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 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
4.3K+ 11.57% |
$113K - $150K
|
41.5K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
4.27K+ 28.42% |
$112K - $149K
|
19.3K
$797K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.27K+ 64.03% |
$112K - $148K
|
10.9K
$451K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.25K+ 10.59% |
$111K - $148K
|
44.3K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.25KNew |
$111K - $148K
|
4.25K
$175K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.07K+ 13.68% |
$107K - $142K
|
33.8K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.01K+ 5.74% |
$105K - $140K
|
73.9K
$3.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.99K+ 37.89% |
$105K - $139K
|
14.5K
$600K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.85K+ 0.43% |
$101K - $134K
|
908K
$37.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.75K+ 0.26% |
$98.4K - $131K
|
1.46M
$60.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.69K+ 9.43% |
$96.6K - $128K
|
42.8K
$1.76M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.66K+ 6.95% |
$96K - $127K
|
56.3K
$2.32M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.62K+ 8.05% |
$94.8K - $126K
|
48.6K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
3.61K+ 48.28% |
$94.6K - $126K
|
11.1K
$457K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.51K+ 11.99% |
$92K - $122K
|
32.8K
$1.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
3.5K+ 7.84% |
$91.6K - $122K
|
48.1K
$1.98M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.5K+ 11.94% |
$91.6K - $122K
|
32.8K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.48K+ 13.94% |
$91.1K - $121K
|
28.4K
$1.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
3.44K+ 7.26% |
$90.1K - $120K
|
50.8K
$2.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.43K+ 2.87% |
$89.8K - $119K
|
123K
$5.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.4K+ 6.6% |
$89.1K - $118K
|
55K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.37K+ 2.84% |
$88.4K - $117K
|
122K
$5.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
3.35K+ 4.5% |
$87.7K - $116K
|
77.7K
$3.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.31K+ 55.16% |
$86.7K - $115K
|
9.31K
$384K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.31K+ 14.55% |
$86.6K - $115K
|
26K
$1.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
3.29K+ 11.87% |
$86.2K - $114K
|
31K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.27K+ 19.45% |
$85.8K - $114K
|
20.1K
$830K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.26K+ 9.65% |
$85.3K - $113K
|
37K
$1.53M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.23K+ 9.37% |
$84.5K - $112K
|
37.7K
$1.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.15K+ 5.35% |
$82.7K - $110K
|
62.1K
$2.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.13K+ 39.38% |
$82.1K - $109K
|
11.1K
$457K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.12KNew |
$81.6K - $108K
|
3.12K
$129K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
3.1K+ 5.05% |
$81.3K - $108K
|
64.5K
$2.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.06K+ 8.5% |
$80.2K - $106K
|
39.1K
$1.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.05KNew |
$80K - $106K
|
3.05K
$126K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.97K+ 2.83% |
$77.8K - $103K
|
108K
$4.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.95K+ 1.75% |
$77.2K - $102K
|
171K
$7.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.9K+ 8.12% |
$76K - $101K
|
38.6K
$1.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
2.89K+ 24.63% |
$75.8K - $101K
|
14.6K
$604K
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2.88K+ 13.01% |
$75.4K - $100K
|
25K
$1.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.86K+ 19.94% |
$75.1K - $99.6K
|
17.2K
$711K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.86K+ 7.41% |
$74.9K - $99.4K
|
41.4K
$1.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2.84K+ 663.55% |
$74.4K - $98.8K
|
3.27K
$135K
|
|
|
Jul 21, 2023
Q2 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
2.83K+ 8.28% |
$74K - $98.3K
|
36.9K
$1.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
2.77K+ 13.04% |
$72.6K - $96.4K
|
24K
$991K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
2.76K+ 1.16% |
$72.3K - $96K
|
240K
$9.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.75K+ 1.33% |
$72.1K - $95.6K
|
210K
$8.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2.73K+ 8.15% |
$71.5K - $94.9K
|
36.2K
$1.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.7K+ 40.82% |
$70.6K - $93.8K
|
9.3K
$384K
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.62K+ 0.79% |
$68.5K - $91K
|
332K
$13.7M
|