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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 1.89% |
$1.08K - $1.35K
|
592
$65.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
7.72K+ 96.34% |
$756K - $946K
|
15.7K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
4.9K+ 54.35% |
$480K - $601K
|
13.9K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
34.6K+ 4.3% |
$3.39M - $4.24M
|
840K
$93M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.7KNew |
$265K - $331K
|
2.7K
$299K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
509+ 27.4% |
$49.9K - $62.4K
|
2.37K
$262K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
1.37K+ 68.46% |
$134K - $168K
|
3.38K
$374K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
1.66K+ 2.83% |
$163K - $204K
|
60.4K
$6.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
9.59K+ 47.09% |
$940K - $1.18M
|
29.9K
$3.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-557- 19.08% |
$54.6K - $68.3K
|
2.36K
$262K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.21KNew |
$216K - $270K
|
2.21K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
SELL
|
- |
-3.26K- 5.18% |
$320K - $400K
|
59.8K
$6.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.84KNew |
$180K - $226K
|
1.84K
$204K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
50New |
$4.9K - $6.13K
|
50
$5.53K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-983- 17.73% |
$96.3K - $120K
|
4.56K
$505K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
174K+ 10.01% |
$17.1M - $21.3M
|
1.91M
$212M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
48+ 0.11% |
$4.7K - $5.88K
|
44.5K
$4.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.53KNew |
$346K - $432K
|
3.53K
$390K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
14New |
$1.37K - $1.72K
|
14
$1.55K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
20New |
$1.96K - $2.45K
|
20
$2.21K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
104+ 58.43% |
$10.2K - $12.7K
|
282
$31.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16New |
$1.57K - $1.96K
|
16
$1.77K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-89- 1.32% |
$8.72K - $10.9K
|
6.65K
$736K
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
23.8KNew |
$2.33M - $2.91M
|
23.8K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 22.22% |
$980 - $1.23K
|
55
$6.09K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
21.6KNew |
$2.12M - $2.65M
|
21.6K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14KNew |
$1.37M - $1.71M
|
14K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
35K+ 430.11% |
$3.43M - $4.29M
|
43.2K
$4.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-478- 7.95% |
$46.8K - $58.6K
|
5.53K
$612K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-5.02K- 1.87% |
$492K - $615K
|
263K
$29.1M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.9K+ 57.24% |
$284K - $355K
|
7.97K
$882K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
512New |
$50.2K - $62.8K
|
512
$56.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
28.8K+ 53.41% |
$2.83M - $3.53M
|
82.8K
$9.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-500- 54.88% |
$49K - $61.3K
|
411
$45.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
15New |
$1.47K - $1.84K
|
15
$1.66K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.45K- 27.91% |
$240K - $300K
|
6.33K
$701K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$1.96K - $2.45K
|
20
$2.21K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.9KNew |
$284K - $355K
|
2.9K
$321K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53+ 1.88% |
$5.19K - $6.5K
|
2.87K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.3KNew |
$1.89M - $2.37M
|
19.3K
$2.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 0.5% |
$1.96K - $2.45K
|
4.04K
$447K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.76K+ 34.4% |
$368K - $461K
|
14.7K
$1.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
6.95K+ 183.99% |
$681K - $852K
|
10.7K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
47.2K+ 393741.66% |
$4.63M - $5.79M
|
47.3K
$5.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
11.9K+ 93.17% |
$1.17M - $1.46M
|
24.7K
$2.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 15.38% |
$196 - $245
|
15
$1.66K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
172+ 38.05% |
$16.9K - $21.1K
|
624
$69.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
122+ 1.35% |
$12K - $15K
|
9.15K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.34K- 15.45% |
$229K - $286K
|
12.8K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-5.13K- 8.86% |
$502K - $628K
|
52.7K
$5.83M
|