UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

CWM, LLC's Holding History (CIK: 0001535847)

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

Q4 2025
Shares 13,874 Value ($000) $2 Avg Close $113.28 Range $103.38 - $121.89
Q3 2025
Shares 14,679 Value ($000) $2 Avg Close $115.25 Range $103.07 - $126.14
Q2 2025
Shares 11,068 Value ($000) $1 Avg Close $99.71 Range $82.00 - $109.46
Q1 2025
Shares 10,603 Value ($000) $1 Avg Close $110.25 Range $94.90 - $124.27
Q4 2024
Shares 2,808 Value ($000) $0 Avg Close $115.63 Range $100.23 - $129.94
Q3 2024
Shares 2,510 Value ($000) $0 Avg Close $97.49 Range $81.01 - $109.42
Q2 2024
Shares 1,941 Value ($000) $0 Avg Close $82.01 Range $76.00 - $87.21
Q1 2024
Shares 1,812 Value ($000) $0 Avg Close $81.32 Range $76.73 - $87.36
Q4 2023
Shares 1,607 Value ($000) $0 Avg Close $70.34 Range $57.91 - $85.36
Q3 2023
Shares 2,311 Value ($000) $0 Avg Close $64.95 Range $57.84 - $72.91
Q2 2023
Shares 2,314 Value ($000) $0 Avg Close $59.67 Range $50.68 - $68.14
Q1 2023
Shares 2,730 Value ($000) $0 Avg Close $81.27 Range $51.28 - $92.68
Q4 2022
Shares 2,433 Value ($000) $0 Avg Close $84.02 Range $76.97 - $92.70
Q3 2022
Shares 2,525 Value ($000) $213 Avg Close $90.50 Range $82.68 - $99.19
Q2 2022
Shares 2,436 Value ($000) $210 Avg Close $90.65 Range $81.57 - $99.27
Q1 2022
Shares 554 Value ($000) $54 Avg Close $102.07 Range $94.52 - $112.24
Q4 2018
Shares 5 Value ($000) $0 Avg Close $64.83 Range $57.00 - $73.14
Q3 2018
Shares 5 Value ($000) $0 Avg Close $75.11 Range $70.16 - $80.39
Q2 2018
Shares 18 Value ($000) $1 Avg Close $76.86 Range $70.06 - $82.14
Q1 2018
Shares 5 Value ($000) $0 Avg Close $74.91 Range $70.71 - $78.27
Q4 2017
Shares 5 Value ($000) $0 Avg Close $73.45 Range $68.76 - $77.72
Q3 2017
Shares 5 Value ($000) $0 Avg Close $70.02 Range $62.27 - $76.98
Q2 2017
Shares 5 Value ($000) $0 Avg Close $73.19 Range $66.51 - $78.67
Q1 2017
Shares 5 Value ($000) $0 Avg Close $76.51 Range $70.69 - $81.55