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
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.05K- 4.94% |
$53.7K - $71.3K
|
39.4K
$1.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.06K- 4.24% |
$54K - $71.6K
|
46.5K
$2.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-2.15K- 2.57% |
$56.4K - $74.9K
|
81.6K
$3.89M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.16K- 73.43% |
$56.6K - $75.2K
|
782
$37.3K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.18K- 20.05% |
$57K - $75.7K
|
8.68K
$414K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.22K- 19.61% |
$58.1K - $77.1K
|
9.09K
$433K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-2.24K- 3.54% |
$58.7K - $78K
|
61.1K
$2.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.28K- 2.6% |
$59.6K - $79.1K
|
85.3K
$4.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.29K- 65.83% |
$59.9K - $79.5K
|
1.19K
$56.5K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.31K- 3.97% |
$60.4K - $80.2K
|
55.8K
$2.66M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-2.33K- 2.35% |
$61K - $81K
|
96.9K
$4.62M
|
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-2.37K- 17.05% |
$62.1K - $82.4K
|
11.5K
$549K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-2.37K- 1.02% |
$62.1K - $82.5K
|
229K
$10.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.42K- 13.49% |
$63.4K - $84.1K
|
15.5K
$739K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.46K- 5.93% |
$64.5K - $85.6K
|
39.1K
$1.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.46K- 22.32% |
$64.6K - $85.7K
|
8.57K
$408K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.47K- 1.13% |
$64.8K - $86.1K
|
217K
$10.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2.48K- 20.16% |
$64.9K - $86.1K
|
9.8K
$467K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.49K- 22.26% |
$65.1K - $86.5K
|
8.68K
$414K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.51K- 11.17% |
$65.7K - $87.1K
|
19.9K
$950K
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-2.54K- 2.52% |
$66.6K - $88.4K
|
98.1K
$4.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.54K- 19.67% |
$66.6K - $88.4K
|
10.4K
$494K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.55K- 12.31% |
$66.8K - $88.6K
|
18.2K
$865K
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.58K- 7.88% |
$67.6K - $89.8K
|
30.2K
$1.44M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-2.6K- 45.77% |
$68.1K - $90.5K
|
3.08K
$147K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.6K- 26.0% |
$68.1K - $90.5K
|
7.4K
$353K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.62K- 6.67% |
$68.6K - $91.1K
|
36.6K
$1.75M
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-2.63K- 4.48% |
$68.8K - $91.3K
|
55.9K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.67K- 21.31% |
$69.8K - $92.7K
|
9.84K
$469K
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.7K- 25.02% |
$70.8K - $93.9K
|
8.09K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.7K- 25.02% |
$70.8K - $93.9K
|
8.09K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-2.71K- 0.45% |
$71K - $94.3K
|
598K
$28.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.72K- 2.43% |
$71.2K - $94.6K
|
109K
$5.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.76K- 6.14% |
$72.4K - $96.1K
|
42.2K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.81K- 23.75% |
$73.5K - $97.6K
|
9.01K
$429K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-2.83K- 26.89% |
$74K - $98.3K
|
7.68K
$366K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.88K- 2.69% |
$75.4K - $100K
|
104K
$4.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-2.94K- 3.69% |
$77K - $102K
|
76.7K
$3.66M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3K- 20.34% |
$78.5K - $104K
|
11.7K
$559K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-3.02K- 5.35% |
$79.1K - $105K
|
53.4K
$2.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.04K- 3.62% |
$79.7K - $106K
|
80.9K
$3.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.05K- 30.9% |
$80K - $106K
|
6.82K
$325K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-3.06K- 28.4% |
$80.3K - $107K
|
7.72K
$368K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.09K- 24.03% |
$80.9K - $107K
|
9.76K
$465K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.09K- 2.55% |
$81K - $108K
|
118K
$5.64M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.11K- 4.65% |
$81.5K - $108K
|
63.7K
$3.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-3.11K- 20.0% |
$81.6K - $108K
|
12.4K
$593K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.13K- 26.08% |
$82.1K - $109K
|
8.88K
$423K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-3.24K- 15.05% |
$84.9K - $113K
|
18.3K
$871K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.24K- 16.17% |
$85K - $113K
|
16.8K
$801K
|