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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.51KNew |
$273K - $302K
|
3.51K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.05KNew |
$315K - $349K
|
4.05K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1New |
$77.8 - $86.1
|
1
$102
|
|
|
Aug 14, 2024
Q2 2024
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
114KNew |
$8.89M - $9.85M
|
114K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
996+ 9.61% |
$77.4K - $85.8K
|
11.4K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
5KNew |
$389K - $431K
|
5K
$512K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-170- 13.41% |
$13.2K - $14.6K
|
1.1K
$112K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
94.1K+ 1.6% |
$7.31M - $8.1M
|
5.97M
$611M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
831New |
$64.6K - $71.6K
|
831
$85.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8- 24.24% |
$622 - $689
|
25
$2.56K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.61K- 42.87% |
$203K - $225K
|
3.48K
$356K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
4.27K+ 11.17% |
$332K - $368K
|
42.5K
$4.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.59K- 19.79% |
$123K - $137K
|
6.43K
$658K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
9.82K+ 161.88% |
$764K - $846K
|
15.9K
$1.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-87- 33.08% |
$6.76K - $7.49K
|
176
$18K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
60New |
$4.67K - $5.17K
|
60
$6.14K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-500- 11.07% |
$38.9K - $43.1K
|
4.02K
$411K
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-102- 3.39% |
$7.93K - $8.79K
|
2.91K
$298K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 1.86% |
$15.6K - $17.2K
|
10.5K
$1.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-325- 7.46% |
$25.3K - $28K
|
4.03K
$412K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-8.85K- 59.7% |
$688K - $763K
|
5.98K
$612K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
34+ 6.22% |
$2.64K - $2.93K
|
581
$59.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-203- 2.67% |
$15.8K - $17.5K
|
7.4K
$758K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 20.0% |
$77.8 - $86.1
|
6
$614
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-500- 62.5% |
$38.9K - $43.1K
|
300
$30.7K
|
|
| Q1 2024 | |||||||
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.59KNew |
$281K - $312K
|
3.59K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
3.76KNew |
$294K - $327K
|
3.76K
$385K
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-8.6K- 29.68% |
$672K - $748K
|
20.4K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
44KNew |
$3.44M - $3.83M
|
44K
$4.5M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-851- 4.8% |
$66.5K - $74K
|
16.9K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 62.07% |
$1.41K - $1.57K
|
47
$4.81K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
4.77KNew |
$373K - $415K
|
4.77K
$489K
|
|
|
May 14, 2024
Q1 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
13.3KNew |
$1.04M - $1.16M
|
13.3K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-223- 8.74% |
$17.4K - $19.4K
|
2.33K
$238K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.37K- 1.7% |
$107K - $119K
|
79.3K
$8.12M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
277New |
$21.7K - $24.1K
|
277
$28.4K
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
6.9KNew |
$540K - $600K
|
6.9K
$706K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.19K- 21.21% |
$93.2K - $104K
|
4.43K
$453K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.43K+ 2.36% |
$112K - $124K
|
61.9K
$6.33M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.66K- 27.67% |
$129K - $144K
|
4.33K
$443K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-40- 0.22% |
$3.13K - $3.48K
|
18.4K
$1.88M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-20- 0.71% |
$1.56K - $1.74K
|
2.8K
$287K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.14K- 5.63% |
$89.1K - $99.2K
|
19.1K
$1.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 10.71% |
$235 - $261
|
25
$2.56K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
213New |
$16.7K - $18.5K
|
213
$21.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$78.2 - $87
|
1
$102
|
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
12.7KNew |
$995K - $1.11M
|
12.7K
$1.3M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 1.11% |
$7.82K - $8.7K
|
8.9K
$911K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
32New |
$2.5K - $2.78K
|
32
$3.28K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35New |
$2.74K - $3.04K
|
35
$3.58K
|
|