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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.13K- 26.08% |
$82.1K - $109K
|
8.88K
$367K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-3.24K- 15.05% |
$84.9K - $113K
|
18.3K
$754K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.24K- 16.17% |
$85K - $113K
|
16.8K
$693K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-3.28K- 7.52% |
$86.1K - $114K
|
40.4K
$1.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.29K- 5.91% |
$86.3K - $114K
|
52.4K
$2.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-3.3K- 16.75% |
$86.5K - $115K
|
16.4K
$677K
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.31K- 3.17% |
$86.8K - $115K
|
101K
$4.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.31K- 6.03% |
$86.9K - $115K
|
51.7K
$2.13M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-3.42K- 3.3% |
$89.7K - $119K
|
100K
$4.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.44K- 7.15% |
$90.1K - $120K
|
44.6K
$1.84M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.45K- 2.17% |
$90.3K - $120K
|
155K
$6.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.46K- 7.8% |
$90.6K - $120K
|
40.9K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-3.53K- 23.16% |
$92.4K - $123K
|
11.7K
$483K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.63K- 10.46% |
$95.2K - $126K
|
31.1K
$1.28M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-3.74K- 10.28% |
$98K - $130K
|
32.6K
$1.35M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-3.79K- 29.68% |
$99.3K - $132K
|
8.97K
$370K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.82K- 18.72% |
$100K - $133K
|
16.6K
$684K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.85K- 23.07% |
$101K - $134K
|
12.8K
$529K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.86K- 11.63% |
$101K - $134K
|
29.3K
$1.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.9K- 4.52% |
$102K - $136K
|
82.4K
$3.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-3.92K- 11.01% |
$103K - $136K
|
31.7K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.92K- 95.82% |
$103K - $136K
|
171
$7.06K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.92K- 95.82% |
$103K - $136K
|
171
$7.06K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-3.95K- 7.18% |
$104K - $138K
|
51.1K
$2.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-4.12K- 1.58% |
$108K - $143K
|
256K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.14K- 1.04% |
$108K - $144K
|
394K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.16K- 63.84% |
$109K - $145K
|
2.35K
$97.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.29K- 4.28% |
$112K - $149K
|
96K
$3.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.34K- 7.66% |
$114K - $151K
|
52.4K
$2.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-4.41K- 8.27% |
$116K - $153K
|
48.9K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.52K- 10.06% |
$119K - $157K
|
40.4K
$1.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.53K- 1.32% |
$119K - $157K
|
338K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-4.53K- 27.39% |
$119K - $157K
|
12K
$495K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.7K- 11.6% |
$123K - $163K
|
35.8K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.76K- 10.54% |
$125K - $165K
|
40.4K
$1.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.82K- 5.6% |
$126K - $168K
|
81.2K
$3.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.82K- 3.3% |
$126K - $168K
|
141K
$5.83M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-4.89KClosed |
$128K - $170K
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.96K- 20.55% |
$130K - $173K
|
19.2K
$792K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.03K- 15.11% |
$132K - $175K
|
28.2K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5.03K- 8.93% |
$132K - $175K
|
51.3K
$2.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.18K- 41.71% |
$136K - $180K
|
7.24K
$299K
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-5.23K- 26.12% |
$137K - $182K
|
14.8K
$611K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-5.25K- 5.76% |
$138K - $183K
|
85.9K
$3.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-5.29K- 23.98% |
$139K - $184K
|
16.8K
$691K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-5.3K- 24.15% |
$139K - $184K
|
16.6K
$687K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-5.34K- 20.1% |
$140K - $186K
|
21.2K
$876K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-5.34K- 20.1% |
$140K - $186K
|
21.2K
$876K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-5.35K- 8.01% |
$140K - $186K
|
61.5K
$2.54M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-5.46K- 11.48% |
$143K - $190K
|
42.1K
$1.74M
|