LPL Financial’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24M | Buy |
123,623
+1,771
| +1% | +$344K | 0.01% | 1131 |
|
|
2025
Q1 | $21.8M | Buy |
121,852
+7,786
| +7% | +$1.39M | 0.01% | 1102 |
|
|
2024
Q4 | $21.4M | Buy |
114,066
+4,163
| +4% | +$783K | 0.01% | 1045 |
|
|
2024
Q3 | $19.6M | Buy |
109,903
+4,918
| +5% | +$876K | 0.01% | 1047 |
|
|
2024
Q2 | $15.9M | Buy |
104,985
+1,625
| +2% | +$246K | 0.01% | 1076 |
|
|
2024
Q1 | $15M | Buy |
103,360
+6,155
| +6% | +$895K | 0.01% | 1078 |
|
|
2023
Q4 | $13.3M | Buy |
97,205
+9,909
| +11% | +$1.36M | 0.01% | 1071 |
|
|
2023
Q3 | $11M | Sell |
87,296
-8,837
| -9% | -$1.12M | 0.01% | 1105 |
|
|
2023
Q2 | $11.9M | Buy |
96,133
+12,116
| +14% | +$1.5M | 0.01% | 1043 |
|
|
2023
Q1 | $10M | Buy |
84,017
+8,233
| +11% | +$984K | 0.01% | 1077 |
|
|
2022
Q4 | $11M | Buy |
75,784
+699
| +0.9% | +$101K | 0.01% | 977 |
|
|
2022
Q3 | $13.2M | Sell |
75,085
-6,529
| -8% | -$1.15M | 0.01% | 814 |
|
|
2022
Q2 | $13M | Buy |
81,614
+27,944
| +52% | +$4.45M | 0.01% | 833 |
|
|
2022
Q1 | $9.1M | Sell |
53,670
-5,324
| -9% | -$902K | 0.01% | 1057 |
|
|
2021
Q4 | $9.06M | Buy |
58,994
+4,437
| +8% | +$681K | 0.01% | 1076 |
|
|
2021
Q3 | $8.15M | Buy |
54,557
+9,153
| +20% | +$1.37M | 0.01% | 1073 |
|
|
2021
Q2 | $6.6M | Buy |
45,404
+1,515
| +3% | +$220K | 0.01% | 1152 |
|
|
2021
Q1 | $6.65M | Buy |
43,889
+4,223
| +11% | +$640K | 0.01% | 1052 |
|
|
2020
Q4 | $5.05M | Buy |
39,666
+6,269
| +19% | +$798K | 0.01% | 1112 |
|
|
2020
Q3 | $3.08M | Buy |
33,397
+1,071
| +3% | +$98.6K | ﹤0.01% | 1206 |
|
|
2020
Q2 | $3.36M | Buy |
32,326
+3,319
| +11% | +$345K | 0.01% | 1065 |
|
|
2020
Q1 | $3M | Buy |
29,007
+3,533
| +14% | +$365K | 0.01% | 969 |
|
|
2019
Q4 | $4.32M | Buy |
25,474
+2,136
| +9% | +$363K | 0.01% | 898 |
|
|
2019
Q3 | $3.69M | Buy |
23,338
+3,362
| +17% | +$531K | 0.01% | 929 |
|
|
2019
Q2 | $3.4M | Buy |
19,976
+10,091
| +102% | +$1.72M | 0.01% | 952 |
|
|
2019
Q1 | $1.55M | Buy |
9,885
+1,932
| +24% | +$303K | ﹤0.01% | 1338 |
|
|
2018
Q4 | $1.14M | Sell |
7,953
-484
| -6% | -$69.3K | ﹤0.01% | 1424 |
|
|
2018
Q3 | $1.39M | Buy |
8,437
+26
| +0.3% | +$4.28K | ﹤0.01% | 1419 |
|
|
2018
Q2 | $1.43M | Buy |
8,411
+19
| +0.2% | +$3.23K | ﹤0.01% | 1364 |
|
|
2018
Q1 | $1.55M | Buy |
8,392
+293
| +4% | +$54K | ﹤0.01% | 1277 |
|
|
2017
Q4 | $1.39M | Sell |
8,099
-758
| -9% | -$130K | ﹤0.01% | 1295 |
|
|
2017
Q3 | $1.43M | Buy |
8,857
+277
| +3% | +$44.6K | 0.01% | 1195 |
|
|
2017
Q2 | $1.39M | Sell |
8,580
-995
| -10% | -$161K | 0.01% | 1160 |
|
|
2017
Q1 | $1.48M | Sell |
9,575
-362
| -4% | -$55.9K | 0.01% | 1006 |
|
|
2016
Q4 | $1.56M | Buy |
9,937
+132
| +1% | +$20.7K | 0.01% | 924 |
|
|
2016
Q3 | $1.14M | Buy |
9,805
+38
| +0.4% | +$4.43K | 0.01% | 1095 |
|
|
2016
Q2 | $1.11M | Buy |
9,767
+1,772
| +22% | +$202K | 0.01% | 1102 |
|
|
2016
Q1 | $880K | Sell |
7,995
-8,076
| -50% | -$889K | ﹤0.01% | 1768 |
|
|
2015
Q4 | $1.9M | Buy |
16,071
+4,998
| +45% | +$591K | 0.01% | 1210 |
|
|
2015
Q3 | $1.31M | Sell |
11,073
-3,132
| -22% | -$371K | 0.01% | 1070 |
|
|
2015
Q2 | $1.79M | Sell |
14,205
-308
| -2% | -$38.7K | 0.01% | 976 |
|
|
2015
Q1 | $1.83M | Sell |
14,513
-376
| -3% | -$47.5K | 0.01% | 956 |
|
|
2014
Q4 | $1.87M | Buy |
14,889
+6,823
| +85% | +$857K | 0.01% | 930 |
|
|
2014
Q3 | $986K | Sell |
8,066
-363
| -4% | -$44.4K | 0.01% | 1277 |
|
|
2014
Q2 | $1.05M | Sell |
8,429
-118
| -1% | -$14.6K | 0.01% | 1285 |
|
|
2014
Q1 | $1.04M | Sell |
8,547
-1,254
| -13% | -$152K | 0.01% | 1239 |
|
|
2013
Q4 | $1.14M | Sell |
9,801
-16,171
| -62% | -$1.88M | 0.01% | 1157 |
|
|
2013
Q3 | $2.98M | Sell |
25,972
-177
| -0.7% | -$20.3K | 0.02% | 602 |
|
|
2013
Q2 | $2.92M | Buy |
+26,149
| New | +$2.92M | 0.02% | 564 |
|