| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-20 | 2009-09-30 | N-Q | Oppenheimer Main Street Small Cap Fund - Oppenheimer Main Street Small Cap Fund | Small-Cap Core | | Sold All | -37,130 | -100 % | | | | 0.00 % | $0 | | | | | | News Article | History of Oppenheimer Main Street Small Cap Fund - Oppenheimer Main Street Small Cap Fund Ownership Of Umb Financial Corp |
| 2009-11-19 | 2009-09-30 | N-Q | William Blair Funds - Value Discovery Fund | Multi-Cap Core | 6,560 | Sold Some | -1,640 | -20.00 % | $258,530 | $258,989 | $459 | 0.17 % | $-115 | | | | | | News Article | History of William Blair Funds - Value Discovery Fund Ownership Of Umb Financial Corp |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Amvescap Plc | Institution | 98,057 | Sold Some | -10,044 | -9.29 % | $3,975,231 | $3,871,290 | $-103,940 | -2.61 % | $10,647 | | | | | | News Article | History of Amvescap Plc Ownership Of Umb Financial Corp |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Credit Suisse First Boston | Institution | 24,910 | Sold Some | -14,863 | -37.36 % | $1,009,851 | $983,447 | $-26,405 | -2.61 % | $15,755 | | | | | | News Article | History of Credit Suisse First Boston Ownership Of Umb Financial Corp |
| 2009-11-17 | 2009-09-30 | 13F-HR | Wells Fargo And Co | Institution | 1,070,003 | Added More | 62,609 | 6.21 % | $43,377,922 | $42,243,718 | $-1,134,203 | -2.61 % | $-66,366 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | American International Group Inc | Institution | 46,197 | Added More | 255 | 0.55 % | $1,836,793 | $1,823,858 | $-12,935 | -0.70 % | $-71 | | | | | | News Article | History of American International Group Inc Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Aqr Capital Management Llc | Institution | 95,600 | Added More | 21,580 | 29.15 % | $3,801,056 | $3,774,288 | $-26,768 | -0.70 % | $-6,042 | | | | | | News Article | History of Aqr Capital Management Llc Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Basswood Capital Management Llc | Institution | | Sold All | -800 | -100 % | | | | -0.70 % | $224 | | | | | | News Article | History of Basswood Capital Management Llc Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Citadel L P | Institution | 186,869 | Added More | 179,291 | 2365.94 % | $7,429,911 | $7,377,588 | $-52,323 | -0.70 % | $-50,201 | | | | | | News Article | History of Citadel L P Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Employees Retirement System Of Texas | Institution | 77,000 | No Change | 0 | 0 % | $3,061,520 | $3,039,960 | $-21,560 | -0.70 % | $0 | | | | | | News Article | History of Employees Retirement System Of Texas Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Epoch Investment Partners Inc | Institution | 332,300 | New Holding | 332,300 | 100 % | $13,212,248 | $13,119,204 | $-93,044 | -0.70 % | $-93,044 | | | | | | News Article | History of Epoch Investment Partners Inc Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fifth Third Asset Management Inc | Institution | 12,056 | Sold Some | -599 | -4.73 % | $479,347 | $475,971 | $-3,376 | -0.70 % | $168 | | | | | | News Article | History of Fifth Third Asset Management Inc Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fifth Third Bancorp | Institution | 2,001 | Added More | 100 | 5.26 % | $79,560 | $78,999 | $-560 | -0.70 % | $-28 | | | | | | News Article | History of Fifth Third Bancorp Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Financial Counselors Inc | Institution | 3,078 | No Change | 0 | 0 % | $122,381 | $121,519 | $-862 | -0.70 % | $0 | | | | | | News Article | History of Financial Counselors Inc Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fmr Corp | Institution | 160,800 | Sold Some | -530 | -0.32 % | $6,393,408 | $6,348,384 | $-45,024 | -0.70 % | $148 | | | | | | News Article | History of Fmr Corp Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Forest Hill Capital Llc | Institution | 405,963 | Added More | 140,600 | 52.98 % | $16,141,089 | $16,027,419 | $-113,670 | -0.70 % | $-39,368 | | | | | | News Article | History of Forest Hill Capital Llc Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Fuller And Thaler Asset Management Inc | Institution | | Sold All | -100 | -100 % | | | | -0.70 % | $28 | | | | | | News Article | History of Fuller And Thaler Asset Management Inc Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ing Groep Nv | Institution | 60,464 | Sold Some | -161,365 | -72.74 % | $2,404,049 | $2,387,119 | $-16,930 | -0.70 % | $45,182 | | | | | | News Article | History of Ing Groep Nv Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Madison Square Investors Llc | No Data | 439 | Sold Some | -4,679 | -91.42 % | $17,455 | $17,332 | $-123 | -0.70 % | $1,310 | | | | | | News Article | History of Madison Square Investors Llc Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Millennium Management Llc | Institution | 16,992 | Added More | 1,044 | 6.54 % | $675,602 | $670,844 | $-4,758 | -0.70 % | $-292 | | | | | | News Article | History of Millennium Management Llc Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Morgan Stanley | Institution | 58,183 | Sold Some | -57,807 | -49.83 % | $2,313,356 | $2,297,065 | $-16,291 | -0.70 % | $16,186 | | | | | | News Article | History of Morgan Stanley Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | New York State Teachers Retirement System | Institution | 198,072 | New Holding | 198,072 | 100 % | $7,875,343 | $7,819,883 | $-55,460 | -0.70 % | $-55,460 | | | | | | News Article | History of New York State Teachers Retirement System Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Corp | Institution | 793,905 | Added More | 201,694 | 34.05 % | $31,565,663 | $31,343,369 | $-222,293 | -0.70 % | $-56,474 | | | | | | News Article | History of Northern Trust Corp Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Nyl Trust Co | Institution | | Sold All | -1,160 | -100 % | | | | -0.70 % | $325 | | | | | | News Article | History of Nyl Trust Co Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Oppenheimer Funds Inc | Institution | 21,500 | Sold Some | -97,808 | -81.97 % | $854,840 | $848,820 | $-6,020 | -0.70 % | $27,386 | | | | | | News Article | History of Oppenheimer Funds Inc Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sac Capital Advisors Lp | No Data | 5,972 | New Holding | 5,972 | 100 % | $237,447 | $235,775 | $-1,672 | -0.70 % | $-1,672 | | | | | | News Article | History of Sac Capital Advisors Lp Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Scout Investment Advisors Inc | Institution | 7,700 | New Holding | 7,700 | 100 % | $306,152 | $303,996 | $-2,156 | -0.70 % | $-2,156 | | | | | | News Article | History of Scout Investment Advisors Inc Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Shaw D E And Co Inc | Institution | 21,494 | Sold Some | -78,663 | -78.53 % | $854,601 | $848,583 | $-6,018 | -0.70 % | $22,026 | | | | | | News Article | History of Shaw D E And Co Inc Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Thales Fund Management Llc | Institution | | Sold All | -15,909 | -100 % | | | | -0.70 % | $4,455 | | | | | | News Article | History of Thales Fund Management Llc Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Umb Bank N A | Institution | 3,667,371 | Sold Some | -123,279 | -3.25 % | $145,814,671 | $144,787,807 | $-1,026,864 | -0.70 % | $34,518 | | | | | | News Article | History of Umb Bank N A Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Us Bancorp De | Institution | 1,200 | Sold Some | -435 | -26.60 % | $47,712 | $47,376 | $-336 | -0.70 % | $122 | | | | | | News Article | History of Us Bancorp De Ownership Of Umb Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Wellington Management Co Llp | Institution | 357,915 | Sold Some | -59,334 | -14.22 % | $14,230,700 | $14,130,484 | $-100,216 | -0.70 % | $16,614 | | | | | | News Article | History of Wellington Management Co Llp Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Advisory Research Inc | Institution | 3,043,195 | Added More | 63,379 | 2.12 % | $116,493,505 | $120,145,339 | $3,651,834 | 3.13 % | $76,055 | | | | | | News Article | History of Advisory Research Inc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Ameriprise Financial Inc | Institution | 160,056 | Sold Some | -12,411 | -7.19 % | $6,126,944 | $6,319,011 | $192,067 | 3.13 % | $-14,893 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Aston Asset Management Llc | Institution | 264,060 | Added More | 61,110 | 30.11 % | $10,108,217 | $10,425,089 | $316,872 | 3.13 % | $73,332 | | | | | | News Article | History of Aston Asset Management Llc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Aston Asset Management Llc | Institution | 264,060 | Added More | 256,346 | 3323.12 % | $10,108,217 | $10,425,089 | $316,872 | 3.13 % | $307,615 | | | | | | News Article | History of Aston Asset Management Llc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Axa | Institution | 167,469 | Sold Some | -218,715 | -56.63 % | $6,410,713 | $6,611,676 | $200,963 | 3.13 % | $-262,458 | | | | | | News Article | History of Axa Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Barclays Plc | Institution | 25,838 | Sold Some | -1,123 | -4.16 % | $989,079 | $1,020,084 | $31,006 | 3.13 % | $-1,348 | | | | | | News Article | History of Barclays Plc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Bartlett And Co | Institution | 330 | No Change | 0 | 0 % | $12,632 | $13,028 | $396 | 3.13 % | $0 | | | | | | News Article | History of Bartlett And Co Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Batterymarch Financial Management Inc | Institution | 173,183 | Sold Some | -52,142 | -23.14 % | $6,629,445 | $6,837,265 | $207,820 | 3.13 % | $-62,570 | | | | | | News Article | History of Batterymarch Financial Management Inc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Bnp Paribas Arbitrage Sa | Institution | 15,148 | New Holding | 15,148 | 100 % | $579,865 | $598,043 | $18,178 | 3.13 % | $18,178 | | | | | | News Article | History of Bnp Paribas Arbitrage Sa Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Bryn Mawr Capital Management Inc | Institution | 11,144 | New Holding | 11,144 | 100 % | $426,592 | $439,965 | $13,373 | 3.13 % | $13,373 | | | | | | News Article | History of Bryn Mawr Capital Management Inc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR/A | Delta Asset Management Llc | Institution | 10,376 | No Change | 0 | 0 % | $397,193 | $409,644 | $12,451 | 3.13 % | $0 | | | | | | News Article | History of Delta Asset Management Llc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | First National Bank Of Omaha | Institution | 94,036 | No Change | 0 | 0 % | $3,599,698 | $3,712,541 | $112,843 | 3.13 % | $0 | | | | | | News Article | History of First National Bank Of Omaha Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Gartmore Mutual Fund Capital Trust | Institution | 2,475 | Sold Some | -37,470 | -93.80 % | $94,743 | $97,713 | $2,970 | 3.13 % | $-44,964 | | | | | | News Article | History of Gartmore Mutual Fund Capital Trust Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Geode Capital Management Llc | Institution | 74,888 | Added More | 6,619 | 9.69 % | $2,866,713 | $2,956,578 | $89,866 | 3.13 % | $7,943 | | | | | | News Article | History of Geode Capital Management Llc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Goldman Sachs Group Inc | Institution | 682,385 | Sold Some | -58,914 | -7.94 % | $26,121,698 | $26,940,560 | $818,862 | 3.13 % | $-70,697 | | | | | | News Article | History of Goldman Sachs Group Inc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Grantham Mayo Van Otterloo And Co Llc | Institution | 10,500 | Added More | 3,400 | 47.88 % | $401,940 | $414,540 | $12,600 | 3.13 % | $4,080 | | | | | | News Article | History of Grantham Mayo Van Otterloo And Co Llc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Hovde Capital Advisors Llc | Institution | 188,299 | Added More | 37,527 | 24.88 % | $7,208,086 | $7,434,045 | $225,959 | 3.13 % | $45,032 | | | | | | News Article | History of Hovde Capital Advisors Llc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Hunter Global Investors L P | Institution | | Sold All | -52,149 | -100 % | | | | 3.13 % | $-62,579 | | | | | | News Article | History of Hunter Global Investors L P Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Keybank National Association | Institution | 5,675 | No Change | 0 | 0 % | $217,239 | $224,049 | $6,810 | 3.13 % | $0 | | | | | | News Article | History of Keybank National Association Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Managed Account Advisors Llc | Institution | 14,065 | Added More | 11,022 | 362.20 % | $538,408 | $555,286 | $16,878 | 3.13 % | $13,226 | | | | | | News Article | History of Managed Account Advisors Llc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Martingale Asset Management L P | Institution | | Sold All | -8,705 | -100 % | | | | 3.13 % | $-10,446 | | | | | | News Article | History of Martingale Asset Management L P Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Mason Street Advisors Llc | Institution | 1,855 | Added More | 97 | 5.51 % | $71,009 | $73,235 | $2,226 | 3.13 % | $116 | | | | | | News Article | History of Mason Street Advisors Llc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | New York State Common Retirement Fund | Institution | 60,160 | Added More | 510 | 0.85 % | $2,302,925 | $2,375,117 | $72,192 | 3.13 % | $612 | | | | | | News Article | History of New York State Common Retirement Fund Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Oppenheimer And Co Inc | Institution | 131,832 | Sold Some | -2,200 | -1.64 % | $5,046,529 | $5,204,727 | $158,198 | 3.13 % | $-2,640 | | | | | | News Article | History of Oppenheimer And Co Inc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Ota Financial Group L P | Institution | 11,000 | New Holding | 11,000 | 100 % | $421,080 | $434,280 | $13,200 | 3.13 % | $13,200 | | | | | | News Article | History of Ota Financial Group L P Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Panagora Asset Management Inc | Institution | 109,000 | Sold Some | -7,775 | -6.65 % | $4,172,520 | $4,303,320 | $130,800 | 3.13 % | $-9,330 | | | | | | News Article | History of Panagora Asset Management Inc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Pergamon Offshore Advisors L P | Institution | 60,877 | Sold Some | -4,189 | -6.43 % | $2,330,372 | $2,403,424 | $73,052 | 3.13 % | $-5,027 | | | | | | News Article | History of Pergamon Offshore Advisors L P Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Price T Rowe Associates Inc | Institution | 10,208 | Added More | 500 | 5.15 % | $390,762 | $403,012 | $12,250 | 3.13 % | $600 | | | | | | News Article | History of Price T Rowe Associates Inc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Public Sector Pension Investment Board | Institution | 26,900 | New Holding | 26,900 | 100 % | $1,029,732 | $1,062,012 | $32,280 | 3.13 % | $32,280 | | | | | | News Article | History of Public Sector Pension Investment Board Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Capital Markets Arbitrage S A | Institution | 6,888 | New Holding | 6,888 | 100 % | $263,673 | $271,938 | $8,266 | 3.13 % | $8,266 | | | | | | News Article | History of Rbc Capital Markets Arbitrage S A Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Dain Rauscher Inc | Institution | 4,898 | New Holding | 4,898 | 100 % | $187,495 | $193,373 | $5,878 | 3.13 % | $5,878 | | | | | | News Article | History of Rbc Dain Rauscher Inc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Renaissance Technologies Corp | Institution | 91,700 | Sold Some | -152,000 | -62.37 % | $3,510,276 | $3,620,316 | $110,040 | 3.13 % | $-182,400 | | | | | | News Article | History of Renaissance Technologies Corp Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR/A | Research Affiliates Llc | Institution | 11,126 | No Change | 0 | 0 % | $425,903 | $439,254 | $13,351 | 3.13 % | $0 | | | | | | News Article | History of Research Affiliates Llc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Segall Bryant And Hamill | Institution | 104,555 | Added More | 4,423 | 4.41 % | $4,002,365 | $4,127,831 | $125,466 | 3.13 % | $5,308 | | | | | | News Article | History of Segall Bryant And Hamill Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Sg Americas Securities Llc | Institution | 9,205 | New Holding | 9,205 | 100 % | $352,367 | $363,413 | $11,046 | 3.13 % | $11,046 | | | | | | News Article | History of Sg Americas Securities Llc Ownership Of Umb Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Vanguard Group Inc | Institution | 1,595,863 | Added More | 24,223 | 1.54 % | $61,089,636 | $63,004,671 | $1,915,036 | 3.13 % | $29,068 | | | | | | News Article | History of Vanguard Group Inc Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Aronson And Johnson And Ortiz Lp | Institution | 63,400 | Sold Some | -8,200 | -11.45 % | $2,426,952 | $2,503,032 | $76,080 | 3.13 % | $-9,840 | | | | | | News Article | History of Aronson And Johnson And Ortiz Lp Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Bank Of America Corp | Institution | 140,239 | Sold Some | -12,571 | -8.22 % | $5,368,349 | $5,536,636 | $168,287 | 3.13 % | $-15,085 | | | | | | News Article | History of Bank Of America Corp Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Barclays Global Investors Uk Holdings Ltd | Institution | 2,457,796 | Added More | 155,008 | 6.73 % | $94,084,431 | $97,033,786 | $2,949,355 | 3.13 % | $186,010 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Chicago Equity Partners Llc | Institution | | Sold All | -125,600 | -100 % | | | | 3.13 % | $-150,720 | | | | | | News Article | History of Chicago Equity Partners Llc Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | First Quadrant L P | Institution | 18,400 | Sold Some | -34,730 | -65.36 % | $704,352 | $726,432 | $22,080 | 3.13 % | $-41,676 | | | | | | News Article | History of First Quadrant L P Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR/A | Ing Investment Management Co | Institution | 60,464 | Sold Some | -185,546 | -75.42 % | $2,314,562 | $2,387,119 | $72,557 | 3.13 % | $-222,655 | | | | | | News Article | History of Ing Investment Management Co Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Kbc Group Nv | Institution | 50,410 | Added More | 11,677 | 30.14 % | $1,929,695 | $1,990,187 | $60,492 | 3.13 % | $14,012 | | | | | | News Article | History of Kbc Group Nv Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Merrill Lynch And Co Inc | Institution | 8,626 | Sold Some | -3,168 | -26.86 % | $330,203 | $340,554 | $10,351 | 3.13 % | $-3,802 | | | | | | News Article | History of Merrill Lynch And Co Inc Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Mfc Global Investment Management Usa Ltd | Institution | 30,402 | Added More | 2,464 | 8.81 % | $1,163,789 | $1,200,271 | $36,482 | 3.13 % | $2,957 | | | | | | News Article | History of Mfc Global Investment Management Usa Ltd Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Oshaughnessy Asset Management Llc | Institution | 12,258 | Sold Some | -21,188 | -63.34 % | $469,236 | $483,946 | $14,710 | 3.13 % | $-25,426 | | | | | | News Article | History of Oshaughnessy Asset Management Llc Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Ii Inc | Institution | 4,698 | Added More | 112 | 2.44 % | $179,839 | $185,477 | $5,638 | 3.13 % | $134 | | | | | | News Article | History of Padco Advisors Ii Inc Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Inc | Institution | 4,887 | Added More | 744 | 17.95 % | $187,074 | $192,939 | $5,864 | 3.13 % | $893 | | | | | | News Article | History of Padco Advisors Inc Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Principal Financial Group Inc | Institution | 108,540 | Added More | 3,048 | 2.88 % | $4,154,911 | $4,285,159 | $130,248 | 3.13 % | $3,658 | | | | | | News Article | History of Principal Financial Group Inc Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR/A | Qa3 Financial Llc | No Data | 6 | No Change | 0 | 0 % | $230 | $237 | $7 | 3.13 % | $0 | | | | | | News Article | History of Qa3 Financial Llc Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Santa Barbara Asset Management | Institution | 2,017 | New Holding | 2,017 | 100 % | $77,211 | $79,631 | $2,420 | 3.13 % | $2,420 | | | | | | News Article | History of Santa Barbara Asset Management Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Skba Capital Management Llc | Institution | 14,740 | New Holding | 14,740 | 100 % | $564,247 | $581,935 | $17,688 | 3.13 % | $17,688 | | | | | | News Article | History of Skba Capital Management Llc Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Stafford Asset Management Llc | No Data | 6,840 | New Holding | 6,840 | 100 % | $261,835 | $270,043 | $8,208 | 3.13 % | $8,208 | | | | | | News Article | History of Stafford Asset Management Llc Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Suntrust Banks Inc | Institution | 306,127 | Added More | 12,603 | 4.29 % | $11,718,542 | $12,085,894 | $367,352 | 3.13 % | $15,124 | | | | | | News Article | History of Suntrust Banks Inc Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Susquehanna International Group Llp | Institution | 8,551 | Sold Some | -2,922 | -25.46 % | $327,332 | $337,593 | $10,261 | 3.13 % | $-3,506 | | | | | | News Article | History of Susquehanna International Group Llp Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Tewksbury Capital Management Ltd | Institution | 6,061 | New Holding | 6,061 | 100 % | $232,015 | $239,288 | $7,273 | 3.13 % | $7,273 | | | | | | News Article | History of Tewksbury Capital Management Ltd Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | United Services Automobile Association | Institution | 20,300 | Sold Some | -602 | -2.88 % | $777,084 | $801,444 | $24,360 | 3.13 % | $-722 | | | | | | News Article | History of United Services Automobile Association Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Virginia Retirement Systems Et Al | Institution | 12,400 | Sold Some | -25,200 | -67.02 % | $474,672 | $489,552 | $14,880 | 3.13 % | $-30,240 | | | | | | News Article | History of Virginia Retirement Systems Et Al Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Westwood Management Corp | Institution | 132,000 | Added More | 8,600 | 6.96 % | $5,052,960 | $5,211,360 | $158,400 | 3.13 % | $10,320 | | | | | | News Article | History of Westwood Management Corp Ownership Of Umb Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | World Asset Management Inc | Institution | 4,842 | New Holding | 4,842 | 100 % | $185,352 | $191,162 | $5,810 | 3.13 % | $5,810 | | | | | | News Article | History of World Asset Management Inc Ownership Of Umb Financial Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | American Century Companies Inc | Institution | 76,479 | Sold Some | -9,877 | -11.43 % | $2,984,211 | $3,019,391 | $35,180 | 1.17 % | $-4,543 | | | | | | News Article | History of American Century Companies Inc Ownership Of Umb Financial Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Citigroup Inc | Institution | 10,641 | Sold Some | -11,210 | -51.30 % | $415,212 | $420,107 | $4,895 | 1.17 % | $-5,157 | | | | | | News Article | History of Citigroup Inc Ownership Of Umb Financial Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Clarivest Asset Management Llc | Institution | | Sold All | -2,400 | -100 % | | | | 1.17 % | $-1,104 | | | | | | News Article | History of Clarivest Asset Management Llc Ownership Of Umb Financial Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Comerica Bank | Institution | 35,848 | Added More | 2,485 | 7.44 % | $1,398,789 | $1,415,279 | $16,490 | 1.17 % | $1,143 | | | | | | News Article | History of Comerica Bank Ownership Of Umb Financial Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Dlibj Asset Management Co Ltd | Institution | | Sold All | -7,500 | -100 % | | | | 1.17 % | $-3,450 | | | | | | News Article | History of Dlibj Asset Management Co Ltd Ownership Of Umb Financial Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Glenmede Trust Co Na | Institution | 440 | No Change | 0 | 0 % | $17,169 | $17,371 | $202 | 1.17 % | $0 | | | | | | News Article | History of Glenmede Trust Co Na Ownership Of Umb Financial Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Highbridge Capital Management Llc | Institution | 16,131 | New Holding | 16,131 | 100 % | $629,432 | $636,852 | $7,420 | 1.17 % | $7,420 | | | | | | News Article | History of Highbridge Capital Management Llc Ownership Of Umb Financial Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ig Investment Management Ltd | Institution | | Sold All | -1,062 | -100 % | | | | 1.17 % | $-489 | | | | | | News Article | History of Ig Investment Management Ltd Ownership Of Umb Financial Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | J P Morgan Chase And Co | Institution | 241,097 | Added More | 18,319 | 8.22 % | $9,407,605 | $9,518,510 | $110,905 | 1.17 % | $8,427 | | | | | | News Article | History of J P Morgan Chase And Co Ownership Of Umb Financial Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Tesseract Capital Llc | No Data | | Sold All | -1,874 | -100 % | | | | 1.17 % | $-862 | | | | | | News Article | History of Tesseract Capital Llc Ownership Of Umb Financial Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ubs Ag | Institution | 1,246 | Added More | 252 | 25.35 % | $48,619 | $49,192 | $573 | 1.17 % | $116 | | | | | | News Article | History of Ubs Ag Ownership Of Umb Financial Corp |
| 2009-11-10 | 2009-06-30 | 13F-HR/A | Dlibj Asset Management Co Ltd | Institution | 7,500 | New Holding | 7,500 | 100 % | $292,650 | $296,100 | $3,450 | 1.17 % | $3,450 | | | | | | News Article | History of Dlibj Asset Management Co Ltd Ownership Of Umb Financial Corp |
| 2009-11-10 | 2009-03-31 | 13F-HR/A | Dlibj Asset Management Co Ltd | Institution | | Sold All | -100 | -100 % | | | | 1.17 % | $-46 | | | | | | News Article | History of Dlibj Asset Management Co Ltd Ownership Of Umb Financial Corp |
| 2009-11-10 | 2008-12-31 | 13F-HR/A | Dlibj Asset Management Co Ltd | Institution | 100 | Sold Some | -500 | -83.33 % | $3,902 | $3,948 | $46 | 1.17 % | $-230 | | | | | | News Article | History of Dlibj Asset Management Co Ltd Ownership Of Umb Financial Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | Ccm Partners | Institution | 2,100 | No Change | 0 | 0 % | $82,971 | $82,908 | $-63 | -0.07 % | $0 | | | | | | News Article | History of Ccm Partners Ownership Of Umb Financial Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | Federated Investors Inc | Institution | | Sold All | -98,650 | -100 % | | | | -0.07 % | $2,960 | | | | | | News Article | History of Federated Investors Inc Ownership Of Umb Financial Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | General Motors Investment Management Corp | Institution | 23,857 | No Change | 0 | 0 % | $942,590 | $941,874 | $-716 | -0.07 % | $0 | | | | | | News Article | History of General Motors Investment Management Corp Ownership Of Umb Financial Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | Vtl Associates Llc | Institution | | Sold All | -7 | -100 % | | | | -0.07 % | $0 | | | | | | News Article | History of Vtl Associates Llc Ownership Of Umb Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR/A | Baird Robert W And Co Inc | Institution | 26,300 | Sold Some | -3,595 | -12.02 % | $1,030,434 | $1,038,324 | $7,890 | 0.76 % | $-1,079 | | | | | | News Article | History of Baird Robert W And Co Inc Ownership Of Umb Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Blair William And Co | Institution | 9,240 | Sold Some | -4,460 | -32.55 % | $362,023 | $364,795 | $2,772 | 0.76 % | $-1,338 | | | | | | News Article | History of Blair William And Co Ownership Of Umb Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Hartford Investment Management Co | Institution | 6,015 | Added More | 100 | 1.69 % | $235,668 | $237,472 | $1,805 | 0.76 % | $30 | | | | | | News Article | History of Hartford Investment Management Co Ownership Of Umb Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Menta Capital Llc | Institution | 5,538 | New Holding | 5,538 | 100 % | $216,979 | $218,640 | $1,661 | 0.76 % | $1,661 | | | | | | News Article | History of Menta Capital Llc Ownership Of Umb Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metlife Securities Inc | Institution | | Sold All | -41 | -100 % | | | | 0.76 % | $-12 | | | | | | News Article | History of Metlife Securities Inc Ownership Of Umb Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metropolitan Life Insurance Co | Institution | 29,359 | No Change | 0 | 0 % | $1,150,286 | $1,159,093 | $8,808 | 0.76 % | $0 | | | | | | News Article | History of Metropolitan Life Insurance Co Ownership Of Umb Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pnc Financial Services Group Inc | Institution | 25 | Sold Some | -33,318 | -99.92 % | $980 | $987 | $8 | 0.76 % | $-9,995 | | | | | | News Article | History of Pnc Financial Services Group Inc Ownership Of Umb Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Schwab Charles Investment Management Inc | Institution | 297,974 | Sold Some | -100,362 | -25.19 % | $11,674,621 | $11,764,014 | $89,392 | 0.76 % | $-30,109 | | | | | | News Article | History of Schwab Charles Investment Management Inc Ownership Of Umb Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 105,489 | Added More | 24,267 | 29.87 % | $4,133,059 | $4,164,706 | $31,647 | 0.76 % | $7,280 | | | | | | News Article | History of Teachers Advisors Inc Ownership Of Umb Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 205,476 | Added More | 1,060 | 0.51 % | $8,050,550 | $8,112,192 | $61,643 | 0.76 % | $318 | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of Umb Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Unionbancal Corp | Institution | | Sold All | -3,900 | -100 % | | | | 0.76 % | $-1,170 | | | | | | News Article | History of Unionbancal Corp Ownership Of Umb Financial Corp |
| 2009-11-06 | 2009-08-31 | N-CSR | Valic Co Ii - Small Cap Value Fund | Small-Cap Value | | Sold All | -75,800 | -100 % | | | | 0.76 % | $-22,740 | | | | | | News Article | History of Valic Co Ii - Small Cap Value Fund Ownership Of Umb Financial Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Atwood And Palmer Inc | Institution | | Sold All | -9,800 | -100 % | | | | -0.10 % | $392 | | | | | | News Article | History of Atwood And Palmer Inc Ownership Of Umb Financial Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Bank Of Hawaii | Institution | 11,005 | Sold Some | -1,975 | -15.21 % | $434,918 | $434,477 | $-440 | -0.10 % | $79 | | | | | | News Article | History of Bank Of Hawaii Ownership Of Umb Financial Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Nisa Investment Advisors L L C | Institution | 9,000 | No Change | 0 | 0 % | $355,680 | $355,320 | $-360 | -0.10 % | $0 | | | | | | News Article | History of Nisa Investment Advisors L L C Ownership Of Umb Financial Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Parametric Portfolio Associates | Institution | 36,773 | Added More | 758 | 2.10 % | $1,453,269 | $1,451,798 | $-1,471 | -0.10 % | $-30 | | | | | | News Article | History of Parametric Portfolio Associates Ownership Of Umb Financial Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Profund Advisors Llc | Institution | 12,711 | Added More | 3,033 | 31.33 % | $502,339 | $501,830 | $-508 | -0.10 % | $-121 | | | | | | News Article | History of Profund Advisors Llc Ownership Of Umb Financial Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Proshare Advisors Llc | Institution | 43,779 | Sold Some | -23,157 | -34.59 % | $1,730,146 | $1,728,395 | $-1,751 | -0.10 % | $926 | | | | | | News Article | History of Proshare Advisors Llc Ownership Of Umb Financial Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Wcm Investment Management | Institution | 121,692 | Sold Some | -7,419 | -5.74 % | $4,809,268 | $4,804,400 | $-4,868 | -0.10 % | $297 | | | | | | News Article | History of Wcm Investment Management Ownership Of Umb Financial Corp |
