Creative Planning Umb Financial Corp Transaction History

Creative Planning

  • $103 Billion
  • Q4 2024

A detailed history of Creative Planning transactions in Umb Financial Corp stock. As of the latest transaction made, Creative Planning holds 50,357 shares of UMBF stock, worth $4.94 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
50,357
Previous 31,326 60.75%
Holding current value
$4.94 Million
Previous $3.29 Million 72.84%
% of portfolio
0.01%
Previous 0.0%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$101.15 - $127.6 $1.92 Million - $2.43 Million
19,031 Added 60.75%
50,357 $5.68 Million
Q3 2024

Oct 11, 2024
SELL
$81.41 - $108.94 $678,226 - $907,579
-8,331 Reduced 21.01%
31,326 $3.29 Million
Q2 2024

Aug 15, 2024
BUY
$77.75 - $86.14 $190,720 - $211,301
2,453 Added 6.59%
39,657 $3.31 Million
Q1 2024

May 10, 2024
BUY
$78.2 - $86.99 $17,438 - $19,398
223 Added 0.6%
37,204 $3.24 Million
Q4 2023

Feb 14, 2024
BUY
$58.65 - $84.59 $164,278 - $236,936
2,801 Added 8.19%
36,981 $3.09 Million
Q3 2023

Nov 16, 2023
BUY
$59.19 - $72.52 $74,224 - $90,940
1,254 Added 3.81%
34,180 $2.12 Million
Q2 2023

Jul 21, 2023
BUY
$54.27 - $67.24 $415,111 - $514,318
7,649 Added 30.26%
32,926 $2.01 Million
Q1 2023

May 15, 2023
BUY
$57.72 - $91.96 $475,381 - $757,382
8,236 Added 48.33%
25,277 $1.46 Million
Q4 2022

Feb 10, 2023
BUY
$77.66 - $91.26 $89,076 - $104,675
1,147 Added 7.22%
17,041 $1.42 Million
Q3 2022

Nov 03, 2022
BUY
$84.29 - $98.81 $18,206 - $21,342
216 Added 1.38%
15,894 $1.34 Million
Q2 2022

Aug 15, 2022
BUY
$82.1 - $97.61 $1,067 - $1,268
13 Added 0.08%
15,678 $1.35 Million
Q1 2022

May 16, 2022
BUY
$95.24 - $111.41 $72,477 - $84,783
761 Added 5.11%
15,665 $1.52 Million
Q4 2021

Feb 11, 2022
BUY
$96.81 - $108.36 $148,022 - $165,682
1,529 Added 11.43%
14,904 $1.58 Million
Q3 2021

Nov 10, 2021
BUY
$84.93 - $98.65 $1,783 - $2,071
21 Added 0.16%
13,375 $1.29 Million
Q2 2021

Aug 04, 2021
SELL
$88.57 - $99.55 $270,935 - $304,523
-3,059 Reduced 18.64%
13,354 $1.24 Million
Q1 2021

Apr 30, 2021
SELL
$68.64 - $97.05 $91,016 - $128,688
-1,326 Reduced 7.48%
16,413 $1.52 Million
Q4 2020

Jan 29, 2021
BUY
$49.21 - $72.48 $46,946 - $69,145
954 Added 5.68%
17,739 $1.22 Million
Q3 2020

Nov 05, 2020
SELL
$44.09 - $55.8 $2,821 - $3,571
-64 Reduced 0.38%
16,785 $823,000
Q2 2020

Jul 23, 2020
SELL
$42.49 - $61.71 $4,418 - $6,417
-104 Reduced 0.61%
16,849 $869,000
Q1 2020

May 05, 2020
BUY
$42.5 - $69.79 $60,307 - $99,032
1,419 Added 9.13%
16,953 $786,000
Q4 2019

Jan 30, 2020
BUY
$62.25 - $69.87 $27,141 - $30,463
436 Added 2.89%
15,534 $1.07 Million
Q3 2019

Nov 01, 2019
SELL
$60.68 - $68.26 $45,449 - $51,126
-749 Reduced 4.73%
15,098 $975,000
Q2 2019

Jul 26, 2019
SELL
$61.47 - $71.7 $16,596 - $19,359
-270 Reduced 1.68%
15,847 $1.04 Million
Q1 2019

Apr 24, 2019
BUY
$61.34 - $69.42 $17,665 - $19,992
288 Added 1.82%
16,117 $1.03 Million
Q4 2018

Feb 01, 2019
BUY
$58.28 - $72.55 $122,213 - $152,137
2,097 Added 15.27%
15,829 $965,000
Q3 2018

Oct 25, 2018
BUY
$70.53 - $79.77 $4,584 - $5,185
65 Added 0.48%
13,732 $974,000
Q2 2018

Jul 20, 2018
SELL
$70.79 - $79.91 $161,471 - $182,274
-2,281 Reduced 14.3%
13,667 $1.04 Million
Q1 2018

Apr 18, 2018
BUY
$71.14 - $77.47 $285,627 - $311,042
4,015 Added 33.65%
15,948 $1.15 Million
Q4 2017

Jan 17, 2018
BUY
$69.7 - $77.01 $29,761 - $32,883
427 Added 3.71%
11,933 $858,000
Q3 2017

Oct 17, 2017
BUY
$63.35 - $74.49 $728,905 - $857,081
11,506
11,506 $857,000

Others Institutions Holding UMBF

# of Institutions
364
Shares Held
50.1M
Call Options Held
13.9K
Put Options Held
1.8K
View Full List

About UMB FINANCIAL CORP

UMBF Quotes by TradingView
  • Ticker UMBF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 48,312,300
  • Market Cap $4.74B
  • 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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email