UMB Bank’s Morgan Stanley MS Stock Holding History

UMB Bank’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.4M	Sell	173,054 -6,511	-4%	-$917K	0.38%	54
2025 Q1	$20.9M	Sell	179,565 -7,736	-4%	-$903K	0.35%	60
2024 Q4	$23.5M	Sell	187,301 -8,456	-4%	-$1.06M	0.37%	57
2024 Q3	$20.4M	Sell	195,757 -11,447	-6%	-$1.19M	0.32%	68
2024 Q2	$20.1M	Sell	207,204 -57,594	-22%	-$5.6M	0.33%	64
2024 Q1	$24.9M	Sell	264,798 -276,574	-51%	-$26M	0.39%	61
2023 Q4	$50.5M	Sell	541,372 -44,873	-8%	-$4.18M	0.74%	34
2023 Q3	$47.9M	Sell	586,245 -34,320	-6%	-$2.8M	0.77%	35
2023 Q2	$53M	Sell	620,565 -849	-0.1%	-$72.5K	0.8%	33
2023 Q1	$54.6M	Sell	621,414 -4,338	-0.7%	-$381K	0.87%	27
2022 Q4	$53.2M	Buy	625,752 +3,256	+0.5%	+$277K	0.84%	31
2022 Q3	$49.2M	Buy	622,496 +144,401	+30%	+$11.4M	0.83%	29
2022 Q2	$36.4M	Buy	478,095 +6,717	+1%	+$511K	0.57%	43
2022 Q1	$41.2M	Buy	471,378 +12,964	+3%	+$1.13M	0.55%	42
2021 Q4	$45M	Buy	458,414 +50,626	+12%	+$4.97M	0.57%	39
2021 Q3	$39.7M	Buy	407,788 +8,166	+2%	+$795K	0.89%	22
2021 Q2	$36.6M	Buy	399,622 +4,211	+1%	+$386K	0.84%	28
2021 Q1	$30.7M	Buy	395,411 +85,493	+28%	+$6.64M	0.75%	31
2020 Q4	$21.2M	Buy	309,918 +242,179	+358%	+$16.6M	0.57%	45
2020 Q3	$3.27M	Hold	67,739	–	–	0.1%	145
2020 Q2	$3.27M	Sell	67,739 -8,568	-11%	-$414K	0.1%	145
2020 Q1	$2.59M	Sell	76,307 -20,514	-21%	-$697K	0.09%	144
2019 Q4	$4.95M	Sell	96,821 -27,683	-22%	-$1.42M	0.14%	123
2019 Q3	$5.31K	Sell	124,504 -302,570	-71%	-$12.9K	0.13%	122
2019 Q2	$18.7K	Sell	427,074 -11,539	-3%	-$506	0.46%	57
2019 Q1	$18.5M	Buy	438,613 +13,351	+3%	+$563K	0.56%	56
2018 Q4	$16.9K	Buy	425,262 +19,074	+5%	+$756	0.51%	54
2018 Q3	$18.9M	Sell	406,188 -90,683	-18%	-$4.22M	0.56%	55
2018 Q2	$23.6M	Buy	496,871 +18,352	+4%	+$870K	0.75%	34
2018 Q1	$25.8M	Buy	478,519 +2,085	+0.4%	+$113K	0.83%	28
2017 Q4	$25M	Sell	476,434 -5,052	-1%	-$265K	0.81%	33
2017 Q3	$23.2M	Sell	481,486 -3,875	-0.8%	-$187K	0.8%	34
2017 Q2	$21.6M	Sell	485,361 -14,308	-3%	-$638K	0.76%	37
2017 Q1	$21.4M	Sell	499,669 -1,064	-0.2%	-$45.6K	0.75%	38
2016 Q4	$21.2M	Buy	500,733 +13,631	+3%	+$576K	0.78%	37
2016 Q3	$15.6M	Buy	487,102 +328,567	+207%	+$10.5M	0.63%	50
2016 Q2	$4.12M	Buy	158,535 +135,615	+592%	+$3.52M	0.17%	104
2016 Q1	$573K	Sell	22,920 -20,670	-47%	-$517K	0.02%	221
2015 Q4	$1.39M	Sell	43,590 -17,892	-29%	-$569K	0.06%	178
2015 Q3	$1.94M	Sell	61,482 -139,539	-69%	-$4.4M	0.11%	128
2015 Q2	$7.8K	Sell	201,021 -9,346	-4%	-$363	0.36%	70
2015 Q1	$7.51K	Buy	210,367 +21,663	+11%	+$773	0.34%	77
2014 Q4	$7.32M	Buy	188,704 +14,055	+8%	+$545K	0.33%	78
2014 Q3	$6.04K	Buy	174,649 +48,448	+38%	+$1.68K	0.29%	83
2014 Q2	$4.08M	Buy	126,201 +2,708	+2%	+$87.5K	0.19%	103
2014 Q1	$3.85M	Buy	+123,493	New	+$3.85M	0.22%	103