| 2009-11-04 | 2009-09-30 | 13F-HR | Gw Capital Management Incco | Institution | 15,534 | Sold Some | -379 | -2.38 % | $598,370 | $613,282 | $14,913 | 2.49 % | $-364 | | | | | | News Article | History of Gw Capital Management Incco Ownership Of Umb Financial Corp |
| 2009-11-04 | 2009-09-30 | 13F-HR | Symphony Asset Management Llc | Institution | 254,032 | Sold Some | -1,282 | -0.50 % | $9,785,313 | $10,029,183 | $243,871 | 2.49 % | $-1,231 | | | | | | News Article | History of Symphony Asset Management Llc Ownership Of Umb Financial Corp |
| 2009-11-04 | 2009-08-31 | N-CSR | Ssga Funds - Ssga Enhanced Small Cap Fund | Small-Cap Core | 1,106 | Sold Some | -894 | -44.70 % | $42,603 | $43,665 | $1,062 | 2.49 % | $-858 | | | | | | News Article | History of Ssga Funds - Ssga Enhanced Small Cap Fund Ownership Of Umb Financial Corp |
| 2009-11-03 | 2009-09-30 | 13F-HR | Ixis Asset Management Advisors L P | Institution | 10,076 | Sold Some | -763 | -7.03 % | $400,521 | $397,800 | $-2,721 | -0.67 % | $206 | | | | | | News Article | History of Ixis Asset Management Advisors L P Ownership Of Umb Financial Corp |
| 2009-11-03 | 2009-09-30 | 13F-HR | King Luther Capital Management Corp | Institution | | Sold All | -8,700 | -100 % | | | | -0.67 % | $2,349 | | | | | | News Article | History of King Luther Capital Management Corp Ownership Of Umb Financial Corp |
| 2009-11-03 | 2009-09-30 | 13F-HR | Private Trust Co Na | Institution | | Sold All | -9 | -100 % | | | | -0.67 % | $2 | | | | | | News Article | History of Private Trust Co Na Ownership Of Umb Financial Corp |
| 2009-11-03 | 2009-09-30 | 13F-HR | Prudential Financial Inc | Institution | 68,211 | Added More | 1,618 | 2.42 % | $2,711,387 | $2,692,970 | $-18,417 | -0.67 % | $-437 | | | | | | News Article | History of Prudential Financial Inc Ownership Of Umb Financial Corp |
| 2009-11-03 | 2009-08-31 | N-CSR | California Investment Trust - S And P Smallcap Index Fund | Small-Cap Core | 2,100 | No Change | 0 | 0 % | $83,475 | $82,908 | $-567 | -0.67 % | $0 | | | | | | News Article | History of California Investment Trust - S And P Smallcap Index Fund Ownership Of Umb Financial Corp |
| 2009-11-02 | 2009-09-30 | 13F-HR/A | Advanced Investment Partners Llc | No Data | 11,039 | Sold Some | -308 | -2.71 % | $439,242 | $435,820 | $-3,422 | -0.77 % | $95 | | | | | | News Article | History of Advanced Investment Partners Llc Ownership Of Umb Financial Corp |
| 2009-11-02 | 2009-09-30 | 13F-HR | Citizens Bank Wealth Management Na | Institution | 236 | New Holding | 236 | 100 % | $9,390 | $9,317 | $-73 | -0.77 % | $-73 | | | | | | News Article | History of Citizens Bank Wealth Management Na Ownership Of Umb Financial Corp |
| 2009-11-02 | 2009-09-30 | 13F-HR | Thrivent Financial For Lutherans | Institution | 15,400 | Sold Some | -16,200 | -51.26 % | $612,766 | $607,992 | $-4,774 | -0.77 % | $5,022 | | | | | | News Article | History of Thrivent Financial For Lutherans Ownership Of Umb Financial Corp |
| 2009-10-30 | 2009-09-30 | 13F-HR | Connable Office Inc | Institution | 5,740 | Sold Some | -370 | -6.05 % | $228,280 | $226,615 | $-1,665 | -0.72 % | $107 | | | | | | News Article | History of Connable Office Inc Ownership Of Umb Financial Corp |
| 2009-10-30 | 2009-09-30 | 13F-HR | Texas Permanent School Fund | Institution | 48,277 | Added More | 710 | 1.49 % | $1,919,976 | $1,905,976 | $-14,000 | -0.72 % | $-206 | | | | | | News Article | History of Texas Permanent School Fund Ownership Of Umb Financial Corp |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock | Specialty & Misc | 1,613 | No Compare | | | $64,149 | $63,681 | $-468 | -0.72 % | | | | | | | News Article | History of Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock Ownership Of Umb Financial Corp |
| 2009-10-30 | 2009-08-31 | N-CSRS | Fidelity Commonwealth Trust Ii - Fidelity Small Cap Enhanced Index Fund | Small-Cap Core | 2,700 | New Holding | 2,700 | 100 % | $107,379 | $106,596 | $-783 | -0.72 % | $-783 | | | | | | News Article | History of Fidelity Commonwealth Trust Ii - Fidelity Small Cap Enhanced Index Fund Ownership Of Umb Financial Corp |
| 2009-10-30 | 2009-08-31 | N-CSR | Vanguard World Fund - Vanguard Financials Index Fund | Specialty & Misc | 11,229 | Sold Some | -728 | -6.08 % | $446,577 | $443,321 | $-3,256 | -0.72 % | $211 | | | | | | News Article | History of Vanguard World Fund - Vanguard Financials Index Fund Ownership Of Umb Financial Corp |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 202,218 | Sold Some | -85,093 | -29.61 % | $8,349,581 | $7,983,567 | $-366,015 | -4.38 % | $154,018 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Umb Financial Corp |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Cornerstone Strategy Fund | Specialty & Misc | | Sold All | -10,200 | -100 % | | | | -4.38 % | $18,462 | | | | | | News Article | History of Usaa Mutual Funds Trust - Cornerstone Strategy Fund Ownership Of Umb Financial Corp |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Growth Fund | Multi-Cap Growth | | Sold All | -2,800 | -100 % | | | | -4.38 % | $5,068 | | | | | | News Article | History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Umb Financial Corp |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I - Asset Allocation Fund | Specialty & Misc | 332 | New Holding | 332 | 100 % | $13,708 | $13,107 | $-601 | -4.38 % | $-601 | | | | | | News Article | History of Valic Co I - Asset Allocation Fund Ownership Of Umb Financial Corp |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I - Small Cap Index Fund | Small-Cap Core | 26,073 | New Holding | 26,073 | 100 % | $1,076,554 | $1,029,362 | $-47,192 | -4.38 % | $-47,192 | | | | | | News Article | History of Valic Co I - Small Cap Index Fund Ownership Of Umb Financial Corp |
| 2009-10-29 | 2009-06-30 | 13F-HR/A | Huntington National Bank | Institution | | Sold All | -27,350 | -100 % | | | | -4.38 % | $49,504 | | | | | | News Article | History of Huntington National Bank Ownership Of Umb Financial Corp |
| 2009-10-27 | 2009-09-30 | 13F-HR | Dupont Capital Management | Institution | 96,224 | Sold Some | -107,922 | -52.86 % | $3,940,373 | $3,798,924 | $-141,449 | -3.58 % | $158,645 | | | | | | News Article | History of Dupont Capital Management Ownership Of Umb Financial Corp |
| 2009-10-27 | 2009-09-30 | 13F-HR | Thomas White International Ltd | Institution | | Sold All | -2,921 | -100 % | | | | -3.58 % | $4,294 | | | | | | News Article | History of Thomas White International Ltd Ownership Of Umb Financial Corp |
| 2009-10-26 | 2009-09-30 | 13F-HR | Schroder Investment Management Group | Institution | 4,600 | No Change | 0 | 0 % | $180,090 | $181,608 | $1,518 | 0.84 % | $0 | | | | | | News Article | History of Schroder Investment Management Group Ownership Of Umb Financial Corp |
| 2009-10-26 | 2009-09-30 | 13F-HR | Smith Asset Management Group Lp | Institution | 40,200 | Sold Some | -102,565 | -71.84 % | $1,573,830 | $1,587,096 | $13,266 | 0.84 % | $-33,846 | | | | | | News Article | History of Smith Asset Management Group Lp Ownership Of Umb Financial Corp |
| 2009-10-26 | 2009-09-30 | 13F-HR | Trust Co | Institution | 5,820 | Sold Some | -250 | -4.11 % | $227,853 | $229,774 | $1,921 | 0.84 % | $-83 | | | | | | News Article | History of Trust Co Ownership Of Umb Financial Corp |
| 2009-10-26 | 2009-08-31 | N-Q | Claymore Exchange Traded Fund Trust - Claymoremorningstar Services Super Sector Index Etf | Specialty & Misc | 17 | No Change | 0 | 0 % | $666 | $671 | $6 | 0.84 % | $0 | | | | | | News Article | History of Claymore Exchange Traded Fund Trust - Claymoremorningstar Services Super Sector Index Etf Ownership Of Umb Financial Corp |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Equity Trust - Ing Convertible Fund | Specialty & Misc | 190 | Sold Some | -100 | -34.48 % | $7,439 | $7,501 | $63 | 0.84 % | $-33 | | | | | | News Article | History of Ing Equity Trust - Ing Convertible Fund Ownership Of Umb Financial Corp |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Series Fund Inc - Ing Balanced Fund | Mixed-Asset Target Allocation Moderate | 846 | New Holding | 846 | 100 % | $33,121 | $33,400 | $279 | 0.84 % | $279 | | | | | | News Article | History of Ing Series Fund Inc - Ing Balanced Fund Ownership Of Umb Financial Corp |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Series Fund Inc - Ing Index Plus Smallcap Fund | Small-Cap Core | 8,115 | Sold Some | -1,321 | -13.99 % | $317,702 | $320,380 | $2,678 | 0.84 % | $-436 | | | | | | News Article | History of Ing Series Fund Inc - Ing Index Plus Smallcap Fund Ownership Of Umb Financial Corp |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Series Fund Inc - Ing Small Company Fund | Small-Cap Core | 20,426 | Added More | 9,931 | 94.62 % | $799,678 | $806,418 | $6,741 | 0.84 % | $3,277 | | | | | | News Article | History of Ing Series Fund Inc - Ing Small Company Fund Ownership Of Umb Financial Corp |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc - Tdax Independence 2010 Exchange-Traded Fund | Mixed-Asset Target 2010 Funds | | Sold All | -102 | -100 % | | | | 0.84 % | $-34 | | | | | | News Article | History of Tdax Funds Inc - Tdax Independence 2010 Exchange-Traded Fund Ownership Of Umb Financial Corp |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc - Tdax Independence 2020 Exchange-Traded Fund | Mixed-Asset Target 2020 Funds | | Sold All | -496 | -100 % | | | | 0.84 % | $-164 | | | | | | News Article | History of Tdax Funds Inc - Tdax Independence 2020 Exchange-Traded Fund Ownership Of Umb Financial Corp |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc - Tdax Independence 2030 Exchange-Traded Fund | Mixed-Asset Target 2030 Funds | | Sold All | -512 | -100 % | | | | 0.84 % | $-169 | | | | | | News Article | History of Tdax Funds Inc - Tdax Independence 2030 Exchange-Traded Fund Ownership Of Umb Financial Corp |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc - Tdax Independence 2040 Exchange-Traded Fund | Mixed-Asset Target 2030+ Funds | | Sold All | -646 | -100 % | | | | 0.84 % | $-213 | | | | | | News Article | History of Tdax Funds Inc - Tdax Independence 2040 Exchange-Traded Fund Ownership Of Umb Financial Corp |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc - Tdax Independence In-Target Exchange-Traded Fund | Specialty & Misc | | Sold All | -66 | -100 % | | | | 0.84 % | $-22 | | | | | | News Article | History of Tdax Funds Inc - Tdax Independence In-Target Exchange-Traded Fund Ownership Of Umb Financial Corp |
