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 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
18.3K+ 17.69% |
$480K - $638K
|
122K
$5.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
18K+ 45.73% |
$472K - $627K
|
57.4K
$2.49M
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
17.6K+ 17.27% |
$461K - $611K
|
119K
$5.17M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
17.5K+ 30.2% |
$459K - $609K
|
75.5K
$3.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
17.4K+ 4.8% |
$456K - $605K
|
380K
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
17.1KNew |
$447K - $593K
|
17.1K
$739K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17K+ 4.39% |
$446K - $592K
|
404K
$17.5M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
17K+ 18.19% |
$446K - $591K
|
110K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
16.9K+ 54.53% |
$444K - $590K
|
48K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
16.9K+ 2.58% |
$443K - $588K
|
670K
$29M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
16K+ 70.69% |
$419K - $557K
|
38.6K
$1.67M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
16KNew |
$419K - $557K
|
16K
$693K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
15.9K+ 11.82% |
$418K - $555K
|
151K
$6.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
15.9K+ 3.33% |
$416K - $552K
|
493K
$21.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
15.7K+ 4.64% |
$413K - $548K
|
355K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.7KNew |
$412K - $548K
|
15.7K
$682K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
15.7K+ 2.41% |
$410K - $545K
|
666K
$28.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Galibier Capital Management Ltd.
|
BUY
|
- |
15.5K+ 39.59% |
$405K - $538K
|
54.5K
$2.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
15.4K+ 145.44% |
$405K - $537K
|
26.1K
$1.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
15.1KNew |
$396K - $526K
|
15.1K
$655K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
14.7KNew |
$385K - $511K
|
14.7K
$637K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
14.7K+ 65.73% |
$385K - $511K
|
37.1K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5K+ 1.73% |
$381K - $505K
|
856K
$37.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.4K+ 41.42% |
$378K - $501K
|
49.2K
$2.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.4K+ 49.63% |
$377K - $500K
|
43.4K
$1.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14.3K+ 8.93% |
$376K - $499K
|
175K
$7.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14.3K+ 42.01% |
$375K - $498K
|
48.4K
$2.1M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
14K+ 16.94% |
$366K - $486K
|
96.4K
$4.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
13.9K+ 3.75% |
$365K - $485K
|
386K
$16.7M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
13.8K+ 15.51% |
$363K - $482K
|
103K
$4.47M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
13.8K+ 6.61% |
$362K - $481K
|
223K
$9.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
13.8K+ 192.04% |
$361K - $479K
|
20.9K
$907K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
13.4K+ 50.82% |
$352K - $467K
|
39.9K
$1.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
13.4K+ 28.67% |
$350K - $465K
|
60K
$2.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
13.4KNew |
$350K - $465K
|
13.4K
$579K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
13.4K+ 7.87% |
$350K - $465K
|
183K
$7.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
13.3K+ 3.77% |
$349K - $464K
|
367K
$15.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
13.1K+ 1.9% |
$342K - $455K
|
699K
$30.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
13KNew |
$340K - $451K
|
13K
$562K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
12.9K+ 28.61% |
$339K - $450K
|
58.1K
$2.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.9K+ 1.79% |
$338K - $448K
|
731K
$31.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
12.6K+ 5.19% |
$330K - $438K
|
255K
$11.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.6K+ 20.12% |
$330K - $438K
|
75.2K
$3.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
12.5K+ 123.53% |
$326K - $433K
|
22.5K
$977K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
12.5K+ 123.53% |
$326K - $433K
|
22.5K
$977K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.4K+ 43.43% |
$325K - $431K
|
40.9K
$1.77M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
12.4K+ 32.02% |
$324K - $430K
|
51K
$2.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
12.4K+ 10.82% |
$324K - $430K
|
127K
$5.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 2.62% |
$320K - $425K
|
479K
$20.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
12.1K+ 14.38% |
$316K - $420K
|
96K
$4.16M
|