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 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.1K+ 10.87% |
$33.7K - $55.5K
|
11.2K
$487K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.09K+ 2.71% |
$33.4K - $55.1K
|
41.5K
$1.8M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 0.68% |
$32.7K - $54K
|
158K
$6.83M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.07K+ 9.78% |
$32.6K - $53.8K
|
12K
$519K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
1.04K+ 16.63% |
$31.8K - $52.5K
|
7.3K
$316K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.03K+ 12.21% |
$31.6K - $52.1K
|
9.51K
$412K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.02K+ 16.11% |
$31.3K - $51.6K
|
7.38K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1KNew |
$30.6K - $50.4K
|
1K
$43.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
974+ 1.69% |
$29.8K - $49.1K
|
58.8K
$2.55M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
971+ 73.9% |
$29.7K - $48.9K
|
2.29K
$99K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
954+ 0.61% |
$29.2K - $48.1K
|
156K
$6.77M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
942New |
$28.8K - $47.5K
|
942
$40.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
935New |
$28.6K - $47.1K
|
935
$40.5K
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
933+ 0.39% |
$28.5K - $47K
|
243K
$10.5M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
901New |
$27.5K - $45.4K
|
901
$39K
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
899+ 4.43% |
$27.5K - $45.3K
|
21.2K
$918K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
881+ 10.62% |
$26.9K - $44.4K
|
9.18K
$398K
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
861+ 4.51% |
$26.3K - $43.4K
|
20K
$865K
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
861+ 0.28% |
$26.3K - $43.4K
|
308K
$13.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
858+ 0.24% |
$26.2K - $43.2K
|
362K
$15.7M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
855+ 2.63% |
$26.1K - $43.1K
|
33.4K
$1.45M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
844+ 8.73% |
$25.8K - $42.5K
|
10.5K
$455K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
843+ 6.07% |
$25.8K - $42.5K
|
14.7K
$638K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
828+ 12.16% |
$25.3K - $41.7K
|
7.64K
$331K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
817+ 2.19% |
$25K - $41.2K
|
38.2K
$1.65M
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
812+ 9.22% |
$24.8K - $40.9K
|
9.62K
$417K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
809+ 5.95% |
$24.7K - $40.8K
|
14.4K
$624K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
798+ 6.98% |
$24.4K - $40.2K
|
12.2K
$530K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
785+ 5.32% |
$24K - $39.6K
|
15.5K
$673K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
775New |
$23.7K - $39.1K
|
775
$33.6K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
768+ 3.84% |
$23.5K - $38.7K
|
20.7K
$899K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
765+ 7.97% |
$23.4K - $38.5K
|
10.4K
$449K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
765+ 7.97% |
$23.4K - $38.5K
|
10.4K
$449K
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
759+ 1.86% |
$23.2K - $38.2K
|
41.5K
$1.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
758+ 1.03% |
$23.2K - $38.2K
|
74.3K
$3.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
750+ 5.49% |
$22.9K - $37.8K
|
14.4K
$624K
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
739+ 5.26% |
$22.6K - $37.2K
|
14.8K
$641K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
734+ 4.88% |
$22.4K - $37K
|
15.8K
$684K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
725+ 2.84% |
$22.2K - $36.5K
|
26.3K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
716+ 1.01% |
$21.9K - $36.1K
|
71.6K
$3.1M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
708+ 13.35% |
$21.6K - $35.7K
|
6.01K
$260K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
703+ 10.13% |
$21.5K - $35.4K
|
7.64K
$331K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
700+ 117.06% |
$21.4K - $35.3K
|
1.3K
$56.2K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
696+ 8.6% |
$21.3K - $35.1K
|
8.79K
$381K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
691+ 0.63% |
$21.1K - $34.8K
|
110K
$4.75M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
661+ 0.29% |
$20.2K - $33.3K
|
225K
$9.74M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
659+ 1.42% |
$20.1K - $33.2K
|
47.1K
$2.04M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
654+ 6.94% |
$20K - $33K
|
10.1K
$437K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
654+ 6.94% |
$20K - $33K
|
10.1K
$437K
|
|
|
May 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
644+ 3.46% |
$19.7K - $32.5K
|
19.2K
$833K
|