WealthPlan Investment Management, 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 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 Q4 2023
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