A detailed history of Pathstone Family Office, LLC transactions in Umb Financial Corp stock. As of the latest transaction made, Pathstone Family Office, LLC holds 5,118 shares of UMBF stock, worth $630,179. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,118
Previous 5,086 0.63%
Holding current value
$630,179
Previous $309,000 2.59%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$59.19 - $72.52 $1,894 - $2,320
32 Added 0.63%
5,118 $317,000
Q2 2023

Jan 12, 2024

SELL
$54.27 - $67.24 $1,736 - $2,151
-32 Reduced 0.63%
5,086 $309,000
Q2 2023

Aug 14, 2023

SELL
$54.27 - $67.24 $17,420 - $21,584
-321 Reduced 5.94%
5,086 $309,000
Q1 2023

May 15, 2023

SELL
$57.72 - $91.96 $147,936 - $235,693
-2,563 Reduced 32.16%
5,407 $312,000
Q4 2022

Oct 23, 2023

BUY
$77.66 - $91.26 $5,125 - $6,023
66 Added 0.84%
7,970 $665,000
Q4 2022

Feb 13, 2023

SELL
$77.66 - $91.26 $15,842 - $18,617
-204 Reduced 2.5%
7,970 $665,000
Q3 2022

Oct 23, 2023

SELL
$84.29 - $98.81 $27,984 - $32,804
-332 Reduced 4.03%
7,904 $666,000
Q3 2022

Nov 14, 2022

SELL
$84.29 - $98.81 $27,984 - $32,804
-332 Reduced 3.9%
8,174 $692,000
Q2 2022

Oct 23, 2023

BUY
$82.1 - $97.61 $258,614 - $307,471
3,150 Added 61.93%
8,236 $709,000
Q2 2022

Aug 15, 2022

BUY
$82.1 - $97.61 $1,313 - $1,561
16 Added 0.19%
8,506 $735,000
Q1 2022

May 16, 2022

BUY
$95.24 - $111.41 $87,335 - $102,162
917 Added 12.11%
8,490 $828,000
Q4 2021

Feb 14, 2022

SELL
$96.81 - $108.36 $3,291 - $3,684
-34 Reduced 0.45%
7,573 $806,000
Q3 2021

Nov 16, 2021

BUY
$84.93 - $98.65 $123,233 - $143,141
1,451 Added 23.57%
7,607 $738,000
Q2 2021

Aug 31, 2021

BUY
$88.57 - $99.55 $195,031 - $219,209
2,202 Added 55.69%
6,156 $575,000
Q1 2021

May 14, 2021

BUY
$68.64 - $97.05 $271,402 - $383,735
3,954 New
3,954 $366,000

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 $5.95B
  • 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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