Northwestern Mutual Investment Management Company’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 | $1.68M | Buy |
15,935
+803
| +5% | +$84.4K | 0.03% | 332 |
|
|
2025
Q1 | $1.53M | Buy |
15,132
+5,263
| +53% | +$532K | 0.02% | 357 |
|
|
2024
Q4 | $1.11M | Buy |
9,869
+28
| +0.3% | +$3.16K | 0.02% | 512 |
|
|
2024
Q3 | $1.03M | Buy |
9,841
+50
| +0.5% | +$5.26K | 0.02% | 550 |
|
|
2024
Q2 | $817K | Buy |
9,791
+49
| +0.5% | +$4.09K | 0.02% | 603 |
|
|
2024
Q1 | $847K | Buy |
9,742
+25
| +0.3% | +$2.18K | 0.02% | 597 |
|
|
2023
Q4 | $812K | Buy |
9,717
+32
| +0.3% | +$2.67K | 0.02% | 605 |
|
|
2023
Q3 | $601K | Sell |
9,685
-17
| -0.2% | -$1.06K | 0.02% | 670 |
|
|
2023
Q2 | $591K | Buy |
9,702
+55
| +0.6% | +$3.35K | 0.02% | 697 |
|
|
2023
Q1 | $557K | Buy |
9,647
+5,623
| +140% | +$325K | 0.01% | 693 |
|
|
2022
Q4 | $336K | Sell |
4,024
-2,255
| -36% | -$188K | 0.01% | 703 |
|
|
2022
Q3 | $529K | Sell |
6,279
-931
| -13% | -$78.4K | 0.01% | 609 |
|
|
2022
Q2 | $621K | Buy |
7,210
+51
| +0.7% | +$4.39K | 0.01% | 618 |
|
|
2022
Q1 | $696K | Buy |
7,159
+24
| +0.3% | +$2.33K | 0.02% | 646 |
|
|
2021
Q4 | $757K | Buy |
7,135
+27
| +0.4% | +$2.87K | 0.01% | 653 |
|
|
2021
Q3 | $687K | Sell |
7,108
-133
| -2% | -$12.9K | 0.01% | 662 |
|
|
2021
Q2 | $674K | Buy |
7,241
+7
| +0.1% | +$652 | 0.01% | 675 |
|
|
2021
Q1 | $668K | Sell |
7,234
-7,629
| -51% | -$704K | 0.01% | 671 |
|
|
2020
Q4 | $1.03M | Buy |
14,863
+124
| +0.8% | +$8.55K | 0.01% | 623 |
|
|
2020
Q3 | $760K | Hold |
14,739
| – | – | 0.01% | 651 |
|
|
2020
Q2 | $760K | Sell |
14,739
-262
| -2% | -$13.5K | 0.01% | 653 |
|
|
2020
Q1 | $696K | Buy |
15,001
+2,662
| +22% | +$124K | 0.01% | 575 |
|
|
2019
Q4 | $847K | Buy |
12,339
+27
| +0.2% | +$1.85K | 0.02% | 577 |
|
|
2019
Q3 | $795K | Sell |
12,312
-282
| -2% | -$18.2K | 0.02% | 573 |
|
|
2019
Q2 | $829K | Buy |
12,594
+4,740
| +60% | +$312K | 0.02% | 555 |
|
|
2019
Q1 | $503K | Sell |
7,854
-631
| -7% | -$40.4K | 0.01% | 788 |
|
|
2018
Q4 | $517K | Sell |
8,485
-13
| -0.2% | -$792 | 0.01% | 775 |
|
|
2018
Q3 | $603K | Sell |
8,498
-160
| -2% | -$11.4K | 0.01% | 792 |
|
|
2018
Q2 | $660K | Sell |
8,658
-354
| -4% | -$27K | 0.01% | 777 |
|
|
2018
Q1 | $652K | Buy |
9,012
+3,265
| +57% | +$236K | 0.01% | 771 |
|
|
2017
Q4 | $413K | Sell |
5,747
-10
| -0.2% | -$719 | 0.01% | 759 |
|
|
2017
Q3 | $429K | Sell |
5,757
-1,794
| -24% | -$134K | 0.01% | 746 |
|
|
2017
Q2 | $565K | Sell |
7,551
-3
| -0% | -$224 | 0.01% | 744 |
|
|
2017
Q1 | $569K | Buy |
7,554
+37
| +0.5% | +$2.79K | 0.01% | 742 |
|
|
2016
Q4 | $580K | Buy |
+7,517
| New | +$580K | 0.01% | 702 |
|