Mount Yale Investment Advisors, LLC Umb Financial Corp Transaction History
Mount Yale Investment Advisors, LLC
- $1.21 Billion
- Q2 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Umb Financial Corp stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 2,684 shares of UMBF stock, worth $288,583. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,684Holding current value
$288,583% of portfolio
0.02%Shares
	  1 transactions
	
  Others Institutions Holding UMBF
# of Institutions
430Shares Held
63.6MCall Options Held
8.8KPut Options Held
0- 
    
      Vanguard Group Inc Valley Forge, PA7.86MShares$845 Million0.01% of portfolio
- 
    
      Black Rock Inc. New York, NY5.97MShares$642 Million0.01% of portfolio
- 
    
      Umb Bank, N.A.4.35MShares$468 Million7.31% of portfolio
- 
    
      State Street Corp Boston, MA4.3MShares$462 Million0.02% of portfolio
- 
    
      Dimensional Fund Advisors LP Austin, TX2.74MShares$294 Million0.07% of portfolio
About UMB FINANCIAL CORP
- Ticker UMBF
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 48,312,300
- Market Cap $5.19B
- 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...