Purchases and Sales Made in Q2 2023 in Regions Financial Corp (RF)
This table provides information about the institutional ownership of Regions Financial Corp (RF) during Q2 2023. The information is specifically focused on institutions that hold shares of REGIONS FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
29New |
$450 - $557
|
29
$705
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24New |
$372 - $461
|
24
$584
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19New |
$295 - $365
|
19
$462
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 0.1% |
$248 - $308
|
15.6K
$380K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
13New |
$202 - $250
|
13
$316
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
13New |
$202 - $250
|
13
$316
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 6.7% |
$186 - $231
|
191
$4.65K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.06% |
$171 - $211
|
18.9K
$459K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
10+ 18.87% |
$155 - $192
|
63
$1.53K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8+ 0.04% |
$124 - $154
|
18K
$438K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 1.05% |
$124 - $154
|
769
$18.7K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8+ 0.07% |
$124 - $154
|
11.8K
$287K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 1.18% |
$62.1 - $76.9
|
343
$8.34K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.05% |
$62.1 - $76.9
|
7.37K
$179K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.05% |
$62.1 - $76.9
|
7.37K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
4New |
$62.1 - $76.9
|
4
$97.3
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.08% |
$31 - $38.4
|
2.51K
$61.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.12% |
$15.5 - $19.2
|
803
$19.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$15.5 - $19.2
|
1
$24.3
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-1- 0.93% |
$15.5 - $19.2
|
106
$2.58K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 5.26% |
$15.5 - $19.2
|
18
$438
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4- 0.27% |
$62.1 - $76.9
|
1.45K
$35.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-13- 0.03% |
$202 - $250
|
43.3K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-18- 0.07% |
$279 - $346
|
26.4K
$642K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-18- 0.07% |
$279 - $346
|
26.4K
$642K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-20- 0.08% |
$310 - $384
|
24.5K
$595K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-21- 21.21% |
$326 - $404
|
78
$1.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-29- 25.22% |
$450 - $557
|
86
$2.09K
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-33- 0.24% |
$512 - $634
|
13.5K
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-38- 2.57% |
$590 - $730
|
1.44K
$35K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-44- 6.51% |
$683 - $846
|
632
$15.4K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 0.2% |
$776 - $961
|
25.4K
$617K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-75- 0.69% |
$1.16K - $1.44K
|
10.8K
$263K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-93- 0.06% |
$1.44K - $1.79K
|
148K
$3.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-102- 17.17% |
$1.58K - $1.96K
|
492
$12K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-102- 0.77% |
$1.58K - $1.96K
|
13.2K
$321K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-104- 64.6% |
$1.61K - $2K
|
57
$1.39K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-109- 0.12% |
$1.69K - $2.09K
|
89.5K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-112- 0.46% |
$1.74K - $2.15K
|
24.2K
$588K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-126- 12.82% |
$1.96K - $2.42K
|
857
$20.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-133- 0.56% |
$2.06K - $2.56K
|
23.5K
$571K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-150- 1.18% |
$2.33K - $2.88K
|
12.5K
$305K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-155- 29.08% |
$2.41K - $2.98K
|
378
$9.19K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-169- 0.14% |
$2.62K - $3.25K
|
117K
$2.85M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-175- 1.47% |
$2.72K - $3.36K
|
11.7K
$286K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-181- 1.45% |
$2.81K - $3.48K
|
12.3K
$299K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-188- 6.4% |
$2.92K - $3.61K
|
2.75K
$66.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-193- 0.19% |
$3K - $3.71K
|
101K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-194- 1.74% |
$3.01K - $3.73K
|
10.9K
$266K
|