Purchases and Sales Made in Q1 2023 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q1 2023. The information is specifically focused on institutions that hold shares of TRUIST FINANCIAL CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
32.8K+ 105.32% |
$1M - $1.65M
|
64K
$2.97M
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
31.9K+ 10.09% |
$974K - $1.61M
|
348K
$16.1M
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
31.8KNew |
$971K - $1.6M
|
31.8K
$1.47M
|
|
May 12, 2023
Q1 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
31.4K+ 197.22% |
$961K - $1.58M
|
47.4K
$2.2M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
30.6K+ 11.43% |
$935K - $1.54M
|
298K
$13.8M
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
30.6K+ 41.9% |
$935K - $1.54M
|
104K
$4.8M
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
30.5K+ 5.04% |
$931K - $1.54M
|
635K
$29.5M
|
|
May 05, 2023
Q1 2023
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
30KNew |
$917K - $1.51M
|
30K
$1.39M
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
29.8KNew |
$910K - $1.5M
|
29.8K
$1.38M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29.5K+ 21.91% |
$901K - $1.49M
|
164K
$7.61M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
29.4K+ 7.56% |
$899K - $1.48M
|
418K
$19.4M
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
29.2K+ 118.24% |
$892K - $1.47M
|
53.9K
$2.5M
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
29K+ 12.81% |
$885K - $1.46M
|
255K
$11.8M
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
28.8KNew |
$880K - $1.45M
|
28.8K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
28.7K+ 99.83% |
$877K - $1.45M
|
57.5K
$2.66M
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
28.1K+ 9.02% |
$857K - $1.41M
|
339K
$15.7M
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
28K+ 458.13% |
$855K - $1.41M
|
34.1K
$1.58M
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
27.8K+ 14.38% |
$850K - $1.4M
|
221K
$10.3M
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
27.4K+ 6.71% |
$839K - $1.38M
|
436K
$20.2M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26.5K+ 20.9% |
$809K - $1.33M
|
153K
$7.1M
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
26.4K+ 7.12% |
$808K - $1.33M
|
398K
$18.5M
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
25.8K+ 570.08% |
$787K - $1.3M
|
30.3K
$1.4M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
25.7K+ 6.38% |
$786K - $1.3M
|
429K
$19.9M
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
25.4K+ 181.1% |
$776K - $1.28M
|
39.4K
$1.83M
|
|
Apr 26, 2023
Q1 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
25.3K+ 3.99% |
$773K - $1.27M
|
660K
$30.6M
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
25.1K+ 10.88% |
$768K - $1.27M
|
256K
$11.9M
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
24.6K+ 8.41% |
$752K - $1.24M
|
317K
$14.7M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
24.4K+ 71782.35% |
$746K - $1.23M
|
24.4K
$1.13M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.6K+ 53.02% |
$720K - $1.19M
|
68K
$3.16M
|
|
May 15, 2023
Q1 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
23.4KNew |
$715K - $1.18M
|
23.4K
$1.09M
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
23.3K+ 1.56% |
$712K - $1.17M
|
1.52M
$70.5M
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
23.2K+ 122.45% |
$708K - $1.17M
|
42.1K
$1.95M
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
22.9K+ 3.01% |
$700K - $1.15M
|
785K
$36.4M
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
22.8K+ 37.03% |
$698K - $1.15M
|
84.5K
$3.92M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
22.7K+ 12.16% |
$693K - $1.14M
|
209K
$9.7M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22.7K+ 9.23% |
$693K - $1.14M
|
268K
$12.4M
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
21.9K+ 63.36% |
$670K - $1.1M
|
56.5K
$2.62M
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21.8K+ 78.81% |
$667K - $1.1M
|
49.5K
$2.3M
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
21.7K+ 23.87% |
$663K - $1.09M
|
113K
$5.22M
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
21.5K+ 167.99% |
$659K - $1.09M
|
34.4K
$1.59M
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
21K+ 5.93% |
$642K - $1.06M
|
376K
$17.4M
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
20.8K+ 6.5% |
$634K - $1.05M
|
340K
$15.8M
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
20.6K+ 74.44% |
$629K - $1.04M
|
48.2K
$2.24M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20.1K+ 14.28% |
$614K - $1.01M
|
161K
$7.45M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20K+ 4.49% |
$612K - $1.01M
|
466K
$21.6M
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
19.9KNew |
$607K - $1M
|
19.9K
$921K
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
19.8K+ 53.11% |
$606K - $1M
|
57.2K
$2.65M
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
19.8K+ 11.74% |
$605K - $998K
|
189K
$8.75M
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
19.8K+ 10.15% |
$604K - $996K
|
214K
$9.95M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
19.8K+ 9.64% |
$604K - $996K
|
225K
$10.4M
|