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 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-154- 0.38% |
$4.71K - $7.76K
|
40.9K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-156- 43.82% |
$4.77K - $7.86K
|
200
$8.66K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-158- 1.26% |
$4.83K - $7.96K
|
12.4K
$538K
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
SELL
|
- |
-160- 1.21% |
$4.89K - $8.06K
|
13.1K
$566K
|
|
|
May 08, 2023
Q1 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-160- 0.03% |
$4.89K - $8.06K
|
469K
$20.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-163- 2.87% |
$4.98K - $8.21K
|
5.51K
$239K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-167- 0.36% |
$5.1K - $8.42K
|
46.2K
$2M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-181- 0.54% |
$5.53K - $9.12K
|
33.2K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-181- 9.89% |
$5.53K - $9.12K
|
1.65K
$71.4K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-183- 15.35% |
$5.59K - $9.22K
|
1.01K
$43.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-189- 2.91% |
$5.78K - $9.52K
|
6.31K
$273K
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-200- 0.53% |
$6.11K - $10.1K
|
37.8K
$1.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-200- 2.08% |
$6.11K - $10.1K
|
9.42K
$408K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-200- 40.0% |
$6.11K - $10.1K
|
300
$13K
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-200- 2.84% |
$6.11K - $10.1K
|
6.85K
$297K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-200- 1.25% |
$6.11K - $10.1K
|
15.8K
$685K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-207- 1.03% |
$6.33K - $10.4K
|
20K
$865K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-207- 1.03% |
$6.33K - $10.4K
|
20K
$865K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-215- 0.16% |
$6.57K - $10.8K
|
136K
$5.89M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-218- 17.75% |
$6.66K - $11K
|
1.01K
$43.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-220- 1.01% |
$6.72K - $11.1K
|
21.5K
$933K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-232- 0.4% |
$7.09K - $11.7K
|
58.1K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-236- 6.33% |
$7.21K - $11.9K
|
3.49K
$151K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-237- 92.58% |
$7.24K - $11.9K
|
19
$823
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-250- 2.46% |
$7.64K - $12.6K
|
9.92K
$430K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-250- 3.42% |
$7.64K - $12.6K
|
7.07K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-257- 81.07% |
$7.85K - $13K
|
60
$2.6K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-260- 1.58% |
$7.95K - $13.1K
|
16.1K
$699K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-263- 4.03% |
$8.04K - $13.3K
|
6.26K
$271K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-278- 1.87% |
$8.5K - $14K
|
14.6K
$633K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-297- 0.36% |
$9.08K - $15K
|
82K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-297- 5.63% |
$9.08K - $15K
|
4.98K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-297- 0.28% |
$9.08K - $15K
|
106K
$4.59M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-303- 1.51% |
$9.26K - $15.3K
|
19.7K
$854K
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-318- 4.02% |
$9.72K - $16K
|
7.6K
$329K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-322- 0.68% |
$9.84K - $16.2K
|
47.2K
$2.05M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-333- 0.24% |
$10.2K - $16.8K
|
141K
$6.11M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-338- 80.86% |
$10.3K - $17K
|
80
$3.47K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-351- 11.61% |
$10.7K - $17.7K
|
2.67K
$116K
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-352- 1.45% |
$10.8K - $17.7K
|
23.9K
$1.03M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-363- 2.73% |
$11.1K - $18.3K
|
12.9K
$560K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-369- 3.36% |
$11.3K - $18.6K
|
10.6K
$460K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-382- 3.24% |
$11.7K - $19.2K
|
11.4K
$494K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-383- 78.48% |
$11.7K - $19.3K
|
105
$4.55K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-387- 1.99% |
$11.8K - $19.5K
|
19.1K
$825K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-388- 2.7% |
$11.9K - $19.6K
|
14K
$607K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-390- 1.36% |
$11.9K - $19.7K
|
28.3K
$1.22M
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-393- 0.46% |
$12K - $19.8K
|
84.8K
$3.67M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-405- 0.63% |
$12.4K - $20.4K
|
64.1K
$2.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-416- 1.73% |
$12.7K - $21K
|
23.6K
$1.02M
|