A detailed history of Financial Advisory Service, Inc. transactions in Umb Financial Corp stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 7,694 shares of UMBF stock, worth $961,750. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,694
Previous 9,241 16.74%
Holding current value
$961,750
Previous $770,000 4.81%
% of portfolio
0.07%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$81.41 - $108.94 $125,941 - $168,530
-1,547 Reduced 16.74%
7,694 $807,000
Q2 2024

Jul 29, 2024

BUY
$77.75 - $86.14 $146,714 - $162,546
1,887 Added 25.66%
9,241 $770,000
Q1 2024

Apr 29, 2024

BUY
$78.2 - $86.99 $2,111 - $2,348
27 Added 0.37%
7,354 $639,000
Q4 2023

Jan 23, 2024

SELL
$58.65 - $84.59 $2,756 - $3,975
-47 Reduced 0.64%
7,327 $612,000
Q3 2023

Oct 23, 2023

SELL
$59.19 - $72.52 $51,199 - $62,729
-865 Reduced 10.5%
7,374 $457,000
Q2 2023

Aug 08, 2023

BUY
$54.27 - $67.24 $4,667 - $5,782
86 Added 1.05%
8,239 $501,000
Q1 2023

May 11, 2023

BUY
$57.72 - $91.96 $17,835 - $28,415
309 Added 3.94%
8,153 $470,000
Q4 2022

Feb 01, 2023

BUY
$77.66 - $91.26 $63,370 - $74,468
816 Added 11.61%
7,844 $655,000
Q3 2022

Oct 20, 2022

BUY
$84.29 - $98.81 $1,011 - $1,185
12 Added 0.17%
7,028 $592,000
Q2 2022

Aug 02, 2022

BUY
$82.1 - $97.61 $181,523 - $215,815
2,211 Added 46.01%
7,016 $604,000
Q1 2022

May 04, 2022

BUY
$95.24 - $111.41 $35,810 - $41,890
376 Added 8.49%
4,805 $467,000
Q4 2021

Feb 11, 2022

BUY
$96.81 - $108.36 $10,552 - $11,811
109 Added 2.52%
4,429 $470,000
Q3 2021

Nov 15, 2021

BUY
$84.93 - $98.65 $679 - $789
8 Added 0.19%
4,320 $418,000
Q2 2021

Jul 29, 2021

BUY
$88.57 - $99.55 $381,913 - $429,259
4,312 New
4,312 $401,000

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 $6.04B
  • 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
Track This Portfolio

Track Financial Advisory Service, Inc. Portfolio

Follow Financial Advisory Service, Inc. 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 Financial Advisory Service, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisory Service, Inc. with notifications on news.