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 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-863- 25.4% |
$26.4K - $43.5K
|
2.54K
$111K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-868- 9.31% |
$26.5K - $43.7K
|
8.45K
$372K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-874- 91.04% |
$26.7K - $44K
|
86
$3.78K
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-886- 9.27% |
$27.1K - $44.6K
|
8.68K
$381K
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
SELL
|
- |
-900- 6.12% |
$27.5K - $45.4K
|
13.8K
$607K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-903- 11.32% |
$27.6K - $45.5K
|
7.07K
$311K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-910- 2.98% |
$27.8K - $45.9K
|
29.6K
$1.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-919- 10.28% |
$28.1K - $46.3K
|
8.02K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-950- 13.67% |
$29K - $47.9K
|
6K
$264K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-997- 2.84% |
$30.5K - $50.2K
|
34.1K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.03K- 13.64% |
$31.5K - $51.9K
|
6.52K
$287K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.04K- 6.29% |
$31.8K - $52.5K
|
15.5K
$683K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.07K- 9.35% |
$32.7K - $53.9K
|
10.4K
$456K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.09K- 2.08% |
$33.2K - $54.7K
|
51K
$2.24M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.11K- 0.88% |
$33.9K - $55.8K
|
125K
$5.51M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.13K- 1.85% |
$34.6K - $57K
|
60.1K
$2.64M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.14K- 2.54% |
$34.8K - $57.4K
|
43.7K
$1.92M
|
|
|
May 11, 2023
Q1 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.18K- 4.0% |
$36.1K - $59.5K
|
28.3K
$1.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.19K- 12.02% |
$36.3K - $59.8K
|
8.69K
$382K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.2K- 44.58% |
$36.7K - $60.5K
|
1.49K
$65.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.21K- 8.97% |
$36.9K - $60.8K
|
12.2K
$538K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.22K- 5.15% |
$37.4K - $61.6K
|
22.5K
$990K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.27K- 0.46% |
$38.8K - $63.9K
|
277K
$12.2M
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-1.28K- 3.4% |
$39K - $64.3K
|
36.2K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.3K- 5.57% |
$39.7K - $65.5K
|
22K
$969K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.3K- 57.62% |
$39.9K - $65.7K
|
959
$42.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.33K- 3.9% |
$40.6K - $67K
|
32.7K
$1.44M
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.34K- 11.52% |
$40.9K - $67.5K
|
10.3K
$452K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.34K- 6.8% |
$41K - $67.7K
|
18.4K
$810K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.35K- 2.64% |
$41.2K - $67.9K
|
49.7K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.38K- 13.41% |
$42.1K - $69.4K
|
8.9K
$391K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.39K- 28.52% |
$42.3K - $69.8K
|
3.47K
$153K
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.4K- 7.28% |
$42.8K - $70.5K
|
17.8K
$783K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.41K- 5.8% |
$43.2K - $71.2K
|
22.9K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.43K- 3.22% |
$43.6K - $72K
|
42.9K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.43K- 1.07% |
$43.7K - $72K
|
132K
$5.79M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.45K- 17.61% |
$44.4K - $73.2K
|
6.8K
$299K
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.5K- 13.55% |
$45.8K - $75.6K
|
9.57K
$421K
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-1.5K- 5.69% |
$45.8K - $75.6K
|
24.9K
$1.09M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-1.5K- 5.69% |
$45.8K - $75.6K
|
24.9K
$1.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 8.49% |
$46.3K - $76.3K
|
16.3K
$718K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.52K- 19.89% |
$46.3K - $76.4K
|
6.11K
$268K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.52K- 0.86% |
$46.4K - $76.5K
|
176K
$7.74M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.53K- 5.41% |
$46.6K - $76.9K
|
26.7K
$1.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.55K- 10.95% |
$47.4K - $78.2K
|
12.6K
$555K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.56K- 3.21% |
$47.6K - $78.4K
|
46.9K
$2.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.63K- 4.46% |
$49.9K - $82.2K
|
35K
$1.54M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.64K- 1.41% |
$50K - $82.4K
|
115K
$5.04M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.65K- 99.76% |
$50.4K - $83.1K
|
4
$176
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.69K- 7.38% |
$51.8K - $85.4K
|
21.3K
$934K
|