Parallel Advisors, LLC Umb Financial Corp Transaction History

Parallel Advisors, LLC

$4.18 Billion
Q3 2024

A detailed history of Parallel Advisors, LLC transactions in Umb Financial Corp stock. As of the latest transaction made, Parallel Advisors, LLC holds 751 shares of UMBF stock, worth $91,238. This represents 0.0% of its overall portfolio holdings.

Number of Shares

751

Previous 748 0.4%

Holding current value

$91,238

Previous $62,000 25.81%

% of portfolio

0.0%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$81.41 - $108.94 $244 - $326	3 Added 0.4%	751 $78,000
Q2 2024 Aug 08, 2024	BUY	$77.75 - $86.14 $77 - $86	1 Added 0.13%	748 $62,000
Q1 2024 May 06, 2024	SELL	$78.2 - $86.99 $1,251 - $1,391	-16 Reduced 2.1%	747 $64,000
Q4 2023 Feb 09, 2024	BUY	$58.65 - $84.59 $2,404 - $3,468	41 Added 5.68%	763 $63,000
Q3 2023 May 20, 2024	SELL	$59.19 - $72.52 $4,735 - $5,801	-80 Reduced 9.98%	722 $44,000
Q3 2023 Nov 13, 2023	SELL	$59.19 - $72.52 $4,735 - $5,801	-80 Reduced 9.98%	722 $44,000
Q2 2023 May 20, 2024	SELL	$54.27 - $67.24 $22,142 - $27,433	-408 Reduced 33.72%	802 $48,000
Q2 2023 Aug 04, 2023	SELL	$54.27 - $67.24 $22,142 - $27,433	-408 Reduced 33.72%	802 $48,000
Q1 2023 May 20, 2024	BUY	$57.72 - $91.96 $26,724 - $42,577	463 Added 61.98%	1,210 $69,000
Q1 2023 Apr 25, 2023	SELL	$57.72 - $91.96 $14,025 - $22,346	-243 Reduced 16.72%	1,210 $69,000
Q4 2022 Feb 03, 2023	BUY	$77.66 - $91.26 $26,870 - $31,575	346 Added 31.26%	1,453 $121,000
Q3 2022 Nov 10, 2022	BUY	$84.29 - $98.81 $46,022 - $53,950	546 Added 97.33%	1,107 $93,000
Q2 2022 Aug 01, 2022	BUY	$82.1 - $97.61 $12,807 - $15,227	156 Added 38.52%	561 $48,000
Q1 2022 Apr 28, 2022	SELL	$95.24 - $111.41 $22,571 - $26,404	-237 Reduced 36.92%	405 $40,000
Q4 2021 Jan 20, 2022	BUY	$96.81 - $108.36 $6,583 - $7,368	68 Added 11.85%	642 $68,000
Q3 2021 Nov 02, 2021	BUY	$84.93 - $98.65 $15,627 - $18,151	184 Added 47.18%	574 $55,000
Q2 2021 Aug 06, 2021	SELL	$88.57 - $99.55 $88 - $99	-1 Reduced 0.26%	390 $36,000
Q4 2020 Feb 02, 2021	SELL	$49.21 - $72.48 $37,005 - $54,504	-752 Reduced 65.79%	391 $27,000
Q3 2020 Oct 27, 2020	SELL	$44.09 - $55.8 $6,084 - $7,700	-138 Reduced 10.77%	1,143 $56,000
Q2 2020 Jul 16, 2020	BUY	$42.49 - $61.71 $3,186 - $4,628	75 Added 6.22%	1,281 $66,000
Q1 2020 Apr 27, 2020	BUY	$42.5 - $69.79 $7,735 - $12,701	182 Added 17.77%	1,206 $55,000
Q3 2019 Nov 01, 2019	SELL	$60.68 - $68.26 $4,247 - $4,778	-70 Reduced 6.4%	1,024 $66,000
Q1 2019 May 01, 2019	SELL	$61.34 - $69.42 $4,048 - $4,581	-66 Reduced 5.69%	1,094 $70,000
Q4 2018 Feb 05, 2019	BUY	$58.28 - $72.55 $2,797 - $3,482	48 Added 4.32%	1,160 $70,000
Q2 2018 Jul 30, 2018	BUY	$70.79 - $79.91 $6,300 - $7,111	89 Added 8.7%	1,112 $84,000
Q3 2017 Nov 15, 2017	BUY	$63.35 - $74.49 $64,807 - $76,203	1,023 New	1,023 $73,000
Q3 2017 Nov 14, 2017	SELL	$63.35 - $74.49 $64,807 - $76,203	-1,023 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	1,023	1,023 $71,000

Others Institutions Holding UMBF

# of Institutions

334

Shares Held

48.7M

Call Options Held

5.1K

Put Options Held

4.7K

View Full List

About UMB FINANCIAL CORP

Ticker UMBF
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 48,312,300
Market Cap $5.87B
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 Parallel Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Parallel Advisors, LLC with notifications on news.

Account

Parallel Advisors, LLC Umb Financial Corp Transaction History