Purchases and Sales Made in Q2 2023 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.26K+ 19.46% |
$33K - $43.8K
|
7.72K
$359K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.25K+ 4.71% |
$32.6K - $43.3K
|
27.7K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 7.7% |
$32.5K - $43.1K
|
17.3K
$805K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.23K+ 16.6% |
$32.2K - $42.7K
|
8.63K
$401K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.22K+ 15.89% |
$31.8K - $42.3K
|
8.86K
$412K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.21K+ 13.21% |
$31.8K - $42.2K
|
10.4K
$483K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.19K+ 1294.57% |
$31.2K - $41.4K
|
1.28K
$59.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.17K+ 13.89% |
$30.8K - $40.8K
|
9.63K
$447K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.16K+ 3.32% |
$30.4K - $40.3K
|
36.1K
$1.68M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.15K+ 1210.53% |
$30.1K - $40K
|
1.25K
$57.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
1.14K+ 8.05% |
$29.9K - $39.7K
|
15.3K
$711K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.13K+ 4.01% |
$29.6K - $39.3K
|
29.3K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.09K+ 2.11% |
$28.5K - $37.9K
|
52.7K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.08KNew |
$28.3K - $37.6K
|
1.08K
$50.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.08K+ 18.02% |
$28.2K - $37.4K
|
7.04K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.04K+ 4.47% |
$27.3K - $36.2K
|
24.3K
$1.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.01K+ 2.02% |
$26.5K - $35.2K
|
50.9K
$2.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
996+ 14.74% |
$26.1K - $34.7K
|
7.75K
$360K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
976+ 4.75% |
$25.6K - $34K
|
21.5K
$999K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
945+ 5.75% |
$24.8K - $32.9K
|
17.4K
$807K
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
887+ 0.13% |
$23.2K - $30.9K
|
691K
$32.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
859+ 2.0% |
$22.5K - $29.9K
|
43.9K
$2.04M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
853+ 4.07% |
$22.4K - $29.7K
|
21.8K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
833+ 617.04% |
$21.8K - $29K
|
968
$45K
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
831+ 4.49% |
$21.8K - $28.9K
|
19.4K
$899K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
809+ 0.78% |
$21.2K - $28.1K
|
104K
$4.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
806+ 1.67% |
$21.1K - $28K
|
49K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
801+ 6.99% |
$21K - $27.9K
|
12.3K
$570K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
800New |
$21K - $27.8K
|
800
$37.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
800New |
$21K - $27.8K
|
800
$37.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
792+ 25.52% |
$20.8K - $27.6K
|
3.9K
$181K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
790New |
$20.7K - $27.5K
|
790
$36.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
789+ 0.44% |
$20.7K - $27.4K
|
181K
$8.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
788+ 3.8% |
$20.7K - $27.4K
|
21.5K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
783+ 2.02% |
$20.5K - $27.2K
|
39.6K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
780+ 2.27% |
$20.4K - $27.1K
|
35.1K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
756+ 1.58% |
$19.8K - $26.3K
|
48.8K
$2.26M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
724+ 1.49% |
$19K - $25.2K
|
49.4K
$2.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
715+ 2.87% |
$18.7K - $24.9K
|
25.7K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
689+ 88.9% |
$18.1K - $24K
|
1.46K
$68K
|
|
|
Jul 20, 2023
Q2 2023
|
Coerente Capital Management
|
BUY
|
- |
685+ 0.17% |
$18K - $23.8K
|
404K
$18.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
683New |
$17.9K - $23.8K
|
683
$31.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
679+ 4.3% |
$17.8K - $23.6K
|
16.5K
$766K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
678+ 0.28% |
$17.8K - $23.6K
|
245K
$11.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
673+ 5.87% |
$17.6K - $23.4K
|
12.1K
$564K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
660+ 1.08% |
$17.3K - $23K
|
61.6K
$2.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
635+ 1.49% |
$16.6K - $22.1K
|
43.2K
$2.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
634+ 1.9% |
$16.6K - $22.1K
|
33.9K
$1.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
626+ 0.41% |
$16.4K - $21.8K
|
152K
$7.08M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
622+ 6.0% |
$16.3K - $21.6K
|
11K
$511K
|