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 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
4.19K+ 2.38% |
$117K - $149K
|
180K
$8.37M
|
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
4.19K+ 2.38% |
$117K - $149K
|
180K
$8.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.17K+ 43.45% |
$117K - $149K
|
13.8K
$639K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
4.04K+ 591.8% |
$113K - $144K
|
4.73K
$219K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.03K+ 3.38% |
$113K - $143K
|
123K
$5.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
3.93K+ 3.92% |
$110K - $140K
|
104K
$4.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.91K+ 8.98% |
$109K - $139K
|
47.5K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.87K+ 20.57% |
$108K - $138K
|
22.7K
$1.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.73K+ 7.61% |
$104K - $133K
|
52.8K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.6K+ 38.72% |
$101K - $128K
|
12.9K
$599K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
3.5K+ 50.37% |
$97.9K - $125K
|
10.5K
$485K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.49K+ 10.38% |
$97.7K - $124K
|
37.1K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.37K+ 26.05% |
$94.3K - $120K
|
16.3K
$757K
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.24K+ 3.31% |
$90.7K - $115K
|
101K
$4.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.23K+ 35.86% |
$90.3K - $115K
|
12.2K
$568K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.21K+ 2428.03% |
$89.6K - $114K
|
3.34K
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
3.12K+ 10.32% |
$87.2K - $111K
|
33.3K
$1.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.08K+ 6.7% |
$86.2K - $110K
|
49.1K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
3.01K+ 16.26% |
$84.2K - $107K
|
21.5K
$998K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3KNew |
$83.9K - $107K
|
3K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3K+ 20.83% |
$83.9K - $107K
|
17.4K
$807K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.96K+ 17.03% |
$82.7K - $105K
|
20.3K
$943K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.92K+ 40.36% |
$81.7K - $104K
|
10.2K
$471K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.9K+ 3.75% |
$81.1K - $103K
|
80.1K
$3.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
2.82K+ 36.72% |
$78.9K - $100K
|
10.5K
$487K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.81K+ 1.77% |
$78.5K - $99.9K
|
161K
$7.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.8K+ 24.48% |
$78.3K - $99.7K
|
14.2K
$660K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.78K+ 4.76% |
$77.8K - $99K
|
61.2K
$2.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.73K+ 9.92% |
$76.4K - $97.2K
|
30.3K
$1.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.63K+ 0.52% |
$73.7K - $93.7K
|
514K
$23.8M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.63K+ 3.5% |
$73.6K - $93.7K
|
77.7K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.63K+ 247.13% |
$73.5K - $93.5K
|
3.69K
$171K
|
|
|
Oct 26, 2023
Q3 2023
|
Argyle Capital Management Inc.
|
BUY
|
- |
2.6K+ 5.26% |
$72.7K - $92.5K
|
52.1K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.54K+ 14.28% |
$71.1K - $90.4K
|
20.3K
$943K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
2.51K+ 1.39% |
$70.1K - $89.3K
|
183K
$8.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
2.49K+ 4.9% |
$69.7K - $88.7K
|
53.3K
$2.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.46K+ 3.85% |
$68.7K - $87.4K
|
66.2K
$3.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.44K+ 6.41% |
$68.2K - $86.8K
|
40.5K
$1.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
2.39K+ 6.68% |
$66.8K - $85K
|
38.1K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
2.36K+ 15.22% |
$66K - $84K
|
17.9K
$829K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.34K+ 9.61% |
$65.6K - $83.4K
|
26.7K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.34KNew |
$65.5K - $83.4K
|
2.34K
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.24K+ 5.6% |
$62.7K - $79.8K
|
42.3K
$1.96M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.23K+ 5.1% |
$62.3K - $79.3K
|
45.9K
$2.13M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.21K+ 6.52% |
$61.8K - $78.6K
|
36.1K
$1.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
2.18K+ 0.1% |
$61K - $77.6K
|
2.18M
$101M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.18K+ 0.36% |
$61K - $77.6K
|
600K
$27.8M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.18K+ 86.56% |
$60.9K - $77.5K
|
4.69K
$218K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.12K+ 5.73% |
$59.3K - $75.5K
|
39.1K
$1.81M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.11K+ 0.39% |
$59K - $75K
|
541K
$25.1M
|