Purchases and Sales Made in Q1 2023 in Synchrony Financial (SYF)
This table provides information about the institutional ownership of Synchrony Financial (SYF) during Q1 2023. The information is specifically focused on institutions that hold shares of Synchrony Financial.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
150New |
$4.2K - $5.67K
|
150
$10.1K
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
149+ 26.65% |
$4.17K - $5.63K
|
708
$47.6K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
121+ 0.39% |
$3.39K - $4.57K
|
31.2K
$2.1M
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
116+ 108.41% |
$3.25K - $4.38K
|
223
$15K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
115+ 100.0% |
$3.22K - $4.35K
|
230
$15.5K
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
110New |
$3.08K - $4.16K
|
110
$7.39K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
109New |
$3.05K - $4.12K
|
109
$7.33K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
85New |
$2.38K - $3.21K
|
85
$5.71K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
80+ 0.5% |
$2.24K - $3.02K
|
16.1K
$1.08M
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
79+ 415.79% |
$2.21K - $2.99K
|
98
$6.59K
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
75+ 0.2% |
$2.1K - $2.83K
|
37.8K
$2.54M
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
69+ 313.64% |
$1.93K - $2.61K
|
91
$6.12K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
66New |
$1.85K - $2.49K
|
66
$4.44K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
66+ 0.62% |
$1.85K - $2.49K
|
10.6K
$716K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
65New |
$1.82K - $2.46K
|
65
$4.37K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
62New |
$1.74K - $2.34K
|
62
$4.17K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
59+ 2.65% |
$1.65K - $2.23K
|
2.28K
$153K
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
57+ 4.75% |
$1.6K - $2.15K
|
1.26K
$84.5K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
56New |
$1.57K - $2.12K
|
56
$3.76K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
52New |
$1.46K - $1.97K
|
52
$3.5K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
48New |
$1.34K - $1.81K
|
48
$3.23K
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
39New |
$1.09K - $1.47K
|
39
$2.62K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
38+ 3.1% |
$1.06K - $1.44K
|
1.26K
$84.9K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23+ 0.05% |
$644 - $869
|
46.5K
$3.12M
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
21+ 0.02% |
$588 - $794
|
129K
$8.65M
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 5.06% |
$504 - $680
|
374
$25.1K
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
14+ 0.01% |
$392 - $529
|
104K
$6.96M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 2.04% |
$364 - $491
|
650
$43.7K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13New |
$364 - $491
|
13
$874
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
8+ 160.0% |
$224 - $302
|
13
$874
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.36% |
$168 - $227
|
1.7K
$114K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 0.64% |
$140 - $189
|
786
$52.8K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1+ 7.69% |
$28 - $37.8
|
14
$941
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.31% |
$28 - $37.8
|
326
$21.9K
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 1.43% |
$28 - $37.8
|
71
$4.77K
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.42% |
$28 - $37.8
|
240
$16.1K
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 1.96% |
$56 - $75.6
|
100
$6.72K
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2- 0.03% |
$56 - $75.6
|
7.16K
$481K
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.03% |
$56 - $75.6
|
7.16K
$481K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3- 1.2% |
$84 - $113
|
246
$16.5K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3- 0.33% |
$84 - $113
|
918
$61.7K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 14.04% |
$224 - $302
|
49
$3.29K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-9- 0.53% |
$252 - $340
|
1.68K
$113K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-11- 19.64% |
$308 - $416
|
45
$3.02K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16- 12.9% |
$448 - $605
|
108
$7.26K
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-20- 0.23% |
$560 - $756
|
8.75K
$588K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-25- 27.78% |
$700 - $945
|
65
$4.37K
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-27- 0.15% |
$756 - $1.02K
|
17.9K
$1.2M
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-29- 1.36% |
$812 - $1.1K
|
2.1K
$141K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-30- 37.04% |
$840 - $1.13K
|
51
$3.43K
|