Institutional Ownership Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF). We have compiled data on the 335 institutions that hold shares in the stock, with a total of 48.7 Million shares, which have been reported (via 13F filing form) to have a value of $6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,299
shares
|
$412,375
0.0% of portfolio
|
Q3 2024
Added 40.03%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
3,216
shares
|
$402,000
0.0% of portfolio
|
Q3 2023
Reduced 81.94%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,162
shares
|
$395,250
0.0% of portfolio
|
Q3 2024
Added 572.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,145
shares
|
$393,125
0.0% of portfolio
|
Q3 2024
Added 383.1%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,091
shares
|
$386,375
0.1% of portfolio
|
Q3 2024
Reduced 60.07%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,005
shares
|
$375,625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
2,908
shares
|
$363,500
0.32% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
2,869
shares
|
$358,625
0.0% of portfolio
|
Q3 2024
Reduced 48.54%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
2,831
shares
|
$353,875
0.0% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
2,803
shares
|
$350,375
0.02% of portfolio
|
Q3 2024
Reduced 75.16%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
2,800
shares
|
$350,000
0.01% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
2,800
shares
|
$350,000
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
2,726
shares
|
$340,750
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
2,668
shares
|
$333,500
0.0% of portfolio
|
Q3 2024
Reduced 17.45%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
2,665
shares
|
$333,125
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
2,618
shares
|
$327,250
0.04% of portfolio
|
Q3 2024
Added 80.06%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,510
shares
|
$313,750
0.0% of portfolio
|
Q3 2024
Added 29.31%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
2,488
shares
|
$311,000
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
2,478
shares
|
$309,750
0.0% of portfolio
|
Q3 2024
Added 69.49%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,477
shares
|
$309,625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
2,389
shares
|
$298,625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,380
shares
|
$297,500
0.01% of portfolio
|
Q3 2024
Reduced 72.39%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,319
shares
|
$289,875
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,231
shares
|
$278,875
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
2,221
shares
|
$277,625
0.0% of portfolio
|
Q3 2024
New holding
|