| 2009-10-26 | 2009-06-30 | 13F-HR/A | Ameriprise Financial Inc | Institution | 172,467 | Sold Some | -16,672 | -8.81 % | $6,752,083 | $6,808,997 | $56,914 | 0.84 % | $-5,502 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Umb Financial Corp |
| 2009-10-23 | 2009-09-30 | 13F-HR | Commerce Bank N A | Institution | 70,068 | Added More | 9 | 0.01 % | $2,740,359 | $2,766,285 | $25,925 | 0.94 % | $3 | | | | | | News Article | History of Commerce Bank N A Ownership Of Umb Financial Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Group Ltd | Institution | 9,696 | No Change | 0 | 0 % | $386,483 | $382,798 | $-3,684 | -0.95 % | $0 | | | | | | News Article | History of Blackrock Group Ltd Ownership Of Umb Financial Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Inc | No Data | | Sold All | -9,812 | -100 % | | | | -0.95 % | $3,729 | | | | | | News Article | History of Blackrock Inc Ownership Of Umb Financial Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Investment Management Llc | Institution | 104,513 | Added More | 17,415 | 19.99 % | $4,165,888 | $4,126,173 | $-39,715 | -0.95 % | $-6,618 | | | | | | News Article | History of Blackrock Investment Management Llc Ownership Of Umb Financial Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Eagle Asset Management Inc | Institution | 280,370 | Sold Some | -7,413 | -2.57 % | $11,175,548 | $11,069,008 | $-106,541 | -0.95 % | $2,817 | | | | | | News Article | History of Eagle Asset Management Inc Ownership Of Umb Financial Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Farmers And Merchants Investments Inc | Institution | 3,518 | New Holding | 3,518 | 100 % | $140,227 | $138,891 | $-1,337 | -0.95 % | $-1,337 | | | | | | News Article | History of Farmers And Merchants Investments Inc Ownership Of Umb Financial Corp |
| 2009-10-21 | 2009-09-30 | 13F-HR | Bank Of New York Mellon Corp | Institution | 519,855 | Added More | 7,863 | 1.53 % | $20,030,013 | $20,523,875 | $493,862 | 2.46 % | $7,470 | | | | | | News Article | History of Bank Of New York Mellon Corp Ownership Of Umb Financial Corp |
| 2009-10-21 | 2009-09-30 | 13F-HR | First Midwest Bank Trust Division | Institution | 8,240 | New Holding | 8,240 | 100 % | $317,487 | $325,315 | $7,828 | 2.46 % | $7,828 | | | | | | News Article | History of First Midwest Bank Trust Division Ownership Of Umb Financial Corp |
| 2009-10-21 | 2009-09-30 | 13F-HR | River Road Asset Management Llc | Institution | 744,220 | Added More | 171,785 | 30.00 % | $28,674,797 | $29,381,806 | $707,009 | 2.46 % | $163,196 | | | | | | News Article | History of River Road Asset Management Llc Ownership Of Umb Financial Corp |
| 2009-10-21 | 2009-09-30 | 13F-HR | State Board Of Administration Of Florida Retirement System | Institution | 49,365 | Added More | 15,128 | 44.18 % | $1,902,033 | $1,948,930 | $46,897 | 2.46 % | $14,372 | | | | | | News Article | History of State Board Of Administration Of Florida Retirement System Ownership Of Umb Financial Corp |
| 2009-10-20 | 2009-09-30 | 13F-HR | Public Employees Retirement Association Of Colorado | Institution | 36,500 | Sold Some | -10,000 | -21.50 % | $1,449,415 | $1,441,020 | $-8,395 | -0.57 % | $2,300 | | | | | | News Article | History of Public Employees Retirement Association Of Colorado Ownership Of Umb Financial Corp |
| 2009-10-20 | 2009-09-30 | 13F-HR | Teachers Retirement System Of The State Of Kentucky | Institution | 22,400 | No Change | 0 | 0 % | $889,504 | $884,352 | $-5,152 | -0.57 % | $0 | | | | | | News Article | History of Teachers Retirement System Of The State Of Kentucky Ownership Of Umb Financial Corp |
| 2009-10-19 | 2009-09-30 | 13F-HR | Paragon Capital Management Llc | Institution | 28,104 | No Change | 0 | 0 % | $1,148,610 | $1,109,546 | $-39,065 | -3.40 % | $0 | | | | | | News Article | History of Paragon Capital Management Llc Ownership Of Umb Financial Corp |
| 2009-10-19 | 2009-09-30 | 13F-HR | Strs Ohio | Institution | 43,800 | Added More | 1,700 | 4.03 % | $1,790,106 | $1,729,224 | $-60,882 | -3.40 % | $-2,363 | | | | | | News Article | History of Strs Ohio Ownership Of Umb Financial Corp |
| 2009-10-16 | 2009-09-30 | 13F-HR | Capstone Asset Management Co | Institution | 9,150 | Sold Some | -40 | -0.43 % | $371,216 | $361,242 | $-9,974 | -2.68 % | $44 | | | | | | News Article | History of Capstone Asset Management Co Ownership Of Umb Financial Corp |
| 2009-10-15 | 2009-09-30 | 13F-HR | Argent Capital Management Llc | Institution | 11,350 | Added More | 4,200 | 58.74 % | $475,906 | $448,098 | $-27,808 | -5.84 % | $-10,290 | | | | | | News Article | History of Argent Capital Management Llc Ownership Of Umb Financial Corp |
| 2009-10-15 | 2009-09-30 | 13F-HR | Harris Financial Corp | Institution | 12,555 | Sold Some | -36,640 | -74.47 % | $526,431 | $495,671 | $-30,760 | -5.84 % | $89,768 | | | | | | News Article | History of Harris Financial Corp Ownership Of Umb Financial Corp |
| 2009-10-15 | 2009-09-30 | 13F-HR | Public Employees Retirement System Of Ohio | Institution | 55,286 | No Change | 0 | 0 % | $2,318,142 | $2,182,691 | $-135,451 | -5.84 % | $0 | | | | | | News Article | History of Public Employees Retirement System Of Ohio Ownership Of Umb Financial Corp |
| 2009-10-14 | 2009-09-30 | 13F-HR | Dalton Greiner Hartman Maher And Co | Institution | 78,761 | Added More | 3,263 | 4.32 % | $3,319,776 | $3,109,484 | $-210,292 | -6.33 % | $-8,712 | | | | | | News Article | History of Dalton Greiner Hartman Maher And Co Ownership Of Umb Financial Corp |
| 2009-10-13 | 2009-09-30 | 13F-HR | Wb Capital Management Inc | Institution | 14,300 | Sold Some | -170 | -1.17 % | $586,300 | $564,564 | $-21,736 | -3.70 % | $258 | | | | | | News Article | History of Wb Capital Management Inc Ownership Of Umb Financial Corp |
| 2009-10-08 | 2009-09-30 | 13F-HR | Rhumbline Advisers | Institution | 75,985 | Added More | 581 | 0.77 % | $3,072,833 | $2,999,888 | $-72,946 | -2.37 % | $-558 | | | | | | News Article | History of Rhumbline Advisers Ownership Of Umb Financial Corp |
| 2009-10-08 | 2009-09-30 | 13F-HR/A | Truenorth Inc | No Data | 18,000 | No Change | 0 | 0 % | $727,920 | $710,640 | $-17,280 | -2.37 % | $0 | | | | | | News Article | History of Truenorth Inc Ownership Of Umb Financial Corp |
| 2009-10-07 | 2009-07-31 | N-CSR | Profunds - Banks Ultrasector Profund | Financial Services | 612 | Sold Some | -186 | -23.30 % | $24,560 | $24,162 | $-398 | -1.61 % | $121 | | | | | | News Article | History of Profunds - Banks Ultrasector Profund Ownership Of Umb Financial Corp |
| 2009-10-07 | 2009-07-31 | N-CSR | Profunds - Bull Profund | Large-Cap Core | 5,102 | Sold Some | -8,391 | -62.18 % | $204,743 | $201,427 | $-3,316 | -1.61 % | $5,454 | | | | | | News Article | History of Profunds - Bull Profund Ownership Of Umb Financial Corp |
| 2009-10-07 | 2009-07-31 | N-CSR | Profunds - Financials Ultrasector Profund | Financial Services | 123 | Sold Some | -94 | -43.31 % | $4,936 | $4,856 | $-80 | -1.61 % | $61 | | | | | | News Article | History of Profunds - Financials Ultrasector Profund Ownership Of Umb Financial Corp |
| 2009-10-05 | 2009-09-30 | 13F-HR | Bb And T Corp | Institution | 15,777 | Added More | 4,715 | 42.62 % | $622,560 | $622,876 | $316 | 0.05 % | $94 | | | | | | News Article | History of Bb And T Corp Ownership Of Umb Financial Corp |
| 2009-10-05 | 2009-09-30 | 13F-HR | Denali Advisors Llc | Institution | 700 | No Change | 0 | 0 % | $27,622 | $27,636 | $14 | 0.05 % | $0 | | | | | | News Article | History of Denali Advisors Llc Ownership Of Umb Financial Corp |
| 2009-10-02 | 2009-07-31 | N-CSR | Pacific Capital Funds - Small Cap Fund | Small-Cap Value | 11,005 | Sold Some | -4,550 | -29.25 % | $426,554 | $434,477 | $7,924 | 1.85 % | $-3,276 | | | | | | News Article | History of Pacific Capital Funds - Small Cap Fund Ownership Of Umb Financial Corp |
| 2009-10-02 | 2009-07-31 | N-CSR | Pacific Capital Funds - Value Fund | Multi-Cap Core | 1,300 | Sold Some | -300 | -18.75 % | $50,388 | $51,324 | $936 | 1.85 % | $-216 | | | | | | News Article | History of Pacific Capital Funds - Value Fund Ownership Of Umb Financial Corp |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust - Growth Fund | Multi-Cap Growth | 2,800 | New Holding | 2,800 | 100 % | $108,528 | $110,544 | $2,016 | 1.85 % | $2,016 | | | | | | News Article | History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Umb Financial Corp |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust - Income Stock Fund | Equity Income | 7,100 | New Holding | 7,100 | 100 % | $275,196 | $280,308 | $5,112 | 1.85 % | $5,112 | | | | | | News Article | History of Usaa Mutual Funds Trust - Income Stock Fund Ownership Of Umb Financial Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Core Equity Portfolio | International Small-Mid-Cap Value | 62,148 | No Change | 0 | 0 % | $2,510,158 | $2,453,603 | $-56,555 | -2.25 % | $0 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Core Equity Portfolio Ownership Of Umb Financial Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio | No Data | 21,996 | New Holding | 21,996 | 100 % | $888,418 | $868,402 | $-20,016 | -2.25 % | $-20,016 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio Ownership Of Umb Financial Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio | No Data | 300 | New Holding | 300 | 100 % | $12,117 | $11,844 | $-273 | -2.25 % | $-273 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio