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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.4% |
$244 - $327
|
751
$88.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$163 - $218
|
13
$1.53K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.07% |
$163 - $218
|
2.73K
$321K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$81.4 - $109
|
249
$29.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1New |
$81.4 - $109
|
1
$118
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.49% |
$81.4 - $109
|
205
$24.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.27% |
$81.4 - $109
|
45
$5.31K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 14.29% |
$163 - $218
|
12
$1.41K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 1.85% |
$407 - $545
|
265
$31.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6- 2.31% |
$488 - $654
|
254
$29.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-12- 3.27% |
$977 - $1.31K
|
355
$41.9K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-30- 1.95% |
$2.44K - $3.27K
|
1.51K
$177K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-40- 0.23% |
$3.26K - $4.36K
|
17.7K
$2.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-44- 0.66% |
$3.58K - $4.79K
|
6.6K
$778K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-50- 0.55% |
$4.07K - $5.45K
|
9.02K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-76- 1.36% |
$6.19K - $8.28K
|
5.53K
$652K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.81% |
$8.14K - $10.9K
|
12.3K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 2.86% |
$8.14K - $10.9K
|
3.4K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-106- 0.77% |
$8.63K - $11.5K
|
13.6K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-128- 1.95% |
$10.4K - $13.9K
|
6.45K
$760K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-180- 2.35% |
$14.7K - $19.6K
|
7.48K
$882K
|
|
|
Nov 14, 2024
Q3 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-200- 2.19% |
$16.3K - $21.8K
|
8.92K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-211- 38.64% |
$17.2K - $23K
|
335
$39.5K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-259- 0.48% |
$21.1K - $28.2K
|
53.9K
$6.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-262- 19.0% |
$21.3K - $28.5K
|
1.12K
$132K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-281- 6.67% |
$22.9K - $30.6K
|
3.93K
$464K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-298- 1.42% |
$24.3K - $32.5K
|
20.7K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-300- 6.09% |
$24.4K - $32.7K
|
4.63K
$546K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-343- 0.76% |
$27.9K - $37.4K
|
44.6K
$5.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-393- 9.03% |
$32K - $42.8K
|
3.96K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-396- 8.71% |
$32.2K - $43.1K
|
4.15K
$490K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-400- 0.85% |
$32.6K - $43.6K
|
46.4K
$5.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-400- 4.23% |
$32.6K - $43.6K
|
9.05K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-446- 11.6% |
$36.3K - $48.6K
|
3.4K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-533- 3.36% |
$43.4K - $58.1K
|
15.3K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-564- 17.45% |
$45.9K - $61.4K
|
2.67K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-666- 2.13% |
$54.2K - $72.6K
|
30.6K
$3.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-687- 6.42% |
$55.9K - $74.8K
|
10K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-700- 0.77% |
$57K - $76.3K
|
90.4K
$10.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-700- 0.5% |
$57K - $76.3K
|
140K
$16.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-751- 4.22% |
$61.1K - $81.8K
|
17K
$2.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-767- 1.68% |
$62.4K - $83.6K
|
44.9K
$5.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-802- 1.66% |
$65.3K - $87.4K
|
47.4K
$5.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-805- 0.41% |
$65.5K - $87.7K
|
197K
$23.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.01K- 9.13% |
$82.3K - $110K
|
10.1K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.1K- 1.16% |
$89.4K - $120K
|
93.2K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-1.2K- 1.43% |
$97.3K - $130K
|
82.3K
$9.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.3K- 1.11% |
$106K - $142K
|
116K
$13.7M
|