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 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-420- 2.68% |
$12.8K - $21.2K
|
15.2K
$659K
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-430- 2.53% |
$13.1K - $21.7K
|
16.6K
$717K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-440- 4.42% |
$13.4K - $22.2K
|
9.51K
$412K
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-441- 3.02% |
$13.5K - $22.2K
|
14.2K
$613K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-449- 3.14% |
$13.7K - $22.6K
|
13.8K
$600K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-451- 4.01% |
$13.8K - $22.7K
|
10.8K
$467K
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-452- 0.74% |
$13.8K - $22.8K
|
61K
$2.64M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-456- 4.48% |
$13.9K - $23K
|
9.72K
$421K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-458- 6.63% |
$14K - $23.1K
|
6.45K
$279K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-463- 20.56% |
$14.1K - $23.3K
|
1.79K
$77.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-470- 3.1% |
$14.4K - $23.7K
|
14.7K
$636K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-490- 2.11% |
$15K - $24.7K
|
22.7K
$985K
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-492- 2.9% |
$15K - $24.8K
|
16.5K
$715K
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
SELL
|
- |
-500- 2.28% |
$15.3K - $25.2K
|
21.4K
$929K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-505- 14.65% |
$15.4K - $25.4K
|
2.94K
$127K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-510- 7.12% |
$15.6K - $25.7K
|
6.65K
$288K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-520- 7.44% |
$15.9K - $26.2K
|
6.47K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-534- 3.87% |
$16.3K - $26.9K
|
13.2K
$574K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-558- 5.48% |
$17.1K - $28.1K
|
9.63K
$417K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-590- 1.4% |
$18K - $29.7K
|
41.5K
$1.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-611- 18.17% |
$18.7K - $30.8K
|
2.75K
$119K
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-613- 6.45% |
$18.7K - $30.9K
|
8.9K
$385K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-628- 4.85% |
$19.2K - $31.6K
|
12.3K
$533K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-629- 5.48% |
$19.2K - $31.7K
|
10.9K
$470K
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
SELL
|
- |
-629- 1.62% |
$19.2K - $31.7K
|
38.1K
$1.65M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-641- 0.29% |
$19.6K - $32.3K
|
220K
$9.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-644- 0.94% |
$19.7K - $32.5K
|
67.7K
$2.93M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-647- 8.93% |
$19.8K - $32.6K
|
6.6K
$286K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-647- 0.52% |
$19.8K - $32.6K
|
123K
$5.34M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-654- 7.85% |
$20K - $33K
|
7.68K
$333K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-656- 6.33% |
$20K - $33.1K
|
9.71K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-667- 1.12% |
$20.4K - $33.6K
|
58.7K
$2.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-680- 8.92% |
$20.8K - $34.3K
|
6.94K
$301K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-680- 2.0% |
$20.8K - $34.3K
|
33.3K
$1.44M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-688- 5.32% |
$21K - $34.7K
|
12.2K
$530K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-690- 6.53% |
$21.1K - $34.8K
|
9.88K
$428K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-707- 7.78% |
$21.6K - $35.6K
|
8.38K
$363K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-708- 9.13% |
$21.6K - $35.7K
|
7.04K
$305K
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-714- 4.98% |
$21.8K - $36K
|
13.6K
$590K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-800- 3.18% |
$24.4K - $40.3K
|
24.3K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-810- 9.86% |
$24.8K - $40.8K
|
7.41K
$321K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-813- 7.46% |
$24.8K - $41K
|
10.1K
$437K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-814- 5.12% |
$24.9K - $41K
|
15.1K
$653K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-823- 10.27% |
$25.2K - $41.5K
|
7.19K
$311K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-826- 10.33% |
$25.2K - $41.6K
|
7.17K
$311K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-833- 10.56% |
$25.5K - $42K
|
7.06K
$306K
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-853- 0.84% |
$26.1K - $43K
|
101K
$4.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-858- 10.29% |
$26.2K - $43.2K
|
7.48K
$324K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-862- 66.82% |
$26.3K - $43.4K
|
428
$18.5K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-863- 25.4% |
$26.4K - $43.5K
|
2.54K
$110K
|