AE Wealth Management LLC - UMB FINL CORP ownership

UMB FINL CORP's ticker is UMBF and the CUSIP is 902788108. A total of 231 filers reported holding UMB FINL CORP in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of UMB FINL CORP
ValueSharesWeighting
Q1 2023$265,627
-60.3%
4,602
-42.5%
0.00%
-60.0%
Q4 2022$668,494
+4.6%
8,004
+5.6%
0.01%0.0%
Q3 2022$639,000
-2.9%
7,582
-0.8%
0.01%0.0%
Q2 2022$658,000
-14.1%
7,644
-3.1%
0.01%0.0%
Q1 2022$766,000
-6.6%
7,889
+2.1%
0.01%
-16.7%
Q4 2021$820,000
+12.9%
7,726
+2.9%
0.01%0.0%
Q3 2021$726,000
+2.4%
7,510
-1.4%
0.01%0.0%
Q2 2021$709,000
+3.2%
7,617
+2.4%
0.01%
-14.3%
Q1 2021$687,000
+7.3%
7,437
-19.8%
0.01%0.0%
Q4 2020$640,000
+67.1%
9,275
+18.8%
0.01%
+40.0%
Q3 2020$383,000
+26.4%
7,808
+32.9%
0.01%0.0%
Q2 2020$303,000
+4.8%
5,876
-5.6%
0.01%
-28.6%
Q1 2020$289,000
-6.5%
6,226
+38.3%
0.01%0.0%
Q4 2019$309,000
+20.2%
4,503
+13.3%
0.01%0.0%
Q3 2019$257,0003,9750.01%
Other shareholders
UMB FINL CORP shareholders Q4 2020
NameSharesValueWeighting ↓
UMB Bank, n.a. 5,754,227$413,844,00013.49%
Global Alpha Capital Management Ltd. 172,214$12,386,0004.82%
NUANCE INVESTMENTS, LLC 607,523$43,693,0002.92%
Hillcrest Asset Management LLC 150,401$11,304,0002.05%
SKYLINE ASSET MANAGEMENT LP 281,000$20,210,0001.62%
Keeley-Teton Advisors, LLC 340,230$24,469,0001.50%
Tributary Capital Management, LLC 216,136$15,545,0001.35%
Champlain Investment Partners, LLC 1,073,955$77,239,0000.87%
Piermont Capital Management Inc. 32,030$2,304,0000.76%
CRAMER ROSENTHAL MCGLYNN LLC 624,873$44,941,0000.72%
View complete list of UMB FINL CORP shareholders