Purchases and Sales Made in Q3 2023 in M&T Bank Corp (MTB)
This table provides information about the institutional ownership of M&T Bank Corp (MTB) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27+ 1.15% |
$3.22K - $3.82K
|
2.37K
$408K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
23+ 0.5% |
$2.74K - $3.26K
|
4.62K
$795K
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
20+ 0.17% |
$2.39K - $2.83K
|
11.9K
$2.05M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
20+ 33.9% |
$2.39K - $2.83K
|
79
$13.6K
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
19+ 0.71% |
$2.27K - $2.69K
|
2.71K
$465K
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
19+ 0.94% |
$2.27K - $2.69K
|
2.04K
$351K
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
19New |
$2.27K - $2.69K
|
19
$3.27K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 28.57% |
$2.15K - $2.55K
|
81
$13.9K
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
18+ 0.93% |
$2.15K - $2.55K
|
1.96K
$337K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 0.78% |
$2.03K - $2.41K
|
2.19K
$377K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17+ 113.33% |
$2.03K - $2.41K
|
32
$5.51K
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
15+ 0.77% |
$1.79K - $2.12K
|
1.95K
$336K
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
15+ 0.89% |
$1.79K - $2.12K
|
1.7K
$293K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
15+ 0.68% |
$1.79K - $2.12K
|
2.21K
$380K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 20.83% |
$1.79K - $2.12K
|
87
$15K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 116.67% |
$1.67K - $1.98K
|
26
$4.47K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.98% |
$1.19K - $1.42K
|
1.03K
$177K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 4.13% |
$1.19K - $1.42K
|
252
$43.4K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9+ 1.09% |
$1.07K - $1.27K
|
833
$143K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 18.18% |
$955 - $1.13K
|
52
$8.95K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.3% |
$835 - $991
|
2.33K
$401K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
7New |
$835 - $991
|
7
$1.2K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 8.14% |
$835 - $991
|
93
$16K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 75.0% |
$716 - $849
|
14
$2.41K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 5.81% |
$597 - $708
|
91
$15.7K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.18% |
$477 - $566
|
2.25K
$387K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 1.0% |
$477 - $566
|
405
$69.7K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
4+ 1.29% |
$477 - $566
|
313
$53.9K
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4+ 0.23% |
$477 - $566
|
1.77K
$305K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4New |
$477 - $566
|
4
$688
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4+ 0.08% |
$477 - $566
|
5.24K
$901K
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4New |
$477 - $566
|
4
$688
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
3+ 0.19% |
$358 - $425
|
1.62K
$279K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 2.04% |
$358 - $425
|
150
$25.8K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.78% |
$239 - $283
|
257
$44.2K
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2+ 0.02% |
$239 - $283
|
8.62K
$1.48M
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2+ 0.02% |
$239 - $283
|
8.62K
$1.48M
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2+ 4.44% |
$239 - $283
|
47
$8.09K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2New |
$239 - $283
|
2
$344
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$239 - $283
|
2
$344
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$239 - $283
|
2
$344
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 200.0% |
$239 - $283
|
3
$516
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 18.18% |
$239 - $283
|
13
$2.24K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 2.94% |
$239 - $283
|
70
$12K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.3% |
$119 - $142
|
330
$56.8K
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.27% |
$119 - $142
|
377
$64.9K
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$119 - $142
|
1.97K
$338K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2- 2.38% |
$239 - $283
|
82
$14.1K
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2- 0.05% |
$239 - $283
|
4.13K
$710K
|