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
DUK
Duke Energy Corp

Utilities
-1.41K
- 0.74%
$105.76 - $120.76 $149K - $170K
189K $20.4M
SBUX
Starbucks Corp

Consumer Cyclical
-12.5K
- 19.48%
$87.44 - $102.5 $1.09M - $1.28M
51.5K $4.69M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-18.5K
- 32.83%
$60.13 - $67.31 $1.11M - $1.24M
37.8K $2.3M
NVO
Novo Nordisk A S

Healthcare
-334
- 0.8%
$85.0 - $120.04 $28.4K - $40.1K
41.4K $3.56M
COP
Conocophillips

Energy
-7.92K
- 8.89%
$95.12 - $114.72 $753K - $908K
81.1K $8.04M
IWS
Ishares Russell Midcap Value E

ETFs
-7.99K
- 8.19%
$128.08 - $140.32 $1.02M - $1.12M
89.6K $11.6M
KO
Coca Cola CO

Consumer Defensive
-2.3K
- 2.11%
$61.74 - $71.71 $142K - $165K
107K $6.64M
QCOM
Qualcomm Inc

Technology
-3.3K
- 8.05%
$150.4 - $178.04 $496K - $587K
37.7K $5.79M
IDXX
Idexx Laboratories Inc

Healthcare
-1.35K
- 21.77%
$406.92 - $495.42 $548K - $667K
4.84K $2M
NKE
Nike, Inc.

Consumer Cyclical
-8.59K
- 23.93%
$73.36 - $89.13 $630K - $766K
27.3K $2.07M
SHW
Sherwin Williams CO

Basic Materials
-385
- 1.68%
$338.75 - $399.71 $130K - $154K
22.6K $7.67M
CVX
Chevron Corp

Energy
-931
- 0.24%
$141.15 - $162.53 $131K - $151K
380K $55M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-20.9K
- 58.99%
$46.33 - $48.6 $966K - $1.01M
14.5K $673K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-19.3K
- 30.77%
$50.37 - $50.6 $972K - $977K
43.4K $2.19M
INTC
Intel Corp

Technology
-33.7K
- 36.54%
$19.07 - $26.23 $642K - $883K
58.5K $1.17M
PSX
Phillips 66

Energy
-2.5K
- 6.33%
$110.35 - $138.93 $275K - $347K
36.9K $4.21M
AMD
Advanced Micro Devices Inc

Technology
-2.06K
- 12.96%
$118.88 - $172.8 $245K - $355K
13.8K $1.67M
PTC
Ptc Inc.

Technology
-5.15K
- 97.8%
$175.97 - $201.89 $906K - $1.04M
116 $21K
IWM
Ishares Russell 2000 ETF

ETFs
-4.22K
- 2.46%
$216.13 - $242.4 $913K - $1.02M
167K $36.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1.75K
- 5.15%
$1146.59 - $1270.6 $2.01M - $2.22M
32.2K $38.2M
URI
United Rentals, Inc.

Industrials
-644
- 15.64%
$704.44 - $880.32 $454K - $567K
3.47K $2.45M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-9.43K
- 14.52%
$71.75 - $75.11 $677K - $709K
55.6K $4M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.46K
- 7.75%
$87.85 - $98.6 $392K - $439K
53K $4.73M
IWN
Ishares Russell2000 Val ETF

ETFs
-4.98K
- 36.65%
$162.69 - $181.35 $810K - $903K
8.61K $1.41M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.77K
- 3.39%
$59.25 - $72.99 $105K - $129K
50.5K $3.02M
VZ
Verizon Communications Inc

Communication Services
-7.04K
- 6.63%
$39.6 - $45.21 $279K - $318K
99.2K $3.97M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-4.44K
- 90.39%
$180.39 - $205.43 $801K - $912K
472 $89K
FDX
Fedex Corp

Industrials
-3.15K
- 19.98%
$260.5 - $305.15 $819K - $960K
12.6K $3.54M
IEMG
Ishares Inc

ETFs
-14.2K
- 3.8%
N/A
358K $19.2M
UPS
United Parcel Service Inc

Industrials
-3.45K
- 11.57%
$122.65 - $138.35 $423K - $477K
26.3K $3.32M
ROP
Roper Technologies Inc

Industrials
-1.16K
- 33.49%
$519.85 - $575.95 $604K - $669K
2.31K $1.2M
ACN
Accenture PLC

Technology
-1.68K
- 2.13%
$343.9 - $376.86 $576K - $631K
77.1K $27.1M
IAU
Ishares Gold Trust

ETFs
-13.6K
- 5.2%
$48.37 - $52.65 $656K - $714K
247K $12.2M
TYL
Tyler Technologies Inc

Technology
-1.21K
- 89.22%
$576.64 - $635.69 $697K - $768K
146 $84K
ABT
Abbott Laboratories

Healthcare
-4.14K
- 1.59%
$111.93 - $119.39 $463K - $494K
256K $29M
FISV
Fiserv Inc

Technology
-5.57K
- 38.19%
N/A
9.02K $1.13M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-9.69K
- 10.99%
$51.33 - $53.74 $497K - $521K
78.5K $4.04M
AWK
American Water Works Company, Inc.

Utilities
-2.64K
- 16.54%
$123.83 - $146.07 $327K - $385K
13.3K $1.66M
EXP
Eagle Materials Inc

Basic Materials
-166
- 1.08%
$246.48 - $315.29 $40.9K - $52.3K
15.2K $3.76M
IBM
International Business Machines Corp

Technology
-2.72K
- 4.76%
$204.9 - $238.04 $557K - $647K
54.4K $12M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.04K
- 1.47%
$189.5 - $206.17 $197K - $215K
69.8K $13.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.65K
- 22.74%
$219.66 - $257.62 $363K - $426K
5.61K $1.24M
EQBK
Equity Bancshares Inc

Financial Services
-17.3K
- 21.88%
N/A
61.8K $2.16M
SO
Southern CO

Utilities
-1.11K
- 1.7%
$81.5 - $94.15 $90.5K - $105K
64.3K $5.3M
GPC
Genuine Parts CO

Consumer Cyclical
-1.35K
- 7.34%
$113.11 - $143.63 $153K - $194K
17K $1.99M
SYK
Stryker Corp

Healthcare
-1.54K
- 7.72%
$345.14 - $392.15 $533K - $605K
18.4K $6.64M
KMB
Kimberly Clark Corp

Consumer Defensive
-3.03K
- 19.23%
$130.37 - $146.09 $395K - $443K
12.7K $1.67M
FTV
Fortive Corp

Technology
-7.09K
- 67.54%
$71.16 - $79.68 $504K - $565K
3.41K $255K
MCHP
Microchip Technology Inc

Technology
-42
- 0.17%
$55.51 - $79.05 $2.33K - $3.32K
24.3K $1.39M
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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