A detailed history of Concord Wealth Partners transactions in Umb Financial Corp stock. As of the latest transaction made, Concord Wealth Partners holds 25 shares of UMBF stock, worth $2,092. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Holding current value
$2,092
% of portfolio
0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$78.2 - $86.99 $234 - $260
-3 Reduced 10.71%
25 $2,000
Q3 2023

Apr 30, 2024

BUY
$59.19 - $72.52 $1,657 - $2,030
28 New
28 $1,000
Q2 2023

Aug 07, 2023

BUY
$54.27 - $67.24 $162 - $201
3 Added 12.0%
28 $1,000
Q1 2023

Apr 26, 2023

BUY
$57.72 - $91.96 $1,269 - $2,023
22 Added 733.33%
25 $1,000
Q4 2022

Jan 27, 2023

BUY
$77.66 - $91.26 $232 - $273
3 New
3 $0
Q2 2022

Aug 04, 2022

BUY
$82.1 - $97.61 $246 - $292
3 Added 3.0%
103 $9,000
Q4 2021

Jan 21, 2022

BUY
$96.81 - $108.36 $9,681 - $10,836
100 New
100 $11,000
Q3 2021

Nov 09, 2021

SELL
$84.93 - $98.65 $8,493 - $9,865
-100 Closed
0 $0
Q2 2021

Jul 29, 2021

SELL
$88.57 - $99.55 $3,631 - $4,081
-41 Reduced 29.08%
100 $9,000
Q1 2021

May 13, 2021

BUY
$68.64 - $97.05 $9,678 - $13,684
141 New
141 $13,000

Others Institutions Holding UMBF

About UMB FINANCIAL CORP


  • Ticker UMBF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 48,312,300
  • Market Cap $4.04B
  • 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...
More about UMBF
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