Ownership Of Umb Financial Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - Va Small Value Portfolio | Small-Cap Value | 72,615 | New Holding | 72,615 | 100 % | $2,932,920 | $2,866,840 | $-66,080 | -2.25 % | $-66,080 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - Va Small Value Portfolio Ownership Of Umb Financial Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Dws Balanced Fund - Dws Balanced Fund | Flexible Portfolio | | Sold All | -8,700 | -100 % | | | | -2.25 % | $7,917 | | | | | | News Article | History of Dws Balanced Fund - Dws Balanced Fund Ownership Of Umb Financial Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Eclipse Funds Inc - Mainstay 13030 Core Fund | No Data | 1,296 | New Holding | 1,296 | 100 % | $52,345 | $51,166 | $-1,179 | -2.25 % | $-1,179 | | | | | | News Article | History of Eclipse Funds Inc - Mainstay 13030 Core Fund Ownership Of Umb Financial Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Capital Trust - Fidelity Small Cap Independence Fund | Small-Cap Core | 213,200 | Sold Some | -49,600 | -18.87 % | $8,611,148 | $8,417,136 | $-194,012 | -2.25 % | $45,136 | | | | | | News Article | History of Fidelity Capital Trust - Fidelity Small Cap Independence Fund Ownership Of Umb Financial Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust - Ishares Morningstar Mid Core Index Fund | Mid-Cap Core | 4,177 | Added More | 523 | 14.31 % | $168,709 | $164,908 | $-3,801 | -2.25 % | $-476 | | | | | | News Article | History of Ishares Trust - Ishares Morningstar Mid Core Index Fund Ownership Of Umb Financial Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust - Jackson Perspective Index 5 Fund | Specialty & Misc | 410 | No Change | 0 | 0 % | $16,560 | $16,187 | $-373 | -2.25 % | $0 | | | | | | News Article | History of Jnl Investors Series Trust - Jackson Perspective Index 5 Fund Ownership Of Umb Financial Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Managers Trust I - Managers Fremont Global Fund | Global Flex Port | 1,000 | No Change | 0 | 0 % | $40,390 | $39,480 | $-910 | -2.25 % | $0 | | | | | | News Article | History of Managers Trust I - Managers Fremont Global Fund Ownership Of Umb Financial Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co - International Fund | International Multi-Cap Core | | Sold All | -5,153 | -100 % | | | | -2.25 % | $4,689 | | | | | | News Article | History of Russell Investment Co - International Fund Ownership Of Umb Financial Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Vanguard Explorer Fund - Vanguard Explorer Fund | Small-Cap Growth | | Sold All | -120,200 | -100 % | | | | -2.25 % | $109,382 | | | | | | News Article | History of Vanguard Explorer Fund - Vanguard Explorer Fund Ownership Of Umb Financial Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Dryden Small Cap Core Equity Fund Inc - Dryden Small Cap Core Equity Fund Inc | Small-Cap Core | 1,100 | New Holding | 1,100 | 100 % | $44,396 | $43,428 | $-968 | -2.18 % | $-968 | | | | | | News Article | History of Dryden Small Cap Core Equity Fund Inc - Dryden Small Cap Core Equity Fund Inc Ownership Of Umb Financial Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds - Massmutual Premier Main Street Small Cap Fund | Small-Cap Core | | Sold All | -1,090 | -100 % | | | | -2.18 % | $959 | | | | | | News Article | History of Massmutual Premier Funds - Massmutual Premier Main Street Small Cap Fund Ownership Of Umb Financial Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds - Massmutual Premier Small Capitalization Value Fund | Small-Cap Core | 3,000 | No Change | 0 | 0 % | $121,080 | $118,440 | $-2,640 | -2.18 % | $0 | | | | | | News Article | History of Massmutual Premier Funds - Massmutual Premier Small Capitalization Value Fund Ownership Of Umb Financial Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds - Massmutual Premier Small Company Opportunities Fund | Small-Cap Core | | Sold All | -1,900 | -100 % | | | | -2.18 % | $1,672 | | | | | | News Article | History of Massmutual Premier Funds - Massmutual Premier Small Company Opportunities Fund Ownership Of Umb Financial Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Old Westbury Funds Inc - International Fund | International Multi-Cap Core | 1,624 | No Change | 0 | 0 % | $65,545 | $64,116 | $-1,429 | -2.18 % | $0 | | | | | | News Article | History of Old Westbury Funds Inc - International Fund Ownership Of Umb Financial Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange Traded Fund Trust - Powershares Dynamic Market Portfolio | Specialty & Misc | 18,248 | New Holding | 18,248 | 100 % | $736,489 | $720,431 | $-16,058 | -2.18 % | $-16,058 | | | | | | News Article | History of Powershares Exchange Traded Fund Trust - Powershares Dynamic Market Portfolio Ownership Of Umb Financial Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Schwab Capital Trust - Schwab Financial Services Fund | Specialty & Misc | 34,700 | No Change | 0 | 0 % | $1,400,492 | $1,369,956 | $-30,536 | -2.18 % | $0 | | | | | | News Article | History of Schwab Capital Trust - Schwab Financial Services Fund Ownership Of Umb Financial Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Schwab Capital Trust - Schwab Technology Fund | Science & Tech | 3,201 | New Holding | 3,201 | 100 % | $129,192 | $126,375 | $-2,817 | -2.18 % | $-2,817 | | | | | | News Article | History of Schwab Capital Trust - Schwab Technology Fund Ownership Of Umb Financial Corp |
| 2009-09-25 | 2009-07-31 | N-Q | Direxion Shares Etf Trust - Direxion Daily Small Cap Bull 3x Shares | No Data | | Sold All | -13,515 | -100 % | | | | 0.02 % | $-135 | | | | | | News Article | History of Direxion Shares Etf Trust - Direxion Daily Small Cap Bull 3x Shares Ownership Of Umb Financial Corp |
| 2009-09-25 | 2009-06-30 | 13F-HR/A | Kbc Group Nv | Institution | 38,733 | Added More | 14,036 | 56.83 % | $1,528,792 | $1,529,179 | $387 | 0.02 % | $140 | | | | | | News Article | History of Kbc Group Nv Ownership Of Umb Financial Corp |
| 2009-09-17 | 2009-07-31 | N-Q | Rydex Etf Trust - Rydex Inverse Russell 2000 Etf | Specialty & Misc | 690 | New Holding | 690 | 100 % | $27,931 | $27,241 | $-690 | -2.47 % | $-690 | | | | | | News Article | History of Rydex Etf Trust - Rydex Inverse Russell 2000 Etf Ownership Of Umb Financial Corp |
| 2009-09-11 | 2009-06-30 | 13F-HR/A | Barclays Global Investors Uk Holdings Ltd | Institution | 2,302,788 | Added More | 134,139 | 6.18 % | $91,858,213 | $90,914,070 | $-944,143 | -1.02 % | $-54,997 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Umb Financial Corp |
| 2009-09-10 | 2009-06-30 | N-CSRS | Northern Lights Variable Trust - Jnf Equity Portfolio | Specialty & Misc | 2,000 | Added More | 900 | 81.81 % | $80,060 | $78,960 | $-1,100 | -1.37 % | $-495 | | | | | | News Article | History of Northern Lights Variable Trust - Jnf Equity Portfolio Ownership Of Umb Financial Corp |
| 2009-09-08 | 2009-06-30 | N-CSRS | Allianz Variable Insurance Products Trust - Azl Small Cap Stock Index Fund | Small-Cap Core | 13,521 | Added More | 2,612 | 23.94 % | $541,516 | $533,809 | $-7,707 | -1.42 % | $-1,489 | | | | | | News Article | History of Allianz Variable Insurance Products Trust - Azl Small Cap Stock Index Fund Ownership Of Umb Financial Corp |
| 2009-09-08 | 2009-06-30 | N-CSR | Revenueshares Etf Trust - Revenueshares Small Cap Fund | Small-Cap Core | 640 | Added More | 373 | 139.70 % | $25,632 | $25,267 | $-365 | -1.42 % | $-213 | | | | | | News Article | History of Revenueshares Etf Trust - Revenueshares Small Cap Fund Ownership Of Umb Financial Corp |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Series Funds - Banking Fund | Financial Services | 2,737 | Sold Some | -5,744 | -67.72 % | $109,617 | $108,057 | $-1,560 | -1.42 % | $3,274 | | | | | | News Article | History of Rydex Series Funds - Banking Fund Ownership Of Umb Financial Corp |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Variable Trust - Banking Fund | Specialty & Misc | 2,385 | Sold Some | -530 | -18.18 % | $95,519 | $94,160 | $-1,359 | -1.42 % | $302 | | | | | | News Article | History of Rydex Variable Trust - Banking Fund Ownership Of Umb Financial Corp |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Variable Trust - Biotechnology Fund | Health/Biotech | 420 | Added More | 174 | 70.73 % | $16,821 | $16,582 | $-239 | -1.42 % | $-99 | | | | | | News Article | History of Rydex Variable Trust - Biotechnology Fund Ownership Of Umb Financial Corp |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Variable Trust - Financial Services Fund | Specialty & Misc | 1,141 | Added More | 421 | 58.47 % | $45,697 | $45,047 | $-650 | -1.42 % | $-240 | | | | | | News Article | History of Rydex Variable Trust - Financial Services Fund Ownership Of Umb Financial Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Advanced Series Trust - Ast Advanced Strategies Portfolio | Specialty & Misc | 2,600 | Added More | 1,700 | 188.88 % | $103,974 | $102,648 | $-1,326 | -1.27 % | $-867 | | | | | | News Article | History of Advanced Series Trust - Ast Advanced Strategies Portfolio Ownership Of Umb Financial Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Axa Premier Vip Trust - Multimanager Small Cap Growth Portfolio | Small-Cap Growth | 29,180 | New Holding | 29,180 | 100 % | $1,166,908 | $1,152,026 | $-14,882 | -1.27 % | $-14,882 | | | | | | News Article | History of Axa Premier Vip Trust - Multimanager Small Cap Growth Portfolio Ownership Of Umb Financial Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Axa Premier Vip Trust - Multimanager Small Cap Value Portfolio | Small-Cap Value | 39,963 | Added More | 1,903 | 5.00 % | $1,598,120 | $1,577,739 | $-20,381 | -1.27 % | $-971 | | | | | | News Article | History of Axa Premier Vip Trust - Multimanager Small Cap Value Portfolio Ownership Of Umb Financial Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqalliancebernstein Small Cap Growth Portfolio | Small-Cap Growth | 20,400 | Sold Some | -100 | -0.48 % | $815,796 | $805,392 | $-10,404 | -1.27 % | $51 | | | | | | News Article | History of Eq Advisors Trust - Eqalliancebernstein Small Cap Growth Portfolio Ownership Of Umb Financial Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqalliancebernstein Value Portfolio | Multi-Cap Value | 5,820 | New Holding | 5,820 | 100 % | $232,742 | $229,774 | $-2,968 | -1.27 % | $-2,968 | | | | | | News Article | History of Eq Advisors Trust - Eqalliancebernstein Value Portfolio Ownership Of Umb Financial Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqbond Index Portfolio | Specialty & Misc | 60,023 | Added More | 16,430 | 37.68 % | $2,400,320 | $2,369,708 | $-30,612 | -1.27 % | $-8,379 | | | | | | News Article | History of Eq Advisors Trust - Eqbond Index Portfolio Ownership Of Umb Financial Corp |
