UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

ENVESTNET ASSET MANAGEMENT INC's Holding History (CIK: 0001407543)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 156,448 Value ($000) $17,998 Avg Close $113.28 Range $103.38 - $121.89

Q3 2025

Shares 182,721 Value ($000) $21,625 Avg Close $115.25 Range $103.07 - $126.14

Q2 2025

Shares 178,132 Value ($000) $18,732 Avg Close $99.71 Range $82.00 - $109.46

Q1 2025

Shares 188,043 Value ($000) $19,011 Avg Close $110.25 Range $94.90 - $124.27

Q4 2024

Shares 110,045 Value ($000) $12,420 Avg Close $115.63 Range $100.23 - $129.94

Q3 2024

Shares 110,397 Value ($000) $11,604 Avg Close $97.49 Range $81.01 - $109.42

Q2 2024

Shares 60,494 Value ($000) $5,046 Avg Close $82.01 Range $76.00 - $87.21

Q1 2024

Shares 73,445 Value ($000) $6,389 Avg Close $81.32 Range $76.73 - $87.36

Q4 2023

Shares 65,024 Value ($000) $5,433 Avg Close $70.34 Range $57.91 - $85.36

Q3 2023

Shares 63,486 Value ($000) $3,939 Avg Close $64.95 Range $57.84 - $72.91

Q2 2023

Shares 53,030 Value ($000) $3,230 Avg Close $59.67 Range $50.68 - $68.14

Q1 2023

Shares 27,386 Value ($000) $1,581 Avg Close $81.27 Range $51.28 - $92.68

Q4 2022

Shares 35,706 Value ($000) $2,982 Avg Close $84.02 Range $76.97 - $92.70

Q3 2022

Shares 37,030 Value ($000) $3,121 Avg Close $90.50 Range $82.68 - $99.19

Q2 2022

Shares 35,400 Value ($000) $3,048 Avg Close $90.65 Range $81.57 - $99.27

Q1 2022

Shares 39,850 Value ($000) $3,872 Avg Close $102.07 Range $94.52 - $112.24

Q4 2021

Shares 34,404 Value ($000) $3,651 Avg Close $103.16 Range $94.12 - $109.90

Q3 2021

Shares 32,755 Value ($000) $3,168 Avg Close $91.22 Range $84.21 - $99.18

Q2 2021

Shares 33,902 Value ($000) $3,155 Avg Close $94.99 Range $84.30 - $99.98

Q1 2021

Shares 32,926 Value ($000) $3,040 Avg Close $82.61 Range $67.33 - $99.82

Q4 2020

Shares 34,786 Value ($000) $2,400 Avg Close $64.13 Range $47.85 - $72.76

Q3 2020

Shares 34,664 Value ($000) $1,699 Avg Close $50.48 Range $43.79 - $56.41

Q2 2020

Shares 31,740 Value ($000) $1,636 Avg Close $49.02 Range $40.02 - $62.65

Q1 2020

Shares 30,404 Value ($000) $1,410 Avg Close $60.84 Range $39.47 - $70.26

Q4 2019

Shares 31,264 Value ($000) $2,146 Avg Close $66.36 Range $61.48 - $70.25

Q3 2019

Shares 32,085 Value ($000) $2,072 Avg Close $64.62 Range $60.18 - $69.31

Q2 2019

Shares 31,702 Value ($000) $2,087 Avg Close $65.95 Range $61.14 - $71.97

Q1 2019

Shares 31,513 Value ($000) $2,018 Avg Close $66.11 Range $59.88 - $69.73

Q4 2018

Shares 29,914 Value ($000) $1,824 Avg Close $64.83 Range $57.00 - $73.14

Q2 2018

Shares 4,911 Value ($000) $375 Avg Close $76.86 Range $70.06 - $82.14

Q1 2018

Shares 4,491 Value ($000) $332 Avg Close $74.91 Range $70.71 - $78.27

Q4 2017

Shares 8,286 Value ($000) $597 Avg Close $73.45 Range $68.76 - $77.72

Q3 2017

Shares 8,702 Value ($000) $650 Avg Close $70.02 Range $62.27 - $76.98

Q2 2017

Shares 8,924 Value ($000) $667 Avg Close $73.19 Range $66.51 - $78.67

Q1 2017

Shares 8,900 Value ($000) $672 Avg Close $76.51 Range $70.69 - $81.55

Q4 2016

Shares 8,022 Value ($000) $620 Avg Close $69.52 Range $58.71 - $81.11

Q3 2016

Shares 8,190 Value ($000) $487 Avg Close $57.26 Range $50.60 - $61.24

Q2 2016

