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 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
13.4KNew |
$373K - $475K
|
13.4K
$637K
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
13.3K+ 3.84% |
$373K - $474K
|
360K
$17.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
13.2K+ 4.96% |
$370K - $471K
|
280K
$13.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
13.2K+ 8.32% |
$370K - $471K
|
172K
$8.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
13K+ 10.33% |
$363K - $462K
|
139K
$6.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
12.7K+ 10.35% |
$354K - $451K
|
135K
$6.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
12.5KNew |
$350K - $446K
|
12.5K
$597K
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
12.4K+ 8.31% |
$348K - $443K
|
162K
$7.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
11.9KNew |
$333K - $424K
|
11.9K
$567K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11.9KNew |
$332K - $422K
|
11.9K
$566K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
11.5K+ 0.79% |
$322K - $410K
|
1.47M
$70M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.4K+ 2.66% |
$320K - $407K
|
442K
$21.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.4KNew |
$318K - $405K
|
11.4K
$542K
|
|
|
Nov 08, 2023
Q3 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
11.3K+ 6.55% |
$316K - $403K
|
184K
$8.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11.3K+ 18.3% |
$316K - $403K
|
73.1K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
11.2K+ 13.39% |
$314K - $400K
|
95.1K
$4.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.1K+ 59.76% |
$311K - $395K
|
29.7K
$1.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
11K+ 63.0% |
$307K - $391K
|
28.4K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
10.9KNew |
$304K - $387K
|
10.9K
$519K
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
10.6K+ 568.55% |
$298K - $379K
|
12.5K
$597K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.6KNew |
$296K - $376K
|
10.6K
$504K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
10.4KNew |
$290K - $369K
|
10.4K
$494K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
10.3K+ 4.65% |
$289K - $368K
|
233K
$11.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
10.2K+ 5.93% |
$284K - $362K
|
182K
$8.66M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
9.93K+ 3.67% |
$278K - $353K
|
280K
$13.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
9.85K+ 165.71% |
$276K - $351K
|
15.8K
$753K
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
9.81KNew |
$274K - $349K
|
9.81K
$468K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
9.75K+ 19.92% |
$273K - $347K
|
58.7K
$2.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.67K+ 84.2% |
$271K - $344K
|
21.2K
$1.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
9.5KNew |
$266K - $338K
|
9.5K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
9.41KNew |
$263K - $335K
|
9.41K
$449K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.38K+ 42.6% |
$262K - $334K
|
31.4K
$1.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
9.2K+ 7.3% |
$257K - $327K
|
135K
$6.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.01KNew |
$252K - $321K
|
9.01K
$430K
|
|
|
Oct 25, 2023
Q3 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
9K+ 1.42% |
$252K - $320K
|
642K
$30.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.97K+ 8.63% |
$251K - $319K
|
113K
$5.38M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.86K+ 2.47% |
$248K - $315K
|
368K
$17.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.62K+ 9.99% |
$241K - $307K
|
94.9K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
8.6K+ 27.67% |
$240K - $306K
|
39.7K
$1.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.57K+ 0.05% |
$240K - $305K
|
17.8M
$848M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
8.56K+ 3.22% |
$239K - $305K
|
274K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.48K+ 19.71% |
$237K - $302K
|
51.5K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
8.48KNew |
$237K - $302K
|
8.48K
$404K
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
8.44KNew |
$236K - $300K
|
8.44K
$402K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8.28KNew |
$231K - $295K
|
8.28K
$395K
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
8.27KNew |
$231K - $294K
|
8.27K
$394K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8.1KNew |
$227K - $288K
|
8.1K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
8K+ 108.11% |
$224K - $285K
|
15.4K
$734K
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
7.99K+ 12.87% |
$223K - $284K
|
70K
$3.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.98K+ 32.42% |
$223K - $284K
|
32.6K
$1.55M
|