Purchases and Sales Made in Q2 2024 in M&T Bank Corp (MTB)
This table provides information about the institutional ownership of M&T Bank Corp (MTB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 9.84% |
$807 - $930
|
67
$11.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 13.04% |
$807 - $930
|
52
$8.95K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6+ 0.18% |
$807 - $930
|
3.32K
$572K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
5+ 1.28% |
$673 - $775
|
396
$68.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5+ 5.56% |
$673 - $775
|
95
$16.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 2.36% |
$673 - $775
|
217
$37.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
5+ 3.82% |
$673 - $775
|
136
$23.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
4+ 0.96% |
$538 - $620
|
420
$72.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4+ 100.0% |
$538 - $620
|
8
$1.38K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$538 - $620
|
4
$688
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3+ 0.17% |
$404 - $465
|
1.74K
$300K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3+ 0.2% |
$404 - $465
|
1.47K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$404 - $465
|
4.66K
$802K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3New |
$404 - $465
|
3
$516
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3New |
$404 - $465
|
3
$516
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3New |
$404 - $465
|
3
$516
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2New |
$269 - $310
|
2
$344
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.75% |
$269 - $310
|
116
$20K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2+ 0.13% |
$269 - $310
|
1.53K
$263K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.07% |
$269 - $310
|
2.81K
$483K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.67% |
$269 - $310
|
299
$51.4K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2+ 0.08% |
$269 - $310
|
2.48K
$426K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 10.53% |
$269 - $310
|
21
$3.61K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2+ 0.03% |
$269 - $310
|
5.92K
$1.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.3% |
$135 - $155
|
334
$57.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 2.38% |
$135 - $155
|
43
$7.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
1+ 20.0% |
$135 - $155
|
6
$1.03K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.39% |
$135 - $155
|
258
$44.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 1.45% |
$135 - $155
|
70
$12K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1+ 0.03% |
$135 - $155
|
3.61K
$622K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 7.14% |
$135 - $155
|
15
$2.58K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$135 - $155
|
1
$172
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1New |
$135 - $155
|
1
$172
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.41% |
$135 - $155
|
243
$41.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1New |
$135 - $155
|
1
$172
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1- 0.05% |
$135 - $155
|
2.14K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-1- 0.03% |
$135 - $155
|
3.03K
$522K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 2.11% |
$269 - $310
|
93
$16K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 2.94% |
$269 - $310
|
66
$11.4K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3- 15.0% |
$404 - $465
|
17
$2.93K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4- 0.12% |
$538 - $620
|
3.21K
$553K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5- 19.23% |
$673 - $775
|
21
$3.61K
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-5- 0.1% |
$673 - $775
|
5.13K
$882K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-6- 0.38% |
$807 - $930
|
1.56K
$268K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-6- 0.11% |
$807 - $930
|
5.44K
$936K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-8- 21.62% |
$1.08K - $1.24K
|
29
$4.99K
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-8- 0.03% |
$1.08K - $1.24K
|
29.9K
$5.14M
|