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 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
45New |
$3.69K - $4.39K
|
45
$5.63K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
7New |
$575 - $683
|
7
$875
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
300New |
$28.6K - $33.4K
|
300
$37.5K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
119New |
$11.3K - $13.3K
|
119
$14.9K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
18New |
$1.71K - $2.01K
|
18
$2.25K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.3KNew |
$319K - $358K
|
3.3K
$413K
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
197New |
$19.1K - $21.3K
|
197
$24.6K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
82New |
$7.94K - $8.89K
|
82
$10.3K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
32New |
$2.72K - $3.16K
|
32
$4K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7New |
$595 - $691
|
7
$875
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.16KNew |
$545K - $613K
|
6.16K
$770K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.4KNew |
$164K - $232K
|
2.4K
$299K
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
4KNew |
$197K - $290K
|
4K
$500K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4+ 15.38% |
$170 - $247
|
30
$3.75K
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
315+ 9.49% |
$22.2K - $25.1K
|
3.64K
$454K
|
|
| Q2 2018 | |||||||
|
Jul 24, 2018
Q2 2018
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
257+ 8.15% |
$18.2K - $20.5K
|
3.41K
$426K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.01K+ 7802.6% |
$427K - $465K
|
6.09K
$761K
|
|