Purchases and Sales Made in Q4 2021 in Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
160+ 3.86% |
$15.5K - $17.3K
|
4.31K
$543K
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
150+ 0.52% |
$14.5K - $16.3K
|
28.8K
$3.63M
|
|
|
Jan 25, 2022
Q4 2021
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
135+ 0.72% |
$13.1K - $14.6K
|
18.9K
$2.38M
|
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
123+ 2.16% |
$11.9K - $13.3K
|
5.82K
$733K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
109+ 2.52% |
$10.6K - $11.8K
|
4.43K
$558K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
101+ 0.9% |
$9.78K - $10.9K
|
11.3K
$1.43M
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.91% |
$9.68K - $10.8K
|
11.1K
$1.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
100New |
$9.68K - $10.8K
|
100
$12.6K
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.93% |
$9.68K - $10.8K
|
10.9K
$1.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
99+ 0.23% |
$9.58K - $10.7K
|
44K
$5.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89+ 2.51% |
$8.62K - $9.64K
|
3.64K
$458K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
82New |
$7.94K - $8.89K
|
82
$10.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
79New |
$7.65K - $8.56K
|
79
$9.96K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
68+ 11.85% |
$6.58K - $7.37K
|
642
$80.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
54+ 1.31% |
$5.23K - $5.85K
|
4.18K
$526K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
54+ 0.38% |
$5.23K - $5.85K
|
14.3K
$1.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
51+ 0.86% |
$4.94K - $5.53K
|
6K
$757K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
34+ 226.67% |
$3.29K - $3.68K
|
49
$6.18K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27+ 0.38% |
$2.61K - $2.93K
|
7.14K
$899K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
24New |
$2.32K - $2.6K
|
24
$3.03K
|
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
BUY
|
- |
23+ 0.03% |
$2.23K - $2.49K
|
72.7K
$9.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
22+ 3.89% |
$2.13K - $2.38K
|
587
$74K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15New |
$1.45K - $1.63K
|
15
$1.89K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
8New |
$774 - $867
|
8
$1.01K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5New |
$484 - $542
|
5
$630
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
4+ 0.06% |
$387 - $433
|
6.48K
$817K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3+ 0.11% |
$290 - $325
|
2.62K
$331K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 5.56% |
$96.8 - $108
|
19
$2.39K
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
1+ 0.0% |
$96.8 - $108
|
31.6K
$3.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4- 50.0% |
$387 - $433
|
4
$504
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 2.92% |
$871 - $975
|
299
$37.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10- 13.51% |
$968 - $1.08K
|
64
$8.07K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-14- 0.54% |
$1.36K - $1.52K
|
2.56K
$323K
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-20- 66.67% |
$1.94K - $2.17K
|
10
$1.26K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-23- 0.2% |
$2.23K - $2.49K
|
11.7K
$1.47M
|
|
|
Jan 21, 2022
Q4 2021
|
Denali Advisors LLC
|
SELL
|
- |
-23Closed |
$2.23K - $2.49K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-25- 0.13% |
$2.42K - $2.71K
|
19.7K
$2.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-31- 0.97% |
$3K - $3.36K
|
3.18K
$401K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-34- 0.45% |
$3.29K - $3.68K
|
7.57K
$955K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-40- 0.03% |
$3.87K - $4.33K
|
118K
$14.9M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-55- 0.28% |
$5.32K - $5.96K
|
19.6K
$2.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-69Closed |
$6.68K - $7.48K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-100- 3.0% |
$9.68K - $10.8K
|
3.23K
$407K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-110- 0.24% |
$10.6K - $11.9K
|
45.1K
$5.68M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-134- 65.05% |
$13K - $14.5K
|
72
$9.08K
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-139- 1.11% |
$13.5K - $15.1K
|
12.4K
$1.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-157- 3.85% |
$15.2K - $17K
|
3.92K
$494K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-165Closed |
$16K - $17.9K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-179Closed |
$17.3K - $19.4K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-200- 0.2% |
$19.4K - $21.7K
|
101K
$12.8M
|