Purchases and Sales Made in Q4 2023 in Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF) during Q4 2023. 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 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6.05KNew |
$355K - $512K
|
6.05K
$762K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.62KNew |
$330K - $475K
|
5.62K
$709K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.51KNew |
$323K - $466K
|
5.51K
$695K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.42K+ 39.2% |
$318K - $458K
|
19.2K
$2.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
4.68K+ 0.68% |
$274K - $396K
|
689K
$86.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
4.64K+ 10.14% |
$272K - $392K
|
50.4K
$6.35M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.57KNew |
$268K - $387K
|
4.57K
$577K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.45KNew |
$261K - $377K
|
4.45K
$561K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.28K+ 4.57% |
$251K - $362K
|
98.1K
$12.4M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
4.1K+ 41.49% |
$240K - $347K
|
14K
$1.76M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.85K+ 24.58% |
$226K - $326K
|
19.5K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.46K+ 6.54% |
$203K - $292K
|
56.3K
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.43KNew |
$201K - $290K
|
3.43K
$432K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.39KNew |
$199K - $287K
|
3.39K
$428K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.39KNew |
$199K - $287K
|
3.39K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3.37K+ 7.09% |
$198K - $285K
|
50.9K
$6.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
3.26K+ 38.44% |
$191K - $275K
|
11.7K
$1.48M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
3.01KNew |
$176K - $255K
|
3.01K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.99KNew |
$175K - $253K
|
2.99K
$376K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.86K+ 77.15% |
$168K - $242K
|
6.57K
$828K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.83K+ 7.47% |
$166K - $239K
|
40.7K
$5.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2.82KNew |
$165K - $239K
|
2.82K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.8K+ 8.19% |
$164K - $237K
|
37K
$4.66M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.8KNew |
$164K - $237K
|
2.8K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.75K+ 18.36% |
$161K - $233K
|
17.7K
$2.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.73KNew |
$160K - $231K
|
2.73K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.65KNew |
$155K - $224K
|
2.65K
$334K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.64KNew |
$155K - $223K
|
2.64K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.3K+ 105.36% |
$135K - $195K
|
4.48K
$565K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.25K+ 6.57% |
$132K - $190K
|
36.5K
$4.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
2.22K+ 2.2% |
$130K - $188K
|
103K
$13M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2K+ 57.99% |
$117K - $169K
|
5.44K
$685K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.78KNew |
$105K - $151K
|
1.78K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.54K+ 2.42% |
$90.2K - $130K
|
65K
$8.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.3K+ 19.7% |
$76.2K - $110K
|
7.9K
$996K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.08K+ 20.43% |
$63.3K - $91.4K
|
6.37K
$802K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.03K+ 3.81% |
$60.6K - $87.4K
|
28.1K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
856+ 3.23% |
$50.2K - $72.4K
|
27.3K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
842+ 142.23% |
$49.4K - $71.2K
|
1.43K
$181K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
825+ 4.68% |
$48.4K - $69.8K
|
18.4K
$2.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
819+ 42.57% |
$48K - $69.3K
|
2.74K
$346K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
795+ 8.99% |
$46.6K - $67.2K
|
9.64K
$1.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
790+ 13.49% |
$46.3K - $66.8K
|
6.65K
$838K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
730+ 7.86% |
$42.8K - $61.8K
|
10K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
712+ 1.92% |
$41.8K - $60.2K
|
37.7K
$4.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
678+ 3.47% |
$39.8K - $57.4K
|
20.2K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
664+ 18.75% |
$38.9K - $56.2K
|
4.21K
$530K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
610+ 6.77% |
$35.8K - $51.6K
|
9.62K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
526New |
$30.8K - $44.5K
|
526
$66.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
478+ 9.92% |
$28K - $40.4K
|
5.3K
$668K
|