WealthPlan Investment 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
WealthPlan Investment Management, LLC ownership history of UMB FINL CORP
ValueSharesWeighting
Q4 2023$5,173,141
-4.5%
61,917
-29.1%
0.83%
-13.5%
Q3 2023$5,419,097
+98.4%
87,334
+94.7%
0.96%
+17.7%
Q2 2023$2,731,284
-19.4%
44,849
-23.6%
0.81%
+39.4%
Q1 2023$3,389,607
-58.6%
58,725
-34.2%
0.58%
+2.1%
Q4 2022$8,184,87589,1890.57%
Other shareholders
UMB FINL CORP shareholders Q3 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