Umb Bank, N.A. Reduced Holdings in Q4 2024

Umb Bank, N.A.

  • $6.22 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-23.2K
- 19.72%
$727.2 - $932.06 $16.9M - $21.7M
94.6K $73.1M
PEP
Pepsico Inc

Consumer Defensive
-105K
- 48.68%
$151.29 - $176.1 $15.9M - $18.5M
110K $16.8M
IEFA
Ishares Tr

ETFs
-62K
- 4.25%
$70.06 - $77.43 $4.34M - $4.8M
1.39M $98M
MSFT
Microsoft Corp

Technology
-23.3K
- 4.24%
$406.35 - $454.46 $9.47M - $10.6M
526K $222M
INTU
Intuit Inc

Technology
-20.8K
- 32.31%
$602.01 - $706.25 $12.5M - $14.7M
43.7K $27.5M
COST
Costco Wholesale Corp

Consumer Defensive
-16.6K
- 14.83%
$873.59 - $994.69 $14.5M - $16.5M
95.1K $87.1M
VTI
Vanguard Total Stock Market Et

ETFs
-36.9K
- 64.7%
$280.04 - $302.45 $10.3M - $11.2M
20.1K $5.83M
MRK
Merck & Co., Inc.

Healthcare
-65.6K
- 28.29%
$96.31 - $114.76 $6.31M - $7.52M
166K $16.5M
VEA
Vanguard Ftse Developed Market

ETFs
-77.8K
- 6.42%
$47.57 - $52.44 $3.7M - $4.08M
1.13M $54.2M
XOM
Exxon Mobil Corp

Energy
-48.7K
- 10.42%
$105.51 - $125.37 $5.14M - $6.11M
419K $45.1M
NEE
Nextera Energy Inc

Utilities
-19K
- 3.05%
$69.77 - $85.43 $1.33M - $1.63M
606K $43.4M
UNH
Unitedhealth Group Inc

Healthcare
-3.08K
- 3.3%
$485.52 - $625.25 $1.5M - $1.93M
90.3K $45.7M
GD
General Dynamics Corp

Industrials
-28.1K
- 76.56%
$260.28 - $314.03 $7.3M - $8.81M
8.59K $2.26M
MCK
Mckesson Corp

Healthcare
-15.4K
- 73.49%
$482.27 - $628.5 $7.44M - $9.7M
5.57K $3.17M
VIG
Vanguard Dividend Appreciation

ETFs
-37.4K
- 67.3%
N/A
18.2K $3.31M
LMT
Lockheed Martin Corp

Industrials
-8.65K
- 34.7%
$479.66 - $614.62 $4.15M - $5.32M
16.3K $7.91M
JNJ
Johnson & Johnson

Healthcare
-5.06K
- 1.56%
$143.34 - $165.86 $726K - $840K
319K $46.2M
ADBE
Adobe Inc.

Technology
-10.5K
- 50.97%
$437.39 - $552.96 $4.6M - $5.82M
10.1K $4.5M
DHR
Danaher Corp

Healthcare
-3.09K
- 2.73%
$226.16 - $274.52 $699K - $848K
110K $25.3M
MPC
Marathon Petroleum Corp

Energy
-31.7K
- 56.89%
$131.65 - $174.84 $4.17M - $5.54M
24K $3.35M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-35.2K
- 4.3%
$113.92 - $127.38 $4.01M - $4.49M
785K $90.5M
PFE
Pfizer Inc

Healthcare
-169K
- 44.4%
$24.8 - $30.19 $4.19M - $5.1M
212K $5.61M
CAG
Conagra Brands Inc.

Consumer Defensive
-4.7K
- 0.53%
$26.48 - $32.72 $125K - $154K
885K $24.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-579
- 1.42%
$501.29 - $612.85 $290K - $355K
40.2K $20.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-13.3K
- 29.8%
$370.24 - $418.94 $4.93M - $5.57M
31.3K $12.6M
IRM
Iron Mountain Inc

Real Estate
-33.9K
- 83.53%
$101.62 - $128.14 $3.44M - $4.34M
6.68K $701K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6.61K
- 4.21%
$442.29 - $483.08 $2.93M - $3.2M
151K $68.3M
CB
Chubb LTD

Financial Services
-11.8K
- 24.62%
$271.57 - $301.89 $3.21M - $3.57M
36.2K $9.99M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-58.9K
- 2.46%
$61.68 - $67.87 $3.63M - $4M
2.34M $146M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-14.2K
- 9.86%
$131.66 - $144.0 $1.87M - $2.05M
130K $17.2M
EXR
Extra Space Storage Inc.

Real Estate
-17.9K
- 95.55%
$142.35 - $178.32 $2.54M - $3.18M
831 $124K
UNP
Union Pacific Corp

Industrials
-4.26K
- 3.53%
$223.15 - $249.32 $951K - $1.06M
116K $26.5M
WMT
Walmart Inc.

Consumer Defensive
-115K
- 14.99%
$79.1 - $95.7 $9.1M - $11M
652K $59M
TGT
Target Corp

Consumer Defensive
-15.3K
- 38.28%
$121.59 - $160.69 $1.86M - $2.46M
24.7K $3.34M
CAT
Caterpillar Inc

Industrials
-3.22K
- 5.54%
$360.37 - $416.88 $1.16M - $1.34M
54.9K $19.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
-14.1K
- 33.98%
$183.23 - $199.79 $2.58M - $2.81M
27.3K $5.06M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.53K
- 1.85%
$288.47 - $316.54 $730K - $801K
135K $39M
AMGN
Amgen Inc

Healthcare
-2.23K
- 6.39%
$258.78 - $328.31 $578K - $733K
32.7K $8.52M
VTV
Vanguard Value ETF

ETFs
-12.3K
- 13.41%
$168.32 - $181.87 $2.08M - $2.24M
79.7K $13.5M
PLD
Prologis, Inc.

Real Estate
-1.23K
- 1.06%
$101.4 - $126.96 $124K - $156K
115K $12.1M
EMLP
First Tr Exchange Traded Iv

ETFs
-93.1K
- 21.44%
$33.69 - $38.24 $3.14M - $3.56M
341K $12.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-10.8K
- 6.3%
$75.1 - $82.99 $809K - $894K
160K $12.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3.8K
- 93.02%
$563.99 - $620.12 $2.14M - $2.36M
285 $162K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-25.5K
- 98.08%
$77.86 - $79.27 $1.99M - $2.02M
500 $39K
CTAS
Cintas Corp

Industrials
-805
- 1.08%
$182.7 - $226.47 $147K - $182K
73.6K $13.4M
NUE
Nucor Corp

Basic Materials
-6.32K
- 19.39%
$115.78 - $167.74 $732K - $1.06M
26.3K $3.07M
PG
Procter & Gamble CO

Consumer Defensive
-931
- 0.32%
$161.05 - $179.7 $150K - $167K
292K $49M
CMCSA
Comcast Corp

Communication Services
-8.34K
- 2.59%
$37.39 - $45.14 $312K - $376K
314K $11.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
-6.14K
- 82.6%
$275.15 - $388.2 $1.69M - $2.39M
1.29K $442K
Activity Summary
Buys All Purchases 936 New Holdings 75 Increased Positions 861 Sells All Sells 647 Reductions 647 Sold out 0 Options Calls 0 Puts 0
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