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 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
12K+ 22.04% |
$316K - $419K
|
66.7K
$2.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.9K+ 2.84% |
$312K - $414K
|
430K
$18.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
11.9KNew |
$312K - $414K
|
11.9K
$515K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
11.8K+ 24.92% |
$310K - $411K
|
59.3K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
11.7K+ 6.23% |
$306K - $406K
|
199K
$8.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$304K - $404K
|
11.6K
$503K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
11.5K+ 4.5% |
$301K - $399K
|
267K
$11.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Edmp, Inc.
|
BUY
|
- |
11.5K+ 17.39% |
$300K - $399K
|
77.3K
$3.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
11.4KNew |
$300K - $398K
|
11.4K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.4KNew |
$299K - $396K
|
11.4K
$493K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
11.3K+ 9.84% |
$296K - $393K
|
126K
$5.46M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
11.1K+ 25.89% |
$291K - $386K
|
53.9K
$2.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
10.9KNew |
$286K - $380K
|
10.9K
$473K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
10.9K+ 94.43% |
$285K - $378K
|
22.4K
$969K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
10.9KNew |
$284K - $378K
|
10.9K
$470K
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
BUY
|
- |
10.8K+ 29.91% |
$284K - $377K
|
47.1K
$2.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10.6K+ 0.47% |
$277K - $368K
|
2.28M
$98.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
10.5K+ 132.35% |
$276K - $366K
|
18.5K
$801K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10.4K+ 108.56% |
$273K - $362K
|
20K
$867K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
10.4K+ 114.9% |
$273K - $362K
|
19.5K
$843K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.2K+ 55.15% |
$268K - $355K
|
28.7K
$1.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10.2K+ 37.7% |
$267K - $355K
|
37.3K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
10K+ 53.71% |
$262K - $348K
|
28.6K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
9.81KNew |
$257K - $341K
|
9.81K
$425K
|
|
|
Aug 10, 2023
Q2 2023
|
River Oaks Capital LLC
Wayzata, MN |
BUY
|
- |
9.8K+ 52.97% |
$257K - $341K
|
28.3K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.6K+ 4.67% |
$251K - $334K
|
215K
$9.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
9.52K+ 102.05% |
$249K - $331K
|
18.8K
$816K
|
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
9.28KNew |
$243K - $323K
|
9.28K
$402K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
9.23K+ 5.69% |
$242K - $321K
|
171K
$7.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
9KNew |
$236K - $313K
|
9K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
8.97KNew |
$235K - $312K
|
8.97K
$389K
|
|
|
Aug 09, 2023
Q2 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
8.85K+ 5.4% |
$232K - $308K
|
173K
$7.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.83KNew |
$231K - $307K
|
8.83K
$382K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.75K+ 2.5% |
$229K - $305K
|
359K
$15.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.72KNew |
$228K - $303K
|
8.72K
$378K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8.71K+ 47.12% |
$228K - $303K
|
27.2K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
8.59K+ 7.5% |
$225K - $299K
|
123K
$5.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
8.43KNew |
$221K - $293K
|
8.43K
$365K
|
|
|
Aug 11, 2023
Q2 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
8.35K+ 6.48% |
$219K - $290K
|
137K
$5.94M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.33KNew |
$218K - $290K
|
8.33K
$361K
|
|
|
Aug 02, 2023
Q2 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
8.11K+ 6.23% |
$213K - $282K
|
138K
$5.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.01K+ 11.53% |
$210K - $279K
|
77.5K
$3.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
7.98K+ 41.51% |
$209K - $278K
|
27.2K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
7.8KNew |
$204K - $271K
|
7.8K
$338K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
7.62K+ 101.73% |
$200K - $265K
|
15.1K
$655K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
7.62KNew |
$200K - $265K
|
7.62K
$330K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.37KNew |
$193K - $256K
|
7.37K
$319K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
7.36K+ 3.27% |
$193K - $256K
|
232K
$10.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
7.36KNew |
$193K - $256K
|
7.36K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
7.33KNew |
$192K - $255K
|
7.33K
$318K
|