Purchases and Sales Made in Q4 2024 in M&T Bank Corp (MTB)
This table provides information about the institutional ownership of M&T Bank Corp (MTB) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
49New |
$8.45K - $10.9K
|
49
$9.66K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
48New |
$8.28K - $10.7K
|
48
$9.46K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
48+ 3.08% |
$8.28K - $10.7K
|
1.61K
$317K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
44New |
$7.59K - $9.77K
|
44
$8.67K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
41+ 2.22% |
$7.07K - $9.1K
|
1.89K
$373K
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
40+ 2.72% |
$6.9K - $8.88K
|
1.51K
$298K
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
39+ 1.85% |
$6.73K - $8.66K
|
2.15K
$424K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
39+ 2.76% |
$6.73K - $8.66K
|
1.45K
$286K
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
37+ 2.95% |
$6.38K - $8.21K
|
1.29K
$255K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
34+ 85.0% |
$5.86K - $7.55K
|
74
$14.6K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
34+ 13.6% |
$5.86K - $7.55K
|
284
$56K
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
33+ 0.28% |
$5.69K - $7.32K
|
11.7K
$2.3M
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
32+ 1.03% |
$5.52K - $7.1K
|
3.14K
$618K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
31+ 1.7% |
$5.35K - $6.88K
|
1.86K
$366K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
31+ 1.36% |
$5.35K - $6.88K
|
2.32K
$457K
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
26+ 1.09% |
$4.48K - $5.77K
|
2.42K
$476K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
25+ 0.96% |
$4.31K - $5.55K
|
2.63K
$518K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
25New |
$4.31K - $5.55K
|
25
$4.93K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
24+ 4.44% |
$4.14K - $5.33K
|
565
$111K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
23+ 0.76% |
$3.97K - $5.1K
|
3.04K
$600K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
23+ 1.75% |
$3.97K - $5.1K
|
1.34K
$264K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
23+ 1.16% |
$3.97K - $5.1K
|
2.01K
$395K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
22New |
$3.79K - $4.88K
|
22
$4.34K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
21New |
$3.62K - $4.66K
|
21
$4.14K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20+ 6.73% |
$3.45K - $4.44K
|
317
$62.5K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20New |
$3.45K - $4.44K
|
20
$3.94K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
18New |
$3.1K - $4K
|
18
$3.55K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
18+ 19.78% |
$3.1K - $4K
|
109
$21.5K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 1.66% |
$2.93K - $3.77K
|
1.04K
$206K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
17+ 3.62% |
$2.93K - $3.77K
|
486
$95.8K
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
16New |
$2.76K - $3.55K
|
16
$3.15K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
15+ 2.94% |
$2.59K - $3.33K
|
525
$103K
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 1.21% |
$2.59K - $3.33K
|
1.26K
$248K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
14+ 0.36% |
$2.41K - $3.11K
|
3.93K
$774K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
14+ 1.12% |
$2.41K - $3.11K
|
1.27K
$250K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14+ 0.21% |
$2.41K - $3.11K
|
6.61K
$1.3M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 9.02% |
$2.07K - $2.66K
|
145
$28.6K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12+ 20.34% |
$2.07K - $2.66K
|
71
$14K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11+ 0.25% |
$1.9K - $2.44K
|
4.39K
$865K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
11+ 0.81% |
$1.9K - $2.44K
|
1.37K
$269K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11+ 0.8% |
$1.9K - $2.44K
|
1.38K
$272K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$1.72K - $2.22K
|
10
$1.97K
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 21.74% |
$1.72K - $2.22K
|
56
$11K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10+ 5.56% |
$1.72K - $2.22K
|
190
$37.5K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10+ 0.56% |
$1.72K - $2.22K
|
1.81K
$356K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 0.24% |
$1.72K - $2.22K
|
4.12K
$812K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9New |
$1.55K - $2K
|
9
$1.77K
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
9+ 0.71% |
$1.55K - $2K
|
1.27K
$250K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 42.86% |
$1.55K - $2K
|
30
$5.91K
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
9+ 0.2% |
$1.55K - $2K
|
4.56K
$899K
|