Shares 3,418 Value ($000) $182 Avg Close $54.35 Range $48.49 - $58.89

Q1 2016

Shares 2,432 Value ($000) $126 Avg Close $48.04 Range $39.55 - $53.89

Q4 2015

Shares 3,068 Value ($000) $143 Avg Close $50.48 Range $45.14 - $54.87

Q3 2015

Shares 3,211 Value ($000) $163 Avg Close $52.75 Range $47.03 - $58.44

Q2 2015

Shares 4,129 Value ($000) $235 Avg Close $53.75 Range $49.41 - $58.84

Q1 2015

Shares 4,084 Value ($000) $216 Avg Close $51.86 Range $47.26 - $57.32

Q4 2014

Shares 1,561 Value ($000) $89 Avg Close $56.34 Range $51.87 - $61.00

Q3 2014

Shares 1,839 Value ($000) $100 Avg Close $57.72 Range $54.54 - $65.30

Q2 2014

Shares 1,906 Value ($000) $121 Avg Close $59.62 Range $52.77 - $66.98

Q1 2014

Shares 1,667 Value ($000) $108 Avg Close $62.46 Range $56.15 - $68.27

Q4 2013

Shares 1,678 Value ($000) $108 Avg Close $60.74 Range $53.72 - $65.44

Q3 2013

Shares 1,657 Value ($000) $90 Avg Close $58.33 Range $51.86 - $62.20

Q2 2013

Shares 1,920 Value ($000) $107 Avg Close $50.96 Range $46.34 - $56.14

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	156,448	$17,998	$113.28	$103.38 - $121.89
Q3 2025	182,721	$21,625	$115.25	$103.07 - $126.14
Q2 2025	178,132	$18,732	$99.71	$82.00 - $109.46
Q1 2025	188,043	$19,011	$110.25	$94.90 - $124.27
Q4 2024	110,045	$12,420	$115.63	$100.23 - $129.94
Q3 2024	110,397	$11,604	$97.49	$81.01 - $109.42
Q2 2024	60,494	$5,046	$82.01	$76.00 - $87.21
Q1 2024	73,445	$6,389	$81.32	$76.73 - $87.36
Q4 2023	65,024	$5,433	$70.34	$57.91 - $85.36
Q3 2023	63,486	$3,939	$64.95	$57.84 - $72.91
Q2 2023	53,030	$3,230	$59.67	$50.68 - $68.14
Q1 2023	27,386	$1,581	$81.27	$51.28 - $92.68
Q4 2022	35,706	$2,982	$84.02	$76.97 - $92.70
Q3 2022	37,030	$3,121	$90.50	$82.68 - $99.19
Q2 2022	35,400	$3,048	$90.65	$81.57 - $99.27
Q1 2022	39,850	$3,872	$102.07	$94.52 - $112.24
Q4 2021	34,404	$3,651	$103.16	$94.12 - $109.90
Q3 2021	32,755	$3,168	$91.22	$84.21 - $99.18
Q2 2021	33,902	$3,155	$94.99	$84.30 - $99.98
Q1 2021	32,926	$3,040	$82.61	$67.33 - $99.82
Q4 2020	34,786	$2,400	$64.13	$47.85 - $72.76
Q3 2020	34,664	$1,699	$50.48	$43.79 - $56.41
Q2 2020	31,740	$1,636	$49.02	$40.02 - $62.65
Q1 2020	30,404	$1,410	$60.84	$39.47 - $70.26
Q4 2019	31,264	$2,146	$66.36	$61.48 - $70.25
Q3 2019	32,085	$2,072	$64.62	$60.18 - $69.31
Q2 2019	31,702	$2,087	$65.95	$61.14 - $71.97
Q1 2019	31,513	$2,018	$66.11	$59.88 - $69.73
Q4 2018	29,914	$1,824	$64.83	$57.00 - $73.14
Q2 2018	4,911	$375	$76.86	$70.06 - $82.14
Q1 2018	4,491	$332	$74.91	$70.71 - $78.27
Q4 2017	8,286	$597	$73.45	$68.76 - $77.72
Q3 2017	8,702	$650	$70.02	$62.27 - $76.98
Q2 2017	8,924	$667	$73.19	$66.51 - $78.67
Q1 2017	8,900	$672	$76.51	$70.69 - $81.55
Q4 2016	8,022	$620	$69.52	$58.71 - $81.11
Q3 2016	8,190	$487	$57.26	$50.60 - $61.24
Q2 2016	3,418	$182	$54.35	$48.49 - $58.89
Q1 2016	2,432	$126	$48.04	$39.55 - $53.89
Q4 2015	3,068	$143	$50.48	$45.14 - $54.87
Q3 2015	3,211	$163	$52.75	$47.03 - $58.44
Q2 2015	4,129	$235	$53.75	$49.41 - $58.84
Q1 2015	4,084	$216	$51.86	$47.26 - $57.32
Q4 2014	1,561	$89	$56.34	$51.87 - $61.00
Q3 2014	1,839	$100	$57.72	$54.54 - $65.30
Q2 2014	1,906	$121	$59.62	$52.77 - $66.98
Q1 2014	1,667	$108	$62.46	$56.15 - $68.27
Q4 2013	1,678	$108	$60.74	$53.72 - $65.44
Q3 2013	1,657	$90	$58.33	$51.86 - $62.20
Q2 2013	1,920	$107	$50.96	$46.34 - $56.14