Purchases and Sales Made in Q2 2025 in M&T Bank Corp (MTB)
This table provides information about the institutional ownership of M&T Bank Corp (MTB) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
3+ 0.11% |
$470 - $582
|
2.83K
$561K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 4.05% |
$470 - $582
|
77
$15.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2+ 7.14% |
$313 - $388
|
30
$5.96K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.59% |
$313 - $388
|
342
$67.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 50.0% |
$313 - $388
|
6
$1.19K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 100.0% |
$313 - $388
|
4
$794
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2+ 0.15% |
$313 - $388
|
1.36K
$270K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 5.56% |
$313 - $388
|
38
$7.55K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 5.0% |
$313 - $388
|
42
$8.34K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2New |
$313 - $388
|
2
$397
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2+ 0.09% |
$313 - $388
|
2.23K
$443K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 1.89% |
$157 - $194
|
54
$10.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 1.41% |
$157 - $194
|
72
$14.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.72% |
$157 - $194
|
140
$27.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1+ 0.06% |
$157 - $194
|
1.71K
$340K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1+ 0.02% |
$157 - $194
|
5.35K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.41% |
$157 - $194
|
246
$48.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-1- 14.29% |
$157 - $194
|
6
$1.19K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 2.7% |
$157 - $194
|
36
$7.15K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 33.33% |
$157 - $194
|
2
$397
|
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-1- 0.13% |
$157 - $194
|
769
$153K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 1.61% |
$157 - $194
|
61
$12.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1- 0.05% |
$157 - $194
|
2.06K
$409K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 6.67% |
$157 - $194
|
14
$2.78K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2- 40.0% |
$313 - $388
|
3
$596
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2- 0.13% |
$313 - $388
|
1.57K
$312K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2- 7.41% |
$313 - $388
|
25
$4.97K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.93% |
$313 - $388
|
212
$42.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-3Closed |
$470 - $582
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3- 0.12% |
$470 - $582
|
2.59K
$514K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-3- 0.59% |
$470 - $582
|
502
$99.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3- 0.17% |
$470 - $582
|
1.74K
$346K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 40.0% |
$626 - $776
|
6
$1.19K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-5- 83.33% |
$783 - $970
|
1
$199
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.3% |
$783 - $970
|
1.69K
$335K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5- 0.44% |
$783 - $970
|
1.12K
$223K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-5- 0.38% |
$783 - $970
|
1.3K
$258K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-7- 0.5% |
$1.1K - $1.36K
|
1.39K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-7- 0.36% |
$1.1K - $1.36K
|
1.93K
$383K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8- 0.39% |
$1.25K - $1.55K
|
2.07K
$411K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-8- 0.28% |
$1.25K - $1.55K
|
2.86K
$568K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8- 6.11% |
$1.25K - $1.55K
|
123
$24.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.36% |
$1.25K - $1.55K
|
2.2K
$437K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-8- 1.1% |
$1.25K - $1.55K
|
717
$142K
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-9- 0.32% |
$1.41K - $1.75K
|
2.78K
$552K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-9- 81.82% |
$1.41K - $1.75K
|
2
$397
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-10- 0.29% |
$1.57K - $1.94K
|
3.49K
$692K
|