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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.9K+ 21.04% |
$192K - $242K
|
10.9K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.9KNew |
$192K - $242K
|
1.9K
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1.87KNew |
$190K - $239K
|
1.87K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.86KNew |
$188K - $237K
|
1.86K
$202K
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.83K+ 29.68% |
$185K - $234K
|
8.01K
$870K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.8K+ 27.83% |
$182K - $229K
|
8.25K
$896K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$180K - $227K
|
1.78K
$193K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.37K+ 25.25% |
$138K - $175K
|
6.79K
$738K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.35KNew |
$136K - $172K
|
1.35K
$146K
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
1.3K+ 1.58% |
$131K - $166K
|
83.6K
$9.09M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.22K+ 46.41% |
$123K - $155K
|
3.83K
$416K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.19K+ 11.38% |
$120K - $152K
|
11.6K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.19K+ 354.93% |
$120K - $152K
|
1.52K
$166K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.04KNew |
$105K - $133K
|
1.04K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
998+ 25.49% |
$101K - $127K
|
4.91K
$534K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
914New |
$92.5K - $117K
|
914
$99.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
886+ 16.46% |
$89.6K - $113K
|
6.27K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
867+ 17.69% |
$87.7K - $111K
|
5.77K
$627K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
850New |
$86K - $108K
|
850
$92.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
787+ 10.33% |
$79.6K - $100K
|
8.41K
$913K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
752+ 10.15% |
$76.1K - $96K
|
8.16K
$887K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
700+ 0.77% |
$70.8K - $89.3K
|
91.1K
$9.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
695+ 22.1% |
$70.3K - $88.7K
|
3.84K
$417K
|
|
|
Feb 11, 2025
Q4 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
693+ 13.16% |
$70.1K - $88.4K
|
5.96K
$648K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
690+ 52.51% |
$69.8K - $88K
|
2K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
672New |
$68K - $85.7K
|
672
$73K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
653+ 7.64% |
$66.1K - $83.3K
|
9.2K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
605New |
$61.2K - $77.2K
|
605
$65.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
510+ 0.32% |
$51.6K - $65.1K
|
158K
$17.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
404New |
$40.9K - $51.6K
|
404
$43.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
393+ 1.88% |
$39.8K - $50.1K
|
21.3K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
391+ 9.56% |
$39.5K - $49.9K
|
4.48K
$487K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
386+ 1.33% |
$39K - $49.3K
|
29.3K
$3.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
376+ 1.88% |
$38K - $48K
|
20.4K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
304+ 9.21% |
$30.7K - $38.8K
|
3.6K
$391K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
298+ 11.87% |
$30.1K - $38K
|
2.81K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
289+ 6.32% |
$29.2K - $36.9K
|
4.86K
$528K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
286+ 7.22% |
$28.9K - $36.5K
|
4.25K
$461K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
268+ 124.65% |
$27.1K - $34.2K
|
483
$52.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
255+ 9.57% |
$25.8K - $32.5K
|
2.92K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
236+ 2.98% |
$23.9K - $30.1K
|
8.14K
$885K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
232+ 4.02% |
$23.5K - $29.6K
|
6.01K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
202+ 0.75% |
$20.4K - $25.8K
|
27.1K
$2.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
186+ 5.39% |
$18.8K - $23.7K
|
3.63K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
130+ 5.83% |
$13.1K - $16.6K
|
2.36K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
128+ 6.47% |
$12.9K - $16.3K
|
2.11K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
125+ 6.46% |
$12.6K - $16K
|
2.06K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
124+ 28.77% |
$12.5K - $15.8K
|
555
$60.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
112New |
$11.3K - $14.3K
|
112
$12.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
109+ 0.2% |
$11K - $13.9K
|
54K
$5.87M
|