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 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.44K- 47.4% |
$197K - $325K
|
7.15K
$310K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.53K- 18.6% |
$199K - $329K
|
28.5K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.55K- 7.7% |
$200K - $330K
|
78.5K
$3.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-6.73K- 2.52% |
$206K - $339K
|
260K
$11.3M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.75K- 6.11% |
$206K - $340K
|
104K
$4.49M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-6.79K- 6.34% |
$208K - $342K
|
100K
$4.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.96K- 15.3% |
$213K - $351K
|
38.5K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-6.99K- 23.4% |
$214K - $352K
|
22.9K
$992K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-7.13K- 17.6% |
$218K - $359K
|
33.4K
$1.45M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-7.23K- 52.3% |
$221K - $364K
|
6.59K
$286K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.23K- 4.78% |
$221K - $364K
|
144K
$6.24M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-7.27KClosed |
$222K - $367K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-7.74K- 38.23% |
$236K - $390K
|
12.5K
$542K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7.81K- 97.49% |
$239K - $393K
|
201
$8.71K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-7.93K- 0.55% |
$242K - $399K
|
1.42M
$61.6M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-8.09K- 17.85% |
$247K - $408K
|
37.2K
$1.61M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-8.29K- 19.21% |
$253K - $418K
|
34.9K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-8.45K- 40.69% |
$258K - $426K
|
12.3K
$533K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-8.75K- 42.93% |
$267K - $441K
|
11.6K
$504K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-8.8K- 13.51% |
$269K - $443K
|
56.3K
$2.44M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-8.85K- 5.84% |
$270K - $446K
|
143K
$6.17M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-8.9K- 9.07% |
$272K - $448K
|
89.2K
$3.87M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-9.07K- 4.19% |
$277K - $457K
|
207K
$8.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-9.17K- 44.69% |
$280K - $462K
|
11.4K
$492K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.82K- 17.87% |
$300K - $495K
|
45.1K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-10K- 21.98% |
$307K - $506K
|
35.6K
$1.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-10.9K- 26.86% |
$333K - $550K
|
29.7K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 43.07% |
$342K - $564K
|
14.8K
$641K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.6K- 32.77% |
$354K - $584K
|
23.8K
$1.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-11.9K- 27.42% |
$365K - $602K
|
31.6K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12K- 26.19% |
$366K - $603K
|
33.7K
$1.46M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-12.1K- 29.82% |
$369K - $608K
|
28.4K
$1.23M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-12.3K- 27.03% |
$377K - $622K
|
33.3K
$1.44M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-12.9K- 54.97% |
$393K - $648K
|
10.5K
$457K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.9K- 1.41% |
$395K - $652K
|
902K
$39.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-13.1K- 52.76% |
$401K - $661K
|
11.7K
$509K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-13.5K- 3.5% |
$412K - $679K
|
372K
$16.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-13.9K- 0.81% |
$425K - $701K
|
1.7M
$73.6M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.1K- 38.23% |
$430K - $708K
|
22.7K
$984K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-14.2K- 8.38% |
$434K - $715K
|
155K
$6.72M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-14.3K- 47.82% |
$437K - $720K
|
15.6K
$675K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-14.4K- 6.5% |
$440K - $726K
|
207K
$8.98M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-14.7K- 57.43% |
$450K - $742K
|
10.9K
$473K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-15.6K- 51.6% |
$477K - $786K
|
14.6K
$634K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-15.7K- 23.34% |
$480K - $791K
|
51.6K
$2.23M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-16.6K- 99.45% |
$507K - $836K
|
92
$3.99K
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
SELL
|
- |
-16.7K- 40.38% |
$509K - $839K
|
24.6K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-16.9K- 26.44% |
$515K - $850K
|
46.9K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-17.4K- 22.67% |
$532K - $876K
|
59.3K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-17.5K- 2.19% |
$536K - $883K
|
783K
$33.9M
|