - $9.49M
|
96.5K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
5K+ 56.18% |
$490K - $613K
|
13.9K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
5.7K+ 54.07% |
$559K - $699K
|
16.2K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
2.35KNew |
$230K - $287K
|
2.35K
$260K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
322+ 14.6% |
$31.6K - $39.5K
|
2.53K
$280K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
207+ 1.13% |
$20.3K - $25.4K
|
18.6K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-135- 38.46% |
$13.2K - $16.5K
|
216
$23.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.52KNew |
$345K - $431K
|
3.52K
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.58K- 7.68% |
$154K - $193K
|
18.9K
$2.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
1.41K+ 21.42% |
$139K - $173K
|
8.02K
$887K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
3.44K+ 39.44% |
$338K - $422K
|
12.2K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.24KNew |
$612K - $765K
|
6.24K
$691K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
764+ 3.9% |
$74.9K - $93.6K
|
20.3K
$2.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
4.94KNew |
$484K - $606K
|
4.94K
$547K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
78K+ 70.88% |
$7.64M - $9.56M
|
188K
$20.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.94K+ 10.65% |
$484K - $605K
|
51.3K
$5.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
150+ 4.13% |
$14.7K - $18.4K
|
3.78K
$419K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-4.08K- 6.7% |
$400K - $500K
|
56.8K
$6.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 23.81% |
$490 - $613
|
16
$1.77K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-840- 12.63% |
$82.3K - $103K
|
5.81K
$643K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$392 - $490
|
4
$443
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2- 1.9% |
$196 - $245
|
103
$11.4K
|