Purchases and Sales Made in Q1 2024 in Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF) during Q1 2024. 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 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
45+ 1.28% |
$3.52K - $3.91K
|
3.55K
$443K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42+ 700.0% |
$3.28K - $3.65K
|
48
$6K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35New |
$2.74K - $3.04K
|
35
$4.38K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
32New |
$2.5K - $2.78K
|
32
$4K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
27+ 0.37% |
$2.11K - $2.35K
|
7.35K
$919K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
25+ 0.26% |
$1.96K - $2.17K
|
9.74K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
24+ 0.25% |
$1.88K - $2.09K
|
9.66K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
23New |
$1.8K - $2K
|
23
$2.88K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
18+ 0.3% |
$1.41K - $1.57K
|
6.07K
$758K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 62.07% |
$1.41K - $1.57K
|
47
$5.88K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
16+ 11.85% |
$1.25K - $1.39K
|
151
$18.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
16+ 4.57% |
$1.25K - $1.39K
|
366
$45.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 2.05% |
$391 - $435
|
249
$31.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
5+ 8.33% |
$391 - $435
|
65
$8.13K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5New |
$391 - $435
|
5
$625
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 18.52% |
$391 - $435
|
32
$4K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
1+ 0.03% |
$78.2 - $87
|
3.01K
$376K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$78.2 - $87
|
8.01K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$78.2 - $87
|
1
$125
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 6.67% |
$78.2 - $87
|
14
$1.75K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 10.71% |
$235 - $261
|
25
$3.13K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5- 13.16% |
$391 - $435
|
33
$4.13K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 8.82% |
$469 - $522
|
62
$7.75K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-12- 0.44% |
$938 - $1.04K
|
2.73K
$341K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-12- 34.29% |
$938 - $1.04K
|
23
$2.88K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-16- 2.1% |
$1.25K - $1.39K
|
747
$93.4K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-16- 0.09% |
$1.25K - $1.39K
|
18.1K
$2.26M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-20- 0.71% |
$1.56K - $1.74K
|
2.8K
$350K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-40- 0.22% |
$3.13K - $3.48K
|
18.4K
$2.3M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-45- 8.47% |
$3.52K - $3.91K
|
486
$60.8K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-56- 0.85% |
$4.38K - $4.87K
|
6.51K
$814K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-83- 2.45% |
$6.49K - $7.22K
|
3.31K
$413K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-86- 1.34% |
$6.73K - $7.48K
|
6.33K
$791K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-91- 0.15% |
$7.12K - $7.92K
|
58.7K
$7.34M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 1.11% |
$7.82K - $8.7K
|
8.9K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-167- 0.19% |
$13.1K - $14.5K
|
88.4K
$11.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 5.41% |
$15.6K - $17.4K
|
3.5K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-215- 2.24% |
$16.8K - $18.7K
|
9.4K
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-215- 1.67% |
$16.8K - $18.7K
|
12.7K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-223- 8.74% |
$17.4K - $19.4K
|
2.33K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-229- 0.32% |
$17.9K - $19.9K
|
71.1K
$8.89M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-246- 3.57% |
$19.2K - $21.4K
|
6.65K
$831K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-266- 7.84% |
$20.8K - $23.1K
|
3.13K
$391K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-280- 0.76% |
$21.9K - $24.4K
|
36.5K
$4.56M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-287- 1.53% |
$22.4K - $25K
|
18.5K
$2.32M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-313- 71.62% |
$24.5K - $27.2K
|
124
$15.5K
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-362- 0.13% |
$28.3K - $31.5K
|
287K
$35.9M
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
SELL
|
- |
-376- 26.22% |
$29.4K - $32.7K
|
1.06K
$132K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-424- 11.47% |
$33.2K - $36.9K
|
3.27K
$409K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-436- 2.15% |
$34.1K - $37.9K
|
19.8K
$2.48M
|