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 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9New |
$488 - $605
|
9
$996
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6+ 0.24% |
$326 - $403
|
2.52K
$279K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
43.7K+ 118.02% |
$2.52M - $4.02M
|
80.8K
$8.94M
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
31.4K+ 27.1% |
$1.81M - $2.89M
|
147K
$16.3M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
26.6KNew |
$1.54M - $2.45M
|
26.6K
$2.95M
|
|
|
May 15, 2023
Q1 2023
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
20KNew |
$1.15M - $1.84M
|
20K
$2.21M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.3KNew |
$651K - $1.04M
|
11.3K
$1.25M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
10.9KNew |
$627K - $999K
|
10.9K
$1.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
10.9KNew |
$627K - $999K
|
10.9K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
10KNew |
$577K - $920K
|
10K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
9.1KNew |
$525K - $837K
|
9.1K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.64KNew |
$441K - $703K
|
7.64K
$846K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
7.52KNew |
$434K - $692K
|
7.52K
$833K
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
BUY
|
- |
6.7KNew |
$387K - $616K
|
6.7K
$742K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.61K+ 3.65% |
$151K - $240K
|
74K
$8.19M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.59KNew |
$149K - $238K
|
2.59K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.29KNew |
$132K - $210K
|
2.29K
$253K
|
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.29K+ 6.08% |
$74.5K - $119K
|
22.5K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
900New |
$51.9K - $82.8K
|
900
$99.6K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
637+ 63.26% |
$36.8K - $58.6K
|
1.64K
$182K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
500New |
$28.9K - $46K
|
500
$55.3K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
224+ 829.63% |
$12.9K - $20.6K
|
251
$27.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
50New |
$2.89K - $4.6K
|
50
$5.53K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
10New |
$577 - $920
|
10
$1.11K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
9New |
$519 - $828
|
9
$996
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1+ 0.02% |
$57.7 - $92
|
5.64K
$624K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
667KNew |
$51.8M - $60.9M
|
667K
$73.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
26.9KNew |
$2.09M - $2.45M
|
26.9K
$2.97M
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
6.8K+ 6.55% |
$528K - $621K
|
111K
$12.3M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.7KNew |
$520K - $611K
|
6.7K
$742K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.04KNew |
$469K - $551K
|
6.04K
$668K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.64KNew |
$283K - $332K
|
3.64K
$403K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3.39KNew |
$263K - $309K
|
3.39K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.37K+ 40.73% |
$261K - $307K
|
11.6K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.12K+ 120.39% |
$165K - $193K
|
3.88K
$430K
|
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
849+ 5.63% |
$65.9K - $77.5K
|
15.9K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
183+ 6.81% |
$14.2K - $16.7K
|
2.87K
$318K
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
BUY
|
- |
181+ 1.74% |
$14.1K - $16.5K
|
10.6K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
124+ 1.12% |
$9.63K - $11.3K
|
11.2K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
103New |
$8K - $9.4K
|
103
$11.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
50+ 1.66% |
$3.88K - $4.56K
|
3.05K
$338K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21New |
$1.63K - $1.92K
|
21
$2.32K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
19New |
$1.48K - $1.73K
|
19
$2.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
15K+ 608.63% |
$1.27M - $1.48M
|
17.5K
$1.94M
|
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.65KNew |
$476K - $558K
|
5.65K
$625K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.59K+ 54.59% |
$387K - $454K
|
13K
$1.44M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.4KNew |
$287K - $336K
|
3.4K
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.11KNew |
$262K - $307K
|
3.11K
$344K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.93K+ 8.96% |
$163K - $191K
|
23.5K
$2.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
86New |
$7.25K - $8.5K
|
86
$9.52K
|
|