Purchases and Sales Made in Q3 2022 in Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF) during Q3 2022. 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 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
411+ 1081.58% |
$34.6K - $40.6K
|
449
$48.9K
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
400+ 0.37% |
$33.7K - $39.5K
|
109K
$11.9M
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
381+ 7.94% |
$32.1K - $37.6K
|
5.18K
$565K
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
381+ 1.21% |
$32.1K - $37.6K
|
31.8K
$3.47M
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 2.65% |
$25.3K - $29.6K
|
11.6K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
280+ 1.37% |
$23.6K - $27.7K
|
20.7K
$2.25M
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
241+ 10.2% |
$20.3K - $23.8K
|
2.6K
$284K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
216+ 1.38% |
$18.2K - $21.3K
|
15.9K
$1.73M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
205+ 1.81% |
$17.3K - $20.3K
|
11.5K
$1.25M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
188New |
$15.8K - $18.6K
|
188
$20.5K
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
187+ 1.51% |
$15.8K - $18.5K
|
12.6K
$1.37M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
182+ 1.07% |
$15.3K - $18K
|
17.2K
$1.88M
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
168+ 0.3% |
$14.2K - $16.6K
|
56.9K
$6.2M
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
168+ 5.93% |
$14.2K - $16.6K
|
3K
$327K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
163+ 1.42% |
$13.7K - $16.1K
|
11.6K
$1.27M
|
|
Oct 11, 2022
Q3 2022
|
Tributary Capital Management, LLC
|
BUY
|
- |
160+ 0.14% |
$13.5K - $15.8K
|
111K
$12.1M
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
133+ 4.12% |
$11.2K - $13.1K
|
3.36K
$366K
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
129+ 0.41% |
$10.9K - $12.7K
|
31.3K
$3.41M
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
124+ 50.41% |
$10.5K - $12.3K
|
370
$40.3K
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
119New |
$10K - $11.8K
|
119
$13K
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
111+ 2.88% |
$9.36K - $11K
|
3.97K
$433K
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
111+ 2.02% |
$9.36K - $11K
|
5.62K
$612K
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
BUY
|
- |
89+ 3.04% |
$7.5K - $8.79K
|
3.02K
$329K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
89+ 423.81% |
$7.5K - $8.79K
|
110
$12K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
89+ 3.65% |
$7.5K - $8.79K
|
2.53K
$275K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
86New |
$7.25K - $8.5K
|
86
$9.37K
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
85+ 2.36% |
$7.16K - $8.4K
|
3.68K
$401K
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
72+ 0.66% |
$6.07K - $7.11K
|
11K
$1.2M
|
|
Oct 31, 2022
Q3 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
69+ 1.22% |
$5.82K - $6.82K
|
5.73K
$624K
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
63+ 2.7% |
$5.31K - $6.23K
|
2.4K
$261K
|
|
Nov 10, 2022
Q3 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
63+ 11.93% |
$5.31K - $6.23K
|
591
$64.4K
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
60+ 0.35% |
$5.06K - $5.93K
|
17.4K
$1.89M
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
58+ 3.41% |
$4.89K - $5.73K
|
1.76K
$192K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
57New |
$4.8K - $5.63K
|
57
$6.21K
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
48+ 0.24% |
$4.05K - $4.74K
|
19.9K
$2.17M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
45+ 0.82% |
$3.79K - $4.45K
|
5.5K
$599K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
29+ 207.14% |
$2.44K - $2.87K
|
43
$4.69K
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
21+ 0.17% |
$1.77K - $2.08K
|
12.5K
$1.36M
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 0.2% |
$1.69K - $1.98K
|
10K
$1.09M
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14New |
$1.18K - $1.38K
|
14
$1.53K
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
13+ 0.19% |
$1.1K - $1.28K
|
6.77K
$738K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 0.17% |
$1.01K - $1.19K
|
7.03K
$766K
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
11+ 55.0% |
$927 - $1.09K
|
31
$3.38K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8+ 53.33% |
$674 - $790
|
23
$2.51K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 300.0% |
$506 - $593
|
8
$872
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 3.57% |
$337 - $395
|
116
$12.6K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.07% |
$169 - $198
|
2.73K
$297K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 66.67% |
$169 - $198
|
5
$545
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$84.3 - $98.8
|
9.17K
$999K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1+ 0.03% |
$84.3 - $98.8
|
3.5K
$382K
|