Latest Institutional Sells of Umb Financial Corp (UMBF)
This list provides information on the latest institutional transactions involving Umb Financial Corp (UMBF) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-189- 4.68% |
$11.2K - $13.7K
|
3.85K
$481K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-162- 4.2% |
$9.59K - $11.7K
|
3.7K
$462K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 83.33% |
$888 - $1.09K
|
3
$375
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6- 1.27% |
$355 - $435
|
465
$58.1K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-5- 1.24% |
$296 - $363
|
398
$49.8K
|
|
Q2 2023 | |||||||
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-3.3K- 49.25% |
$179K - $222K
|
3.4K
$425K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.64K- 98.66% |
$143K - $178K
|
36
$4.5K
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-151- 10.22% |
$8.19K - $10.2K
|
1.33K
$166K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-32- 0.63% |
$1.74K - $2.15K
|
5.09K
$636K
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.86K- 43.45% |
$223K - $355K
|
5.03K
$628K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.4K- 42.5% |
$196K - $313K
|
4.6K
$575K
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-1.2K- 37.5% |
$69.3K - $110K
|
2K
$250K
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-592- 10.94% |
$34.2K - $54.4K
|
4.82K
$602K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-495- 9.45% |
$28.6K - $45.5K
|
4.74K
$593K
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-434Closed |
$25.1K - $39.9K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-276- 2.74% |
$15.9K - $25.4K
|
9.8K
$1.23M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-35- 71.43% |
$2.02K - $3.22K
|
14
$1.75K
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-17- 1.3% |
$981 - $1.56K
|
1.29K
$161K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3Closed |
$173 - $276
|
0
$0
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 8.33% |
$57.7 - $92
|
11
$1.38K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-314K- 64.68% |
$24.4M - $28.7M
|
172K
$21.5M
|
|
Feb 13, 2023
Q4 2022
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-37.4K- 2.93% |
$2.9M - $3.41M
|
1.24M
$155M
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-9.81K- 53.0% |
$762K - $895K
|
8.7K
$1.09M
|
|
Feb 10, 2023
Q4 2022
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-5.93K- 21.09% |
$461K - $541K
|
22.2K
$2.77M
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.11K- 24.76% |
$319K - $375K
|
12.5K
$1.56M
|
|
Feb 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.63K- 45.81% |
$204K - $240K
|
3.11K
$388K
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.99K- 1.4% |
$154K - $181K
|
140K
$17.5M
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-615- 2.75% |
$47.8K - $56.1K
|
21.7K
$2.72M
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-520- 18.64% |
$40.4K - $47.5K
|
2.27K
$284K
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-213- 2.27% |
$16.5K - $19.4K
|
9.16K
$1.15M
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-117- 2.08% |
$9.09K - $10.7K
|
5.5K
$688K
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-85- 77.98% |
$6.6K - $7.76K
|
24
$3K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-72- 4.56% |
$5.59K - $6.57K
|
1.51K
$188K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-15- 3.34% |
$1.16K - $1.37K
|
434
$54.3K
|
|
Q3 2022 | |||||||
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-21.4K- 97.66% |
$1.81M - $2.12M
|
514
$64.3K
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-853- 63.42% |
$71.9K - $84.3K
|
492
$61.5K
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-270- 1.89% |
$22.8K - $26.7K
|
14K
$1.76M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-100- 43.86% |
$8.43K - $9.88K
|
128
$16K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-13- 1.59% |
$1.1K - $1.28K
|
807
$101K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-63.6K- 37.92% |
$5.22M - $6.2M
|
104K
$13M
|
|
Aug 15, 2022
Q2 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-21.9KClosed |
$1.79M - $2.13M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-3.97KClosed |
$326K - $388K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-2.21KClosed |
$181K - $215K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-758Closed |
$62.2K - $74K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-173- 0.12% |
$14.2K - $16.9K
|
146K
$18.2M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-44Closed |
$3.61K - $4.29K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-21Closed |
$1.72K - $2.05K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-15Closed |
$1.23K - $1.46K
|
0
$0
|
|
Q1 2022 | |||||||
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-56.3K- 90.0% |
$5.36M - $6.27M
|
6.25K
$781K
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-49.2KClosed |
$4.68M - $5.48M
|
0
$0
|