Institutional Owners for UMBF
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AVIOR WEALTH MANAGEMENT LLC | Stock | 401 | $18,528 | 213 | 0.00 | 213 | +Inf | 03-31-2024 | |
| LARSON FINANCIAL GROUP LLC | COM | 402 | $16,919 | 203 | 0.00 | 0.00 | 2 | 1.00 | 12-31-2023 |
| CIBC PRIVATE WEALTH GROUP LLC | COM | 403 | $16,489 | 195 | 0.00 | 195 | +Inf | 03-31-2024 | |
| PRIVATE CAPITAL GROUP LLC | Common Stock | 404 | $17,000 | 186 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
