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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
78+ 4.91% |
$13.5K - $17.3K
|
1.67K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
75+ 4.2% |
$12.9K - $16.6K
|
1.86K
$340K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
74+ 6.51% |
$12.8K - $16.4K
|
1.21K
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
74New |
$12.8K - $16.4K
|
74
$13.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
74+ 0.15% |
$12.8K - $16.4K
|
48.8K
$8.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
72New |
$12.4K - $16K
|
72
$13.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
70+ 1.14% |
$12.1K - $15.5K
|
6.19K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
69New |
$11.9K - $15.3K
|
69
$12.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
68New |
$11.7K - $15.1K
|
68
$12.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
68+ 3.91% |
$11.7K - $15.1K
|
1.81K
$330K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
66+ 3.84% |
$11.4K - $14.6K
|
1.79K
$326K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
63+ 1.23% |
$10.9K - $14K
|
5.19K
$948K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
62+ 2.21% |
$10.7K - $13.8K
|
2.87K
$525K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
60+ 1.74% |
$10.3K - $13.3K
|
3.51K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
58New |
$10K - $12.9K
|
58
$10.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
56+ 2.02% |
$9.66K - $12.4K
|
2.82K
$516K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
53+ 5.77% |
$9.14K - $11.8K
|
971
$177K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
53New |
$9.14K - $11.8K
|
53
$9.68K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
52+ 0.33% |
$8.97K - $11.5K
|
15.8K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
50New |
$8.62K - $11.1K
|
50
$9.13K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
49New |
$8.45K - $10.9K
|
49
$8.95K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
48New |
$8.28K - $10.7K
|
48
$8.77K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
48+ 3.08% |
$8.28K - $10.7K
|
1.61K
$293K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
44New |
$7.59K - $9.77K
|
44
$8.04K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
41+ 2.22% |
$7.07K - $9.1K
|
1.89K
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
40+ 2.72% |
$6.9K - $8.88K
|
1.51K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
39+ 2.76% |
$6.73K - $8.66K
|
1.45K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
39+ 1.85% |
$6.73K - $8.66K
|
2.15K
$392K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
37+ 2.95% |
$6.38K - $8.21K
|
1.29K
$236K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
34+ 13.6% |
$5.86K - $7.55K
|
284
$51.9K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
34+ 0.71% |
$5.86K - $7.55K
|
4.85K
$887K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
34+ 85.0% |
$5.86K - $7.55K
|
74
$13.5K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
34+ 0.71% |
$5.86K - $7.55K
|
4.85K
$887K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
33+ 0.28% |
$5.69K - $7.32K
|
11.7K
$2.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
32+ 1.03% |
$5.52K - $7.1K
|
3.14K
$573K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
31+ 1.36% |
$5.35K - $6.88K
|
2.32K
$423K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
31+ 1.7% |
$5.35K - $6.88K
|
1.86K
$339K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
26+ 1.09% |
$4.48K - $5.77K
|
2.42K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
25New |
$4.31K - $5.55K
|
25
$4.57K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
25New |
$4.31K - $5.55K
|
25
$4.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
25+ 0.96% |
$4.31K - $5.55K
|
2.63K
$480K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
25New |
$4.31K - $5.55K
|
25
$4.57K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
24+ 4.44% |
$4.14K - $5.33K
|
565
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
24+ 1.89% |
$4.14K - $5.33K
|
1.3K
$237K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
23+ 1.75% |
$3.97K - $5.1K
|
1.34K
$245K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
23+ 0.76% |
$3.97K - $5.1K
|
3.04K
$556K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
23+ 1.16% |
$3.97K - $5.1K
|
2.01K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
22New |
$3.79K - $4.88K
|
22
$4.02K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
21New |
$3.62K - $4.66K
|
21
$3.84K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20+ 6.73% |
$3.45K - $4.44K
|
317
$57.9K
|