A detailed history of Congress Asset Management CO transactions in Umb Financial Corp stock. As of the latest transaction made, Congress Asset Management CO holds 116,255 shares of UMBF stock, worth $14.2 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
116,255
Previous 117,554 1.11%
Holding current value
$14.2 Million
Previous $9.81 Million 24.44%
% of portfolio
0.09%
Previous 0.07%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$81.41 - $108.94 $105,751 - $141,513
-1,299 Reduced 1.11%
116,255 $12.2 Million
Q2 2024

Aug 02, 2024

BUY
$77.75 - $86.14 $1.15 Million - $1.27 Million
14,789 Added 14.39%
117,554 $9.81 Million
Q1 2024

Apr 11, 2024

SELL
$78.2 - $86.99 $365,663 - $406,765
-4,676 Reduced 4.35%
102,765 $8.94 Million
Q4 2023

Mar 04, 2024

SELL
$58.65 - $84.59 $107,622 - $155,222
-1,835 Reduced 1.68%
107,441 $8.98 Million
Q3 2023

Nov 01, 2023

BUY
$59.19 - $72.52 $8,819 - $10,805
149 Added 0.14%
109,276 $6.78 Million
Q2 2023

Jul 27, 2023

BUY
$54.27 - $67.24 $1.39 Million - $1.72 Million
25,612 Added 30.67%
109,127 $6.65 Million
Q1 2023

Apr 21, 2023

BUY
$57.72 - $91.96 $396,132 - $631,121
6,863 Added 8.95%
83,515 $4.82 Million
Q4 2022

Jan 18, 2023

SELL
$77.66 - $91.26 $48,615 - $57,128
-626 Reduced 0.81%
76,652 $0
Q3 2022

Nov 08, 2022

BUY
$84.29 - $98.81 $73,248 - $85,865
869 Added 1.14%
77,278 $6.51 Million
Q2 2022

Aug 02, 2022

SELL
$82.1 - $97.61 $9,852 - $11,713
-120 Reduced 0.16%
76,409 $6.58 Million
Q1 2022

Apr 20, 2022

BUY
$95.24 - $111.41 $365,912 - $428,037
3,842 Added 5.29%
76,529 $7.44 Million
Q4 2021

Jan 28, 2022

BUY
$96.81 - $108.36 $2,226 - $2,492
23 Added 0.03%
72,687 $7.71 Million
Q3 2021

Nov 08, 2021

SELL
$84.93 - $98.65 $171,728 - $199,470
-2,022 Reduced 2.71%
72,664 $7.03 Million
Q2 2021

Aug 05, 2021

BUY
$88.57 - $99.55 $1.01 Million - $1.14 Million
11,428 Added 18.07%
74,686 $6.95 Million
Q1 2021

May 05, 2021

BUY
$68.64 - $97.05 $1.16 Million - $1.65 Million
16,972 Added 36.67%
63,258 $5.84 Million
Q4 2020

Jan 26, 2021

BUY
$49.21 - $72.48 $41,336 - $60,883
840 Added 1.85%
46,286 $3.19 Million
Q3 2020

Nov 03, 2020

SELL
$44.09 - $55.8 $997,095 - $1.26 Million
-22,615 Reduced 33.23%
45,446 $2.23 Million
Q2 2020

Jul 23, 2020

BUY
$42.49 - $61.71 $1.9 Million - $2.76 Million
44,665 Added 190.91%
68,061 $3.51 Million
Q1 2020

Apr 21, 2020

BUY
$42.5 - $69.79 $369,367 - $606,544
8,691 Added 59.1%
23,396 $1.09 Million
Q4 2019

Feb 10, 2020

SELL
$62.25 - $69.87 $213,206 - $239,304
-3,425 Reduced 18.89%
14,705 $1.01 Million
Q3 2019

Nov 01, 2019

BUY
$60.68 - $68.26 $1.1 Million - $1.24 Million
18,130 New
18,130 $1.17 Million

Others Institutions Holding UMBF

About UMB FINANCIAL CORP


  • Ticker UMBF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 48,312,300
  • Market Cap $5.92B
  • Description
  • UMB Financial Corporation operates as the bank holding company for the UMB Bank that provides various banking and other financial services. The Commercial Banking segment provides commercial loans and credit card; commercial real estate financing; letters of credit; loan syndication, and consultative service; various business solutions including...
More about UMBF
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