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 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.04K- 6.59% |
$92.9K - $153K
|
43.1K
$1.87M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.07K- 5.19% |
$93.9K - $155K
|
56.2K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.12K- 6.77% |
$95.5K - $157K
|
43K
$1.86M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3.17K- 62.49% |
$96.8K - $160K
|
1.9K
$82.4K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.17K- 1.71% |
$96.9K - $160K
|
183K
$7.91M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.25K- 17.84% |
$99.3K - $164K
|
15K
$648K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.26K- 29.05% |
$99.5K - $164K
|
7.95K
$345K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.3K- 34.44% |
$101K - $166K
|
6.27K
$272K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.3K- 12.81% |
$101K - $166K
|
22.4K
$972K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.35K- 32.68% |
$102K - $169K
|
6.89K
$299K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.46K- 1.0% |
$106K - $174K
|
344K
$14.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.51K- 25.86% |
$107K - $177K
|
10.1K
$436K
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-3.54K- 20.73% |
$108K - $178K
|
13.5K
$586K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.65K- 11.9% |
$112K - $184K
|
27K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-3.75K- 16.48% |
$115K - $189K
|
19K
$823K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.08K- 10.88% |
$125K - $205K
|
33.4K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.09K- 1.18% |
$125K - $206K
|
342K
$14.8M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-4.19K- 16.03% |
$128K - $211K
|
21.9K
$950K
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-4.25K- 19.14% |
$130K - $214K
|
17.9K
$777K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.27K- 6.67% |
$130K - $215K
|
59.7K
$2.59M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.27K- 12.74% |
$131K - $215K
|
29.3K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.33K- 41.27% |
$132K - $218K
|
6.16K
$267K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-4.33K- 17.08% |
$132K - $218K
|
21K
$911K
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-4.37K- 37.87% |
$134K - $220K
|
7.17K
$311K
|
|
|
May 04, 2023
Q1 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-4.38K- 39.16% |
$134K - $221K
|
6.8K
$295K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.4K- 51.8% |
$134K - $222K
|
4.09K
$177K
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-4.53K- 7.61% |
$139K - $228K
|
55K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-4.54K- 10.69% |
$139K - $229K
|
38K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-4.55K- 18.49% |
$139K - $229K
|
20K
$868K
|
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-4.65K- 18.37% |
$142K - $234K
|
20.7K
$896K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.77K- 12.64% |
$146K - $240K
|
33K
$1.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-4.96K- 6.41% |
$151K - $250K
|
72.4K
$3.14M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.97K- 13.03% |
$152K - $250K
|
33.1K
$1.44M
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-4.99K- 0.59% |
$152K - $251K
|
834K
$36.1M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.04K- 42.24% |
$154K - $254K
|
6.89K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-5.32K- 3.49% |
$163K - $268K
|
147K
$6.38M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5.39K- 8.74% |
$165K - $272K
|
56.3K
$2.44M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-5.4K- 21.52% |
$165K - $272K
|
19.7K
$853K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.58K- 8.96% |
$171K - $281K
|
56.7K
$2.46M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.64K- 33.84% |
$172K - $284K
|
11K
$478K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-5.76K- 2.43% |
$176K - $290K
|
232K
$10M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.77K- 1.45% |
$176K - $291K
|
393K
$17M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.84K- 11.14% |
$178K - $294K
|
46.5K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5.84K- 3.5% |
$179K - $294K
|
161K
$6.97M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.87K- 14.34% |
$179K - $296K
|
35.1K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.9K- 31.33% |
$180K - $297K
|
12.9K
$561K
|
|
|
Jul 18, 2023
Q1 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-6.04K- 18.72% |
$185K - $304K
|
26.2K
$1.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-6.14K- 45.04% |
$188K - $310K
|
7.5K
$325K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
SELL
|
- |
-6.22K- 3.14% |
$190K - $313K
|
192K
$8.3M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-6.43K- 46.0% |
$196K - $324K
|
7.55K
$327K
|