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 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.48K+ 0.89% |
$64.9K - $86.1K
|
279K
$13.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.47K+ 86.76% |
$64.8K - $86K
|
5.32K
$254K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.47K+ 0.57% |
$64.7K - $85.9K
|
439K
$20.9M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
2.45K+ 6.0% |
$64.3K - $85.3K
|
43.4K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.44K+ 11.54% |
$63.9K - $84.8K
|
23.6K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.37K+ 35.25% |
$62.2K - $82.5K
|
9.1K
$434K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.36K+ 10.21% |
$61.9K - $82.2K
|
25.5K
$1.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.33K+ 214.97% |
$61K - $80.9K
|
3.41K
$162K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.29K+ 6.66% |
$60.1K - $79.8K
|
36.7K
$1.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
2.27K+ 1.4% |
$59.4K - $78.9K
|
164K
$7.83M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.23K+ 5.96% |
$58.5K - $77.7K
|
39.7K
$1.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.18K+ 2.08% |
$57.1K - $75.8K
|
107K
$5.11M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.15K+ 21.26% |
$56.4K - $74.8K
|
12.3K
$585K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.99K+ 24.72% |
$52.2K - $69.3K
|
10.1K
$479K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.97K+ 2.94% |
$51.6K - $68.5K
|
68.9K
$3.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.95K+ 26.38% |
$51.2K - $68K
|
9.36K
$446K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.9K+ 3.27% |
$49.9K - $66.2K
|
60.1K
$2.87M
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.84KNew |
$48.1K - $63.9K
|
1.84K
$87.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
BUY
|
- |
1.8K+ 9.3% |
$47.2K - $62.7K
|
21.2K
$1.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.8K+ 10.59% |
$47.2K - $62.7K
|
18.8K
$897K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.8K+ 10.43% |
$47.2K - $62.6K
|
19K
$908K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.79K+ 18.98% |
$47K - $62.4K
|
11.2K
$536K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.78K+ 13.44% |
$46.7K - $61.9K
|
15K
$717K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.78K+ 2.36% |
$46.7K - $61.9K
|
77.2K
$3.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.77K+ 24.57% |
$46.4K - $61.6K
|
8.98K
$428K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.72K+ 2.86% |
$45K - $59.8K
|
61.8K
$2.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.71K+ 0.9% |
$44.8K - $59.5K
|
192K
$9.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.71K+ 4.07% |
$44.7K - $59.4K
|
43.6K
$2.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.69K+ 24.76% |
$44.2K - $58.6K
|
8.49K
$405K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.65K+ 60.89% |
$43.3K - $57.5K
|
4.37K
$208K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.62K+ 1.37% |
$42.4K - $56.2K
|
120K
$5.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.6K+ 12.97% |
$42K - $55.8K
|
14K
$666K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.53K+ 8.45% |
$40K - $53.1K
|
19.6K
$934K
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.52KNew |
$39.7K - $52.7K
|
1.52K
$72.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.5K+ 19.53% |
$39.3K - $52.2K
|
9.18K
$437K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.47K+ 13.92% |
$38.6K - $51.2K
|
12K
$574K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.44K+ 0.92% |
$37.7K - $50K
|
158K
$7.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.41K+ 13.71% |
$37K - $49.1K
|
11.7K
$558K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.4K+ 0.93% |
$36.7K - $48.8K
|
152K
$7.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.4K+ 9.75% |
$36.6K - $48.6K
|
15.7K
$750K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.39K+ 5.33% |
$36.5K - $48.5K
|
27.5K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.39K+ 2.97% |
$36.4K - $48.4K
|
48.2K
$2.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.39K+ 148.45% |
$36.4K - $48.3K
|
2.32K
$111K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.38K+ 1.68% |
$36.1K - $47.9K
|
83.3K
$3.97M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.36K+ 8.5% |
$35.7K - $47.3K
|
17.4K
$828K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.34K+ 140.15% |
$35.2K - $46.8K
|
2.3K
$110K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.31K+ 4.99% |
$34.4K - $45.7K
|
27.6K
$1.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.3K+ 8.09% |
$34.1K - $45.2K
|
17.4K
$828K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
1.29K+ 1.12% |
$33.8K - $44.8K
|
117K
$5.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.26K+ 19.46% |
$33K - $43.8K
|
7.72K
$368K
|