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 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
456+ 1.57% |
$26.7K - $38.6K
|
29.4K
$3.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
330New |
$19.4K - $27.9K
|
330
$41.6K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
323+ 1.82% |
$18.9K - $27.3K
|
18.1K
$2.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
257+ 0.43% |
$15.1K - $21.7K
|
60.5K
$7.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
224+ 1.2% |
$13.1K - $18.9K
|
18.8K
$2.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
194+ 5.15% |
$11.4K - $16.4K
|
3.96K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
182+ 1.22% |
$10.7K - $15.4K
|
15.1K
$1.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
180+ 0.33% |
$10.6K - $15.2K
|
54.7K
$6.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
169+ 1.39% |
$9.91K - $14.3K
|
12.4K
$1.56M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
146+ 0.03% |
$8.56K - $12.4K
|
480K
$60.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
135New |
$7.92K - $11.4K
|
135
$17K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
119+ 3.33% |
$6.98K - $10.1K
|
3.7K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
105+ 0.53% |
$6.16K - $8.88K
|
19.8K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
101+ 25.25% |
$5.92K - $8.54K
|
501
$63.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
93+ 1.85% |
$5.45K - $7.87K
|
5.13K
$647K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
87+ 1.38% |
$5.1K - $7.36K
|
6.41K
$808K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
47+ 0.23% |
$2.76K - $3.98K
|
20.2K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42+ 700.0% |
$2.46K - $3.55K
|
48
$6.05K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
41+ 5.68% |
$2.4K - $3.47K
|
763
$96.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
39New |
$2.29K - $3.3K
|
39
$4.92K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38New |
$2.23K - $3.21K
|
38
$4.79K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
32+ 0.33% |
$1.88K - $2.71K
|
9.72K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
27New |
$1.58K - $2.28K
|
27
$3.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
26+ 100.0% |
$1.52K - $2.2K
|
52
$6.55K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 37.31% |
$1.47K - $2.11K
|
92
$11.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
17+ 11.72% |
$997 - $1.44K
|
162
$20.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 6.09% |
$821 - $1.18K
|
244
$30.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12+ 0.32% |
$704 - $1.02K
|
3.73K
$470K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11New |
$645 - $930
|
11
$1.39K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10New |
$587 - $846
|
10
$1.26K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10+ 0.09% |
$587 - $846
|
11.6K
$1.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 150.0% |
$528 - $761
|
15
$1.89K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
9+ 17.65% |
$528 - $761
|
60
$7.56K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8New |
$469 - $677
|
8
$1.01K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 15.79% |
$352 - $508
|
44
$5.55K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$293 - $423
|
5
$630
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 15.38% |
$117 - $169
|
15
$1.89K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 1.0% |
$117 - $169
|
203
$25.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 0.03% |
$117 - $169
|
6.02K
$759K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 14.29% |
$117 - $169
|
12
$1.51K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5- 1.41% |
$293 - $423
|
350
$44.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 29.03% |
$528 - $761
|
22
$2.77K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-47- 0.64% |
$2.76K - $3.98K
|
7.33K
$924K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-91- 0.36% |
$5.34K - $7.7K
|
25.2K
$3.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-95- 0.26% |
$5.57K - $8.04K
|
36.8K
$4.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.81% |
$5.87K - $8.46K
|
12.3K
$1.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-130- 2.9% |
$7.62K - $11K
|
4.36K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-149- 0.13% |
$8.74K - $12.6K
|
118K
$14.9M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-177- 2.87% |
$10.4K - $15K
|
5.98K
$754K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-201- 8.71% |
$11.8K - $17K
|
2.11K
$266K
|