Morgan Stanley’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.2M | Buy |
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|
2025
Q1 | $50M | Buy |
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|
2024
Q4 | $42.1M | Buy |
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|
2024
Q3 | $38.3M | Sell |
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|
2024
Q2 | $32.9M | Buy |
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|
2024
Q1 | $28.5M | Sell |
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|
2023
Q4 | $64.8M | Buy |
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|
2023
Q3 | $20.7M | Buy |
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|
2023
Q2 | $15.9M | Buy |
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|
2023
Q1 | $14.2M | Buy |
|
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|
2022
Q4 | $13M | Sell |
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|
2022
Q3 | $13.5M | Buy |
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|
2022
Q2 | $10.9M | Buy |
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|
2022
Q1 | $8.23M | Buy |
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|
2021
Q4 | $7.15M | Buy |
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|
2021
Q3 | $5.76M | Buy |
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|
2021
Q2 | $4M | Buy |
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|
2021
Q1 | $2.56M | Sell |
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|
2020
Q4 | $5.23M | Buy |
|
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|
2020
Q3 | $1.1M | Buy |
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|
2020
Q2 | $984K | Buy |
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|
2020
Q1 | $791K | Sell |
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|
2019
Q4 | $8.46M | Buy |
|
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|
2019
Q3 | $2.16M | Buy |
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|
2019
Q2 | $483K | Sell |
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|
2019
Q1 | $844K | Sell |
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|
2018
Q4 | $4.97M | Sell |
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|
2018
Q3 | $8.55M | Sell |
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|
2018
Q2 | $11.8M | Sell |
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|
2018
Q1 | $17M | Buy |
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|
2017
Q4 | $13.4M | Buy |
|
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|
2017
Q3 | $11.4M | Buy |
|
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|
2017
Q2 | $7.72M | Sell |
|
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|
2017
Q1 | $11.7M | Sell |
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|
2016
Q4 | $20.3M | Buy |
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|
2016
Q3 | $706K | Buy |
|
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|
2016
Q2 | $181K | Buy |
|
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|
2016
Q1 | $148K | Sell |
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|
2015
Q4 | $348K | Sell |
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|
2015
Q3 | $4.25M | Buy |
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|
2015
Q2 | $3.43M | Buy |
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|
2015
Q1 | $346K | Buy |
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|
2014
Q4 | $363K | Sell |
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|
2014
Q3 | $425K | Sell |
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|
2014
Q2 | $3.61M | Sell |
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|
2014
Q1 | $6.04M | Buy |
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|
2013
Q4 | $4.54M | Buy |
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|
2013
Q3 | $480K | Buy |
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|
2013
Q2 | $369K | Buy |
|