Purchases and Sales Made in Q3 2023 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
47.1K+ 83.62% |
$1.32M - $1.68M
|
103K
$4.93M
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
46.6K+ 6.43% |
$1.3M - $1.66M
|
771K
$36.8M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
44.7K+ 84.81% |
$1.25M - $1.59M
|
97.3K
$4.64M
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
42.1K+ 1.6% |
$1.18M - $1.5M
|
2.67M
$127M
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
42K+ 1.7% |
$1.18M - $1.5M
|
2.52M
$120M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
41.3KNew |
$1.16M - $1.47M
|
41.3K
$1.97M
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
41.1K+ 279.38% |
$1.15M - $1.46M
|
55.8K
$2.66M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40.6K+ 90.95% |
$1.14M - $1.44M
|
85.2K
$4.06M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
40.5KNew |
$1.13M - $1.44M
|
40.5K
$1.93M
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
40.2K+ 69.16% |
$1.12M - $1.43M
|
98.2K
$4.68M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.5K+ 0.26% |
$1.11M - $1.41M
|
15.4M
$733M
|
|
Nov 13, 2023
Q3 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
39.5K+ 9.16% |
$1.1M - $1.41M
|
471K
$22.4M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.3K+ 1.34% |
$1.1M - $1.4M
|
2.98M
$142M
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
39K+ 5.43% |
$1.09M - $1.39M
|
758K
$36.1M
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
38.1K+ 6.96% |
$1.06M - $1.35M
|
585K
$27.9M
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
37.8K+ 30.96% |
$1.06M - $1.35M
|
160K
$7.62M
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
37.5KNew |
$1.05M - $1.33M
|
37.5K
$1.79M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
37.5K+ 8.55% |
$1.05M - $1.33M
|
476K
$22.7M
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
37.4K+ 2.92% |
$1.05M - $1.33M
|
1.32M
$62.8M
|
|
Nov 14, 2023
Q3 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
37K+ 28.23% |
$1.03M - $1.32M
|
168K
$8.01M
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
35.7K+ 1.44% |
$998K - $1.27M
|
2.52M
$120M
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
35.5K+ 15.29% |
$994K - $1.26M
|
268K
$12.8M
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
35.4KNew |
$989K - $1.26M
|
35.4K
$1.69M
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
35K+ 55.04% |
$979K - $1.25M
|
98.6K
$4.7M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.4K+ 10.73% |
$934K - $1.19M
|
345K
$16.4M
|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
33.4K+ 10.59% |
$933K - $1.19M
|
348K
$16.6M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.3K+ 4.55% |
$930K - $1.18M
|
765K
$36.5M
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
31.8K+ 36.28% |
$890K - $1.13M
|
120K
$5.7M
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
31.4K+ 184.38% |
$879K - $1.12M
|
48.5K
$2.31M
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
30.5K+ 4.42% |
$854K - $1.09M
|
722K
$34.4M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30.2KNew |
$845K - $1.08M
|
30.2K
$1.44M
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
30K+ 7.38% |
$840K - $1.07M
|
437K
$20.8M
|
|
Nov 08, 2023
Q3 2023
|
American Assets Investment Management, LLC
|
BUY
|
- |
30K+ 8.47% |
$839K - $1.07M
|
384K
$18.3M
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
29.6K+ 13.1% |
$829K - $1.05M
|
256K
$12.2M
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
29.6KNew |
$829K - $1.05M
|
29.6K
$1.41M
|
|
Oct 10, 2023
Q3 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
29.6K+ 5.59% |
$828K - $1.05M
|
559K
$26.7M
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
28.7K+ 2.33% |
$804K - $1.02M
|
1.26M
$60.1M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
28.6K+ 7.8% |
$801K - $1.02M
|
395K
$18.9M
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
27.7K+ 70.76% |
$774K - $985K
|
66.8K
$3.19M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.6K+ 3.96% |
$773K - $983K
|
726K
$34.6M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
27K+ 0.52% |
$754K - $960K
|
5.2M
$248M
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
26.7KNew |
$747K - $951K
|
26.7K
$1.27M
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
26.4K+ 12.11% |
$739K - $941K
|
245K
$11.7M
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
BUY
|
- |
26.1K+ 3.19% |
$729K - $927K
|
843K
$40.2M
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
25.5K+ 19.11% |
$712K - $906K
|
159K
$7.57M
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
25K+ 1534.13% |
$699K - $889K
|
26.6K
$1.27M
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
24.9K+ 50.1% |
$697K - $887K
|
74.7K
$3.56M
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
BUY
|
- |
24.7KNew |
$691K - $879K
|
24.7K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
24.4K+ 109.67% |
$681K - $867K
|
46.6K
$2.22M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
23.8K+ 93.36% |
$666K - $847K
|
49.3K
$2.35M
|