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 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.75K+ 31.59% |
$84.1K - $139K
|
11.5K
$497K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.72K+ 2041.35% |
$83K - $137K
|
2.85K
$123K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.65K+ 68.51% |
$80.9K - $133K
|
6.51K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.63K+ 14.58% |
$80.5K - $133K
|
20.7K
$897K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.61K+ 7.74% |
$79.8K - $132K
|
36.4K
$1.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
2.6K+ 84.42% |
$79.5K - $131K
|
5.68K
$246K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
2.6K+ 15.05% |
$79.3K - $131K
|
19.8K
$859K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.57K+ 12.35% |
$78.4K - $129K
|
23.4K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.54K+ 53.46% |
$77.7K - $128K
|
7.29K
$316K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.54K+ 140.6% |
$77.5K - $128K
|
4.34K
$188K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.43K+ 12.86% |
$74.1K - $122K
|
21.3K
$922K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.4K+ 21.06% |
$73.4K - $121K
|
13.8K
$598K
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
2.4K+ 5.33% |
$73.3K - $121K
|
47.4K
$2.06M
|
|
|
May 10, 2023
Q1 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
2.3K+ 14.41% |
$70.3K - $116K
|
18.3K
$791K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.29K+ 12.57% |
$70.1K - $116K
|
20.5K
$889K
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
2.28K+ 5.55% |
$69.7K - $115K
|
43.4K
$1.88M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.17KNew |
$66.2K - $109K
|
2.17K
$93.9K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2.16K+ 161.1% |
$66.1K - $109K
|
3.5K
$152K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2.15K+ 12.25% |
$65.7K - $108K
|
19.7K
$854K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.14K+ 6.36% |
$65.3K - $108K
|
35.7K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.13K+ 75.16% |
$65.2K - $107K
|
4.97K
$215K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
2.12K+ 14.16% |
$64.8K - $107K
|
17.1K
$741K
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
2.12K+ 12.26% |
$64.7K - $107K
|
19.4K
$840K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.1K+ 47.78% |
$64K - $106K
|
6.48K
$281K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.09K+ 2.85% |
$64K - $105K
|
75.5K
$3.27M
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.08K+ 3.07% |
$63.6K - $105K
|
69.9K
$3.03M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.02K+ 12.1% |
$61.6K - $102K
|
18.7K
$809K
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
2.02K+ 3.45% |
$61.6K - $102K
|
60.4K
$2.62M
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
2K+ 30.69% |
$61.1K - $101K
|
8.52K
$369K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2K+ 76.1% |
$61.1K - $101K
|
4.63K
$200K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.98K+ 6.93% |
$60.6K - $99.9K
|
30.6K
$1.33M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
1.98K+ 4.84% |
$60.4K - $99.7K
|
42.8K
$1.86M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.97K+ 35.67% |
$60.2K - $99.3K
|
7.49K
$325K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.93K+ 24.75% |
$58.9K - $97.1K
|
9.71K
$421K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.92K+ 8.27% |
$58.6K - $96.6K
|
25.1K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.88K+ 24.29% |
$57.3K - $94.5K
|
9.59K
$416K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 10.05% |
$56K - $92.4K
|
20.1K
$869K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.83K+ 2.14% |
$56K - $92.3K
|
87.6K
$3.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.82K+ 4.42% |
$55.7K - $91.8K
|
43K
$1.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.82K+ 9.79% |
$55.6K - $91.7K
|
20.4K
$884K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.82KNew |
$55.5K - $91.5K
|
1.82K
$78.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
1.77K+ 3.17% |
$54.2K - $89.4K
|
57.8K
$2.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.77K+ 3.79% |
$54.2K - $89.4K
|
48.6K
$2.11M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.76K+ 1.89% |
$53.8K - $88.7K
|
95K
$4.11M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.73K+ 3.99% |
$52.7K - $87K
|
45K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.72K+ 24.14% |
$52.7K - $86.9K
|
8.87K
$384K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.71K+ 4.03% |
$52.3K - $86.3K
|
44.2K
$1.91M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.7K+ 4.8% |
$52K - $85.8K
|
37.2K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.69K+ 13.35% |
$51.7K - $85.3K
|
14.4K
$622K
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
1.68K+ 0.86% |
$51.3K - $84.6K
|
197K
$8.54M
|