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
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
58+ 263.64% |
$1.77K - $2.92K
|
80
$3.47K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
53+ 0.25% |
$1.62K - $2.67K
|
21.1K
$915K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
53New |
$1.62K - $2.67K
|
53
$2.3K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
46+ 2.85% |
$1.41K - $2.32K
|
1.66K
$71.9K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
44+ 1.13% |
$1.34K - $2.22K
|
3.95K
$171K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
40New |
$1.22K - $2.02K
|
40
$1.73K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
39New |
$1.19K - $1.97K
|
39
$1.69K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
37+ 0.87% |
$1.13K - $1.86K
|
4.27K
$185K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
37+ 48.68% |
$1.13K - $1.86K
|
113
$4.9K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
36+ 0.52% |
$1.1K - $1.81K
|
7.01K
$304K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
35+ 0.52% |
$1.07K - $1.76K
|
6.73K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
34+ 13.33% |
$1.04K - $1.71K
|
289
$12.5K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
32+ 4.38% |
$978 - $1.61K
|
762
$33K
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
31+ 0.34% |
$947 - $1.56K
|
9.24K
$400K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
25+ 0.71% |
$764 - $1.26K
|
3.56K
$154K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
24+ 4.41% |
$733 - $1.21K
|
568
$24.6K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
24+ 300.0% |
$733 - $1.21K
|
32
$1.39K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
23+ 2.97% |
$703 - $1.16K
|
798
$34.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
22+ 3.44% |
$672 - $1.11K
|
661
$28.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
22+ 0.06% |
$672 - $1.11K
|
35.6K
$1.54M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
22+ 100.0% |
$672 - $1.11K
|
44
$1.91K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
21+ 0.01% |
$642 - $1.06K
|
208K
$9.03M
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
BUY
|
- |
19+ 0.17% |
$581 - $957
|
11.4K
$494K
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
18+ 0.12% |
$550 - $907
|
15K
$649K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18+ 0.22% |
$550 - $907
|
8.02K
$347K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
17+ 4.44% |
$520 - $857
|
400
$17.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
16+ 7.69% |
$489 - $806
|
224
$9.7K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
15New |
$458 - $756
|
15
$650
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13+ 0.18% |
$397 - $655
|
7.4K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
11+ 0.11% |
$336 - $554
|
10.2K
$443K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
11+ 0.18% |
$336 - $554
|
6.11K
$265K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8+ 0.26% |
$244 - $403
|
3.1K
$134K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
8+ 0.09% |
$244 - $403
|
8.46K
$366K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.21% |
$183 - $302
|
2.87K
$124K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 1.1% |
$153 - $252
|
460
$19.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.17% |
$122 - $202
|
346
$15K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3+ 1.14% |
$91.7 - $151
|
266
$11.5K
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3+ 0.03% |
$91.7 - $151
|
9.45K
$409K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.21% |
$61.1 - $101
|
977
$42.3K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 3.28% |
$61.1 - $101
|
63
$2.73K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.22% |
$30.6 - $50.4
|
46
$1.99K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.34% |
$30.6 - $50.4
|
294
$12.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1New |
$30.6 - $50.4
|
1
$43.3
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.57% |
$30.6 - $50.4
|
175
$7.58K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.01% |
$30.6 - $50.4
|
11.5K
$498K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1New |
$30.6 - $50.4
|
1
$43.3
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-9- 20.93% |
$275 - $454
|
34
$1.47K
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-13- 0.07% |
$397 - $655
|
19.2K
$834K
|