Umb Finl Corp
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| JOHNSON INVESTMENT COUNSEL INC | 362,118 | 482,949 | +120,831 | 0.34 | 0.44 | +0.10 | buy |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 336,712 | 403,907 | +67,195 | 3.20 | 3.75 | +0.55 | buy |
| T. Rowe Price Investment Management, Inc. | 235,658 | 277,054 | +41,396 | 0.02 | 0.02 | +0.00 | buy |
| Clearbridge Investments, LLC | 614,037 | 649,571 | +35,534 | 0.06 | 0.06 | +0.01 | buy |
| CONGRESS ASSET MANAGEMENT CO | 117,591 | 151,351 | +33,760 | 0.10 | 0.12 | +0.03 | buy |
| Global Alpha Capital Management Ltd. | 632,216 | 658,982 | +26,766 | 4.44 | 4.47 | +0.03 | buy |
| Petiole USA ltd | 24,122 | 42,622 | +18,500 | 1.80 | 3.36 | +1.56 | buy |
| FJ Capital Management LLC | 26,549 | 43,740 | +17,191 | 0.34 | 0.56 | +0.22 | buy |
| Holocene Advisors, LP | 30,826 | 46,010 | +15,184 | 0.01 | 0.01 | +0.01 | buy |
| Elizabeth Park Capital Advisors, Ltd. | 7,302 | 22,002 | +14,700 | 0.69 | 1.91 | +1.22 | buy |
| Bayview Asset Management, LLC | 10,000 | 20,968 | +10,968 | 1.04 | 1.97 | +0.94 | buy |
| Gator Capital Management, LLC | 136,130 | 145,380 | +9,250 | 3.24 | 3.50 | +0.26 | buy |
| Vest Financial, LLC | 53,104 | 61,254 | +8,150 | 0.08 | 0.08 | +0.01 | buy |
| KING LUTHER CAPITAL MANAGEMENT CORP | 55,276 | 59,066 | +3,790 | 0.03 | 0.03 | +0.00 | buy |
| Hillsdale Investment Management Inc. | 60 | 2,260 | +2,200 | 0.00 | 0.01 | +0.01 | buy |
| Retirement Systems of Alabama | 85,689 | 87,536 | +1,847 | 0.03 | 0.03 | +0.00 | buy |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,400 | 3,650 | +1,250 | 0.10 | 0.17 | +0.07 | buy |
| SPIREPOINT PRIVATE CLIENT, LLC | 2,701 | 3,752 | +1,051 | 0.03 | 0.04 | +0.01 | buy |
| Avantax Planning Partners, Inc. | 1,986 | 2,916 | +930 | 0.01 | 0.01 | +0.00 | buy |
| Aprio Wealth Management, LLC | 1,812 | 2,679 | +867 | 0.01 | 0.02 | +0.00 | buy |
| Cambria Investment Management, L.P. | 5,562 | 6,264 | +702 | 0.04 | 0.04 | +0.00 | buy |
| HANCOCK WHITNEY CORP | 9,644 | 10,263 | +619 | 0.02 | 0.02 | +0.00 | buy |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 345,835 | 346,445 | +610 | 0.94 | 0.90 | -0.04 | buy |
| PINNEY & SCOFIELD, INC. | 1,346 | 1,841 | +495 | 0.09 | 0.11 | +0.02 | buy |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 16,841 | 17,141 | +300 | 0.01 | 0.01 | +0.00 | buy |
| SECURIAN ASSET MANAGEMENT, INC | 5,135 | 5,263 | +128 | 0.02 | 0.02 | +0.00 | buy |
| FIRST CITIZENS BANK & TRUST CO | 7,147 | 7,272 | +125 | 0.02 | 0.02 | +0.00 | buy |
| Hilltop National Bank | 882 | 920 | +38 | 0.02 | 0.02 | +0.00 | buy |
| GREENLEAF TRUST | 2,368 | 2,393 | +25 | 0.00 | 0.00 | +0.00 | buy |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 15,974 | 15,996 | +22 | 0.02 | 0.03 | +0.01 | buy |
| J.Safra Asset Management Corp | 22 | 42 | +20 | 0.00 | 0.00 | +0.00 | buy |
| Friday Financial | 25,900 | 25,912 | +12 | 1.05 | 1.01 | -0.04 | buy |
| N.E.W. Advisory Services LLC | 3,799 | 3,808 | +9 | 0.03 | 0.03 | -0.00 | buy |
| 1620 INVESTMENT ADVISORS, INC. | 978 | 987 | +9 | 0.07 | 0.08 | +0.00 | buy |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2,002 | 2,010 | +8 | 0.01 | 0.01 | -0.00 | buy |
| Steele Capital Management, Inc. | 12,367 | 12,371 | +4 | 0.06 | 0.06 | -0.00 | buy |
| LexAurum Advisors, LLC | 3,133 | 3,137 | +4 | 0.05 | 0.05 | -0.01 | buy |
| Clarity Asset Management, Inc. | 648 | 650 | +2 | 0.04 | 0.04 | -0.00 | buy |
| Whelan Financial | 5,007 | 5,008 | +1 | 0.18 | 0.18 | -0.00 | buy |
| FAS Wealth Partners, Inc. | 4,968 | 4,965 | -3 | 0.04 | 0.03 | -0.00 | sell |
| Accent Capital Management, LLC | 150 | 144 | -6 | 0.01 | 0.01 | +0.00 | sell |
| Washington Trust Advisors, Inc. | 30 | 9 | -21 | 0.00 | 0.00 | -0.00 | sell |
