Purchases and Sales Made in Q4 2024 in Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
805KNew |
$81.4M - $103M
|
805K
$94.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
12.9K+ 28.84% |
$1.31M - $1.65M
|
57.8K
$6.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
12.8KNew |
$1.29M - $1.63M
|
12.8K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
12.6K+ 510.29% |
$1.28M - $1.61M
|
15.1K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
9.35K+ 8.04% |
$946K - $1.19M
|
126K
$14.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.13KNew |
$316K - $399K
|
3.13K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.93K+ 29.24% |
$296K - $374K
|
13K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.88K+ 107.83% |
$291K - $367K
|
5.55K
$654K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.52KNew |
$255K - $322K
|
2.52K
$297K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
2.35K+ 1.19% |
$237K - $299K
|
200K
$23.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$218K - $275K
|
2.16K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1.87KNew |
$190K - $239K
|
1.87K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.8K+ 27.83% |
$182K - $229K
|
8.25K
$972K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.04KNew |
$105K - $133K
|
1.04K
$123K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
850New |
$86K - $108K
|
850
$100K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
690+ 52.51% |
$69.8K - $88K
|
2K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
510+ 0.32% |
$51.6K - $65.1K
|
158K
$18.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
289+ 6.32% |
$29.2K - $36.9K
|
4.86K
$573K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
268+ 124.65% |
$27.1K - $34.2K
|
483
$56.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
255+ 9.57% |
$25.8K - $32.5K
|
2.92K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
186+ 5.39% |
$18.8K - $23.7K
|
3.63K
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
125+ 6.46% |
$12.6K - $16K
|
2.06K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
109+ 0.2% |
$11K - $13.9K
|
54K
$6.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
83+ 0.43% |
$8.4K - $10.6K
|
19.6K
$2.31M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
81+ 24.25% |
$8.19K - $10.3K
|
415
$48.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
59+ 1966.67% |
$5.97K - $7.53K
|
62
$7.31K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
34+ 1.42% |
$3.44K - $4.34K
|
2.42K
$286K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
24+ 13.26% |
$2.43K - $3.06K
|
205
$24.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 64.0% |
$1.62K - $2.04K
|
41
$4.83K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
14+ 0.31% |
$1.42K - $1.79K
|
4.49K
$529K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11+ 11.58% |
$1.11K - $1.4K
|
106
$12.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 15.0% |
$607 - $766
|
46
$5.42K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 27.78% |
$506 - $638
|
23
$2.71K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5New |
$506 - $638
|
5
$590
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 5.0% |
$303 - $383
|
63
$7.43K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3+ 0.67% |
$303 - $383
|
452
$53.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$303 - $383
|
3
$354
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$101 - $128
|
250
$29.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 14.29% |
$202 - $255
|
12
$1.41K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-4- 1.13% |
$405 - $510
|
351
$41.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13- 0.46% |
$1.31K - $1.66K
|
2.82K
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-16- 0.72% |
$1.62K - $2.04K
|
2.21K
$260K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-206- 18.44% |
$20.8K - $26.3K
|
911
$107K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-226- 0.51% |
$22.9K - $28.8K
|
44.5K
$5.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-273- 3.02% |
$27.6K - $34.8K
|
8.78K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-390- 9.91% |
$39.4K - $49.8K
|
3.54K
$418K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-721- 9.39% |
$72.9K - $92K
|
6.95K
$820K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-725- 4.44% |
$73.3K - $92.5K
|
15.6K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1K- 1.67% |
$101K - $128K
|
58.7K
$6.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.25K- 30.03% |
$126K - $159K
|
2.91K
$343K
|