Purchases and Sales Made in Q3 2021 in Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2021
Q3 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
2.24K+ 0.37% |
$190K - $221K
|
611K
$76.3M
|
|
Nov 15, 2021
Q3 2021
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.12KNew |
$180K - $209K
|
2.12K
$265K
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
2KNew |
$170K - $197K
|
2K
$250K
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.45K+ 23.57% |
$123K - $143K
|
7.61K
$951K
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.44K+ 4.42% |
$122K - $142K
|
34.1K
$4.26M
|
|
Nov 09, 2021
Q3 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.3K+ 21.47% |
$110K - $128K
|
7.35K
$918K
|
|
Nov 03, 2021
Q3 2021
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.29KNew |
$109K - $127K
|
1.29K
$161K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.18K+ 50.06% |
$100K - $117K
|
3.55K
$443K
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.12K+ 24.48% |
$95.1K - $110K
|
5.7K
$712K
|
|
Nov 15, 2021
Q3 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
981+ 0.97% |
$83.3K - $96.8K
|
102K
$12.7M
|
|
Nov 08, 2021
Q3 2021
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
900+ 0.9% |
$76.4K - $88.8K
|
101K
$12.7M
|
|
Nov 15, 2021
Q3 2021
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
871+ 1.44% |
$74K - $85.9K
|
61.3K
$7.66M
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
831+ 0.85% |
$70.6K - $82K
|
98.8K
$12.4M
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
825+ 12.99% |
$70.1K - $81.4K
|
7.18K
$897K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
773+ 1.03% |
$65.7K - $76.3K
|
76.1K
$9.51M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
755New |
$64.1K - $74.5K
|
755
$94.4K
|
|
Nov 12, 2021
Q3 2021
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
711+ 2.81% |
$60.4K - $70.1K
|
26.1K
$3.26M
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
699+ 16.25% |
$59.4K - $69K
|
5K
$625K
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
550+ 15.4% |
$46.7K - $54.3K
|
4.12K
$515K
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
522New |
$44.3K - $51.5K
|
522
$65.3K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
353+ 3.11% |
$30K - $34.8K
|
11.7K
$1.46M
|
|
Nov 12, 2021
Q3 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
285+ 0.2% |
$24.2K - $28.1K
|
144K
$18M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
221+ 3.52% |
$18.8K - $21.8K
|
6.5K
$813K
|
|
Oct 15, 2021
Q3 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
208+ 3.62% |
$17.7K - $20.5K
|
5.95K
$744K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
184+ 47.18% |
$15.6K - $18.2K
|
574
$71.8K
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
152+ 0.82% |
$12.9K - $15K
|
18.7K
$2.34M
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
125+ 18.14% |
$10.6K - $12.3K
|
814
$102K
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
114+ 0.88% |
$9.68K - $11.2K
|
13.1K
$1.64M
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
BUY
|
- |
104+ 0.84% |
$8.83K - $10.3K
|
12.5K
$1.56M
|
|
Oct 27, 2021
Q3 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
102+ 0.45% |
$8.66K - $10.1K
|
22.8K
$2.86M
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
102+ 161.9% |
$8.66K - $10.1K
|
165
$20.6K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
90+ 101.12% |
$7.64K - $8.88K
|
179
$22.4K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
55+ 36.42% |
$4.67K - $5.43K
|
206
$25.8K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 1.09% |
$4.25K - $4.93K
|
4.66K
$582K
|
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
50+ 0.25% |
$4.25K - $4.93K
|
20.4K
$2.55M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
32New |
$2.72K - $3.16K
|
32
$4K
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
30+ 5.61% |
$2.55K - $2.96K
|
565
$70.6K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22New |
$1.87K - $2.17K
|
22
$2.75K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21+ 0.16% |
$1.78K - $2.07K
|
13.4K
$1.67M
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19New |
$1.61K - $1.87K
|
19
$2.38K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17+ 6.07% |
$1.44K - $1.68K
|
297
$37.1K
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
15New |
$1.27K - $1.48K
|
15
$1.88K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
15+ 1.87% |
$1.27K - $1.48K
|
817
$102K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 3.01% |
$764 - $888
|
308
$38.5K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.19% |
$679 - $789
|
4.32K
$540K
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7New |
$595 - $691
|
7
$875
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$84.9 - $98.7
|
10.1K
$1.26M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 18.18% |
$340 - $395
|
18
$2.25K
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4Closed |
$340 - $395
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8- 9.76% |
$679 - $789
|
74
$9.25K
|