Purchases and Sales Made in Q1 2025 in Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF) during Q1 2025. 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 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.75K+ 97.89% |
$368K - $460K
|
7.59K
$826K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
3.73KNew |
$366K - $457K
|
3.73K
$406K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.68KNew |
$360K - $450K
|
3.68K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.65K+ 7.09% |
$358K - $448K
|
55.2K
$6.01M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.64K+ 27.76% |
$357K - $446K
|
16.7K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.53KNew |
$346K - $432K
|
3.53K
$384K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.52KNew |
$345K - $431K
|
3.52K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.51KNew |
$344K - $430K
|
3.51K
$382K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.49K+ 196.51% |
$342K - $428K
|
5.27K
$574K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
3.44K+ 39.44% |
$338K - $422K
|
12.2K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.43KNew |
$336K - $420K
|
3.43K
$373K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
3.31K+ 86.66% |
$324K - $405K
|
7.12K
$776K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.3KNew |
$323K - $404K
|
3.3K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.29KNew |
$322K - $403K
|
3.29K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.17KNew |
$311K - $389K
|
3.17K
$345K
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
3.1K+ 2.98% |
$304K - $380K
|
107K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.04KNew |
$298K - $372K
|
3.04K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.9K+ 57.24% |
$284K - $355K
|
7.97K
$868K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.9KNew |
$284K - $355K
|
2.9K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.74K+ 43.75% |
$269K - $336K
|
9.01K
$982K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.71KNew |
$266K - $333K
|
2.71K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.7KNew |
$265K - $331K
|
2.7K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.67K+ 19.85% |
$262K - $328K
|
16.1K
$1.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.57KNew |
$252K - $315K
|
2.57K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.55KNew |
$250K - $312K
|
2.55K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.53KNew |
$247K - $309K
|
2.53K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.5K+ 30.68% |
$245K - $307K
|
10.7K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.5K+ 14.43% |
$245K - $306K
|
19.8K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.47KNew |
$242K - $303K
|
2.47K
$269K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
2.43KNew |
$238K - $298K
|
2.43K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.39KNew |
$234K - $293K
|
2.39K
$261K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
2.35KNew |
$230K - $287K
|
2.35K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.33KNew |
$229K - $286K
|
2.33K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.32KNew |
$228K - $285K
|
2.32K
$253K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.31KNew |
$227K - $283K
|
2.31K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.29KNew |
$225K - $281K
|
2.29K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.28KNew |
$223K - $279K
|
2.28K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.27K+ 93.69% |
$222K - $278K
|
4.69K
$511K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.21KNew |
$216K - $270K
|
2.21K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.16K+ 3595.0% |
$211K - $264K
|
2.22K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.12K+ 231.62% |
$207K - $259K
|
3.03K
$330K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.1K+ 11.76% |
$206K - $257K
|
20K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.09KNew |
$205K - $256K
|
2.09K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2.08KNew |
$204K - $255K
|
2.08K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.04K+ 86.32% |
$200K - $250K
|
4.4K
$479K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.01KNew |
$196K - $246K
|
2.01K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2KNew |
$196K - $245K
|
2K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.98KNew |
$194K - $243K
|
1.98K
$216K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.86K+ 88.09% |
$182K - $227K
|
3.96K
$432K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
1.85K+ 56.12% |
$181K - $227K
|
5.15K
$561K
|