M & T BK CORP

Ticker: MTB CUSIP: 55261F104 Class: COM

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,190 Value ($000) $240 Avg Close $190.09 Range $173.38 - $208.26
Q3 2025
Shares 1,330 Value ($000) $263 Avg Close $193.71 Range $179.84 - $202.35
Q2 2025
Shares 1,170 Value ($000) $227 Avg Close $172.90 Range $147.35 - $193.26
Q1 2025
Shares 1,180 Value ($000) $211 Avg Close $184.51 Range $165.06 - $197.34
Q4 2024
Shares 1,180 Value ($000) $222 Avg Close $192.14 Range $164.08 - $217.71
Q3 2024
Shares 1,180 Value ($000) $210 Avg Close $159.11 Range $139.56 - $174.25
Q4 2022
Shares 1,390 Value ($000) $202 Avg Close $147.80 Range $125.03 - $172.70
Q3 2022
Shares 1,390 Value ($000) $245 Avg Close $158.03 Range $132.58 - $172.33
Q2 2022
Shares 1,395 Value ($000) $222 Avg Close $149.08 Range $139.16 - $163.11