Cresset Asset Management’s M&T Bank MTB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.7M Sell
39,704
-129
-0.3% -$25K 0.03% 281
2025
Q1
$7.12M Buy
39,833
+13,587
+52% +$2.43M 0.04% 286
2024
Q4
$4.93M Sell
26,246
-9,605
-27% -$1.81M 0.02% 347
2024
Q3
$6.39M Buy
35,851
+19
+0.1% +$3.38K 0.02% 387
2024
Q2
$5.42M Buy
35,832
+4,440
+14% +$672K 0.02% 399
2024
Q1
$4.57M Buy
31,392
+17,162
+121% +$2.5M 0.02% 392
2023
Q4
$1.95M Sell
14,230
-15,180
-52% -$2.08M 0.01% 596
2023
Q3
$3.72M Buy
29,410
+2,805
+11% +$355K 0.01% 369
2023
Q2
$3.29M Buy
+26,605
New +$3.29M ﹤0.01% 389
2022
Q4
Sell
-1,229
Closed -$216K 832
2022
Q3
$216K Sell
1,229
-797
-39% -$140K ﹤0.01% 772
2022
Q2
$207K Buy
2,026
+384
+23% +$39.2K ﹤0.01% 833
2022
Q1
$278K Sell
1,642
-3,760
-70% -$637K ﹤0.01% 806
2021
Q4
$829K Sell
5,402
-7
-0.1% -$1.07K 0.01% 513
2021
Q3
$808K Buy
5,409
+274
+5% +$40.9K 0.01% 462
2021
Q2
$746K Buy
5,135
+3,761
+274% +$546K 0.01% 435
2021
Q1
$208K Buy
+1,374
New +$208K ﹤0.01% 847
2019
Q2
Sell
-826
Closed -$130K 1219
2019
Q1
$130K Buy
826
+3
+0.4% +$472 0.01% 484
2018
Q4
$118K Buy
+823
New +$118K 0.01% 293