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 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
19.7K+ 292.84% |
$602K - $993K
|
26.4K
$1.23M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
19.5K+ 16.92% |
$596K - $983K
|
135K
$6.26M
|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
19.2KNew |
$588K - $970K
|
19.2K
$892K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19K+ 31.81% |
$581K - $958K
|
78.8K
$3.65M
|
|
May 03, 2023
Q1 2023
|
Galibier Capital Management Ltd.
|
BUY
|
- |
18.8K+ 92.85% |
$575K - $947K
|
39K
$1.81M
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
18.5KNew |
$566K - $933K
|
18.5K
$859K
|
|
May 02, 2023
Q1 2023
|
River Oaks Capital LLC
Wayzata, MN |
BUY
|
- |
18.5KNew |
$565K - $932K
|
18.5K
$858K
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
18.5KNew |
$565K - $932K
|
18.5K
$858K
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
18.4K+ 78.42% |
$563K - $928K
|
41.9K
$1.94M
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
17.9K+ 87.6% |
$547K - $901K
|
38.3K
$1.78M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.8K+ 6.74% |
$543K - $896K
|
281K
$13.1M
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
17.8K+ 54.79% |
$543K - $896K
|
50.2K
$2.33M
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$536K - $883K
|
17.5K
$813K
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
17.2K+ 7.05% |
$525K - $866K
|
261K
$12.1M
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
17.1KNew |
$522K - $861K
|
17.1K
$793K
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
16.8KNew |
$514K - $848K
|
16.8K
$781K
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
16.8K+ 19.05% |
$513K - $847K
|
105K
$4.87M
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
16.8K+ 5.94% |
$512K - $845K
|
299K
$13.9M
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
16.6K+ 193.76% |
$508K - $837K
|
25.2K
$1.17M
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
16.2K+ 61.63% |
$496K - $818K
|
42.6K
$1.98M
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
16.2K+ 16.04% |
$494K - $814K
|
117K
$5.42M
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
16KNew |
$490K - $808K
|
16K
$744K
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
15.9K+ 50.94% |
$487K - $803K
|
47.2K
$2.19M
|
|
May 10, 2023
Q1 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
15.9KNew |
$486K - $802K
|
15.9K
$738K
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
15.7K+ 16.25% |
$480K - $791K
|
112K
$5.21M
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
15.5K+ 10.05% |
$474K - $782K
|
170K
$7.88M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.5K+ 52.12% |
$474K - $781K
|
45.3K
$2.1M
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
15.5KNew |
$474K - $781K
|
15.5K
$719K
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
15.4K+ 10.64% |
$471K - $776K
|
160K
$7.43M
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
15.2KNew |
$465K - $767K
|
15.2K
$706K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.1K+ 21.25% |
$461K - $760K
|
86K
$3.99M
|
|
May 15, 2023
Q1 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
15KNew |
$460K - $758K
|
15K
$697K
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
15K+ 21.85% |
$459K - $757K
|
83.7K
$3.88M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15K+ 2.2% |
$459K - $757K
|
697K
$32.3M
|
|
May 12, 2023
Q1 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
15K+ 211.36% |
$458K - $756K
|
22.1K
$1.02M
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
14.8K+ 1.84% |
$451K - $743K
|
817K
$37.9M
|
|
May 12, 2023
Q1 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
14.5K+ 87.09% |
$442K - $729K
|
31.1K
$1.44M
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
14.3KNew |
$437K - $720K
|
14.3K
$663K
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
14.3K+ 3.89% |
$437K - $720K
|
381K
$17.7M
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
14.3K+ 3.89% |
$437K - $720K
|
381K
$17.7M
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
14.2K+ 2.09% |
$433K - $714K
|
690K
$32M
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
14K+ 12.32% |
$427K - $703K
|
127K
$5.9M
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
13.9K+ 31.53% |
$424K - $699K
|
57.8K
$2.68M
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
13.6K+ 7.88% |
$417K - $688K
|
187K
$8.67M
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
13.4K+ 8.07% |
$411K - $677K
|
180K
$8.34M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.3K+ 5.74% |
$407K - $670K
|
245K
$11.4M
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
13.2K+ 33.0% |
$404K - $667K
|
53.3K
$2.47M
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
13.2K+ 8.94% |
$403K - $665K
|
161K
$7.46M
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
13K+ 29.8% |
$396K - $653K
|
56.5K
$2.62M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
12.8K+ 77.59% |
$391K - $644K
|
29.2K
$1.36M
|