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 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.31K- 6.6% |
$34.3K - $45.6K
|
18.5K
$883K
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.33K- 15.29% |
$34.9K - $46.4K
|
7.39K
$352K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.34K- 29.14% |
$35.2K - $46.7K
|
3.26K
$156K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.37K- 54.04% |
$35.9K - $47.7K
|
1.17K
$55.5K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-1.37K- 54.04% |
$35.9K - $47.7K
|
1.17K
$55.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-1.4K- 15.83% |
$36.7K - $48.7K
|
7.45K
$355K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.44K- 26.93% |
$37.7K - $50K
|
3.9K
$186K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.45K- 11.21% |
$38K - $50.5K
|
11.5K
$547K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.46K- 81.55% |
$38.2K - $50.8K
|
330
$15.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.47K- 5.5% |
$38.5K - $51K
|
25.2K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.47K- 4.89% |
$38.5K - $51.1K
|
28.6K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-1.49K- 0.34% |
$39K - $51.7K
|
431K
$20.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Salzhauer Michael
|
SELL
|
- |
-1.5K- 3.78% |
$39.3K - $52.2K
|
38.1K
$1.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.51K- 4.32% |
$39.5K - $52.5K
|
33.4K
$1.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.52K- 2.58% |
$39.8K - $52.8K
|
57.3K
$2.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.58K- 17.76% |
$41.4K - $55K
|
7.32K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.58K- 3.99% |
$41.5K - $55K
|
38.1K
$1.81M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.6K- 14.4% |
$41.9K - $55.6K
|
9.5K
$453K
|
|
|
Jul 27, 2023
Q2 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.6K- 3.13% |
$41.9K - $55.7K
|
49.5K
$2.36M
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-1.62K- 8.22% |
$42.5K - $56.4K
|
18.1K
$862K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-1.62K- 51.27% |
$42.5K - $56.4K
|
1.54K
$73.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.7K- 4.47% |
$44.5K - $59.1K
|
36.3K
$1.73M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
SELL
|
- |
-1.7K- 14.92% |
$44.6K - $59.2K
|
9.71K
$463K
|
|
|
Aug 14, 2023
Q2 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.7K- 6.01% |
$44.6K - $59.2K
|
26.6K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.72K- 11.75% |
$45.1K - $59.8K
|
12.9K
$615K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.74K- 4.1% |
$45.5K - $60.4K
|
40.6K
$1.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.74K- 12.56% |
$45.7K - $60.6K
|
12.1K
$578K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.75K- 3.88% |
$45.9K - $60.9K
|
43.4K
$2.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.76K- 8.16% |
$46.1K - $61.1K
|
19.8K
$943K
|
|
|
Jul 05, 2023
Q2 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.79K- 4.37% |
$46.8K - $62.1K
|
39.1K
$1.86M
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.81K- 20.33% |
$47.4K - $62.9K
|
7.09K
$338K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.81K- 2.68% |
$47.5K - $63K
|
65.8K
$3.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.83K- 9.18% |
$48K - $63.8K
|
18.1K
$864K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.84K- 5.14% |
$48.1K - $63.9K
|
33.9K
$1.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.85K- 15.5% |
$48.4K - $64.2K
|
10.1K
$480K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.85K- 3.95% |
$48.5K - $64.4K
|
45.1K
$2.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.9K- 16.56% |
$49.7K - $66K
|
9.57K
$456K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.91K- 6.24% |
$50.1K - $66.4K
|
28.7K
$1.37M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-1.92K- 19.69% |
$50.2K - $66.6K
|
7.81K
$372K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.95K- 69.5% |
$51.1K - $67.8K
|
855
$40.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.96K- 4.43% |
$51.3K - $68.1K
|
42.2K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.96K- 28.47% |
$51.4K - $68.3K
|
4.93K
$235K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.97K- 8.74% |
$51.6K - $68.4K
|
20.5K
$979K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2K- 10.3% |
$52.3K - $69.4K
|
17.4K
$828K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2K- 2.81% |
$52.5K - $69.6K
|
69.2K
$3.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.01K- 8.55% |
$52.7K - $69.9K
|
21.5K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-2.01K- 5.28% |
$52.7K - $70K
|
36.1K
$1.72M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.02K- 10.99% |
$53K - $70.4K
|
16.4K
$781K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.03K- 7.5% |
$53.2K - $70.6K
|
25K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.03K- 3.45% |
$53.2K - $70.6K
|
56.9K
$2.71M
|