Morgan Stanley Umb Financial Corp Transaction History

Morgan Stanley

$1.49 Trillion
Q2 2025

A detailed history of Morgan Stanley transactions in Umb Financial Corp stock. As of the latest transaction made, Morgan Stanley holds 553,808 shares of UMBF stock, worth $62.2 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

553,808

Previous 494,799 11.93%

Holding current value

$62.2 Million

Previous $50 Million 16.42%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 15, 2025	BUY	$86.4 - $107.99 $5.1 Million - $6.37 Million	59,009 Added 11.93%	553,808 $58.2 Million
Q1 2025 May 15, 2025	BUY	$98.0 - $122.56 $11.9 Million - $14.9 Million	121,667 Added 32.61%	494,799 $50 Million
Q4 2024 Feb 14, 2025	BUY	$101.15 - $127.6 $873,936 - $1.1 Million	8,640 Added 2.37%	373,132 $42.1 Million
Q3 2024 May 14, 2025	SELL	$81.41 - $108.94 $2.48 Million - $3.31 Million	-30,425 Reduced 7.7%	364,492 $38.3 Million
Q3 2024 Nov 14, 2024	SELL	$81.41 - $108.94 $2.48 Million - $3.31 Million	-30,425 Reduced 7.7%	364,492 $38.3 Million
Q2 2024 May 14, 2025	BUY	$77.75 - $86.14 $1.69 Million - $1.88 Million	21,785 Added 5.84%	394,917 $32.9 Million
Q2 2024 Oct 17, 2024	BUY	$77.75 - $86.14 $5.23 Million - $5.79 Million	67,225 Added 20.51%	394,917 $32.9 Million
Q2 2024 Aug 14, 2024	BUY	$77.75 - $86.14 $5.23 Million - $5.79 Million	67,225 Added 20.51%	394,917 $32.9 Million
Q1 2024 Oct 17, 2024	SELL	$78.2 - $86.99 $5.26 Million - $5.85 Million	-67,225 Reduced 17.02%	327,692 $28.5 Million
Q1 2024 Aug 16, 2024	SELL	$78.2 - $86.99 $4.69 Million - $5.22 Million	-59,977 Reduced 15.47%	327,692 $28.5 Million
Q1 2024 May 15, 2024	SELL	$78.2 - $86.99 $4.69 Million - $5.22 Million	-59,977 Reduced 15.47%	327,692 $28.5 Million
Q4 2023 Aug 16, 2024	SELL	$58.65 - $84.59 $425,095 - $613,108	-7,248 Reduced 1.84%	387,669 $32.4 Million
Q4 2023 Feb 13, 2024	BUY	$58.65 - $84.59 $3.16 Million - $4.55 Million	53,814 Added 16.12%	387,669 $32.4 Million
Q3 2023 Nov 15, 2023	BUY	$59.19 - $72.52 $4.26 Million - $5.22 Million	72,029 Added 27.51%	333,855 $20.7 Million
Q2 2023 Aug 14, 2023	BUY	$54.27 - $67.24 $895,020 - $1.11 Million	16,492 Added 6.72%	261,826 $15.9 Million
Q1 2023 May 15, 2023	BUY	$57.72 - $91.96 $5.17 Million - $8.24 Million	89,651 Added 57.59%	245,334 $14.2 Million
Q4 2022 Feb 14, 2023	SELL	$77.66 - $91.26 $330,055 - $387,855	-4,250 Reduced 2.66%	155,683 $13 Million
Q3 2022 Nov 14, 2022	BUY	$84.29 - $98.81 $2.81 Million - $3.29 Million	33,322 Added 26.32%	159,933 $13.5 Million
Q2 2022 Oct 27, 2022	BUY	$82.1 - $97.61 $3.44 Million - $4.09 Million	41,890 Added 49.44%	126,611 $10.9 Million
Q2 2022 Aug 15, 2022	BUY	$82.1 - $97.61 $3.44 Million - $4.09 Million	41,890 Added 49.44%	126,611 $10.9 Million
Q1 2022 Oct 27, 2022	SELL	$95.24 - $111.41 $3.99 Million - $4.67 Million	-41,890 Reduced 33.09%	84,721 $8.23 Million
Q1 2022 May 13, 2022	BUY	$95.24 - $111.41 $1.65 Million - $1.93 Million	17,351 Added 25.75%	84,721 $8.23 Million
Q4 2021 Feb 14, 2022	BUY	$96.81 - $108.36 $753,956 - $843,907	7,788 Added 13.07%	67,370 $7.15 Million
Q3 2021 Nov 15, 2021	BUY	$84.93 - $98.65 $5.06 Million - $5.88 Million	59,582 New	59,582 $5.76 Million

Others Institutions Holding UMBF

# of Institutions

423

Shares Held

63.5M

Call Options Held

8.8K

Put Options Held

View Full List

About UMB FINANCIAL CORP

Ticker UMBF
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 48,312,300
Market Cap $5.43B
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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