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 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.72K+ 19.84% |
$266K - $439K
|
52.7K
$2.51M
|
|
|
Apr 18, 2023
Q1 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
8.72K+ 108.84% |
$266K - $439K
|
16.7K
$797K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
8.68K+ 48.5% |
$265K - $437K
|
26.6K
$1.27M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
8.66K+ 68.71% |
$265K - $436K
|
21.3K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8.58K+ 15.86% |
$262K - $432K
|
62.7K
$2.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.52K+ 3.77% |
$260K - $429K
|
235K
$11.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
8.49K+ 34.99% |
$259K - $428K
|
32.7K
$1.56M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
8.42K+ 27.54% |
$257K - $424K
|
39K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8.32KNew |
$254K - $419K
|
8.32K
$397K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
8.2K+ 9.58% |
$251K - $413K
|
93.8K
$4.47M
|
|
|
May 15, 2023
Q1 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
8.18KNew |
$250K - $412K
|
8.18K
$390K
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
8.17K+ 5.5% |
$250K - $412K
|
157K
$7.48M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.06KNew |
$246K - $406K
|
8.06K
$384K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.03K+ 21.34% |
$245K - $405K
|
45.7K
$2.18M
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
8.02K+ 35.9% |
$245K - $404K
|
30.4K
$1.45M
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
8KNew |
$244K - $403K
|
8K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
8KNew |
$244K - $403K
|
8K
$381K
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
7.95K+ 97.88% |
$243K - $401K
|
16.1K
$766K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.86K+ 7.04% |
$240K - $396K
|
119K
$5.69M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
7.82KNew |
$239K - $394K
|
7.82K
$373K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.74K+ 6.66% |
$237K - $390K
|
124K
$5.91M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
7.62K+ 12.85% |
$233K - $384K
|
67K
$3.19M
|
|
|
Apr 13, 2023
Q1 2023
|
Delta Capital Management LLC
|
BUY
|
- |
7.62K+ 18.71% |
$233K - $384K
|
48.4K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.43K+ 2.81% |
$227K - $374K
|
271K
$12.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
7.42K+ 2.02% |
$227K - $374K
|
375K
$17.9M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
7.41K+ 182.28% |
$226K - $373K
|
11.5K
$547K
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
7.34KNew |
$224K - $370K
|
7.34K
$350K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
7.12K+ 49.42% |
$218K - $359K
|
21.5K
$1.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
7KNew |
$214K - $353K
|
7K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
7KNew |
$214K - $353K
|
7K
$334K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.99K+ 33.04% |
$214K - $352K
|
28.2K
$1.34M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.94K+ 13.34% |
$212K - $350K
|
58.9K
$2.81M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.93K+ 34.77% |
$212K - $349K
|
26.9K
$1.28M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
6.92K+ 9.21% |
$211K - $349K
|
82.1K
$3.91M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
6.78KNew |
$207K - $342K
|
6.78K
$323K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.78KNew |
$207K - $341K
|
6.78K
$323K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
6.77K+ 16.98% |
$207K - $341K
|
46.6K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.73KNew |
$206K - $339K
|
6.73K
$321K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6.66KNew |
$204K - $336K
|
6.66K
$318K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
6.65K+ 10.29% |
$203K - $335K
|
71.2K
$3.4M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6.6K+ 10.5% |
$202K - $333K
|
69.5K
$3.31M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.58KNew |
$201K - $332K
|
6.58K
$314K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
6.56K+ 18.21% |
$200K - $331K
|
42.6K
$2.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.52K+ 32.77% |
$199K - $329K
|
26.4K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.47K+ 18.21% |
$198K - $326K
|
42K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.38K+ 15.29% |
$195K - $321K
|
48.1K
$2.29M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
6.29K+ 20.41% |
$192K - $317K
|
37.1K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6.26K+ 51.23% |
$191K - $315K
|
18.5K
$881K
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
6.23K+ 1.48% |
$190K - $314K
|
426K
$20.3M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6.18K+ 22.62% |
$189K - $311K
|
33.5K
$1.6M
|