Umb Bank, N.A. Purchases in Q1 2025

Umb Bank, N.A.

  • $5.92 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AJG
Arthur J. Gallagher & Co.

Financial Services
119
+ 1.3%
$275.89 - $345.24 $32.8K - $41.1K
9.25K $3.19M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
4.65K
+ 21.52%
$69.81 - $78.9 $325K - $367K
26.3K $2.06M
SLB
Schlumberger Limited

Energy
10.4K
+ 45.78%
$38.4 - $43.74 $399K - $455K
33.1K $1.38M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.86K
+ 9.32%
$551.42 - $612.93 $1.03M - $1.14M
21.8K $12.2M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
13.6K
+ 9.27%
$36.63 - $37.45 $499K - $510K
161K $5.9M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
56K
New
$7.89 - $8.07 $442K - $452K
56K $443K
PFF
Ishares Trust Ishares Pfd And

ETFs
14.3K
New
$30.73 - $32.26 $441K - $463K
14.3K $442K
PSX
Phillips 66

Energy
571
+ 1.55%
$113.93 - $131.55 $65.1K - $75.1K
37.5K $4.63M
LILA
Liberty Latin America Ltd.

Communication Services
63.5K
+ 37.47%
$6.06 - $7.55 $385K - $479K
233K $1.5M
GE
General Electric CO

Industrials
545
+ 6.22%
$168.59 - $212.13 $91.9K - $116K
9.31K $1.86M
PSA
Public Storage

Real Estate
1.26K
+ 6.19%
$288.99 - $313.98 $363K - $394K
21.6K $6.45M
PAA
Plains All American Pipeline LP

Energy
15.2K
+ 65.01%
$17.32 - $20.96 $263K - $318K
38.6K $771K
VLUE
Ishares Msci Usa Value Factor

ETFs
3.36K
+ 129.35%
$104.89 - $113.56 $353K - $382K
5.96K $631K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
13.6K
+ 37.35%
$24.6 - $24.99 $335K - $340K
50.1K $1.25M
UBER
Uber Technologies, Inc

Technology
3.07K
+ 33.63%
$63.17 - $81.49 $194K - $250K
12.2K $889K
VTV
Vanguard Value ETF

ETFs
1.18K
+ 1.48%
$167.73 - $179.21 $198K - $211K
80.9K $13.8M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.99K
+ 248.13%
$132.75 - $177.12 $264K - $352K
2.79K $412K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
4.47K
New
$64.47 - $70.13 $288K - $314K
4.47K $302K
AFL
Aflac Inc

Financial Services
294
+ 0.88%
$100.99 - $111.19 $29.7K - $32.7K
33.8K $3.76M
AVIV
American Centy ETF Tr Avantis
3.38K
+ 19.37%
$51.51 - $58.54 $174K - $198K
20.8K $1.19M
LYFT
Lyft, Inc.

Technology
24.6K
New
$11.27 - $15.12 $277K - $371K
24.6K $284K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.74K
+ 19.76%
$169.43 - $182.84 $295K - $319K
10.6K $1.81M
ED
Consolidated Edison Inc

Utilities
463
+ 4.61%
$88.0 - $110.59 $40.7K - $51.2K
10.5K $1.16M
PEG
Public Service Enterprise Group Inc

Utilities
3.38K
+ 38.25%
$78.2 - $90.39 $264K - $306K
12.2K $1.01M
CASY
Caseys General Stores Inc

Consumer Cyclical
338
+ 13.3%
$378.71 - $442.54 $128K - $150K
2.88K $1.25M
CI
Cigna Corp

Healthcare
22
+ 0.51%
$274.49 - $329.0 $6.04K - $7.24K
4.37K $1.44M
SCHP
Schwab Strategic Us Tips ETF

ETFs
7.9K
+ 33.79%
$25.69 - $26.89 $203K - $212K
31.3K $837K
ELV
Elevance Health, Inc.

Healthcare
141
+ 5.12%
$365.9 - $436.25 $51.6K - $61.5K
2.89K $1.25M
ZTS
Zoetis Inc.

Healthcare
573
+ 0.75%
$156.48 - $175.67 $89.7K - $101K
77.4K $12.7M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
2
+ 0.04%
$81.78 - $131.92 $164 - $264
4.62K $609K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.17K
+ 12.72%
$100.34 - $100.68 $217K - $218K
19.2K $1.93M
WSO
Watsco Inc

Industrials
192
+ 5.27%
$463.86 - $530.75 $89.1K - $102K
3.84K $1.95M
GOLD
Barrick Gold Corp

Basic Materials
10.8K
New
$15.45 - $19.56 $167K - $212K
10.8K $210K
ROP
Roper Technologies Inc

Industrials
78
+ 3.38%
$502.71 - $593.81 $39.2K - $46.3K
2.39K $1.41M
KMB
Kimberly Clark Corp

Consumer Defensive
372
+ 2.92%
$124.46 - $147.4 $46.3K - $54.8K
13.1K $1.86M
AVDE
American Centy ETF Tr Avantis

ETFs
556
+ 2.1%
$60.63 - $68.55 $33.7K - $38.1K
27.1K $1.81M
KHC
Kraft Heinz CO

Consumer Defensive
5.78K
+ 141.05%
$28.51 - $32.22 $165K - $186K
9.88K $300K
WFC
Wells Fargo & Company

Financial Services
327
+ 0.35%
$66.78 - $81.42 $21.8K - $26.6K
94K $6.75M
DTE
Dte Energy CO

Utilities
78
+ 0.87%
$117.6 - $138.27 $9.17K - $10.8K
9.04K $1.25M
GWRE
Guidewire Software, Inc.

Technology
896
+ 2986.67%
$166.74 - $218.22 $149K - $196K
926 $173K
MELI
Mercadolibre Inc

Consumer Cyclical
48
+ 16.61%
$1739.0 - $2260.0 $83.5K - $108K
337 $657K
BMO
Bank Of Montreal

Financial Services
1.9K
+ 16.47%
$94.92 - $104.14 $180K - $197K
13.4K $1.28M
WEC
Wec Energy Group, Inc.

Utilities
1.08K
+ 40.89%
$92.12 - $108.98 $99.5K - $118K
3.72K $405K
HCA
Hca Healthcare, Inc.

Healthcare
255
+ 19.13%
$296.7 - $345.55 $75.7K - $88.1K
1.59K $548K
SPGI
S&P Global Inc.

Financial Services
136
+ 1.74%
$478.26 - $543.77 $65K - $74K
7.97K $4.05M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.66K
+ 77.81%
$30.38 - $34.94 $111K - $128K
8.37K $286K
ETR
Entergy Corp

Utilities
303
+ 2.81%
$75.26 - $87.89 $22.8K - $26.6K
11.1K $948K
EQH
Equitable Holdings, Inc.

Financial Services
2.28K
+ 116.43%
$47.64 - $55.68 $108K - $127K
4.23K $220K
WMB
Williams Companies, Inc.

Energy
685
+ 4.52%
$54.02 - $61.09 $37K - $41.8K
15.9K $947K
Activity Summary
Buys All Purchases 1280 New Holdings 134 Increased Positions 1146 Sells All Sells 563 Reductions 563 Sold out 0 Options Calls 0 Puts 0
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