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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.84KNew |
$180K - $226K
|
1.84K
$201K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.8K+ 46.95% |
$177K - $221K
|
5.64K
$615K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.7K+ 71.51% |
$167K - $209K
|
4.09K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Ceredex Value Advisors LLC
|
BUY
|
- |
1.7K+ 1.32% |
$167K - $208K
|
130K
$14.2M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
1.66K+ 2.83% |
$163K - $204K
|
60.4K
$6.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
1.41K+ 21.42% |
$139K - $173K
|
8.02K
$873K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.38K+ 1230.36% |
$135K - $169K
|
1.49K
$162K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
1.37K+ 68.46% |
$134K - $168K
|
3.38K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.37K+ 65.1% |
$134K - $168K
|
3.48K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.28K+ 28.62% |
$126K - $157K
|
5.76K
$628K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.17K+ 61.74% |
$115K - $143K
|
3.07K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.12K+ 18.0% |
$110K - $138K
|
7.37K
$803K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.08K+ 3.96% |
$105K - $132K
|
28.2K
$3.07M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.07K+ 3.65% |
$105K - $131K
|
30.4K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.06K+ 0.42% |
$104K - $130K
|
254K
$27.7M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.01K+ 3.32% |
$98.5K - $123K
|
31.3K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
894+ 0.31% |
$87.6K - $110K
|
291K
$31.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
813New |
$79.7K - $99.6K
|
813
$88.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
764+ 3.9% |
$74.9K - $93.6K
|
20.3K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
714+ 9.71% |
$70K - $87.5K
|
8.06K
$879K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
665+ 18.17% |
$65.2K - $81.5K
|
4.33K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
643New |
$63K - $78.8K
|
643
$70.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
605+ 81.98% |
$59.3K - $74.1K
|
1.34K
$146K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
549+ 2.71% |
$53.8K - $67.3K
|
20.8K
$2.27M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
525+ 15.26% |
$51.5K - $64.3K
|
3.97K
$432K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
512New |
$50.2K - $62.8K
|
512
$55.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
509+ 27.4% |
$49.9K - $62.4K
|
2.37K
$258K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
478+ 59.9% |
$46.8K - $58.6K
|
1.28K
$139K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
478New |
$46.8K - $58.6K
|
478
$52.1K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
436+ 703.23% |
$42.7K - $53.4K
|
498
$54.3K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
421+ 292.36% |
$41.3K - $51.6K
|
565
$61.6K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
420New |
$41.2K - $51.5K
|
420
$45.8K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
354+ 6.14% |
$34.7K - $43.4K
|
6.12K
$667K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
345New |
$33.8K - $42.3K
|
345
$37.6K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
328+ 4.44% |
$32.1K - $40.2K
|
7.72K
$841K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
322+ 14.6% |
$31.6K - $39.5K
|
2.53K
$275K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
291New |
$28.5K - $35.7K
|
291
$31.7K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
279+ 3.03% |
$27.3K - $34.2K
|
9.48K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
266New |
$26.1K - $32.6K
|
266
$29K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
257+ 2.56% |
$25.2K - $31.5K
|
10.3K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
242+ 4840.0% |
$23.7K - $29.7K
|
247
$26.9K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
234New |
$22.9K - $28.7K
|
234
$25.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
221+ 442.0% |
$21.7K - $27.1K
|
271
$29.5K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
213+ 142.95% |
$20.9K - $26.1K
|
362
$39.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
207+ 1.13% |
$20.3K - $25.4K
|
18.6K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
177+ 4.17% |
$17.3K - $21.7K
|
4.42K
$482K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
172+ 38.05% |
$16.9K - $21.1K
|
624
$68K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
156+ 7.58% |
$15.3K - $19.1K
|
2.22K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
150+ 4.13% |
$14.7K - $18.4K
|
3.78K
$412K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
140New |
$13.7K - $17.2K
|
140
$15.3K
|