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 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
18New |
$1.76K - $2.21K
|
18
$1.99K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
22.7KNew |
$2.23M - $2.79M
|
22.7K
$2.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$196 - $245
|
3.13K
$346K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-11.4K- 0.26% |
$1.12M - $1.4M
|
4.4M
$487M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34+ 53.97% |
$3.33K - $4.17K
|
97
$10.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
7.69K+ 49.36% |
$754K - $943K
|
23.3K
$2.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-92.2K- 99.01% |
$9.03M - $11.3M
|
921
$102K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.49K- 1.19% |
$146K - $183K
|
124K
$13.7M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
2.43KNew |
$238K - $298K
|
2.43K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.53KNew |
$738K - $923K
|
7.53K
$834K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.57KNew |
$252K - $315K
|
2.57K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
156+ 7.58% |
$15.3K - $19.1K
|
2.22K
$245K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20New |
$1.96K - $2.45K
|
20
$2.21K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
813New |
$79.7K - $99.6K
|
813
$90K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
3.73KNew |
$366K - $457K
|
3.73K
$413K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
221+ 442.0% |
$21.7K - $27.1K
|
271
$30K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
605+ 81.98% |
$59.3K - $74.1K
|
1.34K
$149K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 233.33% |
$686 - $858
|
10
$1.11K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
82+ 130.16% |
$8.04K - $10K
|
145
$16.1K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-154K- 63.62% |
$15.6M - $19.7M
|
88.3K
$9.78M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.3K- 96.52% |
$4.38M - $5.53M
|
1.56K
$173K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-71.2K- 31.1% |
$7.2M - $9.08M
|
158K
$17.4M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-9.4K- 8.76% |
$951K - $1.2M
|
97.9K
$10.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.35KNew |
$136K - $172K
|
1.35K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
41.8K+ 103.63% |
$4.22M - $5.33M
|
82.1K
$9.08M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-60.3K- 92.97% |
$6.09M - $7.69M
|
4.56K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-15.7K- 58.27% |
$1.59M - $2.01M
|
11.3K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.6K+ 188.79% |
$870K - $1.1M
|
13.2K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-264- 6.49% |
$26.7K - $33.7K
|
3.8K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.94KNew |
$196K - $247K
|
1.94K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
5.88KNew |
$595K - $750K
|
5.88K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
60.5KNew |
$6.12M - $7.72M
|
60.5K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-21- 28.77% |
$2.12K - $2.68K
|
52
$5.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
67.5K+ 18.74% |
$6.83M - $8.61M
|
428K
$47.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-221K- 55.2% |
$22.4M - $28.2M
|
180K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
85.3KNew |
$8.63M - $10.9M
|
85.3K
$9.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
6.68K+ 42.69% |
$676K - $853K
|
22.3K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.85KNew |
$389K - $491K
|
3.85K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
12.1K+ 1342.44% |
$1.22M - $1.54M
|
13K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
15.8K+ 44.62% |
$1.59M - $2.01M
|
51.1K
$5.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
9.64K+ 405.13% |
$975K - $1.23M
|
12K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
SELL
|
- |
-175- 0.17% |
$17.7K - $22.3K
|
100K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Third Avenue Management LLC
New York, NY |
SELL
|
- |
-8.1K- 7.3% |
$819K - $1.03M
|
103K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.02KNew |
$609K - $768K
|
6.02K
$666K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.4K+ 701.46% |
$1.56M - $1.96M
|
17.6K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
42.1KNew |
$4.26M - $5.37M
|
42.1K
$4.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.1KNew |
$212K - $268K
|
2.1K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
8.33K+ 219.52% |
$843K - $1.06M
|
12.1K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-575- 23.11% |
$58.2K - $73.4K
|
1.91K
$212K
|
|