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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-151- 10.22% |
$8.19K - $10.2K
|
1.33K
$166K
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
12.7KNew |
$688K - $853K
|
12.7K
$1.58M
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9New |
$488 - $605
|
9
$1.13K
|
|
Q1 2023 | |||||||
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-434Closed |
$25.1K - $39.9K
|
0
$0
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3Closed |
$173 - $276
|
0
$0
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
26.6KNew |
$1.54M - $2.45M
|
26.6K
$3.33M
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.64KNew |
$441K - $703K
|
7.64K
$955K
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
10KNew |
$577K - $920K
|
10K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
50New |
$2.89K - $4.6K
|
50
$6.25K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-495- 9.45% |
$28.6K - $45.5K
|
4.74K
$593K
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.43KNew |
$256K - $408K
|
4.43K
$554K
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
900New |
$51.9K - $82.8K
|
900
$113K
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.29KNew |
$132K - $210K
|
2.29K
$286K
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
BUY
|
- |
6.7KNew |
$387K - $616K
|
6.7K
$838K
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
7.52KNew |
$434K - $692K
|
7.52K
$940K
|
|
May 15, 2023
Q1 2023
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
20KNew |
$1.15M - $1.84M
|
20K
$2.5M
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.5KNew |
$260K - $414K
|
4.5K
$562K
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-17- 1.3% |
$981 - $1.56K
|
1.29K
$161K
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-1.2K- 37.5% |
$69.3K - $110K
|
2K
$250K
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
637+ 63.26% |
$36.8K - $58.6K
|
1.64K
$206K
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.59KNew |
$149K - $238K
|
2.59K
$324K
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
500New |
$28.9K - $46K
|
500
$62.5K
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-276- 2.74% |
$15.9K - $25.4K
|
9.8K
$1.23M
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
31.4K+ 27.1% |
$1.81M - $2.89M
|
147K
$18.4M
|
|
May 11, 2023
Q1 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.24KNew |
$245K - $390K
|
4.24K
$530K
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
9New |
$519 - $828
|
9
$1.13K
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-592- 10.94% |
$34.2K - $54.4K
|
4.82K
$602K
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
43.7K+ 118.02% |
$2.52M - $4.02M
|
80.8K
$10.1M
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
9.1KNew |
$525K - $837K
|
9.1K
$1.14M
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.29K+ 6.08% |
$74.5K - $119K
|
22.5K
$2.81M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-35- 71.43% |
$2.02K - $3.22K
|
14
$1.75K
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.61K+ 3.65% |
$151K - $240K
|
74K
$9.25M
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.86K- 43.45% |
$223K - $355K
|
5.03K
$628K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
10New |
$577 - $920
|
10
$1.25K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
224+ 829.63% |
$12.9K - $20.6K
|
251
$31.4K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 8.33% |
$57.7 - $92
|
11
$1.38K
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
10.9KNew |
$627K - $999K
|
10.9K
$1.36M
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.3KNew |
$651K - $1.04M
|
11.3K
$1.41M
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
10.9KNew |
$627K - $999K
|
10.9K
$1.36M
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1+ 0.02% |
$57.7 - $92
|
5.64K
$705K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
40.8KNew |
$2.36M - $3.75M
|
40.8K
$5.1M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.4K- 42.5% |
$196K - $313K
|
4.6K
$575K
|
|
Q4 2022 | |||||||
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.7KNew |
$520K - $611K
|
6.7K
$838K
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
6.8K+ 6.55% |
$528K - $621K
|
111K
$13.8M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-72- 4.56% |
$5.59K - $6.57K
|
1.51K
$188K
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.99K- 1.4% |
$154K - $181K
|
140K
$17.5M
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-9.81K- 53.0% |
$762K - $895K
|
8.7K
$1.09M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
128New |
$9.94K - $11.7K
|
128
$16K
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-85- 77.98% |
$6.6K - $7.76K
|
24
$3K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.37K+ 40.73% |
$261K - $307K
|
11.6K
$1.45M
|