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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
40New |
$3.11K - $3.45K
|
40
$4.11K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
34+ 6.22% |
$2.64K - $2.93K
|
581
$59.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
29New |
$2.25K - $2.5K
|
29
$2.98K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 8.43% |
$1.63K - $1.81K
|
270
$27.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 37.5% |
$1.4K - $1.55K
|
66
$6.78K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15+ 0.05% |
$1.17K - $1.29K
|
30K
$3.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14+ 0.25% |
$1.09K - $1.21K
|
5.6K
$575K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12New |
$933 - $1.03K
|
12
$1.23K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12+ 52.17% |
$933 - $1.03K
|
35
$3.59K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10New |
$778 - $861
|
10
$1.03K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
5+ 7.69% |
$389 - $431
|
70
$7.19K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$389 - $431
|
5
$513
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4New |
$311 - $345
|
4
$411
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
3New |
$233 - $258
|
3
$308
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.17% |
$156 - $172
|
94
$9.65K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1New |
$77.8 - $86.1
|
1
$103
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.49% |
$77.8 - $86.1
|
204
$20.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 10.0% |
$77.8 - $86.1
|
11
$1.13K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$77.8 - $86.1
|
248
$25.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$77.8 - $86.1
|
748
$76.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 20.0% |
$77.8 - $86.1
|
6
$616
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 6.67% |
$77.8 - $86.1
|
14
$1.44K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 3.23% |
$156 - $172
|
60
$6.16K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.26% |
$544 - $603
|
2.72K
$280K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8- 24.24% |
$622 - $689
|
25
$2.57K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-9- 0.2% |
$700 - $775
|
4.55K
$467K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-34- 0.59% |
$2.64K - $2.93K
|
5.73K
$589K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-42- 0.44% |
$3.27K - $3.62K
|
9.45K
$971K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-72- 2.03% |
$5.6K - $6.2K
|
3.48K
$357K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-87- 33.08% |
$6.76K - $7.49K
|
176
$18.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-91- 3.14% |
$7.08K - $7.84K
|
2.81K
$288K
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-102- 3.39% |
$7.93K - $8.79K
|
2.91K
$299K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-157- 32.3% |
$12.2K - $13.5K
|
329
$33.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-170- 13.41% |
$13.2K - $14.6K
|
1.1K
$113K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.59% |
$15.6K - $17.2K
|
12.4K
$1.27M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 1.86% |
$15.6K - $17.2K
|
10.5K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-203- 2.67% |
$15.8K - $17.5K
|
7.4K
$760K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-204- 0.46% |
$15.9K - $17.6K
|
44.1K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-208- 17.51% |
$16.2K - $17.9K
|
980
$101K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-233- 1.1% |
$18.1K - $20.1K
|
20.9K
$2.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-325- 7.46% |
$25.3K - $28K
|
4.03K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-339- 5.36% |
$26.4K - $29.2K
|
5.99K
$615K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-346- 2.0% |
$26.9K - $29.8K
|
17K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-401- 2.83% |
$31.2K - $34.5K
|
13.8K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-460- 45.73% |
$35.8K - $39.6K
|
546
$56.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-464- 9.52% |
$36.1K - $40K
|
4.41K
$453K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-469- 2.24% |
$36.5K - $40.4K
|
20.4K
$2.1M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-500- 62.5% |
$38.9K - $43.1K
|
300
$30.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-500- 11.07% |
$38.9K - $43.1K
|
4.02K
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-516- 17.39% |
$40.1K - $44.4K
|
2.45K
$252K
|