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 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 28.3% |
$458 - $756
|
38
$1.67K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-15- 5.17% |
$458 - $756
|
275
$12.1K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-15- 0.24% |
$458 - $756
|
6.17K
$271K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 3.4% |
$489 - $806
|
455
$20K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-17- 1.74% |
$520 - $857
|
960
$42.2K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-18- 29.03% |
$550 - $907
|
44
$1.93K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-23- 0.2% |
$703 - $1.16K
|
11.5K
$505K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 0.29% |
$733 - $1.21K
|
8.25K
$363K
|
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-25- 0.15% |
$764 - $1.26K
|
17.2K
$754K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-26- 1.03% |
$795 - $1.31K
|
2.5K
$110K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-29- 0.63% |
$886 - $1.46K
|
4.56K
$200K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-30- 0.09% |
$917 - $1.51K
|
33.3K
$1.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-35- 4.7% |
$1.07K - $1.76K
|
710
$31.2K
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-35- 0.17% |
$1.07K - $1.76K
|
20.2K
$887K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-41- 0.66% |
$1.25K - $2.07K
|
6.18K
$272K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-44- 0.14% |
$1.34K - $2.22K
|
32.1K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-44- 45.36% |
$1.34K - $2.22K
|
53
$2.33K
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-50- 0.18% |
$1.53K - $2.52K
|
28.1K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-50- 1.12% |
$1.53K - $2.52K
|
4.41K
$194K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-58- 6.81% |
$1.77K - $2.92K
|
794
$34.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-65- 0.73% |
$1.99K - $3.28K
|
8.85K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-66- 2.37% |
$2.02K - $3.33K
|
2.71K
$119K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-67- 1.1% |
$2.05K - $3.38K
|
6.02K
$264K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-72- 1.72% |
$2.2K - $3.63K
|
4.1K
$180K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-75- 23.22% |
$2.29K - $3.78K
|
248
$10.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-78- 36.62% |
$2.38K - $3.93K
|
135
$5.93K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-80- 1.03% |
$2.44K - $4.03K
|
7.67K
$337K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-81- 1.46% |
$2.48K - $4.08K
|
5.47K
$240K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-81- 0.17% |
$2.48K - $4.08K
|
47.6K
$2.09M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-81Closed |
$2.48K - $4.08K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-89- 0.93% |
$2.72K - $4.48K
|
9.45K
$415K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-90- 5.87% |
$2.75K - $4.54K
|
1.44K
$63.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-92- 0.08% |
$2.81K - $4.64K
|
116K
$5.08M
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-94- 0.8% |
$2.87K - $4.74K
|
11.7K
$515K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-95- 3.37% |
$2.9K - $4.79K
|
2.72K
$120K
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-95- 0.3% |
$2.9K - $4.79K
|
31.3K
$1.38M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-97- 17.64% |
$2.96K - $4.89K
|
453
$19.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-100- 0.81% |
$3.06K - $5.04K
|
12.3K
$540K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-102- 0.49% |
$3.12K - $5.14K
|
20.7K
$909K
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-111- 1.14% |
$3.39K - $5.59K
|
9.63K
$423K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-115- 0.13% |
$3.51K - $5.79K
|
87.6K
$3.85M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-117- 1.01% |
$3.58K - $5.9K
|
11.5K
$506K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
SELL
|
- |
-123- 2.51% |
$3.76K - $6.2K
|
4.77K
$210K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-124- 5.65% |
$3.79K - $6.25K
|
2.07K
$90.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-130- 0.32% |
$3.97K - $6.55K
|
40.1K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-132- 0.42% |
$4.03K - $6.65K
|
31.3K
$1.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-136- 0.3% |
$4.16K - $6.85K
|
45.2K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-140- 0.46% |
$4.28K - $7.05K
|
30.1K
$1.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-145- 1.12% |
$4.43K - $7.31K
|
12.8K
$564K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-146- 2.16% |
$4.46K - $7.36K
|
6.61K
$290K
|