Umb Finl Corp
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| NFJ INVESTMENT GROUP, LLC | 26,036 | 357,720 | +331,684 | 0.10 | 1.45 | +1.36 | buy |
| Clearbridge Investments, LLC | 370,936 | 604,890 | +233,954 | 0.03 | 0.05 | +0.02 | buy |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 306,764 | 338,052 | +31,288 | 3.00 | 3.27 | +0.27 | buy |
| KENNEDY CAPITAL MANAGEMENT LLC | 19,425 | 49,145 | +29,720 | 0.05 | 0.13 | +0.08 | buy |
| Dynamic Technology Lab Private Ltd | 3,430 | 26,070 | +22,640 | 0.05 | 0.52 | +0.47 | buy |
| Vest Financial, LLC | 20,004 | 35,205 | +15,201 | 0.03 | 0.05 | +0.02 | buy |
| HANCOCK WHITNEY CORP | 3,027 | 8,077 | +5,050 | 0.01 | 0.02 | +0.01 | buy |
| Fieldview Capital Management, LLC | 37,721 | 41,859 | +4,138 | 0.60 | 0.81 | +0.21 | buy |
| Stieven Capital Advisors, L.P. | 226,789 | 230,089 | +3,300 | 4.65 | 5.13 | +0.48 | buy |
| FIDUCIARY TRUST CO | 4,985 | 7,762 | +2,777 | 0.01 | 0.01 | +0.00 | buy |
| Ceredex Value Advisors LLC | 152,000 | 154,450 | +2,450 | 0.34 | 0.42 | +0.08 | buy |
| CenterBook Partners LP | 7,231 | 8,879 | +1,648 | 0.04 | 0.05 | +0.01 | buy |
| Elizabeth Park Capital Advisors, Ltd. | 29,302 | 30,502 | +1,200 | 2.76 | 2.92 | +0.16 | buy |
| Cambria Investment Management, L.P. | 4,259 | 5,321 | +1,062 | 0.03 | 0.04 | +0.01 | buy |
| 1620 INVESTMENT ADVISORS, INC. | 11 | 978 | +967 | 0.00 | 0.08 | +0.08 | buy |
| Integrated Advisors Network LLC | 24,850 | 25,753 | +903 | 0.12 | 0.13 | +0.01 | buy |
| Phocas Financial Corp. | 42,624 | 43,508 | +884 | 0.64 | 0.67 | +0.02 | buy |
| Knights of Columbus Asset Advisors LLC | 20,403 | 21,261 | +858 | 0.13 | 0.14 | +0.01 | buy |
| Friday Financial | 24,904 | 25,559 | +655 | 1.33 | 1.27 | -0.07 | buy |
| GHP Investment Advisors, Inc. | 45,245 | 45,887 | +642 | 0.21 | 0.23 | +0.02 | buy |
| Trust Point Inc. | 4,038 | 4,518 | +480 | 0.04 | 0.04 | +0.00 | buy |
| Gator Capital Management, LLC | 101,175 | 101,650 | +475 | 3.32 | 3.08 | -0.23 | buy |
| FIRST CITIZENS BANK & TRUST CO | 6,602 | 6,980 | +378 | 0.01 | 0.02 | +0.01 | buy |
| High Note Wealth, LLC | 2,329 | 2,642 | +313 | 0.06 | 0.06 | +0.01 | buy |
| JOHNSON INVESTMENT COUNSEL INC | 21,491 | 21,802 | +311 | 0.02 | 0.02 | +0.00 | buy |
| Bayview Asset Management, LLC | 5,500 | 5,741 | +241 | 0.58 | 0.52 | -0.06 | buy |
| First National Advisers, LLC | 3,570 | 3,742 | +172 | 0.05 | 0.06 | +0.01 | buy |
| Gallagher Fiduciary Advisors, LLC | 7,522 | 7,615 | +93 | 0.03 | 0.03 | +0.00 | buy |
| GREENLEAF TRUST | 2,331 | 2,400 | +69 | 0.00 | 0.00 | +0.00 | buy |
| Whelan Financial | 4,942 | 5,006 | +64 | 0.19 | 0.19 | -0.00 | buy |
| Accent Capital Management, LLC | 95 | 150 | +55 | 0.00 | 0.01 | +0.00 | buy |
| Hillsdale Investment Management Inc. | 50 | 60 | +10 | 0.00 | 0.00 | +0.00 | buy |
| REGIONS FINANCIAL CORP | 2,207 | 2,214 | +7 | 0.00 | 0.00 | +0.00 | buy |
| Clarity Asset Management, Inc. | 643 | 646 | +3 | 0.04 | 0.04 | +0.00 | buy |
| LexAurum Advisors, LLC | 3,132 | 3,133 | +1 | 0.05 | 0.05 | +0.00 | buy |
| Rakuten Securities, Inc. | 12 | 9 | -3 | 0.00 | 0.00 | -0.00 | sell |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 15,935 | 15,908 | -27 | 0.03 | 0.03 | +0.00 | sell |
| FAS Wealth Partners, Inc. | 5,141 | 5,102 | -39 | 0.04 | 0.04 | +0.00 | sell |
