Covestor LTD Umb Financial Corp Transaction History

Covestor LTD

$170 Million
Q2 2025

A detailed history of Covestor LTD transactions in Umb Financial Corp stock. As of the latest transaction made, Covestor LTD holds 546 shares of UMBF stock, worth $62,544. This represents 0.03% of its overall portfolio holdings.

Number of Shares

546

Previous 446 22.42%

Holding current value

$62,544

Previous $45,000 26.67%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$86.4 - $107.99 $8,640 - $10,799	100 Added 22.42%	546 $57,000
Q1 2025 May 12, 2025	SELL	$98.0 - $122.56 $10,682 - $13,359	-109 Reduced 19.64%	446 $45,000
Q4 2024 Feb 13, 2025	BUY	$101.15 - $127.6 $12,542 - $15,822	124 Added 28.77%	555 $63,000
Q3 2024 Nov 01, 2024	BUY	$81.41 - $108.94 $8,303 - $11,111	102 Added 31.0%	431 $45,000
Q2 2024 Aug 09, 2024	SELL	$77.75 - $86.14 $12,206 - $13,523	-157 Reduced 32.3%	329 $27,000
Q1 2024 May 10, 2024	SELL	$78.2 - $86.99 $3,519 - $3,914	-45 Reduced 8.47%	486 $42,000
Q4 2023 Feb 09, 2024	SELL	$58.65 - $84.59 $44,046 - $63,527	-751 Reduced 58.58%	531 $44,000
Q3 2023 Nov 13, 2023	SELL	$59.19 - $72.52 $25,274 - $30,966	-427 Reduced 24.99%	1,282 $80,000
Q2 2023 Aug 11, 2023	BUY	$54.27 - $67.24 $73,373 - $90,908	1,352 Added 378.71%	1,709 $104,000
Q1 2023 May 15, 2023	BUY	$57.72 - $91.96 $3,001 - $4,781	52 Added 17.05%	357 $21,000
Q4 2022 Feb 13, 2023	BUY	$77.66 - $91.26 $13,668 - $16,061	176 Added 136.43%	305 $25,000
Q3 2022 Nov 14, 2022	SELL	$84.29 - $98.81 $168 - $197	-2 Reduced 1.53%	129 $11,000
Q2 2022 Aug 10, 2022	SELL	$82.1 - $97.61 $5,582 - $6,637	-68 Reduced 34.17%	131 $11,000
Q1 2022 May 13, 2022	BUY	$95.24 - $111.41 $11,428 - $13,369	120 Added 151.9%	199 $19,000
Q4 2021 Feb 10, 2022	BUY	$96.81 - $108.36 $7,647 - $8,560	79 New	79 $8,000

Others Institutions Holding UMBF

# of Institutions

431

Shares Held

65.5M

Call Options Held

11.4K

Put Options Held

2.87K

View Full List

About UMB FINANCIAL CORP

Ticker UMBF
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 48,312,300
Market Cap $5.53B
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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