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 18, 2023 Q2 2023
Rothschild Investment Corp

SELL
 -
-87
- 0.04%
$2.28K - $3.03K
214K $10.3M
Aug 08, 2023 Q2 2023
Column Capital Advisors, LLC

SELL
 -
-88
- 11.08%
$2.31K - $3.06K
706 $33.9K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
SELL
 -
-90
- 0.46%
$2.36K - $3.13K
19.5K $939K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-95
- 0.35%
$2.49K - $3.31K
26.8K $1.29M
Aug 08, 2023 Q2 2023
Vectors Research Management, LLC

New York, NY
SELL
 -
-97
- 0.71%
$2.54K - $3.37K
13.5K $649K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-97
- 22.61%
$2.54K - $3.37K
332 $15.9K
Aug 11, 2023 Q2 2023
Delta Capital Management LLC

SELL
 -
-100
- 0.21%
$2.62K - $3.48K
48.3K $2.32M
Jul 13, 2023 Q2 2023
Webster Bank, N. A.

SELL
 -
-103
- 15.58%
$2.7K - $3.58K
558 $26.8K
Jul 31, 2023 Q2 2023
Triad Financial Advisors, Inc.

Greensboro, NC
SELL
 -
-104
- 1.0%
$2.73K - $3.62K
10.3K $495K
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

SELL
 -
-107
- 47.77%
$2.8K - $3.72K
117 $5.62K
Apr 04, 2024 Q2 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-119
Closed
$3.12K - $4.14K
0 $0
Jul 17, 2023 Q2 2023
Procyon Advisors, LLC

SELL
 -
-143
- 0.61%
$3.75K - $4.97K
23.2K $1.11M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

SELL
 -
-144
- 1.88%
$3.77K - $5.01K
7.53K $361K
Jul 20, 2023 Q2 2023
Investment Research & Advisory Group, Inc.

SELL
 -
-147
- 0.96%
$3.85K - $5.11K
15.2K $731K
Aug 09, 2023 Q2 2023
Arrow Financial Corp

SELL
 -
-150
- 9.23%
$3.93K - $5.22K
1.48K $70.8K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

SELL
 -
-151
- 18.92%
$3.96K - $5.25K
647 $31.1K
Aug 14, 2023 Q2 2023
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-151
- 0.27%
$3.96K - $5.25K
55.8K $2.68M
Aug 15, 2023 Q2 2023
Vestcor Inc

Fredericton, A3
SELL
 -
-152
- 0.49%
$3.98K - $5.29K
31.2K $1.5M
Aug 08, 2023 Q2 2023
Mcmillion Capital Management Inc

SELL
 -
-160
- 0.46%
$4.19K - $5.57K
34.8K $1.67M
Aug 09, 2023 Q2 2023
Sheets Smith Wealth Management

SELL
 -
-161
- 0.66%
$4.22K - $5.6K
24.3K $1.17M
Nov 08, 2023 Q2 2023
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-162
- 8.52%
$4.25K - $5.64K
1.74K $83.5K
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

SELL
 -
-168
- 1.73%
$4.4K - $5.84K
9.55K $458K
Jul 31, 2023 Q2 2023
Smith Chas P & Associates Pa Cpas

SELL
 -
-190
- 1.59%
$4.98K - $6.61K
11.7K $564K
Jul 17, 2023 Q2 2023
Forth Right Wealth Management, LLC

SELL
 -
-196
- 1.91%
$5.14K - $6.82K
10.1K $484K
Jul 19, 2023 Q2 2023
Ahl Investment Management, Inc.

SELL
 -
-200
- 0.33%
$5.24K - $6.96K
60.2K $2.89M
Aug 08, 2023 Q2 2023
Sheaff Brock Investment Advisors, LLC

SELL
 -
-200
- 0.82%
$5.24K - $6.96K
24.1K $1.16M
Aug 11, 2023 Q2 2023
Tom Russo Gardner Russo & Quinn LLC
SELL
 -
-200
- 1.77%
$5.24K - $6.96K
11.1K $532K
Aug 11, 2023 Q2 2023
Loomis Sayles & CO L P

SELL
 -
-203
- 7.82%
$5.32K - $7.06K
2.39K $115K
Jul 11, 2023 Q2 2023
Willis Investment Counsel

Gainesville, GA
SELL
 -
-212
- 0.1%
$5.56K - $7.38K
219K $10.5M
Mar 07, 2024 Q2 2023
Willis Investment Counsel

Gainesville, GA
SELL
 -
-212
- 0.1%
$5.56K - $7.38K
219K $10.5M
Aug 10, 2023 Q2 2023
Shelton Capital Management

Denver, CO
SELL
 -
-228
- 2.4%
$5.98K - $7.93K
9.28K $445K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-230
- 17.79%
$6.03K - $8K
1.06K $51K
Jul 25, 2023 Q2 2023
Eastover Investment Advisors LLC

SELL
 -
-231
- 1.35%
$6.05K - $8.04K
16.9K $812K
Aug 07, 2023 Q2 2023
Live Oak Private Wealth LLC

SELL
 -
-236
- 1.72%
$6.19K - $8.21K
13.5K $647K
Aug 07, 2023 Q2 2023
Reuter James Wealth Management, LLC

Oklahoma City, OK
SELL
 -
-236
- 1.3%
$6.19K - $8.21K
17.9K $862K
Jul 24, 2023 Q2 2023
Outfitter Financial LLC

SELL
 -
-250
- 0.59%
$6.55K - $8.7K
42.4K $2.04M
Aug 03, 2023 Q2 2023
Optimum Investment Advisors

SELL
 -
-254
- 6.96%
$6.66K - $8.84K
3.4K $163K
Jul 26, 2023 Q2 2023
Mountain Pacific Investment Advisers Inc

SELL
 -
-259
- 2.93%
$6.79K - $9.01K
8.58K $412K
Aug 04, 2023 Q2 2023
Family Legacy, Inc.

SELL
 -
-262
- 3.62%
$6.87K - $9.11K
6.97K $335K
Aug 04, 2023 Q2 2023
Rowland & CO Investment Counsel

Atlanta, GA
SELL
 -
-264
- 0.12%
$6.92K - $9.18K
223K $10.7M
Jul 24, 2023 Q2 2023
Meridian Financial Partners LLC

SELL
 -
-266
- 3.75%
$6.97K - $9.25K
6.84K $328K
Jul 27, 2023 Q2 2023
Folger Nolan Fleming Douglas Capital Management, Inc

SELL
 -
-266
- 2.78%
$6.97K - $9.25K
9.31K $447K
Jul 10, 2023 Q2 2023
Quent Capital, LLC

SELL
 -
-283
- 9.17%
$7.42K - $9.85K
2.8K $135K
Jun 14, 2024 Q2 2023
Quent Capital, LLC

SELL
 -
-283
- 9.17%
$7.42K - $9.85K
2.8K $135K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

SELL
 -
-285
- 7.19%
$7.47K - $9.92K
3.68K $177K
Aug 04, 2023 Q2 2023
New York Life Investment Management LLC

New York, NY
SELL
 -
-292
- 0.14%
$7.65K - $10.2K
208K $10M
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

SELL
 -
-300
- 2.63%
$7.86K - $10.4K
11.1K $533K
Jul 20, 2023 Q2 2023
Marino, Stram & Associates LLC

SELL
 -
-302
- 1.36%
$7.92K - $10.5K
21.9K $1.05M
Aug 10, 2023 Q2 2023
Hollencrest Capital Management

SELL
 -
-305
- 64.48%
$7.99K - $10.6K
168 $8.07K

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