Dimensional Fund Advisors LP Umb Financial Corp Transaction History

Dimensional Fund Advisors LP

$391 Billion
Q1 2025

A detailed history of Dimensional Fund Advisors LP transactions in Umb Financial Corp stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 2,700,678 shares of UMBF stock, worth $278 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,700,678

Previous 1,515,007 78.26%

Holding current value

$278 Million

Previous $171 Million 59.69%

% of portfolio

0.07%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$98.0 - $122.56 $116 Million - $145 Million	1,185,671 Added 78.26%	2,700,678 $273 Million
Q4 2024 Feb 13, 2025	SELL	$101.15 - $127.6 $8.03 Million - $10.1 Million	-79,416 Reduced 4.98%	1,515,007 $171 Million
Q3 2024 Nov 07, 2024	SELL	$81.41 - $108.94 $7.77 Million - $10.4 Million	-95,472 Reduced 5.65%	1,594,423 $167 Million
Q2 2024 Aug 09, 2024	BUY	$77.75 - $86.14 $7.78 Million - $8.61 Million	100,000 Added 6.29%	1,689,895 $141 Million
Q1 2024 May 10, 2024	BUY	$78.2 - $86.99 $3.59 Million - $3.99 Million	45,887 Added 2.97%	1,589,895 $138 Million
Q4 2023 Feb 07, 2024	BUY	$58.65 - $84.59 $9.48 Million - $13.7 Million	161,558 Added 11.69%	1,544,008 $129 Million
Q3 2023 Nov 09, 2023	BUY	$59.19 - $72.52 $8.91 Million - $10.9 Million	150,540 Added 12.22%	1,382,450 $85.8 Million
Q2 2023 Aug 09, 2023	BUY	$54.27 - $67.24 $5.29 Million - $6.56 Million	97,521 Added 8.6%	1,231,910 $75 Million
Q1 2023 May 12, 2023	BUY	$57.72 - $91.96 $1.48 Million - $2.36 Million	25,714 Added 2.32%	1,134,389 $65.5 Million
Q4 2022 Feb 09, 2023	BUY	$77.66 - $91.26 $1.87 Million - $2.19 Million	24,018 Added 2.21%	1,108,675 $92.6 Million
Q3 2022 Nov 10, 2022	BUY	$84.29 - $98.81 $897,772 - $1.05 Million	10,651 Added 0.99%	1,084,657 $91.4 Million
Q2 2022 Aug 12, 2022	BUY	$82.1 - $97.61 $959,502 - $1.14 Million	11,687 Added 1.1%	1,074,006 $92.5 Million
Q1 2022 May 13, 2022	BUY	$95.24 - $111.41 $1.08 Million - $1.27 Million	11,391 Added 1.08%	1,062,319 $103 Million
Q4 2021 Feb 09, 2022	SELL	$96.81 - $108.36 $5.25 Million - $5.87 Million	-54,186 Reduced 4.9%	1,050,928 $112 Million
Q3 2021 Nov 12, 2021	SELL	$84.93 - $98.65 $69,302 - $80,498	-816 Reduced 0.07%	1,105,114 $107 Million
Q2 2021 Aug 12, 2021	SELL	$88.57 - $99.55 $2.28 Million - $2.56 Million	-25,711 Reduced 2.27%	1,105,930 $103 Million
Q1 2021 May 14, 2021	SELL	$68.64 - $97.05 $6.27 Million - $8.86 Million	-91,293 Reduced 7.47%	1,131,641 $104 Million
Q4 2020 Feb 25, 2021	BUY	$49.21 - $72.48 $60.2 Million - $88.6 Million	1,222,934 New	1,222,934 $84.4 Million

Others Institutions Holding UMBF

# of Institutions

426

Shares Held

62.4M

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 $4.98B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Dimensional Fund Advisors LP, based on Form 13F filings with the SEC.

News

Stay updated on Dimensional Fund Advisors LP with notifications on news.

Account

Dimensional Fund Advisors LP Umb Financial Corp Transaction History