Latest Institutional Purchases of Umb Financial Corp (UMBF)
This list provides information on the latest institutional transactions involving Umb Financial Corp (UMBF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
12.9K+ 28.84% |
$1.31M - $1.65M
|
57.8K
$7.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
12.8KNew |
$1.29M - $1.63M
|
12.8K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
12.6K+ 510.29% |
$1.28M - $1.61M
|
15.1K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
9.35K+ 8.04% |
$946K - $1.19M
|
126K
$15.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.13KNew |
$316K - $399K
|
3.13K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.88K+ 107.83% |
$291K - $367K
|
5.55K
$680K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.52KNew |
$255K - $322K
|
2.52K
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
2.35K+ 1.19% |
$237K - $299K
|
200K
$24.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$218K - $275K
|
2.16K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1.87KNew |
$190K - $239K
|
1.87K
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.8K+ 27.83% |
$182K - $229K
|
8.25K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.04KNew |
$105K - $133K
|
1.04K
$127K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
690+ 52.51% |
$69.8K - $88K
|
2K
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
510+ 0.32% |
$51.6K - $65.1K
|
158K
$19.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
289+ 6.32% |
$29.2K - $36.9K
|
4.86K
$596K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
268+ 124.65% |
$27.1K - $34.2K
|
483
$59.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
186+ 5.39% |
$18.8K - $23.7K
|
3.63K
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
125+ 6.46% |
$12.6K - $16K
|
2.06K
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
109+ 0.2% |
$11K - $13.9K
|
54K
$6.62M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
81+ 24.25% |
$8.19K - $10.3K
|
415
$50.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
59+ 1966.67% |
$5.97K - $7.53K
|
62
$7.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
34+ 1.42% |
$3.44K - $4.34K
|
2.42K
$297K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
24+ 13.26% |
$2.43K - $3.06K
|
205
$25.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 64.0% |
$1.62K - $2.04K
|
41
$5.02K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
14+ 0.31% |
$1.42K - $1.79K
|
4.49K
$550K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11+ 11.58% |
$1.11K - $1.4K
|
106
$13K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 27.78% |
$506 - $638
|
23
$2.82K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5New |
$506 - $638
|
5
$613
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3+ 0.67% |
$303 - $383
|
452
$55.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 5.0% |
$303 - $383
|
63
$7.72K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$303 - $383
|
3
$368
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$101 - $128
|
250
$30.6K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
695K+ 403.7% |
$56.6M - $75.7M
|
867K
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
462KNew |
$37.6M - $50.3M
|
462K
$56.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
319K+ 95.61% |
$26M - $34.8M
|
653K
$80.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
283K+ 257.98% |
$23M - $30.8M
|
392K
$48.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
261K+ 438.78% |
$21.3M - $28.4M
|
321K
$39.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
220K+ 4.89% |
$17.9M - $23.9M
|
4.71M
$578M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
196K+ 11.16% |
$15.9M - $21.3M
|
1.95M
$239M
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
179KNew |
$14.6M - $19.5M
|
179K
$22M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
170K+ 278.81% |
$13.9M - $18.6M
|
231K
$28.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
155K+ 93.95% |
$12.6M - $16.9M
|
320K
$39.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
152K+ 34.08% |
$12.3M - $16.5M
|
596K
$73.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
138KNew |
$11.2M - $15M
|
138K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
123K+ 109.27% |
$10M - $13.4M
|
236K
$28.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
122KNew |
$9.97M - $13.3M
|
122K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
116K+ 15.76% |
$9.41M - $12.6M
|
849K
$104M
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
93KNew |
$7.57M - $10.1M
|
93K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
67.8K+ 23.18% |
$5.52M - $7.38M
|
360K
$44.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
60.4K+ 20.19% |
$4.92M - $6.58M
|
360K
$44.1M
|
|