Purchases and Sales Made in Q2 2024 in Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF) during Q2 2024. 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 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.43K+ 10.45% |
$267K - $296K
|
36.3K
$4.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.23KNew |
$251K - $278K
|
3.23K
$358K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.07K+ 66.79% |
$239K - $264K
|
7.66K
$848K
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.85K+ 104.29% |
$221K - $245K
|
5.58K
$617K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.79K+ 6.15% |
$217K - $241K
|
48.2K
$5.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.59K+ 54.32% |
$201K - $223K
|
7.36K
$814K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.54K+ 61.59% |
$197K - $219K
|
6.66K
$737K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.45K+ 6.59% |
$191K - $211K
|
39.7K
$4.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.16K+ 1108.21% |
$168K - $186K
|
2.36K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.1K+ 60.82% |
$163K - $181K
|
5.55K
$614K
|
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.1K+ 4.86% |
$163K - $181K
|
45.3K
$5.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.06K+ 1.27% |
$160K - $177K
|
164K
$18.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.89K+ 25.66% |
$147K - $163K
|
9.24K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.6K+ 5.38% |
$125K - $138K
|
31.4K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
1.6K+ 31.37% |
$124K - $138K
|
6.7K
$742K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.54KNew |
$119K - $132K
|
1.54K
$170K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.48K+ 16.44% |
$115K - $127K
|
10.5K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1.31K+ 7.22% |
$101K - $112K
|
19.4K
$2.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.25K+ 37.68% |
$96.9K - $107K
|
4.55K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
996+ 9.61% |
$77.4K - $85.8K
|
11.4K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
878+ 152.43% |
$68.3K - $75.6K
|
1.45K
$161K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
844+ 2.07% |
$65.6K - $72.7K
|
41.6K
$4.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
831New |
$64.6K - $71.6K
|
831
$92K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
754+ 24.12% |
$58.6K - $64.9K
|
3.88K
$429K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
747+ 0.69% |
$58.1K - $64.3K
|
110K
$12.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
501+ 0.25% |
$39K - $43.2K
|
198K
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
361+ 5.24% |
$28.1K - $31.1K
|
7.25K
$802K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
317+ 7.86% |
$24.6K - $27.3K
|
4.35K
$482K
|
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
300+ 0.33% |
$23.3K - $25.8K
|
91.1K
$10.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
291+ 2.3% |
$22.6K - $25.1K
|
13K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
276+ 9.96% |
$21.5K - $23.8K
|
3.05K
$337K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
256+ 24.2% |
$19.9K - $22.1K
|
1.31K
$145K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
252+ 3150.0% |
$19.6K - $21.7K
|
260
$28.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
220+ 6.72% |
$17.1K - $19K
|
3.49K
$387K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
210+ 0.36% |
$16.3K - $18.1K
|
58.9K
$6.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
205+ 126.54% |
$15.9K - $17.7K
|
367
$40.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
200+ 0.37% |
$15.6K - $17.2K
|
53.9K
$5.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
140+ 42.42% |
$10.9K - $12.1K
|
470
$52K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
136+ 3.32% |
$10.6K - $11.7K
|
4.24K
$469K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
129+ 7.12% |
$10K - $11.1K
|
1.94K
$215K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
109+ 72.19% |
$8.47K - $9.39K
|
260
$28.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
106+ 0.82% |
$8.24K - $9.13K
|
13.1K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
96+ 2.33% |
$7.46K - $8.27K
|
4.22K
$467K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
94+ 0.35% |
$7.31K - $8.1K
|
26.8K
$2.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
72+ 0.38% |
$5.6K - $6.2K
|
18.9K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
69+ 1.06% |
$5.36K - $5.94K
|
6.58K
$728K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
61+ 0.63% |
$4.74K - $5.25K
|
9.72K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
60New |
$4.67K - $5.17K
|
60
$6.64K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
56+ 15.3% |
$4.35K - $4.82K
|
422
$46.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52+ 0.65% |
$4.04K - $4.48K
|
8.06K
$892K
|