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 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.7K- 9.34% |
$52K - $85.8K
|
16.5K
$727K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.74K- 3.71% |
$53.1K - $87.5K
|
45.1K
$1.98M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.75K- 94.13% |
$53.4K - $88.1K
|
109
$4.79K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.75K- 21.35% |
$53.6K - $88.4K
|
6.46K
$284K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.76K- 12.8% |
$53.9K - $88.9K
|
12K
$528K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.79K- 3.83% |
$54.7K - $90.1K
|
44.9K
$1.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.82K- 31.42% |
$55.5K - $91.5K
|
3.96K
$174K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.83K- 33.34% |
$55.8K - $92K
|
3.65K
$160K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.89K- 55.39% |
$57.6K - $95K
|
1.52K
$66.7K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.95K- 4.4% |
$59.5K - $98.2K
|
42.3K
$1.86M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.95K- 12.22% |
$59.6K - $98.3K
|
14K
$616K
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.98K- 0.9% |
$60.4K - $99.6K
|
217K
$9.54M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.98K- 8.63% |
$60.5K - $99.7K
|
20.9K
$921K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2K- 3.16% |
$61.1K - $101K
|
61.4K
$2.7M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.04K- 23.6% |
$62.2K - $103K
|
6.59K
$290K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.05K- 20.47% |
$62.6K - $103K
|
7.96K
$350K
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-2.07K- 4.9% |
$63.2K - $104K
|
40.1K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.08K- 3.42% |
$63.7K - $105K
|
58.9K
$2.59M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 24.91% |
$63.8K - $105K
|
6.29K
$277K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2.1K- 63.78% |
$64.3K - $106K
|
1.2K
$52.5K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.16K- 9.74% |
$66.1K - $109K
|
20K
$881K
|
|
|
May 08, 2023
Q1 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-2.18K- 3.15% |
$66.7K - $110K
|
67.1K
$2.95M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.2K- 2.02% |
$67.3K - $111K
|
107K
$4.7M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
SELL
|
- |
-2.22K- 1.78% |
$67.8K - $112K
|
122K
$5.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.24K- 50.82% |
$68.4K - $113K
|
2.17K
$95.2K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.28K- 25.07% |
$69.6K - $115K
|
6.8K
$299K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-2.32K- 2.42% |
$70.9K - $117K
|
93.4K
$4.11M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-2.32K- 0.36% |
$70.9K - $117K
|
650K
$28.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.34K- 18.77% |
$71.4K - $118K
|
10.1K
$445K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.36K- 14.12% |
$72K - $119K
|
14.3K
$630K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.37K- 0.75% |
$72.4K - $119K
|
312K
$13.7M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.41K- 34.29% |
$73.6K - $121K
|
4.61K
$203K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-2.41K- 2.05% |
$73.7K - $122K
|
115K
$5.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.42K- 51.52% |
$74K - $122K
|
2.28K
$100K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.43K- 25.9% |
$74.2K - $122K
|
6.94K
$305K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-2.45K- 21.86% |
$74.9K - $123K
|
8.76K
$385K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-2.47K- 16.78% |
$75.5K - $125K
|
12.3K
$539K
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.52K- 0.76% |
$77.1K - $127K
|
329K
$14.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.57K- 17.72% |
$78.6K - $130K
|
11.9K
$525K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.69K- 12.24% |
$82.2K - $136K
|
19.3K
$848K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.77K- 4.54% |
$84.5K - $139K
|
58.2K
$2.56M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.78K- 47.38% |
$84.9K - $140K
|
3.09K
$136K
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.83K- 20.07% |
$86.4K - $142K
|
11.3K
$495K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-2.84K- 13.05% |
$86.7K - $143K
|
18.9K
$831K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.85K- 14.18% |
$87.1K - $144K
|
17.2K
$758K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.85K- 19.44% |
$87.1K - $144K
|
11.8K
$519K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-2.85K- 4.41% |
$87.2K - $144K
|
61.9K
$2.72M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.92K- 20.27% |
$89.1K - $147K
|
11.5K
$504K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.96K- 10.59% |
$90.5K - $149K
|
25K
$1.1M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-3.04K- 6.38% |
$92.8K - $153K
|
44.6K
$1.96M
|