| 2009-09-04 | 2009-06-30 | N-CSR | Jpmorgan Trust I - Jpmorgan Prime Money Market Fund | Specialty & Misc | 100 | Added More | 64 | 177.77 % | $3,999 | $3,948 | $-51 | -1.27 % | $-33 | | | | | | News Article | History of Jpmorgan Trust I - Jpmorgan Prime Money Market Fund Ownership Of Umb Financial Corp |
| 2009-09-04 | 2009-06-30 | N-CSR | Jpmorgan Trust Ii - Jpmorgan Small Cap Value Fund | Small-Cap Value | 100 | Sold Some | -4 | -3.84 % | $3,999 | $3,948 | $-51 | -1.27 % | $2 | | | | | | News Article | History of Jpmorgan Trust Ii - Jpmorgan Small Cap Value Fund Ownership Of Umb Financial Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Massmutual Select Funds - Massmutual Select Small Cap Growth Equity Fund | Small-Cap Growth | | Sold All | -22,100 | -100 % | | | | -1.27 % | $11,271 | | | | | | News Article | History of Massmutual Select Funds - Massmutual Select Small Cap Growth Equity Fund Ownership Of Umb Financial Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Massmutual Select Funds - Massmutual Select Small Cap Value Equity Fund | Small-Cap Value | 10,161 | Sold Some | -539 | -5.03 % | $406,338 | $401,156 | $-5,182 | -1.27 % | $275 | | | | | | News Article | History of Massmutual Select Funds - Massmutual Select Small Cap Value Equity Fund Ownership Of Umb Financial Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Massmutual Select Funds - Massmutual Select Small Company Growth Fund | Small-Cap Growth | 6,790 | New Holding | 6,790 | 100 % | $271,532 | $268,069 | $-3,463 | -1.27 % | $-3,463 | | | | | | News Article | History of Massmutual Select Funds - Massmutual Select Small Company Growth Fund Ownership Of Umb Financial Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds - Bull Profund | Large-Cap Core | 13,493 | Added More | 10,272 | 318.90 % | $539,585 | $532,704 | $-6,881 | -1.27 % | $-5,239 | | | | | | News Article | History of Profunds - Bull Profund Ownership Of Umb Financial Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds - Profund Vp Banks | Specialty & Misc | 723 | Sold Some | -192 | -20.98 % | $28,913 | $28,544 | $-369 | -1.27 % | $98 | | | | | | News Article | History of Profunds - Profund Vp Banks Ownership Of Umb Financial Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds - Profund Vp Financials | Specialty & Misc | 1,476 | Added More | 1,025 | 227.27 % | $59,025 | $58,272 | $-753 | -1.27 % | $-523 | | | | | | News Article | History of Profunds - Profund Vp Financials Ownership Of Umb Financial Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Sun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap Fund | Small-Cap Core | 1,840 | Added More | 1,240 | 206.66 % | $73,582 | $72,643 | $-938 | -1.27 % | $-632 | | | | | | News Article | History of Sun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap Fund Ownership Of Umb Financial Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Institutional Index Funds - Vanguard Institutional Index Fund | Specialty & Misc | 28,359 | Added More | 2,000 | 7.58 % | $1,134,076 | $1,119,613 | $-14,463 | -1.27 % | $-1,020 | | | | | | News Article | History of Vanguard Institutional Index Funds - Vanguard Institutional Index Fund Ownership Of Umb Financial Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Huntington Funds - Huntington Money Market Fund | Specialty & Misc | 3,980 | New Holding | 3,980 | 100 % | | $157,130 | | - % | | | | | | | News Article | History of Huntington Funds - Huntington Money Market Fund Ownership Of Umb Financial Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Investors Trust - Ing Disciplined Small Cap Value Portfolio | Small-Cap Value | 1,850 | Sold Some | -1,900 | -50.66 % | | $73,038 | | - % | | | | | | | News Article | History of Ing Investors Trust - Ing Disciplined Small Cap Value Portfolio Ownership Of Umb Financial Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Investors Trust - Ing Wells Fargo Small Cap Disciplined Portfolio | Small-Cap Core | 39,900 | No Change | 0 | 0 % | | $1,575,252 | | - % | | | | | | | News Article | History of Ing Investors Trust - Ing Wells Fargo Small Cap Disciplined Portfolio Ownership Of Umb Financial Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Variable Portfolios Inc - Ing Vp Index Plus Smallcap Portfolio | Small-Cap Core | 45,891 | Added More | 14,800 | 47.60 % | | $1,811,777 | | - % | | | | | | | News Article | History of Ing Variable Portfolios Inc - Ing Vp Index Plus Smallcap Portfolio Ownership Of Umb Financial Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Variable Portfolios Inc - Ing Vp Small Company Portfolio | Small-Cap Core | 93,230 | Added More | 9,358 | 11.15 % | | $3,680,720 | | - % | | | | | | | News Article | History of Ing Variable Portfolios Inc - Ing Vp Small Company Portfolio Ownership Of Umb Financial Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Vp Balanced Portfolio Inc - Ing Vp Balanced Portfolio | Flexible Portfolio | 5,660 | Added More | 1,305 | 29.96 % | | $223,457 | | - % | | | | | | | News Article | History of Ing Vp Balanced Portfolio Inc - Ing Vp Balanced Portfolio Ownership Of Umb Financial Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Jnl Variable Fund Llc - Jnlmcm Financial Sector Fund | Specialty & Misc | 3 | No Change | 0 | 0 % | | $118 | | - % | | | | | | | News Article | History of Jnl Variable Fund Llc - Jnlmcm Financial Sector Fund Ownership Of Umb Financial Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mml Series Investment Fund - Mml Small Cap Growth Equity Fund | Small-Cap Growth | | Sold All | -14,000 | -100 % | | | | - % | | | | | | | News Article | History of Mml Series Investment Fund - Mml Small Cap Growth Equity Fund Ownership Of Umb Financial Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mml Series Investment Fund - Mml Small Cap Index Fund | Small-Cap Core | 3,138 | No Change | 0 | 0 % | | $123,888 | | - % | | | | | | | News Article | History of Mml Series Investment Fund - Mml Small Cap Index Fund Ownership Of Umb Financial Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mml Series Investment Fund Ii - Mml Small Cap Equity Fund | Small-Cap Core | 1,410 | Added More | 1,060 | 302.85 % | | $55,667 | | - % | | | | | | | News Article | History of Mml Series Investment Fund Ii - Mml Small Cap Equity Fund Ownership Of Umb Financial Corp |
| 2009-09-03 | 2009-06-30 | N-CSR | New Covenant Funds - New Covenant Growth Fund | No Data | | Sold All | -2,130 | -100 % | | | | - % | | | | | | | News Article | History of New Covenant Funds - New Covenant Growth Fund Ownership Of Umb Financial Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Pd Small-Cap Value Index Portfolio | No Data | 1,222 | No Compare | | | | $48,245 | | - % | | | | | | | News Article | History of Pacific Select Fund - Pd Small-Cap Value Index Portfolio Ownership Of Umb Financial Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Small-Cap Index Portfolio | No Data | 17,084 | Added More | 300 | 1.78 % | | $674,476 | | - % | | | | | | | News Article | History of Pacific Select Fund - Small-Cap Index Portfolio Ownership Of Umb Financial Corp |
| 2009-09-03 | 2009-06-30 | N-CSR | Streettracks Series Trust - Kbw Regional Banking Etf | Specialty & Misc | 234,852 | Added More | 19,262 | 8.93 % | | $9,271,957 | | - % | | | | | | | News Article | History of Streettracks Series Trust - Kbw Regional Banking Etf Ownership Of Umb Financial Corp |
| 2009-09-03 | 2009-06-30 | N-CSR | Streettracks Series Trust - Spdr Dividend Etf | Specialty & Misc | 7,046 | Added More | 4,921 | 231.57 % | | $278,176 | | - % | | | | | | | News Article | History of Streettracks Series Trust - Spdr Dividend Etf Ownership Of Umb Financial Corp |
| 2009-09-02 | 2009-06-30 | N-CSRS | Schwab Capital Trust - Schwab Technology Fund | Science & Tech | | Sold All | -5,901 | -100 % | | | | 0.53 % | $-1,239 | | | | | | News Article | History of Schwab Capital Trust - Schwab Technology Fund Ownership Of Umb Financial Corp |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Amvescap Plc | Institution | 108,101 | Sold Some | -177,297 | -62.12 % | $4,291,610 | $4,267,827 | $-23,782 | -0.55 % | $39,005 | | | | | | News Article | History of Amvescap Plc Ownership Of Umb Financial Corp |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Fmr Corp | Institution | 161,330 | Sold Some | -571,531 | -77.98 % | $6,404,801 | $6,369,308 | $-35,493 | -0.55 % | $125,737 | | | | | | News Article | History of Fmr Corp Ownership Of Umb Financial Corp |
| 2009-09-01 | 2009-06-30 | N-Q/A | Rydex Series Funds - Financial Services Fund | Financial Services | 1,406 | Sold Some | -593 | -29.66 % | $55,818 | $55,509 | $-309 | -0.55 % | $130 | | | | | | News Article | History of Rydex Series Funds - Financial Services Fund Ownership Of Umb Financial Corp |
| 2009-08-31 | 2009-06-30 | N-Q/A | Assetmark Funds - Assetmark Large Cap Value Fund | Multi-Cap Value | 25,250 | New Holding | 25,250 | 100 % | $1,010,758 | $996,870 | $-13,888 | -1.37 % | $-13,888 | | | | | | News Article | History of Assetmark Funds - Assetmark Large Cap Value Fund Ownership Of Umb Financial Corp |
| 2009-08-31 | 2009-06-30 | N-CSRS | Tiaa Cref Life Fund - Stock Index Fund | Specialty & Misc | 372 | No Change | 0 | 0 % | $14,891 | $14,687 | $-205 | -1.37 % | $0 | | | | | | News Article | History of Tiaa Cref Life Fund - Stock Index Fund Ownership Of Umb Financial Corp |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust - Wisdomtree Diefa Fund | Specialty & Misc | 258 | New Holding | 258 | 100 % | $10,328 | $10,186 | $-142 | -1.37 % | $-142 | | | | | | News Article | History of Wisdomtree Trust - Wisdomtree Diefa Fund Ownership Of Umb Financial Corp |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust - Wisdomtree Midcap Dividend Fund | Mid-Cap Core | 2,116 | Added More | 283 | 15.43 % | $84,703 | $83,540 | $-1,164 | -1.37 % | $-156 | | | | | | News Article | History of Wisdomtree Trust - Wisdomtree Midcap Dividend Fund Ownership Of Umb Financial Corp |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust - Wisdomtree Midcap Earnings Fund | Mid-Cap Core | 400 | No Change | 0 | 0 % | $16,012 | $15,792 | $-220 | -1.37 % | $0 | | | | | | News Article | History of Wisdomtree Trust - Wisdomtree Midcap Earnings Fund Ownership Of Umb Financial Corp |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust - Wisdomtree Total Dividend Fund | Specialty & Misc | 360 | Added More | 18 | 5.26 % | $14,411 | $14,213 | $-198 | -1.37 % | $-10 | | | | | | News Article | History of Wisdomtree Trust - Wisdomtree Total Dividend Fund Ownership Of Umb Financial Corp |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust - Wisdomtree Total Earnings Fund | Specialty & Misc | 66 | Added More | 5 | 8.19 % | $2,642 | $2,606 | $-36 | -1.37 % | $-3 | | | | | | News Article | History of Wisdomtree Trust - Wisdomtree Total Earnings Fund Ownership Of Umb Financial Corp |
