UMBF

Umb Financial Corp

Latest period2024 - Q4Total superinvestors29

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 29 superinvestors own shares of Umb Financial Corp (UMBF), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Umb Financial Corp (UMBF), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Umb Financial Corp (UMBF) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Umb Financial Corp (UMBF) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -6.18%
7.87%
$497.575M
4.409M shares@ 112.86 avg price
Bradley W Horstmann@Wedge Capital Management L L P Nc
Recent Activity
Increased 28.85%
0.12%
$6.526M
57,820 shares@ 112.86 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
0.01%
$2.084M
18,400 shares@ 113.26 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Increased 510.3%
0.01%
$1.707M
15,123 shares@ 112.88 avg price
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
New Position
0.01%
$1.443M
12,789 shares@ 112.87 avg price
Kurt Nelson@Summerhaven Investment Management, Llc
Recent Activity
0.63%
$1.018M
9,023 shares@ 112.87 avg price
Teresa M. Nilsen@Hennessy Advisors Inc
Recent Activity
Decreased -50%
0.04%
$1.016M
9,000 shares@ 112.86 avg price
Jenna Fricke@Sanibel Captiva Trust Company, Inc.
Recent Activity
Increased 6.32%
0.02%
$548,838
4,863 shares@ 112.86 avg price
Teresa Burch@Atwood & Palmer Inc
Recent Activity
0.03%
$426,386
3,778 shares@ 112.87 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Increased 5.4%
0.01%
$410,000
3,634 shares@ 112.83 avg price