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 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
7.92K+ 25.56% |
$221K - $282K
|
38.9K
$1.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.89K+ 1.9% |
$221K - $281K
|
422K
$19.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
7.86K+ 4.2% |
$220K - $280K
|
195K
$9.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
7.76KNew |
$217K - $276K
|
7.76K
$360K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.73K+ 9.21% |
$216K - $275K
|
91.7K
$4.25M
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7.72KNew |
$216K - $275K
|
7.72K
$358K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.64KNew |
$214K - $272K
|
7.64K
$355K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.6KNew |
$213K - $271K
|
7.6K
$353K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
7.49K+ 11.23% |
$209K - $266K
|
74.2K
$3.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.47KNew |
$209K - $266K
|
7.47K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
7.39KNew |
$207K - $263K
|
7.39K
$343K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
7.26K+ 12.11% |
$203K - $259K
|
67.3K
$3.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.2KNew |
$201K - $256K
|
7.2K
$334K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.12KNew |
$199K - $254K
|
7.12K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
7.08KNew |
$198K - $252K
|
7.08K
$329K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.07K+ 1.88% |
$198K - $252K
|
383K
$17.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
6.88K+ 8.25% |
$192K - $245K
|
90.2K
$4.18M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.79K+ 50.81% |
$190K - $242K
|
20.2K
$935K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.69K+ 119.65% |
$187K - $238K
|
12.3K
$569K
|
|
|
Nov 03, 2023
Q3 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
6.6K+ 0.37% |
$185K - $235K
|
1.81M
$83.7M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
6.54K+ 64.02% |
$183K - $233K
|
16.8K
$777K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6.29K+ 0.44% |
$176K - $224K
|
1.44M
$67M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
6.26KNew |
$175K - $223K
|
6.26K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.18K+ 21.11% |
$173K - $220K
|
35.5K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
6.11KNew |
$171K - $217K
|
6.11K
$283K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.86K+ 64.41% |
$164K - $209K
|
15K
$694K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
5.86K+ 7.91% |
$164K - $208K
|
79.8K
$3.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.85K+ 15.92% |
$164K - $208K
|
42.6K
$1.98M
|
|
|
Oct 26, 2023
Q3 2023
|
Amf Tjanstepension Ab
|
BUY
|
- |
5.67K+ 0.74% |
$159K - $202K
|
769K
$35.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
5.58K+ 2.5% |
$156K - $199K
|
229K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
5.56K+ 42.85% |
$155K - $198K
|
18.5K
$860K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
5.45K+ 3.32% |
$152K - $194K
|
170K
$7.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
5.42K+ 3.97% |
$151K - $193K
|
142K
$6.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.2K+ 22.52% |
$145K - $185K
|
28.3K
$1.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.11K+ 0.34% |
$143K - $182K
|
1.5M
$69.5M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
5.06K+ 7.94% |
$142K - $180K
|
68.8K
$3.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.06K+ 14.3% |
$142K - $180K
|
40.5K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
5.04K+ 18.94% |
$141K - $179K
|
31.7K
$1.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.04KNew |
$141K - $179K
|
5.04K
$234K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.97K+ 12.31% |
$139K - $177K
|
45.4K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.87K+ 6.49% |
$136K - $173K
|
79.9K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.82K+ 8.47% |
$135K - $172K
|
61.7K
$2.86M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.8K+ 7.44% |
$134K - $171K
|
69.3K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.74K+ 8.43% |
$132K - $169K
|
60.9K
$2.83M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.66K+ 2.1% |
$130K - $166K
|
226K
$10.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
4.64K+ 11.2% |
$130K - $165K
|
46.1K
$2.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.45K+ 2.25% |
$125K - $158K
|
202K
$9.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
4.43K+ 1.79% |
$124K - $158K
|
253K
$11.7M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
4.42K+ 30.24% |
$123K - $157K
|
19K
$882K
|
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
4.35K+ 7.23% |
$122K - $155K
|
64.5K
$2.99M
|