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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
281+ 0.81% |
$8.59K - $14.2K
|
34.8K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
278+ 2.55% |
$8.5K - $14K
|
11.2K
$484K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
277New |
$8.47K - $14K
|
277
$12K
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
272+ 4.38% |
$8.31K - $13.7K
|
6.48K
$281K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
261+ 33.68% |
$7.98K - $13.2K
|
1.04K
$44.9K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
255+ 0.53% |
$7.79K - $12.8K
|
48K
$2.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
231New |
$7.06K - $11.6K
|
231
$10K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
231+ 1.24% |
$7.06K - $11.6K
|
18.9K
$818K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
231New |
$7.06K - $11.6K
|
231
$10K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
227+ 0.81% |
$6.94K - $11.4K
|
28.3K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
225New |
$6.88K - $11.3K
|
225
$9.75K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
223+ 3.16% |
$6.81K - $11.2K
|
7.29K
$316K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
214+ 24.63% |
$6.54K - $10.8K
|
1.08K
$46.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
206+ 1.76% |
$6.3K - $10.4K
|
11.9K
$517K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
205+ 0.87% |
$6.26K - $10.3K
|
23.7K
$1.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
203+ 0.09% |
$6.2K - $10.2K
|
223K
$9.66M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
199+ 15.09% |
$6.08K - $10K
|
1.52K
$65.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
197+ 0.09% |
$6.02K - $9.93K
|
219K
$9.49M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
180+ 0.96% |
$5.5K - $9.07K
|
18.9K
$817K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
180+ 1.73% |
$5.5K - $9.07K
|
10.6K
$458K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
178+ 41.49% |
$5.44K - $8.97K
|
607
$26.3K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
174+ 11.67% |
$5.32K - $8.77K
|
1.67K
$72.1K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
160+ 0.07% |
$4.89K - $8.06K
|
218K
$9.43M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
143+ 1.39% |
$4.37K - $7.21K
|
10.4K
$451K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
138+ 1.14% |
$4.22K - $6.95K
|
12.2K
$530K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
137+ 304.44% |
$4.19K - $6.9K
|
182
$7.88K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
136New |
$4.16K - $6.85K
|
136
$5.89K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
136+ 0.25% |
$4.16K - $6.85K
|
55K
$2.38M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
136+ 0.21% |
$4.16K - $6.85K
|
65.9K
$2.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
133+ 0.36% |
$4.06K - $6.7K
|
37.5K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
128+ 1.93% |
$3.91K - $6.45K
|
6.75K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
124+ 0.3% |
$3.79K - $6.25K
|
41.7K
$1.81M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
121+ 1.05% |
$3.7K - $6.1K
|
11.6K
$504K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
119+ 1.13% |
$3.64K - $6K
|
10.6K
$460K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
119New |
$3.64K - $6K
|
119
$5.16K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
108+ 0.06% |
$3.3K - $5.44K
|
191K
$8.26M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
107+ 2675.0% |
$3.27K - $5.39K
|
111
$4.81K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
104New |
$3.18K - $5.24K
|
104
$4.51K
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
101+ 0.45% |
$3.09K - $5.09K
|
22.6K
$980K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
98+ 1.27% |
$2.99K - $4.94K
|
7.84K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
98+ 3.62% |
$2.99K - $4.94K
|
2.8K
$121K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
97+ 21.0% |
$2.96K - $4.89K
|
559
$24.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
96New |
$2.93K - $4.84K
|
96
$4.16K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
93+ 3.09% |
$2.84K - $4.69K
|
3.1K
$134K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
89+ 0.3% |
$2.72K - $4.48K
|
30.1K
$1.3M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
79+ 1.75% |
$2.41K - $3.98K
|
4.61K
$200K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
76+ 1.98% |
$2.32K - $3.83K
|
3.92K
$170K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
76+ 3.02% |
$2.32K - $3.83K
|
2.6K
$112K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
68+ 0.9% |
$2.08K - $3.43K
|
7.64K
$331K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
60+ 0.43% |
$1.83K - $3.02K
|
13.9K
$602K
|