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
Robert Netzly@Inspire Investing, Llc
Recent Activity
Decreased -9.91%
0.05%
$399,976
3,544 shares@ 112.87 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -0.45%
0.01%
$318,000
2,818 shares@ 112.85 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
New Position
0.01%
$284,000
2,520 shares@ 112.7 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
New Position
0.01%
$243,439
2,157 shares@ 112.86 avg price
David Maxey@Heritage Family Offices, Llp
Recent Activity
Increased 6.47%
0.12%
$232,423
2,059 shares@ 112.89 avg price
Michele Pawlak@Ellenbecker Investment Group
Recent Activity
New Position
0.04%
$211,512
1,874 shares@ 112.87 avg price
Bob Fleming@Acropolis Investment Management, Llc
Recent Activity
0.01%
$167,597
1,485 shares@ 112.86 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
0.01%
$83,291
738 shares@ 112.87 avg price
Dawn Thomason@Usa Financial Formulas
Recent Activity
Increased 124.66%
0.01%
$54,511
483 shares@ 112.86 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 24.26%
0.01%
$46,837
415 shares@ 112.87 avg price