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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.21K+ 6.25% |
$33.8K - $43K
|
20.5K
$978K
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.18K+ 8.56% |
$32.9K - $41.9K
|
14.9K
$711K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1.17K+ 0.32% |
$32.6K - $41.5K
|
364K
$17.4M
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.17KNew |
$32.6K - $41.5K
|
1.17K
$55.5K
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1.16K+ 0.41% |
$32.5K - $41.3K
|
285K
$13.6M
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.14K+ 1.82% |
$31.9K - $40.6K
|
63.9K
$3.05M
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.13K+ 0.72% |
$31.6K - $40.2K
|
158K
$7.54M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.13K+ 9.76% |
$31.6K - $40.1K
|
12.7K
$605K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.1KNew |
$30.8K - $39.1K
|
1.1K
$52.4K
|
|
Oct 30, 2023
Q3 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.08K+ 7.82% |
$30.2K - $38.4K
|
14.9K
$709K
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
BUY
|
- |
1.03K+ 2.18% |
$28.7K - $36.5K
|
48.1K
$2.29M
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.02K+ 2.11% |
$28.6K - $36.4K
|
49.4K
$2.36M
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.01K+ 10.68% |
$28.2K - $35.9K
|
10.5K
$499K
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.01K+ 1.59% |
$28.1K - $35.8K
|
64.4K
$3.07M
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
BUY
|
- |
1.01K+ 0.93% |
$28.1K - $35.8K
|
109K
$5.19M
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
1K+ 10.36% |
$28K - $35.7K
|
10.7K
$509K
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
979+ 4.55% |
$27.4K - $34.8K
|
22.5K
$1.07M
|
|
Oct 27, 2023
Q3 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
963+ 3.54% |
$26.9K - $34.3K
|
28.2K
$1.34M
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
946New |
$26.5K - $33.7K
|
946
$45.1K
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
937+ 4.11% |
$26.2K - $33.3K
|
23.8K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
935+ 2.35% |
$26.2K - $33.3K
|
40.8K
$1.95M
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
857+ 17.97% |
$24K - $30.5K
|
5.63K
$268K
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
836+ 9.41% |
$23.4K - $29.8K
|
9.72K
$463K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
816+ 1.09% |
$22.8K - $29K
|
76K
$3.62M
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
808+ 2.84% |
$22.6K - $28.8K
|
29.2K
$1.39M
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
783+ 1.58% |
$21.9K - $27.9K
|
50.4K
$2.4M
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
765+ 1.6% |
$21.4K - $27.2K
|
48.6K
$2.32M
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
741+ 1.76% |
$20.7K - $26.4K
|
43K
$2.05M
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
725+ 5.07% |
$20.3K - $25.8K
|
15K
$716K
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
724New |
$20.3K - $25.8K
|
724
$34.5K
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
BUY
|
- |
713+ 1.0% |
$19.9K - $25.4K
|
72K
$3.43M
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
677+ 28.77% |
$18.9K - $24.1K
|
3.03K
$144K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
677+ 2256.67% |
$18.9K - $24.1K
|
707
$33.7K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
675+ 1.56% |
$18.9K - $24K
|
43.9K
$2.09M
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
665+ 23.43% |
$18.6K - $23.7K
|
3.5K
$167K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
664New |
$18.6K - $23.6K
|
664
$31.7K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
654+ 5.14% |
$18.3K - $23.3K
|
13.4K
$638K
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
654+ 42.47% |
$18.3K - $23.3K
|
2.19K
$105K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
642+ 2.29% |
$18K - $22.8K
|
28.6K
$1.37M
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
616+ 5.84% |
$17.2K - $21.9K
|
11.2K
$532K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
611+ 12.4% |
$17.1K - $21.7K
|
5.54K
$264K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
611+ 14.0% |
$17.1K - $21.7K
|
4.98K
$237K
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
595+ 3.42% |
$16.6K - $21.2K
|
18K
$857K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
585New |
$16.4K - $20.8K
|
585
$27.9K
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
577+ 3.12% |
$16.1K - $20.5K
|
19.1K
$909K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
576+ 29.68% |
$16.1K - $20.5K
|
2.52K
$120K
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
551+ 1.93% |
$15.4K - $19.6K
|
29.2K
$1.39M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
536+ 4.18% |
$15K - $19.1K
|
13.4K
$637K
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
518+ 5.28% |
$14.5K - $18.4K
|
10.3K
$492K
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
511+ 0.84% |
$14.3K - $18.2K
|
61.6K
$2.94M
|