A detailed history of Jfs Wealth Advisors, LLC transactions in Umb Financial Corp stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 45 shares of UMBF stock, worth $5,625. This represents 0.0% of its overall portfolio holdings.

Number of Shares
45
Previous 44 2.27%
Holding current value
$5,625
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$81.41 - $108.94 $81 - $108
1 Added 2.27%
45 $4,000
Q4 2023

Feb 07, 2024

BUY
$58.65 - $84.59 $351 - $507
6 Added 15.79%
44 $3,000
Q3 2023

Nov 02, 2023

BUY
$59.19 - $72.52 $414 - $507
7 Added 22.58%
38 $2,000
Q2 2023

Aug 07, 2023

BUY
$54.27 - $67.24 $1,682 - $2,084
31 New
31 $1,000
Q4 2022

Feb 13, 2023

SELL
$77.66 - $91.26 $854 - $1,003
-11 Reduced 25.58%
32 $2,000
Q3 2022

Oct 21, 2022

BUY
$84.29 - $98.81 $2,444 - $2,865
29 Added 207.14%
43 $4,000
Q2 2022

Aug 02, 2022

SELL
$82.1 - $97.61 $1,806 - $2,147
-22 Reduced 61.11%
14 $1,000
Q1 2022

May 02, 2022

BUY
$95.24 - $111.41 $2,000 - $2,339
21 Added 140.0%
36 $3,000
Q4 2021

Feb 03, 2022

BUY
$96.81 - $108.36 $1,452 - $1,625
15 New
15 $2,000

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
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