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
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
639+ 5.27% |
$19.5K - $32.2K
|
12.8K
$561K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
626+ 0.6% |
$19.1K - $31.5K
|
105K
$4.61M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
622+ 7.38% |
$19K - $31.3K
|
9.05K
$398K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
619+ 0.53% |
$18.9K - $31.2K
|
118K
$5.19M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
609+ 7.12% |
$18.6K - $30.7K
|
9.16K
$403K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
602+ 3762.5% |
$18.4K - $30.3K
|
618
$27.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 0.7% |
$18.3K - $30.2K
|
86.3K
$3.79M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
600+ 0.59% |
$18.3K - $30.2K
|
103K
$4.52M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 0.25% |
$18.3K - $30.2K
|
237K
$10.4M
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
600+ 6.38% |
$18.3K - $30.2K
|
10K
$440K
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
600+ 1.54% |
$18.3K - $30.2K
|
39.5K
$1.73M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
579+ 1.63% |
$17.7K - $29.2K
|
36.2K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
572+ 1.81% |
$17.5K - $28.8K
|
32.1K
$1.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
558+ 18.86% |
$17.1K - $28.1K
|
3.52K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
555+ 8.31% |
$17K - $28K
|
7.24K
$318K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
548+ 391.43% |
$16.7K - $27.6K
|
688
$30.2K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
545New |
$16.7K - $27.5K
|
545
$24K
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
540+ 9.27% |
$16.5K - $27.2K
|
6.36K
$280K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
536+ 8.16% |
$16.4K - $27K
|
7.1K
$312K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
534+ 9.69% |
$16.3K - $26.9K
|
6.05K
$266K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
524+ 99.81% |
$16K - $26.4K
|
1.05K
$46.1K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
519New |
$15.9K - $26.2K
|
519
$22.8K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
501+ 3.54% |
$15.3K - $25.2K
|
14.7K
$644K
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
481+ 1.0% |
$14.7K - $24.2K
|
48.7K
$2.14M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
477+ 0.47% |
$14.6K - $24K
|
103K
$4.52M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
472+ 4.36% |
$14.4K - $23.8K
|
11.3K
$497K
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
460+ 5.64% |
$14.1K - $23.2K
|
8.61K
$379K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
451+ 5.71% |
$13.8K - $22.7K
|
8.35K
$367K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
450+ 0.92% |
$13.8K - $22.7K
|
49.5K
$2.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Outfitter Financial LLC
|
BUY
|
- |
449+ 1.06% |
$13.7K - $22.6K
|
42.7K
$1.88M
|
|
|
Mar 07, 2024
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
432+ 0.2% |
$13.2K - $21.8K
|
219K
$9.63M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
430+ 0.28% |
$13.1K - $21.7K
|
152K
$6.67M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
413+ 2.98% |
$12.6K - $20.8K
|
14.3K
$628K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
401+ 3.2% |
$12.3K - $20.2K
|
12.9K
$568K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
400+ 2.46% |
$12.2K - $20.2K
|
16.7K
$732K
|
|
|
May 11, 2023
Q1 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
365+ 3.34% |
$11.2K - $18.4K
|
11.3K
$496K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
359+ 0.83% |
$11K - $18.1K
|
43.5K
$1.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
350+ 0.56% |
$10.7K - $17.6K
|
63.3K
$2.78M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
348New |
$10.6K - $17.5K
|
348
$15.3K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
341+ 9.1% |
$10.4K - $17.2K
|
4.09K
$180K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
339New |
$10.4K - $17.1K
|
339
$14.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
331+ 88.74% |
$10.1K - $16.7K
|
704
$30.9K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
326+ 0.17% |
$9.96K - $16.4K
|
190K
$8.34M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
325+ 2.02% |
$9.93K - $16.4K
|
16.5K
$723K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
323+ 42.56% |
$9.87K - $16.3K
|
1.08K
$47.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
307+ 3.08% |
$9.38K - $15.5K
|
10.3K
$451K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
301+ 5.98% |
$9.2K - $15.2K
|
5.34K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
301+ 5.02% |
$9.2K - $15.2K
|
6.3K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
300+ 3.53% |
$9.17K - $15.1K
|
8.8K
$387K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
289+ 17.45% |
$8.83K - $14.6K
|
1.95K
$85.5K
|