Purchases and Sales Made in Q1 2023 in Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF) during Q1 2023. The information is specifically focused on institutions that hold shares of UMB FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.34K- 2.64% |
$77.6K - $124K
|
49.6K
$5.96M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.82K- 6.19% |
$105K - $167K
|
27.6K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2K- 19.96% |
$115K - $184K
|
8.02K
$964K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.18K- 1.79% |
$126K - $201K
|
120K
$14.4M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.2K- 7.92% |
$127K - $202K
|
25.6K
$3.07M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.56K- 32.16% |
$148K - $236K
|
5.41K
$650K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.93K- 2.71% |
$169K - $269K
|
105K
$12.6M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.05K- 7.48% |
$176K - $281K
|
37.8K
$4.54M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-3.1K- 35.93% |
$179K - $285K
|
5.53K
$665K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.4K- 42.5% |
$196K - $313K
|
4.6K
$553K
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-3.45K- 2.76% |
$199K - $317K
|
121K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.72K- 0.66% |
$215K - $342K
|
557K
$66.9M
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.86K- 43.45% |
$223K - $355K
|
5.03K
$604K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.92K- 33.28% |
$284K - $452K
|
9.85K
$1.18M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-5.06K- 61.12% |
$292K - $465K
|
3.22K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.62K- 30.66% |
$325K - $517K
|
12.7K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-6.64K- 6.14% |
$383K - $611K
|
102K
$12.2M
|
|
|
May 04, 2023
Q1 2023
|
Royce & Associates LP
|
SELL
|
- |
-6.8K- 6.15% |
$393K - $626K
|
104K
$12.5M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.32K- 23.3% |
$480K - $765K
|
27.4K
$3.29M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.77K- 23.2% |
$506K - $807K
|
29K
$3.49M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-8.9K- 27.97% |
$513K - $818K
|
22.9K
$2.75M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-9.4K- 2.76% |
$543K - $865K
|
331K
$39.8M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-9.94K- 66.99% |
$574K - $914K
|
4.9K
$589K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-10.4K- 7.1% |
$600K - $956K
|
136K
$16.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.2K- 74.57% |
$647K - $1.03M
|
3.82K
$459K
|
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-11.7K- 10.56% |
$675K - $1.08M
|
99.1K
$11.9M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-20.1K- 1.24% |
$1.16M - $1.85M
|
1.6M
$192M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-30.5K- 34.16% |
$1.76M - $2.8M
|
58.7K
$7.06M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-38.8K- 5.61% |
$2.24M - $3.57M
|
652K
$78.3M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-41K- 91.61% |
$2.37M - $3.77M
|
3.76K
$451K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-41.5K- 41.2% |
$2.39M - $3.82M
|
59.2K
$7.12M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-54.7K- 3.18% |
$3.15M - $5.03M
|
1.67M
$200M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-108K- 52.51% |
$6.26M - $9.97M
|
98K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-125K- 56.16% |
$7.23M - $11.5M
|
97.8K
$11.8M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-262K- 44.2% |
$15.1M - $24.1M
|
331K
$39.8M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-269K- 38.7% |
$15.5M - $24.7M
|
426K
$51.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-275K- 27.22% |
$15.9M - $25.3M
|
736K
$88.5M
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-381K- 52.15% |
$22M - $35.1M
|
350K
$42M
|