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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 6.85% |
$534 - $628
|
78
$8.46K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 0.12% |
$534 - $628
|
4.06K
$440K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 2.13% |
$321 - $377
|
144
$15.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.47% |
$321 - $377
|
646
$70K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$321 - $377
|
19.1K
$2.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2+ 0.34% |
$214 - $251
|
591
$64.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 33.33% |
$107 - $126
|
4
$434
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$107 - $126
|
3.13K
$340K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 25.0% |
$107 - $126
|
5
$542
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$107 - $126
|
253
$27.4K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
149K+ 512.62% |
$12.9M - $16.1M
|
178K
$19.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Roubaix Capital, LLC
|
BUY
|
- |
39.2KNew |
$3.39M - $4.23M
|
39.2K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
16.9KNew |
$1.46M - $1.82M
|
16.9K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
15.7K+ 216.3% |
$1.35M - $1.69M
|
22.9K
$2.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
12K+ 128.73% |
$1.04M - $1.3M
|
21.3K
$2.31M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.1K+ 25.87% |
$957K - $1.2M
|
53.9K
$5.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10KNew |
$864K - $1.08M
|
10K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
8.89KNew |
$768K - $960K
|
8.89K
$963K
|
|
|
Aug 14, 2025
Q2 2025
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
7.23K+ 36.14% |
$624K - $781K
|
27.2K
$2.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.86K+ 193.15% |
$507K - $633K
|
8.9K
$965K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
5.7K+ 25.51% |
$492K - $615K
|
28K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.26KNew |
$454K - $568K
|
5.26K
$570K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
4.91KNew |
$424K - $530K
|
4.91K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.86KNew |
$334K - $417K
|
3.86K
$419K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.79KNew |
$327K - $409K
|
3.79K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.64KNew |
$315K - $393K
|
3.64K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
BUY
|
- |
3.53KNew |
$305K - $381K
|
3.53K
$383K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.8KNew |
$242K - $302K
|
2.8K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.68KNew |
$232K - $290K
|
2.68K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.52KNew |
$218K - $272K
|
2.52K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.39KNew |
$206K - $258K
|
2.39K
$259K
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
2.34K+ 17.64% |
$202K - $253K
|
15.6K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
BUY
|
- |
2.32KNew |
$200K - $251K
|
2.32K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.29K+ 15.22% |
$198K - $247K
|
17.3K
$1.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
2.06KNew |
$178K - $222K
|
2.06K
$223K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.98KNew |
$171K - $214K
|
1.98K
$215K
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.94KNew |
$167K - $209K
|
1.94K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.37KNew |
$118K - $148K
|
1.37K
$148K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.2K+ 27.26% |
$104K - $129K
|
5.6K
$607K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1KNew |
$86.5K - $108K
|
1K
$109K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
973+ 46.62% |
$84.1K - $105K
|
3.06K
$332K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
346New |
$29.9K - $37.4K
|
346
$37.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
297+ 8.73% |
$25.7K - $32.1K
|
3.7K
$401K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
226New |
$19.5K - $24.4K
|
226
$24.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
153+ 1.67% |
$13.2K - $16.5K
|
9.3K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
90New |
$7.78K - $9.72K
|
90
$9.76K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$4.32K - $5.4K
|
50
$5.42K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
43+ 1.22% |
$3.72K - $4.64K
|
3.56K
$386K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25+ 92.59% |
$2.16K - $2.7K
|
52
$5.64K
|
|