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 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$326 - $436
|
4
$443
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$163 - $218
|
13
$1.44K
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
114KNew |
$8.89M - $9.85M
|
114K
$12.7M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
94.1K+ 1.6% |
$7.31M - $8.1M
|
5.97M
$661M
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
9.82K+ 161.88% |
$764K - $846K
|
15.9K
$1.76M
|
|
Aug 14, 2024
Q2 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
5KNew |
$389K - $431K
|
5K
$553K
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
4.66K+ 8.79% |
$363K - $402K
|
57.7K
$6.39M
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.31KNew |
$335K - $371K
|
4.31K
$477K
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.19K+ 82.87% |
$325K - $361K
|
9.24K
$1.02M
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.05KNew |
$315K - $349K
|
4.05K
$448K
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.51KNew |
$273K - $302K
|
3.51K
$389K
|
|
Aug 14, 2024
Q2 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
1.6K+ 31.37% |
$124K - $138K
|
6.7K
$742K
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
831New |
$64.6K - $71.6K
|
831
$92K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
60New |
$4.67K - $5.17K
|
60
$6.64K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1New |
$77.8 - $86.1
|
1
$111
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 20.0% |
$77.8 - $86.1
|
6
$664
|
|
Q1 2024 | |||||||
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
476KNew |
$37.3M - $41.5M
|
476K
$52.7M
|
|
May 14, 2024
Q1 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
13.3KNew |
$1.04M - $1.16M
|
13.3K
$1.47M
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
12.7KNew |
$995K - $1.11M
|
12.7K
$1.41M
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
6.9KNew |
$540K - $600K
|
6.9K
$764K
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
4.77KNew |
$373K - $415K
|
4.77K
$528K
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.59KNew |
$281K - $312K
|
3.59K
$397K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.43K+ 2.36% |
$112K - $124K
|
61.9K
$6.85M
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
397+ 1.96% |
$31K - $34.5K
|
20.6K
$2.28M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
277New |
$21.7K - $24.1K
|
277
$30.7K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
213New |
$16.7K - $18.5K
|
213
$23.6K
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
32New |
$2.5K - $2.78K
|
32
$3.54K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$78.2 - $87
|
1
$111
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
17.9KNew |
$1.05M - $1.51M
|
17.9K
$1.98M
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
8.93KNew |
$524K - $756K
|
8.93K
$989K
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
6.29KNew |
$369K - $532K
|
6.29K
$696K
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
4.64K+ 10.14% |
$272K - $392K
|
50.4K
$5.58M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.3K+ 105.36% |
$135K - $195K
|
4.48K
$496K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
39New |
$2.29K - $3.3K
|
39
$4.32K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
59.5K+ 86.92% |
$3.52M - $4.32M
|
128K
$14.2M
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
19.6KNew |
$1.16M - $1.42M
|
19.6K
$2.16M
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
9.56KNew |
$566K - $693K
|
9.56K
$1.06M
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.93KNew |
$351K - $430K
|
5.93K
$657K
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
3.5KNew |
$207K - $254K
|
3.5K
$388K
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
130New |
$7.69K - $9.43K
|
130
$14.4K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
43New |
$2.55K - $3.12K
|
43
$4.76K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3New |
$178 - $218
|
3
$332
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3+ 6.82% |
$178 - $218
|
47
$5.2K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$118 - $145
|
2
$221
|
|
Q2 2023 | |||||||
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
12.7KNew |
$688K - $853K
|
12.7K
$1.4M
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.64K+ 50.04% |
$252K - $312K
|
13.9K
$1.54M
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
63New |
$3.42K - $4.24K
|
63
$6.97K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12New |
$651 - $807
|
12
$1.33K
|