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
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
126K+ 169.4% |
$3.85M - $6.34M
|
200K
$8.67M
|
|
|
May 11, 2023
Q1 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
121K+ 283.4% |
$3.7M - $6.1M
|
164K
$7.1M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
121K+ 3.51% |
$3.68M - $6.08M
|
3.55M
$154M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
119K+ 1430.86% |
$3.63M - $5.99M
|
127K
$5.51M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
117K+ 24.94% |
$3.59M - $5.92M
|
588K
$25.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
117K+ 15.27% |
$3.59M - $5.92M
|
887K
$38.4M
|
|
|
May 15, 2023
Q1 2023
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
114KNew |
$3.48M - $5.73M
|
114K
$4.93M
|
|
|
May 11, 2023
Q1 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
109K+ 5.34% |
$3.32M - $5.47M
|
2.14M
$92.9M
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
108KNew |
$3.29M - $5.43M
|
108K
$4.66M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
105K+ 43.15% |
$3.21M - $5.29M
|
348K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
103KNew |
$3.16M - $5.2M
|
103K
$4.47M
|
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
103K+ 713.81% |
$3.14M - $5.18M
|
117K
$5.08M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
101K+ 117.38% |
$3.09M - $5.1M
|
187K
$8.12M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
95.3K+ 3.27% |
$2.91M - $4.8M
|
3.01M
$130M
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
94.7K+ 9.89% |
$2.89M - $4.77M
|
1.05M
$45.5M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
93.2K+ 16.64% |
$2.85M - $4.7M
|
653K
$28.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
89.8KNew |
$2.74M - $4.52M
|
89.8K
$3.89M
|
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
89.1K+ 18.46% |
$2.72M - $4.49M
|
572K
$24.8M
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
88.1K+ 46.74% |
$2.69M - $4.44M
|
277K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88.1K+ 26.28% |
$2.69M - $4.44M
|
423K
$18.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
84.8K+ 294.67% |
$2.59M - $4.27M
|
114K
$4.92M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
83.8KNew |
$2.56M - $4.22M
|
83.8K
$3.63M
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
81.6K+ 26.83% |
$2.49M - $4.11M
|
386K
$16.7M
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
81.1K+ 244.98% |
$2.48M - $4.08M
|
114K
$4.95M
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
79.7KNew |
$2.43M - $4.01M
|
79.7K
$3.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
79.6K+ 43.05% |
$2.43M - $4.01M
|
264K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
77KNew |
$2.35M - $3.88M
|
77K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
76.9K+ 1.97% |
$2.35M - $3.88M
|
3.98M
$172M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
76.4K+ 69.44% |
$2.33M - $3.85M
|
186K
$8.08M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
76K+ 122.14% |
$2.32M - $3.83M
|
138K
$5.99M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
75.7KNew |
$2.31M - $3.81M
|
75.7K
$3.28M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
73.6K+ 49.32% |
$2.25M - $3.71M
|
223K
$9.65M
|
|
|
May 12, 2023
Q1 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
73.5KNew |
$2.25M - $3.7M
|
73.5K
$3.18M
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
73.1K+ 26.33% |
$2.23M - $3.68M
|
351K
$15.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
72.9K+ 101.51% |
$2.23M - $3.67M
|
145K
$6.27M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
72.3K+ 32.68% |
$2.21M - $3.64M
|
294K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
72.3K+ 1018.31% |
$2.21M - $3.64M
|
79.4K
$3.44M
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
71.9K+ 50.81% |
$2.2M - $3.62M
|
213K
$9.24M
|
|
|
May 15, 2023
Q1 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
71K+ 352.99% |
$2.17M - $3.58M
|
91.1K
$3.94M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
66.7K+ 23.53% |
$2.04M - $3.36M
|
350K
$15.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Edmp, Inc.
|
BUY
|
- |
65.9KNew |
$2.01M - $3.32M
|
65.9K
$2.85M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
65.2K+ 69.65% |
$1.99M - $3.28M
|
159K
$6.88M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
64.6K+ 90.72% |
$1.97M - $3.25M
|
136K
$5.88M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
63.2K+ 57995.41% |
$1.93M - $3.19M
|
63.3K
$2.74M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
60.3K+ 9.16% |
$1.84M - $3.04M
|
719K
$31.1M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
59.2K+ 14.19% |
$1.81M - $2.98M
|
477K
$20.6M
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
59.2K+ 148.01% |
$1.81M - $2.98M
|
99.2K
$4.3M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
58.3KNew |
$1.78M - $2.94M
|
58.3K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.5K+ 0.42% |
$1.73M - $2.85M
|
13.7M
$591M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
56.1K+ 30.94% |
$1.72M - $2.83M
|
238K
$10.3M
|