Ae Wealth Management LLC Umb Financial Corp Transaction History

Ae Wealth Management LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 14, 2023	SELL	$57.72 - $91.96 $196,363 - $312,847	-3,402 Reduced 42.5%	4,602 $265,000
Q4 2022 Jan 31, 2023	BUY	$77.66 - $91.26 $32,772 - $38,511	422 Added 5.57%	8,004 $668,000
Q3 2022 Oct 25, 2022	SELL	$84.29 - $98.81 $5,225 - $6,126	-62 Reduced 0.81%	7,582 $639,000
Q2 2022 Aug 03, 2022	SELL	$82.1 - $97.61 $20,114 - $23,914	-245 Reduced 3.11%	7,644 $658,000
Q1 2022 Apr 18, 2022	BUY	$95.24 - $111.41 $15,524 - $18,159	163 Added 2.11%	7,889 $766,000
Q4 2021 Jan 20, 2022	BUY	$96.81 - $108.36 $20,910 - $23,405	216 Added 2.88%	7,726 $820,000
Q3 2021 Nov 01, 2021	SELL	$84.93 - $98.65 $9,087 - $10,555	-107 Reduced 1.4%	7,510 $726,000
Q2 2021 Jul 21, 2021	BUY	$88.57 - $99.55 $15,942 - $17,919	180 Added 2.42%	7,617 $709,000
Q1 2021 Apr 27, 2021	SELL	$68.64 - $97.05 $126,160 - $178,377	-1,838 Reduced 19.82%	7,437 $687,000
Q4 2020 Feb 01, 2021	BUY	$49.21 - $72.48 $72,191 - $106,328	1,467 Added 18.79%	9,275 $640,000
Q3 2020 Nov 06, 2020	BUY	$44.09 - $55.8 $85,181 - $107,805	1,932 Added 32.88%	7,808 $383,000
Q2 2020 Aug 05, 2020	SELL	$42.49 - $61.71 $14,871 - $21,598	-350 Reduced 5.62%	5,876 $303,000
Q1 2020 May 07, 2020	BUY	$42.5 - $69.79 $73,227 - $120,248	1,723 Added 38.26%	6,226 $289,000
Q4 2019 Jan 15, 2020	BUY	$62.25 - $69.87 $32,868 - $36,891	528 Added 13.28%	4,503 $309,000
Q3 2019 Nov 05, 2019	BUY	$60.68 - $68.26 $241,203 - $271,333	3,975 New	3,975 $257,000

335

48.7M

5.1K

4.7K

Ticker UMBF
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 48,312,300
Market Cap $5.95B
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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