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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-306- 3.13% |
$8.02K - $10.6K
|
9.46K
$454K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-308- 3.2% |
$8.07K - $10.7K
|
9.32K
$447K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-312- 0.66% |
$8.18K - $10.9K
|
46.9K
$2.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-313- 2.55% |
$8.2K - $10.9K
|
11.9K
$574K
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-323- 0.75% |
$8.47K - $11.2K
|
43K
$2.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-333- 2.41% |
$8.73K - $11.6K
|
13.5K
$647K
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-335- 3.92% |
$8.78K - $11.7K
|
8.21K
$394K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-338- 3.59% |
$8.86K - $11.8K
|
9.08K
$436K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-346- 3.66% |
$9.07K - $12K
|
9.1K
$437K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-350- 4.79% |
$9.17K - $12.2K
|
6.95K
$334K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-360- 2.36% |
$9.44K - $12.5K
|
14.9K
$714K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-362- 10.29% |
$9.49K - $12.6K
|
3.16K
$152K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-365- 4.17% |
$9.57K - $12.7K
|
8.39K
$403K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-367- 3.81% |
$9.62K - $12.8K
|
9.26K
$445K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-373- 0.86% |
$9.78K - $13K
|
43.2K
$2.07M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-374- 0.52% |
$9.8K - $13K
|
71.2K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-388- 2.57% |
$10.2K - $13.5K
|
14.7K
$705K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-394- 6.04% |
$10.3K - $13.7K
|
6.13K
$294K
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-400- 3.91% |
$10.5K - $13.9K
|
9.84K
$472K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-404- 2.9% |
$10.6K - $14.1K
|
13.5K
$649K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-408- 1.44% |
$10.7K - $14.2K
|
28K
$1.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-409- 75.05% |
$10.7K - $14.2K
|
136
$6.53K
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-411- 1.72% |
$10.8K - $14.3K
|
23.5K
$1.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-420- 4.78% |
$11K - $14.6K
|
8.37K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-421- 1.85% |
$11K - $14.6K
|
22.3K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-425- 0.73% |
$11.1K - $14.8K
|
57.8K
$2.78M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-426- 4.48% |
$11.2K - $14.8K
|
9.08K
$436K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-432- 4.3% |
$11.3K - $15K
|
9.61K
$461K
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-435- 1.44% |
$11.4K - $15.1K
|
29.9K
$1.43M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-445- 4.17% |
$11.7K - $15.5K
|
10.2K
$491K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-451- 1.74% |
$11.8K - $15.7K
|
25.4K
$1.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-456- 4.95% |
$12K - $15.9K
|
8.75K
$420K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-459- 44.31% |
$12K - $16K
|
577
$27.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-459- 3.18% |
$12K - $16K
|
14K
$670K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-481- 2.7% |
$12.6K - $16.7K
|
17.3K
$833K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-507- 0.8% |
$13.3K - $17.6K
|
62.8K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-523- 5.12% |
$13.7K - $18.2K
|
9.69K
$465K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-526- 3.22% |
$13.8K - $18.3K
|
15.8K
$759K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-541- 4.4% |
$14.2K - $18.8K
|
11.8K
$565K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-545- 4.53% |
$14.3K - $19K
|
11.5K
$551K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-553- 4.92% |
$14.5K - $19.2K
|
10.7K
$513K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-561- 1.95% |
$14.7K - $19.5K
|
28.3K
$1.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-562- 1.68% |
$14.7K - $19.6K
|
32.8K
$1.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-568- 6.21% |
$14.9K - $19.8K
|
8.57K
$412K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-577- 9.36% |
$15.1K - $20.1K
|
5.59K
$268K
|
|
|
Aug 02, 2023
Q2 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-600- 0.13% |
$15.7K - $20.9K
|
469K
$22.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-609- 3.64% |
$16K - $21.2K
|
16.1K
$774K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-631- 78.39% |
$16.5K - $22K
|
174
$8.36K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-656- 0.62% |
$17.2K - $22.8K
|
105K
$5.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-657- 1.28% |
$17.2K - $22.9K
|
50.8K
$2.44M
|