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
IJK
Ishares S&P Midcap 400 Growth

ETFs
-5.62K
- 12.04%
$90.66 - $99.46 $509K - $558K
41K $3.73M
AEP
American Electric Power CO Inc

Utilities
-1.37K
- 3.36%
$90.91 - $102.21 $125K - $140K
39.4K $3.63M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5.18K
- 15.05%
$88.59 - $94.57 $459K - $490K
29.2K $2.59M
RMD
Resmed Inc

Healthcare
-2.22K
- 89.98%
$228.69 - $256.07 $507K - $568K
247 $56K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-2.07K
- 3.23%
$134.53 - $150.65 $278K - $312K
61.9K $8.38M
DE
Deere & CO

Industrials
-1.57K
- 8.02%
$389.45 - $466.0 $612K - $733K
18K $7.64M
UL
Unilever PLC

Consumer Defensive
-6.93K
- 40.89%
$56.7 - $64.64 $393K - $448K
10K $568K
BNDX
Vanguard Total International B

ETFs
-10.3K
- 58.19%
$48.91 - $50.61 $504K - $522K
7.41K $363K
SNPS
Synopsys Inc

Technology
-947
- 33.7%
$485.36 - $588.0 $460K - $557K
1.86K $904K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-5.59K
- 99.38%
$91.29 - $91.8 $511K - $513K
35 $3K
NUDM
Nuveen Esg International Devel

ETFs
-3.1K
- 2.74%
$30.06 - $33.38 $93.3K - $104K
110K $3.31M
CVS
Cvs Health Corp

Healthcare
-3.51K
- 18.84%
$43.78 - $67.46 $154K - $237K
15.1K $678K
HSY
Hershey CO

Consumer Defensive
-857
- 5.63%
$168.67 - $193.65 $145K - $166K
14.4K $2.43M
ANSS
Ansys Inc

Technology
-1.51K
- 86.21%
$313.05 - $361.45 $472K - $545K
241 $81K
ED
Consolidated Edison Inc

Utilities
-3.06K
- 23.38%
$88.87 - $107.38 $272K - $329K
10K $895K
NVS
Novartis Ag

Healthcare
-2.82K
- 27.56%
$96.78 - $117.18 $273K - $331K
7.42K $721K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-17.4K
- 40.31%
$22.65 - $23.8 $394K - $414K
25.7K $584K
TMUS
T Mobile Us, Inc.

Communication Services
-2.27K
- 55.24%
$206.1 - $246.94 $467K - $559K
1.84K $405K
AMT
American Tower Corp

Real Estate
-208
- 2.57%
$179.4 - $232.01 $37.3K - $48.3K
7.88K $1.45M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.95K
- 16.9%
$106.56 - $113.11 $315K - $334K
14.5K $1.55M
ZBRA
Zebra Technologies Corp

Technology
-1.15K
- 75.33%
$360.09 - $411.94 $414K - $474K
377 $145K
FHB
First Hawaiian, Inc.

Financial Services
-18.6K
- 65.98%
$22.33 - $28.3 $415K - $526K
9.59K $248K
CFB
Crossfirst Bankshares, Inc.

Financial Services
-10K
- 6.07%
$15.15 - $17.96 $152K - $180K
155K $2.34M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-15.3K
- 29.51%
$24.61 - $25.12 $376K - $383K
36.4K $900K
BMO
Bank Of Montreal

Financial Services
-5.13K
- 30.81%
$89.75 - $103.39 $460K - $530K
11.5K $1.12M
WM
Waste Management Inc

Industrials
-556
- 1.21%
$201.79 - $228.46 $112K - $127K
45.5K $9.19M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-131
- 2.52%
$396.64 - $516.74 $52K - $67.7K
5.06K $2.04M
GIS
General Mills Inc

Consumer Defensive
-2.23K
- 9.73%
$62.78 - $74.62 $140K - $166K
20.7K $1.32M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-3.27K
- 78.31%
$82.28 - $117.52 $269K - $384K
905 $76K
MLM
Martin Marietta Materials Inc

Basic Materials
-619
- 31.81%
$516.5 - $619.58 $320K - $384K
1.33K $685K
SHEL
Shell PLC

Energy
-5.03K
- 37.06%
$60.63 - $70.23 $305K - $354K
8.55K $536K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-14.6K
- 30.18%
$22.39 - $23.45 $328K - $343K
33.9K $778K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-16.7K
- 52.31%
$20.98 - $21.19 $351K - $355K
15.3K $321K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-851
- 8.6%
$521.84 - $558.82 $444K - $476K
9.05K $4.87M
PFS
Provident Financial Services Inc

Financial Services
-18.6K
- 98.13%
$17.64 - $21.86 $328K - $406K
354 $6K
TXN
Texas Instruments Inc

Technology
-1.77K
- 1.05%
N/A
167K $32.6M
KEY
Keycorp

Financial Services
-20.3K
- 65.16%
$16.21 - $19.97 $329K - $406K
10.9K $186K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-11.5K
- 50.0%
$26.08 - $27.65 $300K - $318K
11.5K $300K
USFR
Wisdomtree Floating Rate Treas

ETFs
-6.55K
- 18.86%
$50.23 - $50.46 $329K - $331K
28.2K $1.42M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-24
- 2.64%
$701.85 - $1046.91 $16.8K - $25.1K
884 $629K
DHI
Horton D R Inc

Consumer Cyclical
-239
- 4.18%
$137.24 - $194.56 $32.8K - $46.5K
5.47K $765K
CCI
Crown Castle International Corp

Real Estate
-782
- 8.61%
$89.78 - $119.11 $70.2K - $93.1K
8.3K $753K
VO
Vanguard Mid Cap ETF

ETFs
-1.23K
- 10.75%
$261.5 - $284.63 $322K - $350K
10.2K $2.7M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-3.62K
- 18.88%
$100.18 - $109.1 $363K - $395K
15.6K $1.63M
VEEV
Veeva Systems Inc

Healthcare
-1.5K
- 85.47%
$201.81 - $250.45 $303K - $376K
255 $53K
MKC
Mccormick & CO Inc

Consumer Defensive
-2.37K
- 11.78%
$73.97 - $84.09 $175K - $199K
17.8K $1.35M
TD
Toronto Dominion Bank

Financial Services
-1.89K
- 10.17%
$51.56 - $63.8 $97.4K - $121K
16.7K $889K
EW
Edwards Lifesciences Corp

Healthcare
-4.91K
- 50.76%
$64.54 - $75.92 $317K - $372K
4.76K $352K
SNOW
Snowflake Inc.

Technology
-2.55K
- 92.62%
$109.65 - $186.51 $279K - $475K
203 $31K
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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