A detailed history of Winch Advisory Services, LLC transactions in Umb Financial Corp stock. As of the latest transaction made, Winch Advisory Services, LLC holds 66 shares of UMBF stock, worth $7,154. This represents 0.0% of its overall portfolio holdings.

Number of Shares
66
Previous 235 71.91%
Holding current value
$7,154
Previous $24,000 70.83%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$106.84 - $125.59 $18,055 - $21,224
-169 Reduced 71.91%
66 $7,000
Q2 2025

Aug 07, 2025

BUY
$86.4 - $107.99 $86 - $107
1 Added 0.43%
235 $24,000
Q1 2025

May 05, 2025

BUY
$98.0 - $122.56 $22,932 - $28,679
234 New
234 $23,000

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 $5.24B
  • 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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