Purchases and Sales Made in Q1 2023 in M&T Bank Corp (MTB)
This table provides information about the institutional ownership of M&T Bank Corp (MTB) during Q1 2023. The information is specifically focused on institutions that hold shares of M&T BANK CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
14New |
$1.57K - $2.26K
|
14
$2.82K
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
14+ 0.65% |
$1.57K - $2.26K
|
2.18K
$439K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
13+ 0.52% |
$1.46K - $2.1K
|
2.54K
$510K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
12New |
$1.35K - $1.94K
|
12
$2.41K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10New |
$1.12K - $1.61K
|
10
$2.01K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.88% |
$1.01K - $1.45K
|
1.03K
$207K
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
9+ 0.18% |
$1.01K - $1.45K
|
5.12K
$1.03M
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 0.99% |
$899 - $1.29K
|
815
$164K
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
8+ 0.26% |
$899 - $1.29K
|
3.12K
$627K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 116.67% |
$787 - $1.13K
|
13
$2.62K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
7+ 3.41% |
$787 - $1.13K
|
212
$42.7K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7+ 46.67% |
$787 - $1.13K
|
22
$4.43K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7New |
$787 - $1.13K
|
7
$1.41K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 500.0% |
$562 - $807
|
6
$1.21K
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5New |
$562 - $807
|
5
$1.01K
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$449 - $645
|
1.98K
$398K
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4+ 0.16% |
$449 - $645
|
2.49K
$501K
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
4+ 0.18% |
$449 - $645
|
2.24K
$452K
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.32% |
$449 - $645
|
1.25K
$251K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 28.57% |
$449 - $645
|
18
$3.62K
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.08% |
$225 - $323
|
2.49K
$500K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$112 - $161
|
1
$201
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.69% |
$112 - $161
|
145
$29.2K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.31% |
$112 - $161
|
328
$66K
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 1.32% |
$112 - $161
|
77
$15.5K
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1- 1.1% |
$112 - $161
|
90
$18.1K
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$112 - $161
|
3.36K
$677K
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 0.32% |
$225 - $323
|
624
$126K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 0.15% |
$225 - $323
|
1.36K
$274K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 16.67% |
$225 - $323
|
10
$2.01K
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
SELL
|
- |
-2- 0.09% |
$225 - $323
|
2.16K
$434K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3- 0.11% |
$337 - $484
|
2.84K
$571K
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3- 0.18% |
$337 - $484
|
1.69K
$341K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3- 20.0% |
$337 - $484
|
12
$2.41K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3- 0.52% |
$337 - $484
|
573
$115K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5- 14.71% |
$562 - $807
|
29
$5.84K
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-5- 0.15% |
$562 - $807
|
3.32K
$668K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 6.25% |
$562 - $807
|
75
$15.1K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-5- 25.0% |
$562 - $807
|
15
$3.02K
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6- 0.42% |
$674 - $968
|
1.43K
$288K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7- 7.37% |
$787 - $1.13K
|
88
$17.7K
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-7- 0.35% |
$787 - $1.13K
|
2.01K
$404K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-7- 14.58% |
$787 - $1.13K
|
41
$8.25K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 2.71% |
$899 - $1.29K
|
287
$57.8K
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9- 0.04% |
$1.01K - $1.45K
|
23.7K
$4.78M
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-11- 8.4% |
$1.24K - $1.77K
|
120
$24.1K
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-11- 64.71% |
$1.24K - $1.77K
|
6
$1.21K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-11- 84.62% |
$1.24K - $1.77K
|
2
$402
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-14- 6.19% |
$1.57K - $2.26K
|
212
$42.7K
|