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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
102New |
$10.3K - $13K
|
102
$11.4K
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
84+ 0.63% |
$8.5K - $10.7K
|
13.4K
$1.5M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
83+ 0.43% |
$8.4K - $10.6K
|
19.6K
$2.19M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
81+ 24.25% |
$8.19K - $10.3K
|
415
$46.4K
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
60New |
$6.07K - $7.66K
|
60
$6.71K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
59+ 1966.67% |
$5.97K - $7.53K
|
62
$6.94K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
51+ 40.16% |
$5.16K - $6.51K
|
178
$19.9K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
47+ 6.26% |
$4.75K - $6K
|
798
$89.3K
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
42+ 3.1% |
$4.25K - $5.36K
|
1.4K
$156K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
37+ 34.58% |
$3.74K - $4.72K
|
144
$16.1K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
34+ 36.17% |
$3.44K - $4.34K
|
128
$14.3K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
34+ 1.42% |
$3.44K - $4.34K
|
2.42K
$271K
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
29+ 0.3% |
$2.93K - $3.7K
|
9.81K
$1.1M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
28+ 0.28% |
$2.83K - $3.57K
|
9.87K
$1.1M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24+ 0.66% |
$2.43K - $3.06K
|
3.66K
$409K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
24+ 13.26% |
$2.43K - $3.06K
|
205
$22.9K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21+ 16.41% |
$2.12K - $2.68K
|
149
$16.7K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 64.0% |
$1.62K - $2.04K
|
41
$4.59K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
14+ 0.31% |
$1.42K - $1.79K
|
4.49K
$502K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11+ 11.58% |
$1.11K - $1.4K
|
106
$11.9K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 15.0% |
$607 - $766
|
46
$5.15K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 11.11% |
$506 - $638
|
50
$5.59K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 27.78% |
$506 - $638
|
23
$2.57K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5New |
$506 - $638
|
5
$559
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
4New |
$405 - $510
|
4
$447
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$303 - $383
|
3
$336
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3+ 0.67% |
$303 - $383
|
452
$50.6K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 5.0% |
$303 - $383
|
63
$7.05K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$303 - $383
|
3
$336
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$202 - $255
|
2
$224
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 8.33% |
$101 - $128
|
13
$1.45K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$101 - $128
|
1
$112
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$101 - $128
|
250
$28K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
138KNew |
$11.2M - $15M
|
138K
$15.4M
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
39.5K+ 203.19% |
$3.22M - $4.31M
|
59K
$6.6M
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
30.1KNew |
$2.45M - $3.28M
|
30.1K
$3.36M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.2K+ 210.31% |
$2.13M - $2.85M
|
38.6K
$4.32M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
21.5KNew |
$1.75M - $2.34M
|
21.5K
$2.4M
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
18.3KNew |
$1.49M - $2M
|
18.3K
$2.05M
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
11.6K+ 12.53% |
$944K - $1.26M
|
104K
$11.7M
|
|
Nov 14, 2024
Q3 2024
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
9.76K+ 44.41% |
$795K - $1.06M
|
31.7K
$3.55M
|
|
Oct 15, 2024
Q3 2024
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
9.02KNew |
$735K - $983K
|
9.02K
$1.01M
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
7K+ 30.04% |
$570K - $763K
|
30.3K
$3.39M
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
6.14KNew |
$499K - $668K
|
6.14K
$686K
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
5.8K+ 24.89% |
$472K - $632K
|
29.1K
$3.26M
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
5.17KNew |
$420K - $563K
|
5.17K
$578K
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.01KNew |
$245K - $327K
|
3.01K
$336K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$202K - $270K
|
2.48K
$277K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.56K+ 16.44% |
$127K - $169K
|
11K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.49KNew |
$121K - $162K
|
1.49K
$166K
|