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
VB
Vanguard Small Cap ETF

ETFs
-1.23K
- 30.7%
$233.76 - $261.58 $288K - $322K
2.78K $667K
AFL
Aflac Inc

Financial Services
-17
- 0.05%
$100.37 - $115.27 $1.71K - $1.96K
33.5K $3.47M
DIS
Walt Disney CO

Communication Services
-10.3K
- 17.68%
$92.39 - $117.6 $953K - $1.21M
48K $5.35M
UBER
Uber Technologies, Inc

Technology
-1.65K
- 15.33%
$59.93 - $86.34 $99.1K - $143K
9.14K $551K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-6.24K
- 13.79%
$55.73 - $66.16 $348K - $413K
39K $2.35M
EVRG
Evergy, Inc.

Utilities
-3.82K
- 11.52%
$59.06 - $65.0 $226K - $248K
29.4K $1.81M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.84K
- 13.43%
$77.02 - $78.58 $219K - $223K
18.3K $1.41M
MMM
3 M CO

Industrials
-743
- 3.67%
$124.74 - $137.12 $92.7K - $102K
19.5K $2.52M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.84K
- 14.27%
$96.64 - $101.23 $178K - $186K
11K $1.07M
KLAC
Kla Corp

Technology
-73
- 5.62%
$614.46 - $829.55 $44.9K - $60.6K
1.23K $772K
CNQ
Canadian Natural Resources LTD

Energy
-6.59K
- 58.97%
$29.51 - $37.6 $195K - $248K
4.59K $141K
INDB
Independent Bank Corp

Financial Services
-3.85K
- 97.07%
$56.88 - $74.97 $219K - $289K
116 $7K
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.01K
- 68.61%
$106.33 - $110.69 $214K - $223K
920 $98K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.2K
- 42.72%
$55.45 - $61.08 $177K - $195K
4.29K $237K
YUM
Yum Brands Inc

Consumer Cyclical
-1.39K
- 22.59%
$130.36 - $139.54 $181K - $193K
4.75K $637K
PH
Parker Hannifin Corp

Industrials
-719
- 1.23%
$621.74 - $709.46 $447K - $510K
57.6K $36.7M
WY
Weyerhaeuser CO

Real Estate
-2.42K
- 10.02%
$27.21 - $33.7 $66K - $81.7K
21.8K $613K
EL
Estee Lauder Companies Inc

Consumer Defensive
-1.87K
- 76.55%
$62.74 - $97.24 $117K - $182K
572 $42K
LEG
Leggett & Platt Inc

Consumer Cyclical
-1.72K
- 3.95%
$9.5 - $13.67 $16.4K - $23.6K
41.9K $402K
NXPI
Nxp Semiconductors N.V.

Technology
-165
- 3.42%
$207.27 - $255.58 $34.2K - $42.2K
4.67K $969K
SLB
Schlumberger Limited

Energy
-2.5K
- 9.9%
$36.83 - $45.59 $91.9K - $114K
22.7K $870K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-862
- 1.19%
$69.58 - $74.87 $60K - $64.5K
71.5K $5.01M
PFG
Principal Financial Group Inc

Financial Services
-1.65K
- 26.46%
$74.91 - $91.26 $124K - $151K
4.59K $355K
APD
Air Products & Chemicals, Inc.

Basic Materials
-211
- 1.39%
$285.5 - $335.62 $60.2K - $70.8K
15K $4.34M
BDX
Becton Dickinson & CO

Healthcare
-323
- 4.77%
$220.02 - $243.75 $71.1K - $78.7K
6.44K $1.46M
HWC
Hancock Whitney Corp

Financial Services
-3.32K
- 97.62%
$49.12 - $61.04 $163K - $203K
81 $4K
CLX
Clorox CO

Consumer Defensive
-984
- 11.93%
$156.51 - $169.74 $154K - $167K
7.27K $1.18M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-8.12K
- 13.08%
$18.59 - $18.8 $151K - $153K
54K $1.01M
KMX
Carmax Inc

Consumer Cyclical
-2.09K
- 95.56%
$71.11 - $87.2 $149K - $182K
97 $7K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-977
- 0.86%
$51.54 - $52.55 $50.4K - $51.3K
113K $5.83M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-1.57K
- 3.74%
$38.96 - $43.28 $61K - $67.8K
40.3K $1.59M
MDT
Medtronic PLC

Healthcare
-330
- 2.51%
$79.61 - $92.24 $26.3K - $30.4K
12.8K $1.02M
EMB
Ishares Tr

ETFs
-1.61K
- 54.01%
$88.94 - $93.46 $143K - $150K
1.37K $121K
SLV
I Shares Silver Trust

ETFs
-5K
- 46.47%
$26.33 - $31.74 $132K - $159K
5.76K $151K
CFG
Citizens Financial Group Inc

Financial Services
-3.84K
- 54.67%
$39.92 - $48.46 $153K - $186K
3.18K $139K
AVES
American Centy ETF Tr Avantis

ETFs
-124
- 0.52%
$46.2 - $53.09 $5.73K - $6.58K
23.9K $1.11M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.29K
- 39.28%
$60.73 - $64.94 $139K - $149K
3.54K $217K
XLV
Select Sector Spdr Fund Health

ETFs
-640
- 19.04%
$136.28 - $154.74 $87.2K - $99K
2.72K $374K
DEO
Diageo PLC

Consumer Defensive
-959
- 68.45%
$118.0 - $139.88 $113K - $134K
442 $56K
SWK
Stanley Black & Decker, Inc.

Industrials
-959
- 45.28%
$79.07 - $109.36 $75.8K - $105K
1.16K $93K
CFFN
Capitol Federal Financial, Inc.

Financial Services
-24K
- 64.64%
$5.54 - $7.18 $133K - $172K
13.1K $77K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-44
- 0.2%
$70.1 - $76.53 $3.08K - $3.37K
21.6K $1.53M
NFRA
Flexshares Stoxx Global Broad

ETFs
-411
- 1.95%
$54.11 - $59.58 $22.2K - $24.5K
20.7K $1.12M
SJM
J M Smucker CO

Consumer Defensive
-1.04K
- 67.2%
$106.92 - $121.75 $111K - $127K
508 $55K
XLE
Energy Sector Spdr

ETFs
-423
- 0.95%
$83.32 - $97.27 $35.2K - $41.1K
44.1K $3.77M
HYG
Ishares Tr

ETFs
-1.51K
- 32.12%
$78.09 - $80.04 $118K - $121K
3.19K $250K
EEMV
Ishares Msci Emerging Markets

ETFs
-102
- 0.4%
$57.85 - $63.11 $5.9K - $6.44K
25.3K $1.46M
ILMN
Illumina, Inc.

Healthcare
-953
- 57.44%
$128.99 - $155.15 $123K - $148K
706 $94K
VGT
Vanguard Information Technolog

ETFs
-228
- 39.65%
$571.78 - $647.97 $130K - $148K
347 $215K
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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