Purchases and Sales Made in Q1 2023 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
3.92K+ 23.44% |
$120K - $197K
|
20.6K
$893K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
3.8K+ 61.29% |
$116K - $191K
|
10K
$433K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
3.8K+ 1.05% |
$116K - $191K
|
364K
$15.8M
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.79K+ 26.32% |
$116K - $191K
|
18.2K
$788K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
3.79K+ 1.18% |
$116K - $191K
|
326K
$14.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.78K+ 1.8% |
$116K - $191K
|
214K
$9.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.76K+ 2.55% |
$115K - $190K
|
151K
$6.54M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
3.76K+ 24.07% |
$115K - $189K
|
19.4K
$840K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.74K+ 0.63% |
$114K - $188K
|
600K
$26M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.74K+ 16.69% |
$114K - $188K
|
26.1K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.73K+ 43.18% |
$114K - $188K
|
12.4K
$536K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.7K+ 16.29% |
$113K - $187K
|
26.4K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.7K+ 7.99% |
$113K - $186K
|
49.9K
$2.16M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
3.69K+ 31.13% |
$113K - $186K
|
15.6K
$674K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.67K+ 14.35% |
$112K - $185K
|
29.3K
$1.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.66K+ 10.62% |
$112K - $184K
|
38.1K
$1.65M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3.65K+ 38.31% |
$112K - $184K
|
13.2K
$571K
|
|
|
Apr 20, 2023
Q1 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
3.65K+ 27.92% |
$111K - $184K
|
16.7K
$724K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.64K+ 1.61% |
$111K - $183K
|
230K
$9.95M
|
|
|
Apr 19, 2023
Q1 2023
|
Coerente Capital Management
|
BUY
|
- |
3.61K+ 0.9% |
$110K - $182K
|
403K
$17.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.59K+ 6.35% |
$110K - $181K
|
60.1K
$2.6M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.46K+ 1.5% |
$106K - $174K
|
233K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
3.45K+ 6.27% |
$106K - $174K
|
58.5K
$2.54M
|
|
|
May 10, 2023
Q1 2023
|
Park Circle CO
|
BUY
|
- |
3.43KNew |
$105K - $173K
|
3.43K
$149K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.4K+ 23.67% |
$104K - $171K
|
17.8K
$770K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.39K+ 2.05% |
$104K - $171K
|
168K
$7.29M
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
3.38K+ 15.24% |
$103K - $170K
|
25.6K
$1.11M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
3.33K+ 9.45% |
$102K - $168K
|
38.6K
$1.67M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.3K+ 15.23% |
$101K - $166K
|
25K
$1.08M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.25K+ 31.09% |
$99.3K - $164K
|
13.7K
$594K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.24K+ 16.2% |
$99.1K - $163K
|
23.3K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.22K+ 3.66% |
$98.3K - $162K
|
91.2K
$3.95M
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
3.2K+ 6.06% |
$97.8K - $161K
|
56K
$2.43M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.18K+ 35.0% |
$97K - $160K
|
12.2K
$530K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.14K+ 105.37% |
$96K - $158K
|
6.12K
$265K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.14K+ 105.37% |
$96K - $158K
|
6.12K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
3.11K+ 2.44% |
$95.1K - $157K
|
131K
$5.66M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
3.11K+ 41.96% |
$94.9K - $156K
|
10.5K
$455K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.07K+ 13.48% |
$93.9K - $155K
|
25.9K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.01K+ 2.17% |
$92K - $152K
|
142K
$6.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3K+ 1.69% |
$91.7K - $151K
|
180K
$7.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Argyle Capital Management Inc.
|
BUY
|
- |
3K+ 6.24% |
$91.7K - $151K
|
51.1K
$2.21M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.98K+ 9.46% |
$91K - $150K
|
34.4K
$1.49M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.89K+ 13.6% |
$88.3K - $146K
|
24.1K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.89K+ 43.46% |
$88.3K - $146K
|
9.54K
$413K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.88K+ 8.77% |
$88K - $145K
|
35.7K
$1.55M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.88K+ 14.76% |
$87.9K - $145K
|
22.4K
$969K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.8KNew |
$85.4K - $141K
|
2.8K
$121K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.77K+ 28.99% |
$84.5K - $139K
|
12.3K
$533K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
2.76K+ 24.73% |
$84.2K - $139K
|
13.9K
$602K
|