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 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-672- 10.87% |
$17.6K - $23.4K
|
5.51K
$262K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-675- 95.07% |
$17.7K - $23.5K
|
35
$1.67K
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-677- 0.15% |
$17.7K - $23.6K
|
464K
$22.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-683- 0.55% |
$17.9K - $23.8K
|
123K
$5.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-696- 0.35% |
$18.2K - $24.2K
|
197K
$9.37M
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-700- 5.98% |
$18.3K - $24.4K
|
11K
$525K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-735- 3.5% |
$19.3K - $25.6K
|
20.3K
$967K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-741- 2.45% |
$19.4K - $25.8K
|
29.5K
$1.41M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-757- 2.64% |
$19.8K - $26.3K
|
27.9K
$1.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-768- 12.58% |
$20.1K - $26.7K
|
5.34K
$254K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-803- 0.15% |
$21K - $27.9K
|
539K
$25.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-834- 2.47% |
$21.9K - $29K
|
32.9K
$1.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-888- 0.92% |
$23.3K - $30.9K
|
95.3K
$4.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-916- 4.31% |
$24K - $31.9K
|
20.4K
$970K
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-916- 1.61% |
$24K - $31.9K
|
55.8K
$2.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-924- 4.03% |
$24.2K - $32.1K
|
22K
$1.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-942- 0.35% |
$24.7K - $32.8K
|
271K
$12.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-972- 9.25% |
$25.5K - $33.8K
|
9.54K
$454K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-978- 22.54% |
$25.6K - $34K
|
3.36K
$160K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-987- 7.1% |
$25.9K - $34.3K
|
12.9K
$615K
|
|
|
Aug 14, 2023
Q2 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-1K- 5.26% |
$26.2K - $34.8K
|
18K
$858K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1K- 7.85% |
$26.3K - $34.9K
|
11.8K
$560K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1K- 0.77% |
$26.3K - $34.9K
|
130K
$6.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.02K- 14.71% |
$26.8K - $35.5K
|
5.92K
$282K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.02K- 14.71% |
$26.8K - $35.5K
|
5.92K
$282K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.02K- 10.3% |
$26.8K - $35.6K
|
8.9K
$424K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.06K- 5.55% |
$27.7K - $36.8K
|
18K
$857K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.06K- 2.14% |
$27.8K - $36.8K
|
48.4K
$2.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.07K- 10.15% |
$28.1K - $37.3K
|
9.5K
$452K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.08K- 7.8% |
$28.2K - $37.4K
|
12.7K
$606K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.09K- 11.27% |
$28.5K - $37.9K
|
8.58K
$409K
|
|
|
Aug 09, 2023
Q2 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-1.09K- 1.63% |
$28.6K - $38K
|
66K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.09K- 23.64% |
$28.7K - $38.1K
|
3.53K
$168K
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.1K- 2.79% |
$28.8K - $38.3K
|
38.4K
$1.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.1K- 1.01% |
$28.9K - $38.4K
|
109K
$5.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.11K- 14.14% |
$29K - $38.5K
|
6.71K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.14K- 6.12% |
$29.8K - $39.5K
|
17.4K
$830K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.15K- 69.08% |
$30K - $39.9K
|
513
$24.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.15K- 3.88% |
$30.1K - $40K
|
28.5K
$1.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.15K- 10.16% |
$30.2K - $40.1K
|
10.2K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.16K- 33.22% |
$30.5K - $40.5K
|
2.34K
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.18K- 1.24% |
$30.9K - $41K
|
93.8K
$4.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.19K- 92.83% |
$31.2K - $41.4K
|
92
$4.38K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.2K- 2.1% |
$31.5K - $41.7K
|
56K
$2.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.23K- 10.27% |
$32.1K - $42.7K
|
10.7K
$511K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.26K- 24.94% |
$33.1K - $43.9K
|
3.8K
$181K
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.26K- 76.47% |
$33.1K - $43.9K
|
388
$18.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.27K- 2.49% |
$33.3K - $44.3K
|
49.7K
$2.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.3K- 9.06% |
$33.9K - $45.1K
|
13K
$619K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.3K- 2.2% |
$34.2K - $45.3K
|
58K
$2.77M
|