Stock Transactions — UMB FINL CORP

Total Bought
4,772,732
206 transactions
Total Sold
4,529,556
171 transactions
Net
+243,176
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
WELLINGTON MANAGEMENT GROUP LLP2,347,2733,098,798+751,5250.040.06+0.02buy
Neuberger Berman Group LLC1,381,1381,832,674+451,5360.110.16+0.05buy
NFJ INVESTMENT GROUP, LLC26,036357,720+331,6840.101.45+1.36buy
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC0249,126+249,1260.000.08+0.08buy
Freestone Grove Partners LP0247,558+247,5580.000.22+0.22buy
Clearbridge Investments, LLC370,936604,890+233,9540.030.05+0.02buy
T. Rowe Price Investment Management, Inc.0188,300+188,3000.000.01+0.01buy
WCM INVESTMENT MANAGEMENT, LLC0183,800+183,8000.000.05+0.05buy
Zurich Insurance Group Ltd/FI0182,803+182,8030.000.15+0.15buy
FIRST TRUST ADVISORS LP402,629580,926+178,2970.030.05+0.02buy
MORGAN STANLEY553,808725,693+171,8850.000.01+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC805,459974,499+169,0400.010.02+0.00buy
SCHRODER INVESTMENT MANAGEMENT GROUP375,781503,692+127,9110.030.05+0.01buy
GW&K Investment Management, LLC619,232742,958+123,7260.580.78+0.20buy
Nuveen, LLC617,930728,296+110,3660.020.02+0.00buy
FEDERATED HERMES, INC.149,526253,708+104,1820.030.05+0.02buy
DIMENSIONAL FUND ADVISORS LP2,738,3762,832,827+94,4510.070.07+0.01buy
RAYMOND JAMES FINANCIAL INC213,890277,797+63,9070.010.01+0.00buy
JANE STREET GROUP, LLC19,63272,128+52,4960.000.01+0.01buy
UBS Group AG336,915378,861+41,9460.010.01+0.00buy
NEUMEIER POMA INVESTMENT COUNSEL LLC306,764338,052+31,2883.003.27+0.27buy
KENNEDY CAPITAL MANAGEMENT LLC19,42549,145+29,7200.050.13+0.08buy
GEODE CAPITAL MANAGEMENT, LLC1,846,2521,874,900+28,6480.010.01+0.00buy
FMR LLC2,219,8932,247,578+27,6850.010.01+0.00buy
B. Metzler seel. Sohn & Co. AG027,178+27,1780.000.03+0.03buy
FJ Capital Management LLC026,549+26,5490.000.34+0.34buy
1832 Asset Management L.P.026,400+26,4000.000.01+0.01buy
Horizon Investments, LLC025,128+25,1280.000.04+0.04buy
NATIXIS ADVISORS, LLC32,73156,390+23,6590.010.01+0.00buy
BALYASNY ASSET MANAGEMENT L.P.10,62033,812+23,1920.000.01+0.01buy
Dynamic Technology Lab Private Ltd3,43026,070+22,6400.050.52+0.47buy
ROYAL BANK OF CANADA53,90772,485+18,5780.000.00+0.00buy
HRT FINANCIAL LP018,095+18,0950.000.01+0.01buy
Mariner, LLC29,75446,937+17,1830.000.01+0.00buy
AMERIPRISE FINANCIAL INC69,38085,383+16,0030.000.00+0.00buy
Vest Financial, LLC20,00435,205+15,2010.030.05+0.02buy
PRICE T ROWE ASSOCIATES INC /MD/234,743247,893+13,1500.000.00+0.00buy
SG Americas Securities, LLC1,81214,459+12,6470.000.01+0.01buy
Steele Capital Management, Inc.012,363+12,3630.000.07+0.07buy
STRS OHIO108,100119,700+11,6000.040.05+0.01buy
TRUIST FINANCIAL CORP20,42629,067+8,6410.000.00+0.00buy
Swiss National Bank138,720147,220+8,5000.010.01+0.00buy
Bridgewater Associates, LP08,442+8,4420.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS16,03024,301+8,2710.000.00+0.00buy
ARMISTICE CAPITAL, LLC07,580+7,5800.000.03+0.03buy
IEQ CAPITAL, LLC7,27614,831+7,5550.000.01+0.00buy
Creative Planning71,86079,310+7,4500.010.01+0.00buy
WELLS FARGO & COMPANY/MN174,309181,710+7,4010.000.00+0.00buy
Pacer Advisors, Inc.2,0689,390+7,3220.000.00+0.00buy
Gerber Kawasaki Wealth & Investment Management07,017+7,0170.000.03+0.03buy
