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 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
55.9K+ 7.9% |
$1.71M - $2.82M
|
763K
$33.1M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
55.9K+ 7.9% |
$1.71M - $2.82M
|
763K
$33.1M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55.6K+ 43.97% |
$1.7M - $2.8M
|
182K
$7.89M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
55K+ 26.56% |
$1.68M - $2.77M
|
262K
$11.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Kempner Capital Management Inc.
|
BUY
|
- |
54.7K+ 77.34% |
$1.67M - $2.76M
|
126K
$5.44M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
54.7KNew |
$1.67M - $2.75M
|
54.7K
$2.37M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54K+ 10.81% |
$1.65M - $2.72M
|
554K
$24M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
53.9KNew |
$1.65M - $2.72M
|
53.9K
$2.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
52.9K+ 4.58% |
$1.62M - $2.66M
|
1.21M
$52.3M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
50.9K+ 35.24% |
$1.55M - $2.56M
|
195K
$8.45M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
50.8K+ 0.04% |
$1.55M - $2.56M
|
116M
$5.03B
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
50.3K+ 34.34% |
$1.54M - $2.53M
|
197K
$8.52M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
50KNew |
$1.53M - $2.52M
|
50K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
49.6K+ 69.5% |
$1.52M - $2.5M
|
121K
$5.24M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
49.5K+ 14.67% |
$1.51M - $2.5M
|
387K
$16.8M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
49.3K+ 371.62% |
$1.51M - $2.48M
|
62.6K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
48.2K+ 115.34% |
$1.47M - $2.43M
|
90.1K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
47.1K+ 9.06% |
$1.44M - $2.37M
|
567K
$24.6M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
46.9K+ 101963.04% |
$1.43M - $2.36M
|
46.9K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
46.3K+ 0.62% |
$1.41M - $2.33M
|
7.51M
$325M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
46KNew |
$1.41M - $2.32M
|
46K
$1.99M
|
|
|
May 03, 2023
Q1 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
45.3K+ 26.88% |
$1.38M - $2.28M
|
214K
$9.26M
|
|
|
May 11, 2023
Q1 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
45KNew |
$1.37M - $2.27M
|
45K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
45KNew |
$1.37M - $2.27M
|
45K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
43.4K+ 53.69% |
$1.33M - $2.19M
|
124K
$5.38M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
43KNew |
$1.32M - $2.17M
|
43K
$1.86M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
41.7K+ 59.42% |
$1.27M - $2.1M
|
112K
$4.85M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
41.5K+ 0.59% |
$1.27M - $2.09M
|
7.1M
$308M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
41.2K+ 4828.81% |
$1.26M - $2.08M
|
42.1K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
41K+ 55.86% |
$1.25M - $2.07M
|
114K
$4.96M
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
40.9K+ 3.24% |
$1.25M - $2.06M
|
1.3M
$56.5M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
40.3K+ 1.35% |
$1.23M - $2.03M
|
3.02M
$131M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
40.2K+ 1294.59% |
$1.23M - $2.02M
|
43.3K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39.9K+ 21.35% |
$1.22M - $2.01M
|
227K
$9.83M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
38.4K+ 296.47% |
$1.17M - $1.94M
|
51.4K
$2.23M
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
37.5KNew |
$1.15M - $1.89M
|
37.5K
$1.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
36.9K+ 9.28% |
$1.13M - $1.86M
|
434K
$18.8M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
36.6K+ 240.95% |
$1.12M - $1.85M
|
51.8K
$2.25M
|
|
|
May 12, 2023
Q1 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
36.1K+ 38.98% |
$1.1M - $1.82M
|
129K
$5.58M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
35.8KNew |
$1.09M - $1.8M
|
35.8K
$1.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
35.2K+ 17.22% |
$1.08M - $1.77M
|
240K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
35.1K+ 52.69% |
$1.07M - $1.77M
|
102K
$4.41M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
35K+ 27.56% |
$1.07M - $1.77M
|
162K
$7.03M
|
|
|
May 16, 2023
Q1 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
34.1KNew |
$1.04M - $1.72M
|
34.1K
$1.48M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
34.1K+ 34.26% |
$1.04M - $1.72M
|
134K
$5.79M
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
33.9K+ 46.63% |
$1.04M - $1.71M
|
107K
$4.62M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
33.8K+ 19.64% |
$1.03M - $1.7M
|
206K
$8.91M
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
32.9KNew |
$1.01M - $1.66M
|
32.9K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
32.9KNew |
$1M - $1.66M
|
32.9K
$1.42M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
32.8K+ 105.32% |
$1M - $1.65M
|
64K
$2.77M
|