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
Samantha Pierangeli@City State Bank
Recent Activity
0.02%
$33,858
300 shares@ 112.86 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
Increased 0.41%
0.02%
$28,242
250 shares@ 112.97 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Increased 13.26%
0.01%
$23,000
205 shares@ 112.2 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 5%
0.01%
$7,110
63 shares@ 112.86 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Increased 1966.67%
0.01%
$6,997
62 shares@ 112.86 avg price
Shawn Fischman@Fny Investment Advisers, Llc
Recent Activity
0.01%
$5,000
50 shares@ 100.0 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
0.01%
$677
6 shares@ 112.84 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
New Position
0.01%
$565
5 shares@ 113.0 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
New Position
0.01%
$339
3 shares@ 113.0 avg price