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 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
24+ 13.26% |
$2.43K - $3.06K
|
205
$23.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 64.0% |
$1.62K - $2.04K
|
41
$4.68K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
14+ 0.31% |
$1.42K - $1.79K
|
4.49K
$512K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11+ 11.58% |
$1.11K - $1.4K
|
106
$12.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 15.0% |
$607 - $766
|
46
$5.25K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 27.78% |
$506 - $638
|
23
$2.62K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5New |
$506 - $638
|
5
$571
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 11.11% |
$506 - $638
|
50
$5.71K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
4New |
$405 - $510
|
4
$456
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3+ 0.67% |
$303 - $383
|
452
$51.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$303 - $383
|
3
$342
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 5.0% |
$303 - $383
|
63
$7.19K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$303 - $383
|
3
$342
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$101 - $128
|
1
$114
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$101 - $128
|
250
$28.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 14.29% |
$202 - $255
|
12
$1.37K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-4- 1.13% |
$405 - $510
|
351
$40.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 2.64% |
$708 - $893
|
258
$29.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13- 0.46% |
$1.31K - $1.66K
|
2.82K
$322K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-16- 0.72% |
$1.62K - $2.04K
|
2.21K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-59- 1.06% |
$5.97K - $7.53K
|
5.5K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-86- 80.37% |
$8.7K - $11K
|
21
$2.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-107- 3.38% |
$10.8K - $13.7K
|
3.06K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-206- 18.44% |
$20.8K - $26.3K
|
911
$104K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-226- 0.51% |
$22.9K - $28.8K
|
44.5K
$5.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-273- 3.02% |
$27.6K - $34.8K
|
8.78K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-390- 9.91% |
$39.4K - $49.8K
|
3.54K
$404K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-413- 5.32% |
$41.8K - $52.7K
|
7.35K
$839K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-469- 3.03% |
$47.4K - $59.8K
|
15K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-721- 9.39% |
$72.9K - $92K
|
6.95K
$794K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-725- 4.44% |
$73.3K - $92.5K
|
15.6K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-800- 10.74% |
$80.9K - $102K
|
6.65K
$759K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-879- 0.86% |
$88.9K - $112K
|
102K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1K- 1.67% |
$101K - $128K
|
58.7K
$6.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.25K- 30.03% |
$126K - $159K
|
2.91K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.46K- 26.33% |
$147K - $186K
|
4.07K
$465K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2K- 10.36% |
$203K - $255K
|
17.3K
$1.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3.33K- 0.51% |
$336K - $424K
|
650K
$74.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-3.4K- 47.12% |
$344K - $434K
|
3.82K
$435K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-4.61K- 1.69% |
$467K - $588K
|
268K
$30.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-9K- 50.0% |
$910K - $1.15M
|
9K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-9.22K- 12.76% |
$933K - $1.18M
|
63.1K
$7.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-11.2K- 73.26% |
$1.14M - $1.43M
|
4.1K
$468K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-11.8K- 54.38% |
$1.19M - $1.51M
|
9.91K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-14.7K- 46.67% |
$1.49M - $1.88M
|
16.8K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-16.4K- 2.83% |
$1.66M - $2.09M
|
564K
$64.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Global Alpha Capital Management Ltd.
|
SELL
|
- |
-130K- 23.57% |
$13.2M - $16.6M
|
422K
$48.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-145K- 7.7% |
$14.7M - $18.5M
|
1.74M
$198M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-179K- 11.02% |
$18.1M - $22.9M
|
1.45M
$165M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-291K- 6.19% |
$29.4M - $37.1M
|
4.41M
$503M
|