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 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.66K+ 4.42% |
$50.7K - $83.6K
|
39.3K
$1.7M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.63K+ 6.99% |
$49.8K - $82K
|
24.9K
$1.08M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.62K+ 18.16% |
$49.6K - $81.8K
|
10.6K
$458K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.61K+ 4.94% |
$49.1K - $80.9K
|
34.1K
$1.48M
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.59K+ 13.24% |
$48.6K - $80.2K
|
13.6K
$589K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.59K+ 7.25% |
$48.5K - $80K
|
23.5K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.57K+ 12.59% |
$48.1K - $79.3K
|
14.1K
$610K
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.57K+ 31.9% |
$47.9K - $78.9K
|
6.48K
$280K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.57K+ 20.5% |
$47.9K - $78.9K
|
9.21K
$399K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.55KNew |
$47.5K - $78.3K
|
1.55K
$67.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.55K+ 17.1% |
$47.4K - $78.1K
|
10.6K
$460K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 17.1% |
$47.4K - $78.1K
|
10.6K
$460K
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
1.54K+ 1.62% |
$47K - $77.5K
|
96.2K
$4.17M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.53K+ 2.82% |
$46.7K - $76.9K
|
55.7K
$2.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.52K+ 12.33% |
$46.3K - $76.4K
|
13.8K
$598K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.49K+ 10.2% |
$45.5K - $75.1K
|
16.1K
$697K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
1.47K+ 2.26% |
$44.8K - $73.9K
|
66.3K
$2.87M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.45K+ 11.87% |
$44.4K - $73.3K
|
13.7K
$594K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.45K+ 9.94% |
$44.2K - $72.9K
|
16K
$694K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.45K+ 3.13% |
$44.2K - $72.9K
|
47.7K
$2.07M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.42K+ 26.68% |
$43.5K - $71.7K
|
6.76K
$293K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
1.42K+ 23.35% |
$43.2K - $71.3K
|
7.48K
$324K
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.41K+ 30.98% |
$43.1K - $71.1K
|
5.97K
$258K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.4K+ 8.43% |
$42.8K - $70.5K
|
18K
$779K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
1.38K+ 77.53% |
$42.2K - $69.5K
|
3.16K
$137K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.38K+ 6.61% |
$42.1K - $69.3K
|
22.2K
$961K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 17.48% |
$41.9K - $69.1K
|
9.22K
$399K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.37K+ 7.35% |
$41.9K - $69.1K
|
20K
$868K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.36K+ 19.74% |
$41.4K - $68.3K
|
8.23K
$356K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.34K+ 2.25% |
$41.1K - $67.7K
|
61K
$2.64M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.33K+ 1.61% |
$40.7K - $67.1K
|
83.9K
$3.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.31K+ 8.32% |
$39.9K - $65.9K
|
17K
$737K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.31K+ 0.3% |
$39.9K - $65.9K
|
440K
$19M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.3K+ 3.02% |
$39.6K - $65.4K
|
44.2K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.29K+ 7.65% |
$39.5K - $65.1K
|
18.2K
$787K
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
1.29K+ 4.89% |
$39.4K - $65K
|
27.7K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.28K+ 1.63% |
$39.1K - $64.4K
|
79.8K
$3.46M
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.26K+ 320.0% |
$38.6K - $63.7K
|
1.66K
$71.9K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.26K+ 3.3% |
$38.6K - $63.6K
|
39.6K
$1.71M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.26K+ 13.07% |
$38.5K - $63.5K
|
10.9K
$473K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.24K+ 3.67% |
$37.9K - $62.4K
|
35K
$1.52M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.22K+ 65.74% |
$37.4K - $61.7K
|
3.09K
$134K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 10.44% |
$37.1K - $61.2K
|
12.9K
$557K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.2K+ 11.1% |
$36.7K - $60.5K
|
12K
$521K
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
1.2K+ 0.36% |
$36.7K - $60.5K
|
336K
$14.5M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
1.18K+ 10.67% |
$35.9K - $59.2K
|
12.2K
$528K
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.14K+ 14.23% |
$34.8K - $57.4K
|
9.14K
$396K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.13K+ 6.51% |
$34.6K - $57K
|
18.5K
$802K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
1.13K+ 12.29% |
$34.5K - $56.8K
|
10.3K
$446K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.12K+ 128.34% |
$34.3K - $56.6K
|
2K
$86.6K
|