Purchases and Sales Made in Q3 2024 in Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1K+ 16.09% |
$81.4K - $109K
|
7.22K
$863K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
943+ 40.03% |
$76.8K - $103K
|
3.3K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
857+ 19.43% |
$69.8K - $93.4K
|
5.27K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
793New |
$64.6K - $86.4K
|
793
$94.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
739+ 0.91% |
$60.2K - $80.5K
|
81.9K
$9.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
738New |
$60.1K - $80.4K
|
738
$88.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
611+ 1.39% |
$49.7K - $66.6K
|
44.7K
$5.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
569+ 29.31% |
$46.3K - $62K
|
2.51K
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
423+ 12.11% |
$34.4K - $46.1K
|
3.92K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
373+ 2.88% |
$30.4K - $40.6K
|
13.3K
$1.59M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
345+ 7.31% |
$28.1K - $37.6K
|
5.07K
$606K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
262+ 8.6% |
$21.3K - $28.5K
|
3.31K
$396K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
243New |
$19.8K - $26.5K
|
243
$29.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
215New |
$17.5K - $23.4K
|
215
$25.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
208+ 5.36% |
$16.9K - $22.7K
|
4.09K
$489K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
181New |
$14.7K - $19.7K
|
181
$21.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
163+ 2.25% |
$13.3K - $17.8K
|
7.41K
$886K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
147New |
$12K - $16K
|
147
$17.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
142+ 0.34% |
$11.6K - $15.5K
|
41.7K
$4.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
125+ 2.36% |
$10.2K - $13.6K
|
5.42K
$648K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
102+ 31.0% |
$8.3K - $11.1K
|
431
$51.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100+ 0.37% |
$8.14K - $10.9K
|
26.9K
$3.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
95New |
$7.73K - $10.3K
|
95
$11.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
84+ 195.35% |
$6.84K - $9.15K
|
127
$15.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
78+ 268.97% |
$6.35K - $8.5K
|
107
$12.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
74+ 28.46% |
$6.02K - $8.06K
|
334
$39.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
73New |
$5.94K - $7.95K
|
73
$8.73K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
72+ 205.71% |
$5.86K - $7.84K
|
107
$12.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
63+ 196.88% |
$5.13K - $6.86K
|
95
$11.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
58New |
$4.72K - $6.32K
|
58
$6.94K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
55+ 0.57% |
$4.48K - $5.99K
|
9.78K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
54+ 0.9% |
$4.4K - $5.88K
|
6.04K
$722K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$4.07K - $5.45K
|
50
$5.98K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
50+ 0.51% |
$4.07K - $5.45K
|
9.84K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
47+ 1566.67% |
$3.83K - $5.12K
|
50
$5.98K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40+ 1.15% |
$3.26K - $4.36K
|
3.52K
$420K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 800.0% |
$3.26K - $4.36K
|
45
$5.38K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
35+ 50.0% |
$2.85K - $3.81K
|
105
$12.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
27+ 6.4% |
$2.2K - $2.94K
|
449
$53.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26+ 0.93% |
$2.12K - $2.83K
|
2.83K
$339K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
25+ 625.0% |
$2.04K - $2.72K
|
29
$3.47K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
25New |
$2.04K - $2.72K
|
25
$2.99K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22New |
$1.79K - $2.4K
|
22
$2.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14New |
$1.14K - $1.53K
|
14
$1.67K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 10.61% |
$570 - $763
|
73
$8.73K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6New |
$488 - $654
|
6
$717
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6+ 0.13% |
$488 - $654
|
4.48K
$535K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6+ 50.0% |
$488 - $654
|
18
$2.15K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5+ 0.06% |
$407 - $545
|
8.07K
$964K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$326 - $436
|
4
$478
|