Wellington Management Group LLP Umb Financial Corp Transaction History

Wellington Management Group LLP

$531 Billion
Q4 2024

A detailed history of Wellington Management Group LLP transactions in Umb Financial Corp stock. As of the latest transaction made, Wellington Management Group LLP holds 2,021,285 shares of UMBF stock, worth $220 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,021,285

Previous 1,919,181 5.32%

Holding current value

$220 Million

Previous $201 Million 13.24%

% of portfolio

0.04%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$101.15 - $127.6 $10.3 Million - $13 Million	102,104 Added 5.32%	2,021,285 $228 Million
Q3 2024 Nov 14, 2024	SELL	$81.41 - $108.94 $55.4 Million - $74.1 Million	-680,606 Reduced 26.18%	1,919,181 $201 Million
Q2 2024 Aug 13, 2024	BUY	$77.75 - $86.14 $54.4 Million - $60.3 Million	699,724 Added 36.83%	2,599,787 $217 Million
Q1 2024 May 15, 2024	BUY	$78.2 - $86.99 $149 Million - $165 Million	1,900,063 New	1,900,063 $165 Million
Q4 2023 Feb 12, 2024	BUY	$58.65 - $84.59 $95.3 Million - $137 Million	1,624,294 New	1,624,294 $136 Million
Q3 2023 Nov 14, 2023	BUY	$59.19 - $72.52 $64.9 Million - $79.5 Million	1,095,630 Added 73.48%	2,586,701 $161 Million
Q2 2023 Aug 14, 2023	BUY	$54.27 - $67.24 $25.6 Million - $31.7 Million	472,023 Added 46.32%	1,491,071 $90.8 Million
Q1 2023 May 12, 2023	BUY	$57.72 - $91.96 $30.5 Million - $48.6 Million	528,715 Added 107.83%	1,019,048 $58.8 Million
Q4 2022 Feb 13, 2023	SELL	$77.66 - $91.26 $25.6 Million - $30.1 Million	-330,257 Reduced 40.25%	490,333 $41 Million
Q3 2022 Nov 14, 2022	SELL	$84.29 - $98.81 $4.38 Million - $5.14 Million	-51,984 Reduced 5.96%	820,590 $69.2 Million
Q2 2022 Aug 15, 2022	SELL	$82.1 - $97.61 $3.09 Million - $3.67 Million	-37,614 Reduced 4.13%	872,574 $75.1 Million
Q1 2022 May 16, 2022	SELL	$95.24 - $111.41 $19.4 Million - $22.7 Million	-204,025 Reduced 18.31%	910,188 $88.4 Million
Q4 2021 Feb 11, 2022	SELL	$96.81 - $108.36 $13.8 Million - $15.4 Million	-142,032 Reduced 11.31%	1,114,213 $118 Million
Q3 2021 Nov 15, 2021	BUY	$84.93 - $98.65 $26.4 Million - $30.7 Million	311,179 Added 32.93%	1,256,245 $121 Million
Q2 2021 Aug 16, 2021	BUY	$88.57 - $99.55 $4.56 Million - $5.13 Million	51,520 Added 5.77%	945,066 $87.9 Million
Q1 2021 May 17, 2021	BUY	$68.64 - $97.05 $46.7 Million - $66.1 Million	680,624 Added 319.66%	893,546 $82.5 Million
Q4 2020 Feb 12, 2021	BUY	$49.21 - $72.48 $3.38 Million - $4.98 Million	68,751 Added 47.69%	212,922 $14.7 Million
Q3 2020 Nov 16, 2020	BUY	$44.09 - $55.8 $6.36 Million - $8.04 Million	144,171 New	144,171 $7.07 Million

Others Institutions Holding UMBF

# of Institutions

364

Shares Held

50.1M

Call Options Held

13.9K

Put Options Held

1.8K

View Full List

About UMB FINANCIAL CORP

Ticker UMBF
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 48,312,300
Market Cap $5.25B
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...

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Wellington Management Group LLP Umb Financial Corp Transaction History