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 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
12.8K+ 4.32% |
$390K - $644K
|
308K
$14.7M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
12.8KNew |
$390K - $643K
|
12.8K
$608K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
12.6K+ 18.39% |
$385K - $634K
|
81.1K
$3.86M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
12.6K+ 5.45% |
$385K - $634K
|
244K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5K+ 11.59% |
$381K - $628K
|
120K
$5.72M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
12.3KNew |
$375K - $618K
|
12.3K
$585K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
12.2K+ 3.31% |
$373K - $616K
|
382K
$18.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
12.1K+ 53.16% |
$371K - $611K
|
34.9K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
12.1KNew |
$369K - $609K
|
12.1K
$576K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
12K+ 82.02% |
$366K - $604K
|
26.6K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
11.9KNew |
$364K - $600K
|
11.9K
$568K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
11.8K+ 5.04% |
$359K - $592K
|
245K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
11.6K+ 65.75% |
$354K - $584K
|
29.2K
$1.39M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
11.5K+ 96.8% |
$352K - $581K
|
23.4K
$1.12M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
11.5KNew |
$350K - $577K
|
11.5K
$546K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.4K+ 10.39% |
$349K - $576K
|
121K
$5.79M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11.4K+ 20.59% |
$349K - $575K
|
66.8K
$3.19M
|
|
|
May 02, 2023
Q1 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
11.4K+ 158.85% |
$348K - $574K
|
18.5K
$884K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.3K+ 8.56% |
$345K - $569K
|
143K
$6.82M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
11.3K+ 28.35% |
$344K - $567K
|
50.9K
$2.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.2K+ 120.42% |
$341K - $563K
|
20.4K
$975K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.2K+ 62.58% |
$341K - $562K
|
29K
$1.38M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
11.1K+ 24.39% |
$340K - $561K
|
56.8K
$2.71M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
11.1K+ 33.48% |
$340K - $560K
|
44.3K
$2.11M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.1KNew |
$339K - $559K
|
11.1K
$529K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
10.8KNew |
$331K - $545K
|
10.8K
$516K
|
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$326K - $537K
|
10.7K
$508K
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
10.6K+ 224.56% |
$325K - $536K
|
15.4K
$733K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
10.6K+ 84.52% |
$324K - $534K
|
23.1K
$1.1M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
10.5K+ 111.28% |
$320K - $527K
|
19.9K
$947K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
10.3K+ 18.27% |
$315K - $520K
|
66.8K
$3.19M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
10.3K+ 190.35% |
$315K - $519K
|
15.7K
$749K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
10.2KNew |
$312K - $515K
|
10.2K
$487K
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
BUY
|
- |
10.2K+ 19.14% |
$311K - $513K
|
63.3K
$3.02M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.2K+ 7.48% |
$311K - $512K
|
146K
$6.96M
|
|
|
May 12, 2023
Q1 2023
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
10KNew |
$306K - $504K
|
10K
$477K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
9.97K+ 131.72% |
$305K - $502K
|
17.5K
$836K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9.9K+ 18.54% |
$303K - $499K
|
63.3K
$3.02M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
9.8KNew |
$299K - $494K
|
9.8K
$467K
|
|
|
Apr 27, 2023
Q1 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
9.76K+ 33.38% |
$298K - $492K
|
39K
$1.86M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
9.75K+ 1.44% |
$298K - $491K
|
686K
$32.7M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
9.68K+ 109.06% |
$296K - $488K
|
18.6K
$885K
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
9.66K+ 11.06% |
$295K - $487K
|
97K
$4.62M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.3KNew |
$284K - $469K
|
9.3K
$443K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
9.3K+ 4.76% |
$284K - $468K
|
204K
$9.75M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9.21KNew |
$281K - $464K
|
9.21K
$439K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
9.13KNew |
$279K - $460K
|
9.13K
$435K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
9.11K+ 36.0% |
$278K - $459K
|
34.4K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
8.79K+ 8.82% |
$269K - $443K
|
108K
$5.17M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.76K+ 9.29% |
$268K - $442K
|
103K
$4.91M
|