Nisa Investment Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
19,118
+511
| +3% | +$53.9K | 0.01% | 631 |
|
|
2025
Q1 | $1.89M | Buy |
18,607
+207
| +1% | +$21K | 0.01% | 662 |
|
|
2024
Q4 | $2.08M | Hold |
18,400
| – | – | 0.01% | 666 |
|
|
2024
Q3 | $1.94M | Hold |
18,400
| – | – | 0.01% | 684 |
|
|
2024
Q2 | $1.54M | Hold |
18,400
| – | – | 0.01% | 765 |
|
|
2024
Q1 | $1.61M | Sell |
18,400
-40
| -0.2% | -$3.5K | 0.01% | 744 |
|
|
2023
Q4 | $1.54M | Buy |
18,440
+825
| +5% | +$68.9K | 0.01% | 732 |
|
|
2023
Q3 | $1.09M | Buy |
17,615
+25
| +0.1% | +$1.55K | 0.01% | 844 |
|
|
2023
Q2 | $1.07M | Buy |
17,590
+320
| +2% | +$19.5K | 0.01% | 863 |
|
|
2023
Q1 | $997K | Sell |
17,270
-105
| -0.6% | -$6.06K | 0.01% | 861 |
|
|
2022
Q4 | $1.45M | Sell |
17,375
-10
| -0.1% | -$835 | 0.01% | 812 |
|
|
2022
Q3 | $1.47M | Buy |
17,385
+60
| +0.3% | +$5.06K | 0.01% | 714 |
|
|
2022
Q2 | $1.49M | Hold |
17,325
| – | – | 0.01% | 718 |
|
|
2022
Q1 | $1.68M | Sell |
17,325
-350
| -2% | -$34K | 0.01% | 707 |
|
|
2021
Q4 | $1.74M | Hold |
17,675
| – | – | 0.01% | 683 |
|
|
2021
Q3 | $1.71K | Hold |
17,675
| – | – | 0.01% | 743 |
|
|
2021
Q2 | $1.65K | Hold |
17,675
| – | – | 0.01% | 775 |
|
|
2021
Q1 | $1.63K | Buy |
17,675
+450
| +3% | +$42 | 0.01% | 777 |
|
|
2020
Q4 | $1.19M | Sell |
17,225
-490
| -3% | -$33.8K | 0.01% | 856 |
|
|
2020
Q3 | $868K | Hold |
17,715
| – | – | 0.01% | 852 |
|
|
2020
Q2 | $913K | Buy |
17,715
+390
| +2% | +$20.1K | 0.01% | 816 |
|
|
2020
Q1 | $804K | Buy |
17,325
+300
| +2% | +$13.9K | 0.01% | 774 |
|
|
2019
Q4 | $1.17M | Sell |
17,025
-7,000
| -29% | -$481K | 0.01% | 831 |
|
|
2019
Q3 | $1.55M | Hold |
24,025
| – | – | 0.01% | 724 |
|
|
2019
Q2 | $1.58M | Hold |
24,025
| – | – | 0.02% | 699 |
|
|
2019
Q1 | $1.54M | Hold |
24,025
| – | – | 0.02% | 696 |
|
|
2018
Q4 | $1.47M | Hold |
24,025
| – | – | 0.02% | 647 |
|
|
2018
Q3 | $1.7M | Sell |
24,025
-75
| -0.3% | -$5.32K | 0.02% | 719 |
|
|
2018
Q2 | $1.84M | Hold |
24,100
| – | – | 0.02% | 628 |
|
|
2018
Q1 | $1.75M | Hold |
24,100
| – | – | 0.02% | 640 |
|
|
2017
Q4 | $1.73M | Hold |
24,100
| – | – | 0.02% | 652 |
|
|
2017
Q3 | $1.8M | Hold |
24,100
| – | – | 0.02% | 607 |
|
|
2017
Q2 | $1.8M | Hold |
24,100
| – | – | 0.02% | 621 |
|
|
2017
Q1 | $1.82M | Hold |
24,100
| – | – | 0.02% | 632 |
|
|
2016
Q4 | $1.86M | Buy |
24,100
+7,000
| +41% | +$540K | 0.02% | 630 |
|
|
2016
Q3 | $1.02M | Hold |
17,100
| – | – | 0.01% | 788 |
|
|
2016
Q2 | $910K | Hold |
17,100
| – | – | 0.01% | 801 |
|
|
2016
Q1 | $883K | Hold |
17,100
| – | – | 0.01% | 801 |
|
|
2015
Q4 | $796K | Hold |
17,100
| – | – | 0.01% | 816 |
|
|
2015
Q3 | $869K | Hold |
17,100
| – | – | 0.01% | 775 |
|
|
2015
Q2 | $975K | Hold |
17,100
| – | – | 0.01% | 786 |
|
|
2015
Q1 | $904K | Hold |
17,100
| – | – | 0.01% | 821 |
|
|
2014
Q4 | $973K | Sell |
17,100
-200
| -1% | -$11.4K | 0.01% | 794 |
|
|
2014
Q3 | $944K | Hold |
17,300
| – | – | 0.01% | 802 |
|
|
2014
Q2 | $1.1M | Buy |
17,300
+200
| +1% | +$12.7K | 0.02% | 771 |
|
|
2014
Q1 | $1.11M | Hold |
17,100
| – | – | 0.02% | 756 |
|
|
2013
Q4 | $1.1M | Hold |
17,100
| – | – | 0.02% | 769 |
|
|
2013
Q3 | $929K | Hold |
17,100
| – | – | 0.01% | 793 |
|
|
2013
Q2 | $952K | Buy |
+17,100
| New | +$952K | 0.01% | 786 |
|