HERITAGE WEALTH MANAGEMENT, LLC - UMB FINL CORP ownership

UMB FINL CORP's ticker is UMBF and the CUSIP is 902788108. A total of 239 filers reported holding UMB FINL CORP in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of UMB FINL CORP
ValueSharesWeighting
Q4 2022$324,142
+119.0%
3,881
+120.4%
0.05%
-4.2%
Q3 2022$148,000
-99.9%
1,761
+3.4%
0.05%
-2.0%
Q2 2022$146,642,000
+99656.5%
1,703
+12.3%
0.05%
+22.5%
Q1 2022$147,000
+86.1%
1,517
+86.4%
0.04%
+42.9%
Q3 2021$79,000
+23.4%
814
+18.1%
0.03%
+16.7%
Q2 2021$64,0006890.02%
Other shareholders
UMB FINL CORP shareholders Q3 2021
NameSharesValueWeighting ↓
UMB Bank, n.a. 5,624,118$398,750,00011.85%
Global Alpha Capital Management Ltd. 359,114$25,461,0006.12%
NUANCE INVESTMENTS, LLC 795,488$56,381,0003.37%
Hillcrest Asset Management LLC 140,050$9,930,0001.89%
SKYLINE ASSET MANAGEMENT LP 243,700$17,278,0001.53%
Keeley-Teton Advisors, LLC 260,763$18,488,0001.32%
Tributary Capital Management, LLC 232,252$16,467,0001.25%
Piermont Capital Management Inc. 41,100$2,914,0001.17%
Frontier Wealth Management LLC 147,928$10,488,0001.00%
Champlain Investment Partners, LLC 1,312,015$93,022,0000.82%
View complete list of UMB FINL CORP shareholders