WealthPLAN Partners, LLC - UMB FINL CORP ownership

UMB FINL CORP's ticker is UMBF and the CUSIP is 902788108. A total of 5 filers reported holding UMB FINL CORP in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of UMB FINL CORP
ValueSharesWeighting
Q4 2023$6,340,958
+31.4%
75,894
-2.4%
0.65%
+16.2%
Q3 2023$4,826,290
+112.0%
77,781
+108.1%
0.56%
+74.2%
Q2 2023$2,276,111
-33.4%
37,375
-36.9%
0.32%
-17.2%
Q1 2023$3,417,717
-62.8%
59,212
-41.2%
0.39%
-39.4%
Q4 2022$9,182,833100,7000.64%
Other shareholders
UMB FINL CORP shareholders Q4 2023
NameSharesValueWeighting ↓
UMB Bank, n.a. 5,175,807$266,813,0008.27%
Global Alpha Capital Management Ltd. 445,089$21,814,0003.35%
M3F, Inc. 65,383$3,204,0002.03%
SKYLINE ASSET MANAGEMENT LP 129,700$6,357,0001.75%
Dean Capital Management 33,919$1,662,0001.71%
Hillcrest Asset Management LLC 193,420$9,480,0001.68%
JACOBS ASSET MANAGEMENT, LLC 73,700$3,612,0001.59%
HEARTLAND ADVISORS INC 264,830$12,979,0001.13%
Tributary Capital Management, LLC 237,237$11,627,0001.00%
THIRD AVENUE MANAGEMENT LLC 146,079$7,160,0001.00%
View complete list of UMB FINL CORP shareholders