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 $5.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
50
shares
|
$6,009
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
50
shares
|
$6,009
0.0% of portfolio
|
Q3 2024
Added 1566.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
45
shares
|
$5,408
0.0% of portfolio
|
Q3 2024
Added 800.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
45
shares
|
$5,408
0.0% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
43
shares
|
$5,168
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
40
shares
|
$4,807
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
36
shares
|
$4,326
0.0% of portfolio
|
Q2 2023
Reduced 98.66%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
32
shares
|
$3,846
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
29
shares
|
$3,485
0.0% of portfolio
|
Q3 2024
Added 625.0%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
25
shares
|
$3,004
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25
shares
|
$3,004
0.0% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
22
shares
|
$2,644
0.0% of portfolio
|
Q4 2023
Reduced 29.03%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22
shares
|
$2,644
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
20
shares
|
$2,403
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
18
shares
|
$2,163
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
14
shares
|
$1,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
14
shares
|
$1,682
0.0% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
13
shares
|
$1,562
0.0% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
13
shares
|
$1,562
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
12
shares
|
$1,442
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
11
shares
|
$1,322
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7
shares
|
$841
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
6
shares
|
$721
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
6
shares
|
$721
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4
shares
|
$480
0.0% of portfolio
|
Q3 2024
New holding
|