Universal- Beteiligungs- und Servicegesellschaft mbH59,70965,929+6,2200.010.01+0.00buy
State of Tennessee, Department of Treasury23,24329,457+6,2140.010.01+0.00buy
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM121,620127,713+6,0930.010.01+0.00buy
Allianz Asset Management GmbH53,93859,927+5,9890.010.01+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO43,83149,427+5,5960.020.02+0.00buy
MARSHALL WACE, LLP05,533+5,5330.000.00+0.00buy
HANCOCK WHITNEY CORP3,0278,077+5,0500.010.02+0.01buy
Cerity Partners LLC22,02727,014+4,9870.000.01+0.00buy
Federation des caisses Desjardins du Quebec39,34144,168+4,8270.020.02+0.00buy
ENVESTNET ASSET MANAGEMENT INC178,132182,721+4,5890.010.01+0.00buy
Fisher Asset Management, LLC282,261286,681+4,4200.010.01+0.00buy
NewEdge Advisors, LLC5,4679,789+4,3220.000.01+0.00buy
Cetera Investment Advisers4,2328,413+4,1810.000.00+0.00buy
Fieldview Capital Management, LLC37,72141,859+4,1380.600.81+0.21buy
Russell Investments Group, Ltd.25,45829,557+4,0990.000.00+0.00buy
Verdence Capital Advisors LLC04,090+4,0900.000.03+0.03buy
AQR CAPITAL MANAGEMENT LLC184,152188,182+4,0300.020.01-0.00buy
Police & Firemen's Retirement System of New Jersey16,47820,282+3,8040.020.02+0.00buy
Optimize Financial Inc03,627+3,6270.000.22+0.22buy
CWM, LLC11,06814,679+3,6110.000.01+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM67,87771,244+3,3670.010.01+0.00buy
Stieven Capital Advisors, L.P.226,789230,089+3,3004.655.13+0.48buy
Handelsbanken Fonder AB14,69017,990+3,3000.010.01+0.00buy
Orion Porfolio Solutions, LLC10,72313,983+3,2600.010.01+0.00buy
OPPENHEIMER ASSET MANAGEMENT INC.42,69445,926+3,2320.050.06+0.01buy
State of Wyoming1,4504,615+3,1650.020.06+0.04buy
Rafferty Asset Management, LLC85,52588,552+3,0270.030.03+0.00buy
MQS Management LLC02,987+2,9870.000.21+0.21buy
TEACHER RETIREMENT SYSTEM OF TEXAS15,24218,200+2,9580.010.01+0.00buy
FIDUCIARY TRUST CO4,9857,762+2,7770.010.01+0.00buy
Atlantic Union Bankshares Corp02,490+2,4900.000.01+0.01buy
MERCER GLOBAL ADVISORS INC /ADV02,461+2,4610.000.00+0.00buy
Ceredex Value Advisors LLC152,000154,450+2,4500.340.42+0.08buy
Merit Financial Group, LLC1,9464,362+2,4160.000.00+0.00buy
XTX Topco Ltd02,367+2,3670.000.01+0.01buy
Sterling Capital Management LLC9,80912,096+2,2870.010.02+0.01buy
HighPoint Advisor Group LLC02,276+2,2760.000.01+0.01buy
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO3,2165,486+2,2700.000.00+0.00buy
TWO SIGMA SECURITIES, LLC02,262+2,2620.000.04+0.04buy
STIFEL FINANCIAL CORP16,43018,689+2,2590.000.00+0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)18,80020,938+2,1380.000.01+0.00buy
Ashton Thomas Private Wealth, LLC02,016+2,0160.000.01+0.01buy
JANUS HENDERSON GROUP PLC31,01233,001+1,9890.000.00+0.00buy
PNC FINANCIAL SERVICES GROUP, INC.8,32110,259+1,9380.000.00+0.00buy
Quantinno Capital Management LP4,0225,951+1,9290.000.00+0.00buy
Ellenbecker Investment Group01,874+1,8740.000.03+0.03buy
Advantage Alpha Capital Partners LP01,859+1,8590.000.07+0.07buy
RITHOLTZ WEALTH MANAGEMENT01,843+1,8430.000.00+0.00buy
Pathstone Holdings, LLC21,12122,908+1,7870.010.01+0.00buy
UNITED CAPITAL FINANCIAL ADVISORS, LLC01,746+1,7460.000.00+0.00buy
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