Purchases and Sales Made in Q2 2023 in Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.25M+ 646.32% |
$122M - $151M
|
2.6M
$306M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.25M+ 646.32% |
$122M - $151M
|
2.6M
$306M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
545K+ 13.25% |
$29.6M - $36.6M
|
4.66M
$549M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
472K+ 46.32% |
$25.6M - $31.7M
|
1.49M
$176M
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
434K+ 847.66% |
$23.5M - $29.2M
|
485K
$57.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
154K+ 37.7% |
$8.34M - $10.3M
|
561K
$66.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
150K+ 2.66% |
$8.12M - $10.1M
|
5.78M
$682M
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
137K+ 3654.99% |
$7.45M - $9.23M
|
141K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
104K+ 94.51% |
$5.63M - $6.98M
|
214K
$25.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
97.5K+ 8.6% |
$5.29M - $6.56M
|
1.23M
$145M
|
|
|
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
96.9K+ 35.77% |
$5.26M - $6.51M
|
368K
$43.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
94K+ 16.88% |
$5.1M - $6.32M
|
651K
$76.8M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
76.4K+ 4.59% |
$4.15M - $5.14M
|
1.74M
$205M
|
|
|
Aug 04, 2023
Q2 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
76.2KNew |
$4.13M - $5.12M
|
76.2K
$8.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
68.5KNew |
$3.72M - $4.61M
|
68.5K
$8.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
66.8KNew |
$3.63M - $4.49M
|
66.8K
$7.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
66.5KNew |
$3.61M - $4.47M
|
66.5K
$7.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
53.6K+ 240.17% |
$2.91M - $3.6M
|
75.9K
$8.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
53.2K+ 101.86% |
$2.89M - $3.58M
|
105K
$12.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
51.8K+ 12.17% |
$2.81M - $3.48M
|
478K
$56.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
51.6K+ 1053.4% |
$2.8M - $3.47M
|
56.5K
$6.66M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
48.4KNew |
$2.62M - $3.25M
|
48.4K
$5.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
45.6K+ 174.3% |
$2.47M - $3.06M
|
71.7K
$8.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
44.7K+ 32165.47% |
$2.43M - $3.01M
|
44.8K
$5.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
39.8K+ 4.51% |
$2.16M - $2.68M
|
923K
$109M
|
|
|
Aug 14, 2023
Q2 2023
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
37.5KNew |
$2.04M - $2.52M
|
37.5K
$4.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
33.4K+ 96.57% |
$1.81M - $2.24M
|
67.9K
$8.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
BUY
|
- |
32KNew |
$1.74M - $2.15M
|
32K
$3.78M
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
28.8K+ 33.23% |
$1.56M - $1.93M
|
115K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.5KNew |
$1.44M - $1.78M
|
26.5K
$3.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.6K+ 93.64% |
$1.39M - $1.72M
|
53K
$6.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
25.6K+ 30.67% |
$1.39M - $1.72M
|
109K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
25.3K+ 118.88% |
$1.37M - $1.7M
|
46.6K
$5.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
20.2K+ 53.44% |
$1.1M - $1.36M
|
58K
$6.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
19.7K+ 4.08% |
$1.07M - $1.33M
|
503K
$59.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
18.3K+ 41.87% |
$996K - $1.23M
|
62.2K
$7.33M
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
16.7K+ 65.42% |
$908K - $1.12M
|
42.3K
$4.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.5K+ 6.72% |
$895K - $1.11M
|
262K
$30.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
12.7KNew |
$688K - $853K
|
12.7K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.8KNew |
$642K - $796K
|
11.8K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11.8K+ 7.11% |
$638K - $790K
|
177K
$20.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
9.11KNew |
$494K - $613K
|
9.11K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
9KNew |
$488K - $605K
|
9K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.95K+ 2.7% |
$486K - $602K
|
340K
$40.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.95KNew |
$485K - $601K
|
8.95K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
8.76K+ 30.15% |
$476K - $589K
|
37.8K
$4.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.65K+ 30.26% |
$415K - $514K
|
32.9K
$3.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
5.6K+ 101.28% |
$304K - $377K
|
11.1K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5KNew |
$271K - $336K
|
5K
$590K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.82KNew |
$261K - $324K
|
4.82K
$568K
|