| 2009-08-28 | 2009-06-30 | N-CSRS | Dws Variable Series Ii - Dws Balanced Vip | Flexible Portfolio | | Sold All | -2,000 | -100 % | | | | -1.64 % | $1,320 | | | | | | News Article | History of Dws Variable Series Ii - Dws Balanced Vip Ownership Of Umb Financial Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Index Fund | Specialty & Misc | 388,435 | Added More | 3,862 | 1.00 % | $15,591,781 | $15,335,414 | $-256,367 | -1.64 % | $-2,549 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Index Fund Ownership Of Umb Financial Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Value Index Fund | Multi-Cap Value | 262,822 | Added More | 11,594 | 4.61 % | $10,549,675 | $10,376,213 | $-173,463 | -1.64 % | $-7,652 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Value Index Fund Ownership Of Umb Financial Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Index Fund | Specialty & Misc | 9,092 | Added More | 540 | 6.31 % | $364,953 | $358,952 | $-6,001 | -1.64 % | $-356 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Index Fund Ownership Of Umb Financial Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Value Index Fund | Multi-Cap Value | 2,139 | Added More | 63 | 3.03 % | $85,859 | $84,448 | $-1,412 | -1.64 % | $-42 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Value Index Fund Ownership Of Umb Financial Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Phoenix Aberdeen Worldwide Opportunities Fund - Virtus Small-Cap Value Fund | No Data | 2,300 | New Holding | 2,300 | 100 % | $92,322 | $90,804 | $-1,518 | -1.64 % | $-1,518 | | | | | | News Article | History of Phoenix Aberdeen Worldwide Opportunities Fund - Virtus Small-Cap Value Fund Ownership Of Umb Financial Corp |
| 2009-08-28 | 2009-06-30 | N-CSRS | Putnam Variable Trust - Putnam Vt Growth Opportunities Fund | Multi-Cap Growth | | Sold All | -5,800 | -100 % | | | | -1.64 % | $3,828 | | | | | | News Article | History of Putnam Variable Trust - Putnam Vt Growth Opportunities Fund Ownership Of Umb Financial Corp |
| 2009-08-28 | 2009-06-30 | N-CSRS | Putnam Variable Trust - Putnam Vt Mid Cap Value Fund | Mid-Cap Value | 5,940 | No Change | 0 | 0 % | $238,432 | $234,511 | $-3,920 | -1.64 % | $0 | | | | | | News Article | History of Putnam Variable Trust - Putnam Vt Mid Cap Value Fund Ownership Of Umb Financial Corp |
| 2009-08-28 | 2009-06-30 | N-CSRS | Putnam Variable Trust - Putnam Vt Small Cap Value Fund | Small-Cap Value | 37,300 | Added More | 1,600 | 4.48 % | $1,497,222 | $1,472,604 | $-24,618 | -1.64 % | $-1,056 | | | | | | News Article | History of Putnam Variable Trust - Putnam Vt Small Cap Value Fund Ownership Of Umb Financial Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Seasons Series Trust - Small Cap Portfolio | Small-Cap Core | 4,142 | New Holding | 4,142 | 100 % | $166,260 | $163,526 | $-2,734 | -1.64 % | $-2,734 | | | | | | News Article | History of Seasons Series Trust - Small Cap Portfolio Ownership Of Umb Financial Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Sti Classic Funds - Small Cap Value Equity Fund | Small-Cap Value | 164,300 | Added More | 6,500 | 4.11 % | $6,595,002 | $6,486,564 | $-108,438 | -1.64 % | $-4,290 | | | | | | News Article | History of Sti Classic Funds - Small Cap Value Equity Fund Ownership Of Umb Financial Corp |
| 2009-08-28 | 2009-06-30 | 13F-HR/A | Wells Fargo And Co | Institution | 1,007,394 | Added More | 189,109 | 23.11 % | $40,436,795 | $39,771,915 | $-664,880 | -1.64 % | $-124,812 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Umb Financial Corp |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Horizon Funds - Vanguard Global Equity Fund | Global Flex Port | 6,000 | New Holding | 6,000 | 100 % | $240,840 | $236,880 | $-3,960 | -1.64 % | $-3,960 | | | | | | News Article | History of Vanguard Horizon Funds - Vanguard Global Equity Fund Ownership Of Umb Financial Corp |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Horizon Funds - Vanguard Strategic Equity Fund | Specialty & Misc | 205,888 | New Holding | 205,888 | 100 % | $8,264,344 | $8,128,458 | $-135,886 | -1.64 % | $-135,886 | | | | | | News Article | History of Vanguard Horizon Funds - Vanguard Strategic Equity Fund Ownership Of Umb Financial Corp |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Horizon Funds - Vanguard Strategic Small-Cap Equity Fund | Small-Cap Core | 13,800 | New Holding | 13,800 | 100 % | $553,932 | $544,824 | $-9,108 | -1.64 % | $-9,108 | | | | | | News Article | History of Vanguard Horizon Funds - Vanguard Strategic Small-Cap Equity Fund Ownership Of Umb Financial Corp |
| 2009-08-27 | 2009-06-30 | N-Q | Dws Advisor Funds - Dws Lifecycle Long Range Fund | Mixed-Asset Target Allocation Moderate | | Sold All | -1,500 | -100 % | | | | -2.18 % | $1,320 | | | | | | News Article | History of Dws Advisor Funds - Dws Lifecycle Long Range Fund Ownership Of Umb Financial Corp |
| 2009-08-27 | 2009-06-30 | N-Q | Dws Investment Trust - Dws Small Cap Core Fund | Small-Cap Core | 4,000 | New Holding | 4,000 | 100 % | $161,440 | $157,920 | $-3,520 | -2.18 % | $-3,520 | | | | | | News Article | History of Dws Investment Trust - Dws Small Cap Core Fund Ownership Of Umb Financial Corp |
| 2009-08-27 | 2009-06-30 | N-Q | Mgi Funds - Mgi Us Large Cap Value Equity Fund | Large-Cap Value | 5,110 | New Holding | 5,110 | 100 % | $206,240 | $201,743 | $-4,497 | -2.18 % | $-4,497 | | | | | | News Article | History of Mgi Funds - Mgi Us Large Cap Value Equity Fund Ownership Of Umb Financial Corp |
| 2009-08-27 | 2009-06-30 | N-Q | Tiaa Cref Institutional Mutual Funds - Equity Index Fund | Specialty & Misc | 20,788 | Added More | 1,234 | 6.31 % | $839,004 | $820,710 | $-18,293 | -2.18 % | $-1,086 | | | | | | News Article | History of Tiaa Cref Institutional Mutual Funds - Equity Index Fund Ownership Of Umb Financial Corp |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard 500 Index Fund | S&P 500 Index | | Sold All | -524,079 | -100 % | | | | -2.18 % | $461,190 | | | | | | News Article | History of Vanguard Index Funds - Vanguard 500 Index Fund Ownership Of Umb Financial Corp |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Extended Market Index Fund | Mid-Cap Core | 179,527 | Added More | 6,689 | 3.87 % | $7,245,710 | $7,087,726 | $-157,984 | -2.18 % | $-5,886 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Extended Market Index Fund Ownership Of Umb Financial Corp |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Growth Index Fund | Large-Cap Growth | 118,752 | New Holding | 118,752 | 100 % | $4,792,831 | $4,688,329 | $-104,502 | -2.18 % | $-104,502 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Growth Index Fund Ownership Of Umb Financial Corp |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Total Stock Market Index Fund | Multi-Cap Core | 287,080 | Added More | 28,777 | 11.14 % | $11,586,549 | $11,333,918 | $-252,630 | -2.18 % | $-25,324 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Total Stock Market Index Fund Ownership Of Umb Financial Corp |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Value Index Fund | Large-Cap Value | 121,627 | New Holding | 121,627 | 100 % | $4,908,866 | $4,801,834 | $-107,032 | -2.18 % | $-107,032 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Value Index Fund Ownership Of Umb Financial Corp |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 11,021 | Sold Some | -700 | -5.97 % | $444,808 | $435,109 | $-9,698 | -2.18 % | $616 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Umb Financial Corp |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 14,921 | Added More | 3,200 | 27.30 % | $602,212 | $589,081 | $-13,130 | -2.18 % | $-2,816 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Umb Financial Corp |
| 2009-08-25 | 2009-06-30 | 13F-HR/A | Jefferies Group Inc | Institution | | Sold All | -6,700 | -100 % | | | | -2.61 % | $7,102 | | | | | | News Article | History of Jefferies Group Inc Ownership Of Umb Financial Corp |
| 2009-08-25 | 2009-06-30 | N-Q | Laudus Trust - Laudus Rosenberg International Discovery Fund | Global Flex Port | | Sold All | -8,010 | -100 % | | | | -2.61 % | $8,491 | | | | | | News Article | History of Laudus Trust - Laudus Rosenberg International Discovery Fund Ownership Of Umb Financial Corp |
| 2009-08-25 | 2009-06-30 | N-Q | Laudus Trust - Laudus Rosenberg International Small Capitalization Fund | Small-Cap Core | | Sold All | -11,500 | -100 % | | | | -2.61 % | $12,190 | | | | | | News Article | History of Laudus Trust - Laudus Rosenberg International Small Capitalization Fund Ownership Of Umb Financial Corp |
| 2009-08-25 | 2009-06-30 | N-CSRS | Maxim Series Fund Inc - Maxim Small-Cap Value Portfolio | No Data | 15,300 | No Compare | | | $620,262 | $604,044 | $-16,218 | -2.61 % | | | | | | | News Article | History of Maxim Series Fund Inc - Maxim Small-Cap Value Portfolio Ownership Of Umb Financial Corp |
| 2009-08-24 | 2009-06-30 | N-Q | Ing Series Fund Inc - Ing Balanced Fund | Mixed-Asset Target Allocation Moderate | | Sold All | -1,040 | -100 % | | | | -4.03 % | $1,726 | | | | | | News Article | History of Ing Series Fund Inc - Ing Balanced Fund Ownership Of Umb Financial Corp |
| 2009-08-24 | 2009-06-30 | N-CSRS | Oppenheimer Variable Account Funds - Oppenheimer Main Street Fundva | Specialty & Misc | 8,700 | New Holding | 8,700 | 100 % | $357,918 | $343,476 | $-14,442 | -4.03 % | $-14,442 | | | | | | News Article | History of Oppenheimer Variable Account Funds - Oppenheimer Main Street Fundva Ownership Of Umb Financial Corp |