| MQS Management LLC | 2,789 | 2,743 | -46 | 0.19 | 0.21 | +0.02 | sell |
| Florida Trust Wealth Management Co | 4,863 | 4,768 | -95 | 0.02 | 0.02 | -0.00 | sell |
| Integrated Investment Consultants, LLC | 2,959 | 2,835 | -124 | 0.07 | 0.07 | +0.00 | sell |
| L. Roy Papp & Associates, LLP | 4,030 | 3,900 | -130 | 0.05 | 0.05 | -0.00 | sell |
| 1832 Asset Management L.P. | 2,398 | 2,268 | -130 | 0.00 | 0.00 | -0.00 | sell |
| REGIONS FINANCIAL CORP | 2,167 | 2,033 | -134 | 0.00 | 0.00 | -0.00 | sell |
| Gerber Kawasaki Wealth & Investment Management | 6,946 | 6,782 | -164 | 0.03 | 0.02 | -0.00 | sell |
| WealthPlan Investment Management, LLC | 4,465 | 4,270 | -195 | 0.03 | 0.03 | -0.01 | sell |
| Moors & Cabot, Inc. | 2,943 | 2,543 | -400 | 0.01 | 0.01 | -0.00 | sell |
| Trust Point Inc. | 4,403 | 3,806 | -597 | 0.04 | 0.04 | -0.00 | sell |
| BRANT POINT INVESTMENT MANAGEMENT LLC | 44,054 | 43,394 | -660 | 1.23 | 1.34 | +0.12 | sell |
| CONNABLE OFFICE INC | 4,732 | 4,002 | -730 | 0.05 | 0.04 | -0.01 | sell |
| Gallagher Fiduciary Advisors, LLC | 8,187 | 7,433 | -754 | 0.03 | 0.03 | +0.00 | sell |
| Abel Hall, LLC | 4,364 | 3,603 | -761 | 0.12 | 0.09 | -0.03 | sell |
| Stieven Capital Advisors, L.P. | 229,589 | 228,789 | -800 | 4.90 | 5.51 | +0.62 | sell |
| First National Advisers, LLC | 3,569 | 2,724 | -845 | 0.06 | 0.04 | -0.01 | sell |
| ETF Store, Inc. | 2,908 | 2,058 | -850 | 0.34 | 0.23 | -0.12 | sell |
| Douglass Winthrop Advisors, LLC | 4,140 | 3,250 | -890 | 0.01 | 0.01 | -0.00 | sell |
| Bayforest Capital Ltd | 1,319 | 297 | -1,022 | 0.11 | 0.04 | -0.08 | sell |
| GREAT LAKES ADVISORS, LLC | 21,406 | 20,211 | -1,195 | 0.02 | 0.02 | -0.00 | sell |
| Midwest Trust Co | 49,656 | 48,416 | -1,240 | 0.07 | 0.07 | -0.00 | sell |
| FIDUCIARY TRUST CO | 7,641 | 6,218 | -1,423 | 0.01 | 0.01 | -0.00 | sell |
| Accredited Investors Inc. | 9,939 | 8,489 | -1,450 | 0.06 | 0.05 | -0.01 | sell |
| OLD NATIONAL BANCORP /IN/ | 20,572 | 18,030 | -2,542 | 0.04 | 0.03 | -0.01 | sell |
| Diversified Portfolios, Inc. | 21,106 | 17,883 | -3,223 | 0.20 | 0.17 | -0.04 | sell |
| CenterBook Partners LP | 11,818 | 5,215 | -6,603 | 0.07 | 0.03 | -0.03 | sell |
| WCM INVESTMENT MANAGEMENT, LLC | 185,085 | 178,464 | -6,621 | 0.04 | 0.04 | +0.00 | sell |
| EMERALD ADVISERS, LLC | 275,296 | 267,438 | -7,858 | 0.98 | 0.95 | -0.02 | sell |
| Phocas Financial Corp. | 43,404 | 33,952 | -9,452 | 0.65 | 0.60 | -0.05 | sell |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 49,980 | 37,062 | -12,918 | 0.10 | 0.08 | -0.03 | sell |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 353,241 | 339,702 | -13,539 | 0.01 | 0.01 | -0.00 | sell |
| NFJ INVESTMENT GROUP, LLC | 348,236 | 325,964 | -22,272 | 1.44 | 1.39 | -0.05 | sell |
| Integrated Advisors Network LLC | 25,144 | 2,408 | -22,736 | 0.13 | 0.01 | -0.11 | sell |
| MALTESE CAPITAL MANAGEMENT LLC | 65,000 | 38,886 | -26,114 | 1.33 | 0.86 | -0.46 | sell |
| EARNEST PARTNERS LLC | 1,306,642 | 1,277,889 | -28,753 | 0.64 | 0.59 | -0.05 | sell |
| Boston Trust Walden Corp | 237,130 | 208,003 | -29,127 | 0.21 | 0.19 | -0.01 | sell |
| Ceredex Value Advisors LLC | 162,175 | 131,575 | -30,600 | 0.56 | 0.47 | -0.09 | sell |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 68,740 | 28,567 | -40,173 | 0.27 | 0.12 | -0.15 | sell |
| PEREGRINE CAPITAL MANAGEMENT LLC | 48,851 | 110 | -48,741 | 0.17 | 0.00 | -0.17 | sell |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 225,846 | 133,550 | -92,296 | 0.07 | 0.05 | -0.02 | sell |
| Tributary Capital Management, LLC | 129,530 | 5,072 | -124,458 | 1.47 | 0.06 | -1.41 | sell |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 380,211 | 160,691 | -219,520 | 0.07 | 0.03 | -0.04 | sell |