Wealth Plan Partners, LLC Umb Financial Corp Transaction History

Wealth Plan Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$77.75 - $86.14 $203,238 - $225,169	-2,614 Reduced 42.87%	3,483 $291 Million
Q1 2024 May 07, 2024	SELL	$78.2 - $86.99 $5.46 Million - $6.07 Million	-69,797 Reduced 91.97%	6,097 $530 Million
Q4 2023 Jan 05, 2024	SELL	$58.65 - $84.59 $110,672 - $159,621	-1,887 Reduced 2.43%	75,894 $6.34 Billion
Q3 2023 Nov 01, 2023	BUY	$59.19 - $72.52 $2.39 Million - $2.93 Million	40,406 Added 108.11%	77,781 $4.83 Billion
Q2 2023 Jul 31, 2023	SELL	$54.27 - $67.24 $1.19 Million - $1.47 Million	-21,837 Reduced 36.88%	37,375 $2.28 Billion
Q1 2023 May 10, 2023	SELL	$57.72 - $91.96 $2.39 Million - $3.82 Million	-41,488 Reduced 41.2%	59,212 $3.42 Billion
Q4 2022 Feb 16, 2023	BUY	$77.66 - $91.26 $7.82 Million - $9.19 Million	100,700 New	100,700 $9.18 Billion

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Ticker UMBF
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 48,312,300
Market Cap $6.04B
Description
UMB Financial Corporation operates as the bank holding company for the UMB Bank that provides various banking and other financial services. The Commercial Banking segment provides commercial loans and credit card; commercial real estate financing; letters of credit; loan syndication, and consultative service; various business solutions including...

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