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
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
25+ 0.61% |
$1.36K - $1.68K
|
4.12K
$470K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20New |
$1.09K - $1.34K
|
20
$2.28K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 500.0% |
$814 - $1.01K
|
18
$2.05K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
14New |
$760 - $941
|
14
$1.6K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13New |
$706 - $874
|
13
$1.48K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12New |
$651 - $807
|
12
$1.37K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 500.0% |
$543 - $672
|
12
$1.37K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
10+ 24.39% |
$543 - $672
|
51
$5.82K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9New |
$488 - $605
|
9
$1.03K
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6+ 0.24% |
$326 - $403
|
2.52K
$288K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6New |
$326 - $403
|
6
$685
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
3+ 12.0% |
$163 - $202
|
28
$3.2K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$54.3 - $67.2
|
8.25K
$942K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1- 0.03% |
$54.3 - $67.2
|
3.72K
$424K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7Closed |
$380 - $471
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 27.91% |
$651 - $807
|
31
$3.54K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-14- 30.43% |
$760 - $941
|
32
$3.65K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-20- 4.73% |
$1.09K - $1.34K
|
403
$46K
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-25- 0.3% |
$1.36K - $1.68K
|
8.37K
$955K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-32- 0.63% |
$1.74K - $2.15K
|
5.09K
$580K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-42- 87.5% |
$2.28K - $2.82K
|
6
$685
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 2.52% |
$5.43K - $6.72K
|
3.87K
$442K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-101- 1.99% |
$5.48K - $6.79K
|
4.97K
$567K
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-107- 2.58% |
$5.81K - $7.19K
|
4.04K
$461K
|
|
Aug 14, 2023
Q2 2023
|
Third Avenue Management LLC
New York, NY |
SELL
|
- |
-139- 0.09% |
$7.54K - $9.35K
|
149K
$17M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-140- 6.88% |
$7.6K - $9.41K
|
1.89K
$216K
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-151- 10.22% |
$8.19K - $10.2K
|
1.33K
$151K
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 1.83% |
$10.9K - $13.4K
|
10.7K
$1.23M
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 1.56% |
$10.9K - $13.4K
|
12.6K
$1.44M
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-250- 0.51% |
$13.6K - $16.8K
|
48.4K
$5.52M
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-288- 0.28% |
$15.6K - $19.4K
|
104K
$11.8M
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-321- 5.94% |
$17.4K - $21.6K
|
5.09K
$580K
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-344- 8.19% |
$18.7K - $23.1K
|
3.86K
$440K
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-355- 2.67% |
$19.3K - $23.9K
|
12.9K
$1.48M
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-396- 5.8% |
$21.5K - $26.6K
|
6.43K
$734K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-408- 33.72% |
$22.1K - $27.4K
|
802
$91.5K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-408- 33.72% |
$22.1K - $27.4K
|
802
$91.5K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-416- 15.24% |
$22.6K - $28K
|
2.31K
$264K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-460- 0.38% |
$25K - $30.9K
|
120K
$13.6M
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-500- 4.37% |
$27.1K - $33.6K
|
10.9K
$1.25M
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-525- 0.24% |
$28.5K - $35.3K
|
217K
$24.8M
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-560- 0.99% |
$30.4K - $37.7K
|
56.3K
$6.42M
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-584- 9.74% |
$31.7K - $39.3K
|
5.41K
$617K
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-640- 3.62% |
$34.7K - $43K
|
17K
$1.94M
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-655- 2.98% |
$35.5K - $44K
|
21.4K
$2.44M
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-777- 9.81% |
$42.2K - $52.2K
|
7.14K
$815K
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-869- 0.86% |
$47.2K - $58.4K
|
101K
$11.5M
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1K- 12.47% |
$54.3K - $67.2K
|
7.02K
$801K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.04K- 8.2% |
$56.5K - $70.1K
|
11.7K
$1.33M
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.12K- 1.28% |
$60.9K - $75.5K
|
86.8K
$9.9M
|