Purchases and Sales Made in Q2 2023 in Truist Financial Corp (TFC)

TFC Quotes by TradingView

This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q2 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
Jul 11, 2023 Q2 2023
New Hampshire Trust

Concord, NH
BUY
 -
608
+ 4.97%
$15.9K - $21.2K
12.8K $612K
Aug 02, 2023 Q2 2023
1776 Wealth LLC

BUY
 -
600
+ 4.06%
$15.7K - $20.9K
15.4K $733K
Aug 07, 2023 Q2 2023
Kentucky Retirement Systems Insurance Trust Fund

Frankfort, KY
BUY
 -
600
+ 1.27%
$15.7K - $20.9K
47.8K $2.28M
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
594
+ 3.3%
$15.6K - $20.7K
18.6K $885K
Jul 13, 2023 Q2 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
585
+ 5.97%
$15.3K - $20.4K
10.4K $495K
Aug 01, 2023 Q2 2023
Mechanics Financial Corp

BUY
 -
550
+ 15.74%
$14.4K - $19.1K
4.05K $193K
Aug 09, 2023 Q2 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
541
+ 60.04%
$14.2K - $18.8K
1.44K $68.7K
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
534
+ 8.73%
$14K - $18.6K
6.65K $317K
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
531
+ 6.44%
$13.9K - $18.5K
8.78K $418K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
527
+ 1.75%
$13.8K - $18.3K
30.6K $1.46M
Jul 21, 2023 Q2 2023
Kovack Advisors, Inc.

BUY
 -
516
+ 6.43%
$13.5K - $18K
8.54K $407K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
511
New
$13.4K - $17.8K
511 $24.3K
Aug 07, 2023 Q2 2023
Rkl Wealth Management LLC

BUY
 -
505
+ 1.39%
$13.2K - $17.6K
36.7K $1.75M
Jul 25, 2023 Q2 2023
Oak Hill Wealth Advisors, LLC

Lansdowne, VA
BUY
 -
500
+ 3.41%
$13.1K - $17.4K
15.2K $722K
Jul 17, 2023 Q2 2023
Pfg Private Wealth Management, LLC

BUY
 -
494
+ 25.4%
$12.9K - $17.2K
2.44K $116K
Aug 10, 2023 Q2 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
494
+ 7.51%
$12.9K - $17.2K
7.08K $337K
Aug 01, 2023 Q2 2023
Fiducient Advisors LLC

BUY
 -
493
+ 5.33%
$12.9K - $17.2K
9.74K $464K
Aug 14, 2023 Q2 2023
Prelude Capital Management, LLC

New York, NY
BUY
 -
485
+ 4.31%
$12.7K - $16.9K
11.7K $559K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
480
New
$12.6K - $16.7K
480 $22.9K
Jul 11, 2023 Q2 2023
Harbor Capital Advisors, Inc.

BUY
 -
439
New
$11.5K - $15.3K
439 $20.9K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
436
+ 6.73%
$11.4K - $15.2K
6.92K $330K
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
435
+ 3.51%
$11.4K - $15.1K
12.8K $611K
Aug 10, 2023 Q2 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
428
+ 0.16%
$11.2K - $14.9K
269K $12.8M
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
424
New
$11.1K - $14.8K
424 $20.2K
Aug 04, 2023 Q2 2023
Steward Financial Group LLC

BUY
 -
424
+ 2231.58%
$11.1K - $14.8K
443 $21.1K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
423
+ 27.87%
$11.1K - $14.7K
1.94K $92.5K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
423
+ 27.87%
$11.1K - $14.7K
1.94K $92.5K
Jul 10, 2023 Q2 2023
Financial Management Professionals, Inc.

BUY
 -
419
+ 8.19%
$11K - $14.6K
5.54K $264K
Jul 27, 2023 Q2 2023
Sentry Investment Management LLC

BUY
 -
416
+ 4.67%
$10.9K - $14.5K
9.32K $444K
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

BUY
 -
391
+ 3.19%
$10.2K - $13.6K
12.6K $602K
Jul 21, 2023 Q2 2023
Farmers Trust CO

BUY
 -
372
+ 3.24%
$9.75K - $12.9K
11.9K $565K
Jul 06, 2023 Q2 2023
Abacus Planning Group, Inc.

BUY
 -
365
+ 3.76%
$9.57K - $12.7K
10.1K $480K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
355
+ 7.13%
$9.3K - $12.4K
5.33K $254K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
352
New
$9.23K - $12.2K
352 $16.8K
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
350
+ 3.3%
$9.17K - $12.2K
11K $522K
Aug 01, 2023 Q2 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
350
+ 31.93%
$9.17K - $12.2K
1.45K $68.9K
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
350
+ 3.3%
$9.17K - $12.2K
11K $522K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
348
+ 16.06%
$9.12K - $12.1K
2.52K $120K
Jun 28, 2024 Q2 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
330
New
$8.65K - $11.5K
330 $15.7K
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
324
New
$8.49K - $11.3K
324 $15.4K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
316
+ 7.53%
$8.28K - $11K
4.51K $215K
Aug 10, 2023 Q2 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
313
+ 2.89%
$8.2K - $10.9K
11.1K $531K
Aug 14, 2023 Q2 2023
Northwestern Mutual Investment Management Company, LLC

BUY
 -
305
+ 0.73%
$7.99K - $10.6K
42K $2M
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
302
+ 4.57%
$7.92K - $10.5K
6.91K $329K
Aug 14, 2023 Q2 2023
Kingfisher Capital LLC

BUY
 -
287
+ 4.0%
$7.52K - $9.98K
7.46K $355K
Aug 01, 2023 Q2 2023
Cigna Investments Inc

Bloomfield, CT
BUY
 -
281
+ 1.74%
$7.37K - $9.78K
16.4K $783K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
265
+ 0.34%
$6.95K - $9.22K
79K $3.77M
Aug 14, 2023 Q2 2023
Bollard Group LLC

Boston, MA
BUY
 -
264
+ 6.68%
$6.92K - $9.18K
4.22K $201K
Jul 28, 2023 Q2 2023
First Personal Financial Services

BUY
 -
259
+ 33.33%
$6.79K - $9.01K
1.04K $49.4K

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