| N.E.W. Advisory Services LLC | 3,864 | 3,799 | -65 | 0.04 | 0.04 | +0.00 | sell |
| Midwest Trust Co | 51,206 | 51,136 | -70 | 0.07 | 0.08 | +0.00 | sell |
| SECURIAN ASSET MANAGEMENT, INC | 5,435 | 5,335 | -100 | 0.02 | 0.02 | +0.00 | sell |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 17,141 | 17,041 | -100 | 0.01 | 0.01 | +0.00 | sell |
| PEREGRINE CAPITAL MANAGEMENT LLC | 51,419 | 51,266 | -153 | 0.16 | 0.18 | +0.02 | sell |
| Winch Advisory Services, LLC | 235 | 66 | -169 | 0.01 | 0.00 | -0.00 | sell |
| WealthPlan Investment Management, LLC | 5,097 | 4,927 | -170 | 0.04 | 0.04 | -0.00 | sell |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2,396 | 2,220 | -176 | 0.02 | 0.02 | -0.00 | sell |
| Heritage Family Offices, LLP | 2,215 | 1,837 | -378 | 0.11 | 0.10 | -0.01 | sell |
| Diversified Portfolios, Inc. | 21,613 | 21,106 | -507 | 0.22 | 0.22 | +0.00 | sell |
| Moors & Cabot, Inc. | 3,192 | 2,643 | -549 | 0.02 | 0.01 | -0.00 | sell |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 347,009 | 346,363 | -646 | 0.97 | 1.00 | +0.02 | sell |
| Blueshift Asset Management, LLC | 2,406 | 1,706 | -700 | 0.08 | 0.06 | -0.02 | sell |
| Global Alpha Capital Management Ltd. | 644,644 | 643,844 | -800 | 4.23 | 4.36 | +0.13 | sell |
| Retirement Systems of Alabama | 87,224 | 86,294 | -930 | 0.03 | 0.03 | +0.00 | sell |
| PITCAIRN CO | 3,635 | 2,661 | -974 | 0.03 | 0.02 | -0.00 | sell |
| Douglass Winthrop Advisors, LLC | 5,825 | 4,140 | -1,685 | 0.01 | 0.01 | -0.00 | sell |
| OLD NATIONAL BANCORP /IN/ | 22,834 | 20,572 | -2,262 | 0.04 | 0.04 | -0.00 | sell |
| EMERALD ADVISERS, LLC | 213,081 | 209,563 | -3,518 | 0.82 | 0.80 | -0.03 | sell |
| CONGRESS ASSET MANAGEMENT CO | 121,366 | 117,825 | -3,541 | 0.09 | 0.09 | +0.01 | sell |
| Boston Trust Walden Corp | 257,463 | 252,922 | -4,541 | 0.19 | 0.22 | +0.03 | sell |
| BRANT POINT INVESTMENT MANAGEMENT LLC | 59,054 | 54,054 | -5,000 | 1.41 | 1.42 | +0.01 | sell |
| THIRD AVENUE MANAGEMENT LLC | 102,763 | 97,518 | -5,245 | 2.23 | 2.17 | -0.06 | sell |
| Farringdon Capital, Ltd. | 7,196 | 1,925 | -5,271 | 0.25 | 0.06 | -0.20 | sell |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 121,787 | 115,120 | -6,667 | 0.64 | 0.63 | -0.01 | sell |
| EMERALD MUTUAL FUND ADVISERS TRUST | 121,672 | 113,316 | -8,356 | 0.78 | 0.69 | -0.09 | sell |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 57,273 | 48,198 | -9,075 | 0.11 | 0.10 | -0.01 | sell |
| Tributary Capital Management, LLC | 151,830 | 138,877 | -12,953 | 1.42 | 1.49 | +0.07 | sell |
| Interval Partners, LP | 32,544 | 14,296 | -18,248 | 0.08 | 0.04 | -0.04 | sell |
| Holocene Advisors, LP | 42,429 | 22,830 | -19,599 | 0.01 | 0.01 | -0.00 | sell |
| GREAT LAKES ADVISORS, LLC | 49,496 | 29,303 | -20,193 | 0.04 | 0.03 | -0.01 | sell |
| MALTESE CAPITAL MANAGEMENT LLC | 95,400 | 71,000 | -24,400 | 1.41 | 1.27 | -0.14 | sell |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 390,650 | 365,703 | -24,947 | 0.01 | 0.01 | +0.00 | sell |
| Magnetar Financial LLC | 29,935 | 1,811 | -28,124 | 0.02 | 0.00 | -0.01 | sell |
| EARNEST PARTNERS LLC | 1,428,756 | 1,371,653 | -57,103 | 0.68 | 0.70 | +0.03 | sell |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 400,000 | 265,932 | -134,068 | 0.07 | 0.05 | -0.02 | sell |