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Ladenburg Thalmann Financial Services’s M&T Bank MTB Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.44M Buy
18,585
+4,035
+28% +$655K 0.02% 767
2019
Q3 		$2.3M Sell
14,550
-4,329
-23% -$681K 0.02% 757
2019
Q2 		$3.21M Sell
18,879
-54
-0.3% -$8.95K 0.02% 618
2019
Q1 		$2.99M Buy
18,933
+5,086
+37% +$835K 0.02% 611
2018
Q4 		$2M Buy
13,847
+2,677
+24% +$428K 0.02% 662
2018
Q3 		$1.84M Buy
11,170
+661
+6% +$115K 0.02% 764
2018
Q2 		$1.93M Hold
10,509
– – 0.02% 716
2018
Q1 		$1.93M Sell
10,509
-314
-3% -$58.5K 0.02% 716
2017
Q4 		$1.85M Sell
10,823
-2,566
-19% -$426K 0.02% 732
2017
Q3 		$2.16M Sell
13,389
-1,665
-11% -$262K 0.02% 590
2017
Q2 		$2.44M Sell
15,054
-1,596
-10% -$252K 0.03% 509
2017
Q1 		$2.58M Buy
16,650
+334
+2% +$54.1K 0.03% 474
2016
Q4 		$2.48M Buy
16,316
+2,335
+17% +$316K 0.03% 442
2016
Q3 		$1.62M Buy
13,981
+3,965
+40% +$461K 0.02% 568
2016
Q2 		$1.18M Buy
10,016
+1,002
+11% +$116K 0.02% 681
2016
Q1 		$1M Sell
9,014
-660
-7% -$71.6K 0.02% 693
2015
Q4 		$1.17M Sell
9,674
-44
-0.5% -$5.36K 0.02% 615
2015
Q3 		$1.18M Sell
9,718
-42
-0.4% -$5.25K 0.02% 571
2015
Q2 		$1.22M Sell
9,760
-227
-2% -$28K 0.02% 607
2015
Q1 		$1.27M Buy
9,987
+2,004
+25% +$243K 0.02% 589
2014
Q4 		$1M Buy
7,983
+125
+2% +$15.3K 0.02% 597
2014
Q3 		$969K Buy
7,858
+391
+5% +$48.1K 0.03% 517
2014
Q2 		$926K Buy
7,467
+164
+2% +$20K 0.03% 534
2014
Q1 		$886K Buy
7,303
+466
+7% +$53.8K 0.03% 499
2013
Q4 		$795K Buy
6,837
+584
+9% +$66.4K 0.02% 527
2013
Q3 		$700K Buy
6,253
+666
+12% +$77.1K 0.02% 538
2013
Q2 		$628K Buy
+5,587
New +$576K 0.02% 548

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MTB Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its M&T Bank (MTB) stake by 28% in Q4 2019, buying an estimated $655K and bringing the position to 18,585 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #767.

Ladenburg Thalmann Financial Services first reported a position in MTB in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.21M in Q2 2019. 674 funds tracked by Wall St. Rank hold MTB as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 18,585 shares of M&T Bank worth $2.44M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 4,035 M&T Bank shares in Q4 2019, an estimated $655K.
  • M&T Bank made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #767 holding.
  • Ladenburg Thalmann Financial Services first reported a position in M&T Bank in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's M&T Bank position peaked at $3.21M in Q2 2019.
  • 674 funds tracked by Wall St. Rank held M&T Bank as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.