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 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.32KNew |
$192K - $255K
|
7.32K
$349K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.24K+ 101.29% |
$190K - $252K
|
14.4K
$686K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7.01KNew |
$184K - $244K
|
7.01K
$334K
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.01K+ 106.36% |
$184K - $244K
|
13.6K
$648K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6.98KNew |
$183K - $243K
|
6.98K
$332K
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
6.95K+ 8.22% |
$182K - $242K
|
91.5K
$4.36M
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.92KNew |
$181K - $241K
|
6.92K
$329K
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.92KNew |
$181K - $241K
|
6.92K
$329K
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
6.9K+ 49.21% |
$181K - $240K
|
20.9K
$996K
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
6.81K+ 2.0% |
$178K - $237K
|
347K
$16.5M
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
6.71KNew |
$176K - $233K
|
6.71K
$320K
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
6.66K+ 12.36% |
$175K - $232K
|
60.6K
$2.89M
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.57K+ 2.44% |
$172K - $228K
|
275K
$13.1M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
6.35K+ 19.16% |
$166K - $221K
|
39.5K
$1.88M
|
|
Jul 25, 2023
Q2 2023
|
Homestead Advisers Corp
|
BUY
|
- |
6.3K+ 0.52% |
$165K - $219K
|
1.22M
$58.2M
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.08K+ 63.74% |
$159K - $212K
|
15.6K
$744K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.05K+ 85.61% |
$159K - $211K
|
13.1K
$625K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
6.02K+ 20.25% |
$158K - $209K
|
35.7K
$1.7M
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.93K+ 31.73% |
$155K - $206K
|
24.6K
$1.17M
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
BUY
|
- |
5.92K+ 19.84% |
$155K - $206K
|
35.8K
$1.7M
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5.76K+ 29.01% |
$151K - $200K
|
25.6K
$1.22M
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.72K+ 12.43% |
$150K - $199K
|
51.7K
$2.46M
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
5.63K+ 15.69% |
$147K - $196K
|
41.5K
$1.98M
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.61K+ 22.32% |
$147K - $195K
|
30.7K
$1.46M
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5.6K+ 55.57% |
$147K - $195K
|
15.7K
$747K
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5.59K+ 3.18% |
$147K - $194K
|
182K
$8.65M
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
5.56K+ 4.9% |
$146K - $194K
|
119K
$5.68M
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.55K+ 16.7% |
$145K - $193K
|
38.8K
$1.85M
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
5.46K+ 38.98% |
$143K - $190K
|
19.5K
$927K
|
|
Aug 01, 2023
Q2 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
5.33K+ 2.49% |
$140K - $185K
|
219K
$10.4M
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.11K+ 1.66% |
$134K - $178K
|
313K
$14.9M
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
5.07K+ 13.23% |
$133K - $176K
|
43.4K
$2.07M
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.98K+ 4.02% |
$130K - $173K
|
129K
$6.15M
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.97K+ 57.66% |
$130K - $173K
|
13.6K
$648K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.88K+ 12.77% |
$128K - $170K
|
43.1K
$2.05M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4.83K+ 21.08% |
$126K - $168K
|
27.7K
$1.32M
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.72K+ 11.94% |
$124K - $164K
|
44.3K
$2.11M
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
4.7K+ 1.8% |
$123K - $164K
|
266K
$12.7M
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
4.7K+ 2.38% |
$123K - $163K
|
202K
$9.63M
|
|
Sep 18, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
- |
4.68K+ 63.91% |
$123K - $163K
|
12K
$572K
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
4.6K+ 8.21% |
$121K - $160K
|
60.6K
$2.89M
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.53K+ 28.86% |
$119K - $158K
|
20.2K
$964K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.52KNew |
$118K - $157K
|
4.52K
$215K
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.49K+ 45.88% |
$118K - $156K
|
14.3K
$681K
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.42K+ 12.97% |
$116K - $154K
|
38.5K
$1.84M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.41K+ 36.03% |
$116K - $153K
|
16.7K
$794K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.34K+ 16.41% |
$114K - $151K
|
30.8K
$1.47M
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
4.31K+ 3.73% |
$113K - $150K
|
120K
$5.71M
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
4.3K+ 11.57% |
$113K - $150K
|
41.5K
$1.98M
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
4.27K+ 28.42% |
$112K - $149K
|
19.3K
$920K
|