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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
24+ 0.31% |
$2.07K - $2.59K
|
7.74K
$839K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23+ 0.67% |
$1.99K - $2.48K
|
3.46K
$375K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
22New |
$1.9K - $2.38K
|
22
$2.38K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
12New |
$1.04K - $1.3K
|
12
$1.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$518 - $648
|
6
$650
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4New |
$346 - $432
|
4
$434
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 400.0% |
$346 - $432
|
5
$542
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.15% |
$173 - $216
|
1.35K
$146K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.04% |
$86.4 - $108
|
2.8K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
Warszawa, R9 |
BUY
|
- |
170KNew |
$16.7M - $20.9M
|
170K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
56.1KNew |
$5.5M - $6.88M
|
56.1K
$6.08M
|
|
|
May 14, 2025
Q1 2025
|
Petiole Usa LTD
New York, NY |
BUY
|
- |
24.1KNew |
$2.36M - $2.96M
|
24.1K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
23.8KNew |
$2.33M - $2.91M
|
23.8K
$2.58M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
12.8KNew |
$1.25M - $1.57M
|
12.8K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
11.9K+ 93.17% |
$1.17M - $1.46M
|
24.7K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.85KNew |
$769K - $961K
|
7.85K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
7.72KNew |
$756K - $946K
|
7.72K
$837K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
7.24K+ 51.82% |
$709K - $887K
|
21.2K
$2.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
6.95K+ 183.99% |
$681K - $852K
|
10.7K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
5K+ 56.18% |
$490K - $613K
|
13.9K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.94K+ 10.65% |
$484K - $605K
|
51.3K
$5.56M
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
4.88KNew |
$478K - $598K
|
4.88K
$529K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
4.85KNew |
$475K - $595K
|
4.85K
$526K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.76KNew |
$466K - $583K
|
4.76K
$516K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.48KNew |
$439K - $549K
|
4.48K
$486K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
4.48KNew |
$439K - $549K
|
4.48K
$485K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.3KNew |
$421K - $527K
|
4.3K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
4KNew |
$392K - $490K
|
4K
$433K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
3.73KNew |
$366K - $457K
|
3.73K
$404K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.53KNew |
$346K - $432K
|
3.53K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.51KNew |
$344K - $430K
|
3.51K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.43KNew |
$336K - $420K
|
3.43K
$371K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
3.31K+ 86.66% |
$324K - $405K
|
7.12K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.17KNew |
$311K - $389K
|
3.17K
$344K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.9KNew |
$284K - $355K
|
2.9K
$314K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.57KNew |
$252K - $315K
|
2.57K
$279K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.5K+ 14.43% |
$245K - $306K
|
19.8K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.28KNew |
$223K - $279K
|
2.28K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.21KNew |
$216K - $270K
|
2.21K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2KNew |
$196K - $245K
|
2K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.98KNew |
$194K - $243K
|
1.98K
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.84KNew |
$180K - $226K
|
1.84K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.38K+ 1230.36% |
$135K - $169K
|
1.49K
$162K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.12K+ 18.0% |
$110K - $138K
|
7.37K
$799K
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.01K+ 3.32% |
$98.5K - $123K
|
31.3K
$3.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
813New |
$79.7K - $99.6K
|
813
$88.1K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
420New |
$41.2K - $51.5K
|
420
$45.5K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
345New |
$33.8K - $42.3K
|
345
$37.4K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
291New |
$28.5K - $35.7K
|
291
$31.5K
|
|