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 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
6.16KNew |
$188K - $311K
|
6.16K
$294K
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
6.11KNew |
$187K - $308K
|
6.11K
$291K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.1K+ 84.01% |
$187K - $308K
|
13.4K
$637K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.1K+ 51.84% |
$187K - $308K
|
17.9K
$852K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.07K+ 20.27% |
$185K - $306K
|
36K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
6.07K+ 15.53% |
$185K - $306K
|
45.1K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.05K+ 24.15% |
$185K - $305K
|
31.1K
$1.48M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.04K+ 7.55% |
$185K - $304K
|
86K
$4.1M
|
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
BUY
|
- |
6.01KNew |
$184K - $303K
|
6.01K
$287K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.87K+ 90.07% |
$179K - $296K
|
12.4K
$591K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.74K+ 4.6% |
$175K - $289K
|
131K
$6.23M
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
5.73K+ 13.52% |
$175K - $289K
|
48.1K
$2.29M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.72K+ 88.63% |
$175K - $288K
|
12.2K
$580K
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
5.71K+ 10.48% |
$174K - $287K
|
60.1K
$2.87M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.61K+ 19.67% |
$171K - $283K
|
34.1K
$1.63M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.43K+ 18.33% |
$166K - $274K
|
35.1K
$1.67M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.43K+ 13.11% |
$166K - $274K
|
46.9K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.41K+ 2.05% |
$165K - $272K
|
269K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.32K+ 37.2% |
$163K - $268K
|
19.6K
$936K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.32K+ 6.76% |
$163K - $268K
|
84K
$4M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5.25K+ 24.04% |
$160K - $264K
|
27.1K
$1.29M
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
5.23K+ 14.04% |
$160K - $264K
|
42.5K
$2.03M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.17K+ 95.35% |
$158K - $260K
|
10.6K
$505K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
5.11K+ 14.66% |
$156K - $257K
|
39.9K
$1.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
5.09K+ 3.24% |
$156K - $256K
|
162K
$7.73M
|
|
|
May 05, 2023
Q1 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
5K+ 17.07% |
$153K - $252K
|
34.3K
$1.63M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.89KNew |
$150K - $247K
|
4.89K
$233K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.86K+ 17.14% |
$149K - $245K
|
33.2K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.8K+ 0.33% |
$147K - $242K
|
1.48M
$70.4M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.8K+ 0.33% |
$147K - $242K
|
1.48M
$70.4M
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
4.75K+ 3.79% |
$145K - $239K
|
130K
$6.21M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.65K+ 78.93% |
$142K - $234K
|
10.5K
$503K
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.63K+ 29.67% |
$142K - $233K
|
20.2K
$965K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
4.63K+ 0.66% |
$141K - $233K
|
703K
$33.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.59K+ 874.86% |
$140K - $231K
|
5.12K
$244K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
4.55K+ 2.36% |
$139K - $229K
|
198K
$9.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
4.54KNew |
$139K - $229K
|
4.54K
$216K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4.51K+ 16.55% |
$138K - $227K
|
31.7K
$1.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.47K+ 20.44% |
$136K - $225K
|
26.3K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.36K+ 3.81% |
$133K - $220K
|
119K
$5.66M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
4.32K+ 8.02% |
$132K - $218K
|
58.2K
$2.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.25K+ 2.19% |
$130K - $214K
|
199K
$9.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
4.2K+ 17.04% |
$128K - $212K
|
28.8K
$1.37M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.2KNew |
$128K - $212K
|
4.2K
$200K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
4.19K+ 88.86% |
$128K - $211K
|
8.9K
$424K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4.13K+ 10.45% |
$126K - $208K
|
43.7K
$2.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
4.08K+ 12.82% |
$125K - $205K
|
35.9K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.03K+ 69.95% |
$123K - $203K
|
9.79K
$467K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4K+ 66.26% |
$122K - $202K
|
10K
$479K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4K+ 32.18% |
$122K - $202K
|
16.4K
$783K
|