Purchases and Sales Made in Q2 2023 in Truist Financial Corp (TFC)
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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
252+ 5.53% |
$6.6K - $8.77K
|
4.81K
$229K
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
242+ 0.4% |
$6.34K - $8.42K
|
60.4K
$2.88M
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
238+ 1.65% |
$6.24K - $8.28K
|
14.6K
$698K
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
229+ 5.84% |
$6K - $7.97K
|
4.15K
$198K
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
227+ 1.86% |
$5.95K - $7.9K
|
12.4K
$592K
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
223+ 0.35% |
$5.84K - $7.76K
|
64.3K
$3.06M
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
218+ 48.02% |
$5.71K - $7.58K
|
672
$32K
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
217+ 5.29% |
$5.69K - $7.55K
|
4.32K
$206K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
209+ 10.57% |
$5.48K - $7.27K
|
2.19K
$104K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
206+ 5.9% |
$5.4K - $7.17K
|
3.7K
$176K
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
205+ 1.67% |
$5.37K - $7.13K
|
12.4K
$593K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
202+ 1.24% |
$5.29K - $7.03K
|
16.5K
$788K
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
202+ 0.89% |
$5.29K - $7.03K
|
22.8K
$1.09M
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
200+ 20.0% |
$5.24K - $6.96K
|
1.2K
$57.2K
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
200+ 1.64% |
$5.24K - $6.96K
|
12.4K
$592K
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
196+ 15.4% |
$5.14K - $6.82K
|
1.47K
$70K
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
196+ 1.84% |
$5.14K - $6.82K
|
10.8K
$516K
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
193+ 0.31% |
$5.06K - $6.71K
|
62.1K
$2.96M
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
191+ 2.71% |
$5.01K - $6.64K
|
7.23K
$345K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
190+ 41.76% |
$4.98K - $6.61K
|
645
$30.7K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
183+ 2.18% |
$4.8K - $6.37K
|
8.56K
$408K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
176+ 55.35% |
$4.61K - $6.12K
|
494
$23.5K
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
165+ 0.84% |
$4.32K - $5.74K
|
19.9K
$947K
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
165+ 1.99% |
$4.32K - $5.74K
|
8.46K
$403K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
156New |
$4.09K - $5.43K
|
156
$7.43K
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
150New |
$3.93K - $5.22K
|
150
$7.15K
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
149+ 1.09% |
$3.91K - $5.18K
|
13.9K
$660K
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
148+ 0.3% |
$3.88K - $5.15K
|
49.6K
$2.37M
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
133+ 0.41% |
$3.49K - $4.63K
|
32.3K
$1.54M
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
128+ 0.94% |
$3.35K - $4.45K
|
13.7K
$654K
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
121+ 0.35% |
$3.17K - $4.21K
|
35.2K
$1.68M
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
112+ 15.91% |
$2.94K - $3.9K
|
816
$38.9K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
110+ 2.57% |
$2.88K - $3.83K
|
4.38K
$209K
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
107+ 0.22% |
$2.8K - $3.72K
|
48.2K
$2.3M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
106+ 0.84% |
$2.78K - $3.69K
|
12.7K
$606K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
105+ 52.5% |
$2.75K - $3.65K
|
305
$14.5K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
104+ 10.83% |
$2.73K - $3.62K
|
1.06K
$50.7K
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
95+ 0.15% |
$2.49K - $3.31K
|
63.4K
$3.02M
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
95+ 0.74% |
$2.49K - $3.31K
|
13K
$617K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
80New |
$2.1K - $2.78K
|
80
$3.81K
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
79New |
$2.07K - $2.75K
|
79
$3.76K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
69+ 2.4% |
$1.81K - $2.4K
|
2.94K
$140K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
66+ 6.09% |
$1.73K - $2.3K
|
1.15K
$54.7K
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
63New |
$1.65K - $2.19K
|
63
$3K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
59New |
$1.55K - $2.05K
|
59
$2.81K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
50+ 0.65% |
$1.31K - $1.74K
|
7.69K
$366K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
48New |
$1.26K - $1.67K
|
48
$2.29K
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
43+ 0.15% |
$1.13K - $1.5K
|
29.2K
$1.39M
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
41+ 2.64% |
$1.07K - $1.43K
|
1.59K
$76K
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
40+ 0.16% |
$1.05K - $1.39K
|
24.9K
$1.19M
|