Avantax Advisory Services, Inc. Umb Financial Corp Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Umb Financial Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 3,458 shares of UMBF stock, worth $390,823. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,458
Previous 3,435
0.67%
Holding current value
$390,823
Previous $347,000
4.61%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding UMBF
# of Institutions
424Shares Held
63.7MCall Options Held
8.8KPut Options Held
0-
Vanguard Group Inc Valley Forge, PA7.86MShares$889 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.97MShares$675 Million0.01% of portfolio
-
Umb Bank, N.A.4.35MShares$492 Million7.31% of portfolio
-
State Street Corp Boston, MA4.3MShares$486 Million0.02% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.74MShares$309 Million0.07% of portfolio
About UMB FINANCIAL CORP
- Ticker UMBF
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 48,312,300
- Market Cap $5.46B
- 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...