LIBERTY WEALTH MANAGEMENT LLC - UMB FINL CORP ownership

UMB FINL CORP's ticker is UMBF and the CUSIP is 902788108. A total of 241 filers reported holding UMB FINL CORP in Q3 2023. The put-call ratio across all filers is 1.10 and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of UMB FINL CORP
ValueSharesWeighting
Q3 2021$18,000
+125.0%
179
+101.1%
0.01%
+100.0%
Q2 2021$8,000
+33.3%
89
-4.3%
0.00%0.0%
Q1 2021$6,0000.0%930.0%0.00%0.0%
Q4 2020$6,000
+20.0%
930.0%0.00%0.0%
Q3 2020$5,0000.0%93
+4.5%
0.00%
-25.0%
Q2 2020$5,000
+25.0%
890.0%0.00%
+33.3%
Q1 2020$4,000
-33.3%
89
-3.3%
0.00%
-40.0%
Q4 2019$6,0000.0%920.0%0.01%
-16.7%
Q3 2019$6,0000.0%92
+1.1%
0.01%
+20.0%
Q2 2019$6,0000.0%91
-9.9%
0.01%0.0%
Q1 2019$6,0000.0%101
+1.0%
0.01%
+25.0%
Q4 2018$6,0001000.00%
Other shareholders
UMB FINL CORP shareholders Q3 2023
NameSharesValueWeighting ↓
UMB Bank, n.a. 5,549,542$344,349,0815.53%
Gator Capital Management, LLC 100,732$6,250,4214.42%
Global Alpha Capital Management Ltd. 561,769$34,857,7663.50%
rhino investment partners, Inc 128,039$7,944,8202.17%
Elizabeth Park Capital Advisors, Ltd. 34,148$2,118,8831.74%
THIRD AVENUE MANAGEMENT LLC 149,284$9,185,4451.54%
EJF Capital LLC 39,078$2,424,7901.06%
Tributary Capital Management, LLC 168,821$10,475,3450.99%
WealthPlan Investment Management, LLC 87,334$5,419,0970.96%
WealthPLAN Partners, LLC 77,781$4,826,2900.56%
View complete list of UMB FINL CORP shareholders