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 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 23.81% |
$490 - $613
|
16
$1.74K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-11- 0.07% |
$1.08K - $1.35K
|
15K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13Closed |
$1.27K - $1.59K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-16- 6.2% |
$1.57K - $1.96K
|
242
$26.4K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-46- 11.39% |
$4.51K - $5.64K
|
358
$39K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-61- 0.23% |
$5.98K - $7.48K
|
26.7K
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-88- 1.96% |
$8.62K - $10.8K
|
4.4K
$480K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-89- 1.32% |
$8.72K - $10.9K
|
6.65K
$724K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-109- 19.64% |
$10.7K - $13.4K
|
446
$48.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-135- 38.46% |
$13.2K - $16.5K
|
216
$23.5K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-143- 4.03% |
$14K - $17.5K
|
3.4K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-156- 11.16% |
$15.3K - $19.1K
|
1.24K
$135K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-215- 1.14% |
$21.1K - $26.4K
|
18.7K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-220- 6.11% |
$21.6K - $27K
|
3.38K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-242- 95.28% |
$23.7K - $29.7K
|
12
$1.31K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-250- 3.89% |
$24.5K - $30.6K
|
6.18K
$673K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-315- 8.4% |
$30.9K - $38.6K
|
3.44K
$374K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-344- 11.26% |
$33.7K - $42.2K
|
2.71K
$295K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-395- 27.53% |
$38.7K - $48.4K
|
1.04K
$113K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-441- 10.83% |
$43.2K - $54K
|
3.63K
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-478- 7.95% |
$46.8K - $58.6K
|
5.53K
$603K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-500- 54.88% |
$49K - $61.3K
|
411
$44.8K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-517- 85.45% |
$50.7K - $63.4K
|
88
$9.59K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-555- 13.06% |
$54.4K - $68K
|
3.7K
$403K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-557- 19.08% |
$54.6K - $68.3K
|
2.36K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-790- 5.47% |
$77.4K - $96.8K
|
13.6K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-840- 12.63% |
$82.3K - $103K
|
5.81K
$633K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-861- 17.52% |
$84.4K - $106K
|
4.05K
$442K
|
|
|
May 12, 2025
Q1 2025
|
Neumeier Poma Investment Counsel LLC
|
SELL
|
- |
-925- 0.3% |
$90.7K - $113K
|
312K
$34M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-983- 17.73% |
$96.3K - $120K
|
4.56K
$497K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.06K- 19.31% |
$104K - $130K
|
4.44K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.26K- 3.63% |
$124K - $155K
|
33.5K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.39K- 25.4% |
$136K - $170K
|
4.08K
$445K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.49K- 1.19% |
$146K - $183K
|
124K
$13.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.58K- 7.68% |
$154K - $193K
|
18.9K
$2.06M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-2.02KClosed |
$198K - $248K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.24K- 23.34% |
$219K - $274K
|
7.35K
$801K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.34K- 15.45% |
$229K - $286K
|
12.8K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.45K- 27.91% |
$240K - $300K
|
6.33K
$690K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.55K- 6.15% |
$250K - $313K
|
39K
$4.24M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.16K- 17.71% |
$310K - $387K
|
14.7K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
SELL
|
- |
-3.26K- 5.18% |
$320K - $400K
|
59.8K
$6.51M
|
|
|
May 14, 2025
Q1 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-3.62K- 60.81% |
$355K - $444K
|
2.34K
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-4.08K- 6.7% |
$400K - $500K
|
56.8K
$6.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-5.02K- 1.87% |
$492K - $615K
|
263K
$28.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-5.13K- 8.86% |
$502K - $628K
|
52.7K
$5.74M
|
|
|
May 05, 2025
Q1 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-6.3K- 37.5% |
$617K - $772K
|
10.5K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-6.36K- 3.18% |
$623K - $779K
|
193K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-8.55K- 16.12% |
$837K - $1.05M
|
44.5K
$4.84M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-9.73K- 1.5% |
$953K - $1.19M
|
640K
$69.8M
|