Sheaff Brock Investment Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $928K | Buy |
5,190
+2
| +0% | +$379 | 0.09% | 178 |
|
|
2024
Q4 | $975K | Buy |
5,188
+63
| +1% | +$12.5K | 0.08% | 168 |
|
|
2024
Q3 | $913K | Buy |
5,125
+1,000
| +24% | +$166K | 0.08% | 177 |
|
|
2024
Q2 | $624K | Hold |
4,125
| – | – | 0.06% | 219 |
|
|
2024
Q1 | $600K | Hold |
4,125
| – | – | 0.04% | 264 |
|
|
2023
Q4 | $565K | Hold |
4,125
| – | – | 0.04% | 254 |
|
|
2023
Q3 | $522K | Sell |
4,125
-37
| -0.9% | -$4.83K | 0.05% | 247 |
|
|
2023
Q2 | $515K | Sell |
4,162
-18
| -0.4% | -$2.18K | 0.04% | 255 |
|
|
2023
Q1 | $500K | Sell |
4,180
-161
| -4% | -$23.4K | 0.05% | 262 |
|
|
2022
Q4 | $630K | Buy |
4,341
+157
| +4% | +$25.8K | 0.06% | 214 |
|
|
2022
Q3 | $738K | Hold |
4,184
| – | – | 0.08% | 190 |
|
|
2022
Q2 | $667K | Buy |
4,184
+184
| +5% | +$30.9K | 0.06% | 209 |
|
|
2022
Q1 | $678K | Hold |
4,000
| – | – | 0.05% | 230 |
|
|
2021
Q4 | $614K | Hold |
4,000
| – | – | 0.04% | 242 |
|
|
2021
Q3 | $597K | Hold |
4,000
| – | – | 0.04% | 234 |
|
|
2021
Q2 | $581K | Hold |
4,000
| – | – | 0.04% | 242 |
|
|
2021
Q1 | $606K | Hold |
4,000
| – | – | 0.05% | 222 |
|
|
2020
Q4 | $509K | Hold |
4,000
| – | – | 0.04% | 235 |
|
|
2020
Q3 | $368K | Hold |
4,000
| – | – | 0.03% | 263 |
|
|
2020
Q2 | $416K | Hold |
4,000
| – | – | 0.04% | 238 |
|
|
2020
Q1 | $414K | Hold |
4,000
| – | – | 0.05% | 207 |
|
|
2019
Q4 | $679K | Hold |
4,000
| – | – | 0.07% | 200 |
|
|
2019
Q3 | $632K | Hold |
4,000
| – | – | 0.07% | 203 |
|
|
2019
Q2 | $680K | Hold |
4,000
| – | – | 0.07% | 196 |
|
|
2019
Q1 | $628K | Hold |
4,000
| – | – | 0.08% | 213 |
|
|
2018
Q4 | $573K | Hold |
4,000
| – | – | 0.09% | 207 |
|
|
2018
Q3 | $658K | Hold |
4,000
| – | – | 0.06% | 217 |
|
|
2018
Q2 | $681K | Hold |
4,000
| – | – | 0.07% | 209 |
|
|
2018
Q1 | $737K | Hold |
4,000
| – | – | 0.08% | 192 |
|
|
2017
Q4 | $684K | Hold |
4,000
| – | – | 0.09% | 207 |
|
|
2017
Q3 | $644K | Hold |
4,000
| – | – | 0.08% | 214 |
|
|
2017
Q2 | $648K | Hold |
4,000
| – | – | 0.09% | 231 |
|
|
2017
Q1 | $619K | Hold |
4,000
| – | – | 0.08% | 244 |
|
|
2016
Q4 | $626K | Hold |
4,000
| – | – | 0.08% | 247 |
|
|
2016
Q3 | $464K | Hold |
4,000
| – | – | 0.06% | 277 |
|
|
2016
Q2 | $473K | Hold |
4,000
| – | – | 0.06% | 289 |
|
|
2016
Q1 | $444K | Hold |
4,000
| – | – | 0.05% | 308 |
|
|
2015
Q4 | $485K | Buy |
+4,000
| New | +$488K | 0.05% | 322 |
|
Other funds holding MTB
Sheaff Brock Investment Advisors's MTB Position: Q1 2025 in Review
Sheaff Brock Investment Advisors increased its M&T Bank (MTB) stake by 0.04% in Q1 2025, buying an estimated $379 and bringing the position to 5,190 shares worth $928K. The position accounts for 0.09% of the portfolio, ranked #178.
Sheaff Brock Investment Advisors first reported a position in MTB in Q4 2015 and has held it in 38 quarters since. The position peaked at $975K in Q4 2024. 1,037 funds tracked by Wall St. Rank hold MTB as of Q1 2025.
- Sheaff Brock Investment Advisors held 5,190 shares of M&T Bank worth $928K as of Q1 2025.
- Sheaff Brock Investment Advisors bought 2 M&T Bank shares in Q1 2025, an estimated $379.
- M&T Bank made up 0.09% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #178 holding.
- Sheaff Brock Investment Advisors first reported a position in M&T Bank in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's M&T Bank position peaked at $975K in Q4 2024.
- 1,037 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.