Stock TransactionsUMB FINL CORP

Total Bought
726,150
37 transactions
Total Sold
272,895
45 transactions
Net
+453,255
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
JOHNSON INVESTMENT COUNSEL INC21,802362,118+340,3160.020.34+0.32buy
ADAGE CAPITAL PARTNERS GP, L.L.C.265,932380,211+114,2790.050.07+0.02buy
EMERALD ADVISERS, LLC209,563275,296+65,7330.800.98+0.18buy
T. Rowe Price Investment Management, Inc.188,300235,658+47,3580.010.02+0.00buy
EMERALD MUTUAL FUND ADVISERS TRUST113,316158,617+45,3010.690.89+0.20buy
Gator Capital Management, LLC101,650136,130+34,4803.053.17+0.12buy
Vest Financial, LLC35,20553,104+17,8990.050.08+0.02buy
B. Metzler seel. Sohn & Co. AG27,17838,261+11,0830.030.04+0.01buy
Clearbridge Investments, LLC604,890614,037+9,1470.050.06+0.00buy
Holocene Advisors, LP22,83030,826+7,9960.010.01+0.00buy
Ceredex Value Advisors LLC154,450162,175+7,7250.420.56+0.14buy
Bayview Asset Management, LLC5,74110,000+4,2590.521.04+0.51buy
Paragon Capital Management LLC15,60319,272+3,6690.891.12+0.23buy
CenterBook Partners LP8,87911,818+2,9390.050.07+0.01buy
KING LUTHER CAPITAL MANAGEMENT CORP52,53455,276+2,7420.030.03+0.00buy
Abel Hall, LLC1,7114,364+2,6530.080.12+0.04buy
WEDGE CAPITAL MANAGEMENT L L P/NC48,19849,980+1,7820.100.10+0.01buy
HANCOCK WHITNEY CORP8,0779,644+1,5670.020.02+0.00buy
WCM INVESTMENT MANAGEMENT, LLC183,800185,085+1,2850.050.04-0.00buy
GHP Investment Advisors, Inc.45,88746,745+8580.230.22-0.01buy
Gallagher Fiduciary Advisors, LLC7,6158,187+5720.030.03-0.00buy
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna1,9002,400+5000.090.10+0.01buy
MERITAGE PORTFOLIO MANAGEMENT9,91010,410+5000.080.08+0.00buy
Friday Financial25,55925,900+3411.271.05-0.22buy
Moors & Cabot, Inc.2,6432,943+3000.010.01+0.00buy
Verdence Capital Advisors LLC4,0904,342+2520.030.03+0.00buy
Cambria Investment Management, L.P.5,3215,562+2410.040.04-0.00buy
FIRST CITIZENS BANK & TRUST CO6,9807,147+1670.020.02-0.00buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC15,90815,974+660.030.02-0.01buy
Ashton Thomas Private Wealth, LLC2,0162,080+640.010.01-0.00buy
Optimize Financial Inc3,6273,679+520.220.21-0.01buy
Marquette Asset Management, LLC813826+130.010.01-0.00buy
Steele Capital Management, Inc.12,36312,367+40.070.06-0.00buy
Washington Trust Advisors, Inc.2730+30.000.00+0.00buy
Clarity Asset Management, Inc.646648+20.040.04-0.00buy
Whelan Financial5,0065,007+10.190.18-0.01buy
High Net Worth Advisory Group LLC2,8012,802+10.080.07-0.01buy
Integrated Investment Consultants, LLC2,9602,959-10.060.07+0.01sell
Rakuten Securities, Inc.95-40.000.00-0.00sell
High Note Wealth, LLC2,6422,623-190.060.06-0.00sell
GREENLEAF TRUST2,4002,368-320.000.00-0.00sell
REGIONS FINANCIAL CORP2,2142,167-470.000.00-0.00sell
Gerber Kawasaki Wealth & Investment Management7,0176,946-710.030.03-0.00sell
Phocas Financial Corp.43,50843,404-1040.670.65-0.02sell
Trust Point Inc.4,5184,403-1150.040.04-0.00sell
Hilltop National Bank1,001882-1190.030.02-0.00sell
CONNABLE OFFICE INC4,8514,732-1190.050.05-0.00sell
FIDUCIARY TRUST CO7,7627,641-1210.010.01-0.00sell
FAS Wealth Partners, Inc.5,1024,968-1340.040.04-0.00sell
Bayforest Capital Ltd1,4581,319-1390.080.11+0.03sell
MidWestOne Financial Group, Inc.56,12155,956-1650.810.71-0.09sell
First National Advisers, LLC3,7423,569-1730.060.06-0.00sell
MQS Management LLC2,9872,789-1980.210.19-0.02sell
SECURIAN ASSET MANAGEMENT, INC5,3355,135-2000.020.02+0.01sell
STATE OF MICHIGAN RETIREMENT SYSTEM17,04116,841-2000.010.01-0.00sell
GUARDIAN WEALTH ADVISORS, LLC / NC2,2202,002-2180.020.01-0.00sell
CONGRESS ASSET MANAGEMENT CO117,825117,591-2340.090.10+0.00sell
Avantax Planning Partners, Inc.2,2401,986-2540.010.01-0.00sell
WealthPlan Investment Management, LLC4,9274,465-4620.040.03-0.01sell
Stieven Capital Advisors, L.P.230,089229,589-5005.134.90-0.24sell
SYSTEMATIC FINANCIAL MANAGEMENT LP346,363345,835-5281.000.94-0.06sell
FIRST COMMUNITY TRUST NA3,7303,180-5500.340.27-0.07sell
Retirement Systems of Alabama86,29485,689-6050.030.03-0.00sell
Integrated Advisors Network LLC25,75325,144-6090.130.13-0.00sell
NEUMEIER POMA INVESTMENT COUNSEL LLC338,052336,712-1,3403.273.20-0.07sell
Midwest Trust Co51,13649,656-1,4800.080.07-0.01sell
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC70,93668,740-2,1960.330.27-0.06sell
PEREGRINE CAPITAL MANAGEMENT LLC51,26648,851-2,4150.180.17-0.01sell
MALTESE CAPITAL MANAGEMENT LLC71,00065,000-6,0001.271.33+0.05sell
GREAT LAKES ADVISORS, LLC29,30321,406-7,8970.030.02-0.01sell
Tributary Capital Management, LLC138,877129,530-9,3471.491.47-0.02sell
NFJ INVESTMENT GROUP, LLC357,720348,236-9,4841.451.44-0.01sell
BRANT POINT INVESTMENT MANAGEMENT LLC54,05444,054-10,0000.690.62-0.08sell
Global Alpha Capital Management Ltd.643,844632,216-11,6284.364.44+0.08sell
MASSACHUSETTS FINANCIAL SERVICES CO /MA/365,703353,241-12,4620.010.01-0.00sell
Boston Trust Walden Corp252,922237,130-15,7920.220.21-0.01sell
THIRD AVENUE MANAGEMENT LLC97,51878,245-19,2732.171.64-0.53sell
Fieldview Capital Management, LLC41,85919,692-22,1670.810.38-0.43sell
Elizabeth Park Capital Advisors, Ltd.30,5027,302-23,2002.920.69-2.23sell
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC249,126225,846-23,2800.080.07-0.00sell
1832 Asset Management L.P.26,4002,398-24,0020.010.00-0.00sell
EARNEST PARTNERS LLC1,371,6531,306,642-65,0110.700.64-0.06sell
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