Purchases and Sales Made in Q3 2023 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
504+ 3.03% |
$14.1K - $17.9K
|
17.2K
$755K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
500+ 3.93% |
$14K - $17.8K
|
13.2K
$582K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
493+ 3.28% |
$13.8K - $17.5K
|
15.5K
$682K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
479+ 1.15% |
$13.4K - $17K
|
42K
$1.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
471+ 0.31% |
$13.2K - $16.8K
|
153K
$6.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
463+ 5.42% |
$13K - $16.5K
|
9K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
461+ 6.3% |
$12.9K - $16.4K
|
7.78K
$342K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
452+ 2.14% |
$12.6K - $16.1K
|
21.6K
$950K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
424+ 0.9% |
$11.9K - $15.1K
|
47.3K
$2.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
423+ 1.93% |
$11.8K - $15.1K
|
22.3K
$981K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
419+ 4.41% |
$11.7K - $14.9K
|
9.91K
$436K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
401New |
$11.2K - $14.3K
|
401
$17.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
400+ 31.25% |
$11.2K - $14.2K
|
1.68K
$73.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
400+ 1.4% |
$11.2K - $14.2K
|
29K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
398+ 2.29% |
$11.1K - $14.2K
|
17.8K
$782K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
386+ 16.62% |
$10.8K - $13.7K
|
2.71K
$119K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
382+ 2.76% |
$10.7K - $13.6K
|
14.2K
$626K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
370+ 4.97% |
$10.3K - $13.2K
|
7.82K
$344K
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
366+ 2.58% |
$10.2K - $13K
|
14.5K
$639K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
366+ 2.95% |
$10.2K - $13K
|
12.8K
$562K
|
|
|
Oct 20, 2023
Q3 2023
|
Outfitter Financial LLC
|
BUY
|
- |
350+ 0.82% |
$9.79K - $12.5K
|
42.8K
$1.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
335+ 2.92% |
$9.37K - $11.9K
|
11.8K
$519K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
335+ 7.42% |
$9.37K - $11.9K
|
4.85K
$213K
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
335+ 4.08% |
$9.37K - $11.9K
|
8.54K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
303+ 164.67% |
$8.47K - $10.8K
|
487
$21.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
300+ 0.03% |
$8.39K - $10.7K
|
1.07M
$46.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
300New |
$8.39K - $10.7K
|
300
$13.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
294+ 14.19% |
$8.22K - $10.5K
|
2.37K
$104K
|
|
|
Oct 13, 2023
Q3 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
286+ 0.24% |
$8K - $10.2K
|
122K
$5.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
277+ 1.0% |
$7.75K - $9.86K
|
28K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
276+ 8.46% |
$7.72K - $9.82K
|
3.54K
$156K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
261+ 1.17% |
$7.3K - $9.29K
|
22.6K
$993K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
257+ 2.32% |
$7.19K - $9.15K
|
11.3K
$499K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
248+ 2.76% |
$6.94K - $8.83K
|
9.23K
$406K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
245+ 1.04% |
$6.85K - $8.72K
|
23.8K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
243+ 2.13% |
$6.8K - $8.65K
|
11.6K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
241+ 2.52% |
$6.74K - $8.58K
|
9.81K
$431K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
236+ 3.06% |
$6.6K - $8.4K
|
7.96K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
236+ 0.17% |
$6.6K - $8.4K
|
138K
$6.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
233+ 2.53% |
$6.52K - $8.29K
|
9.45K
$415K
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
229+ 1.13% |
$6.41K - $8.15K
|
20.4K
$898K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
220New |
$6.15K - $7.83K
|
220
$9.67K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
209+ 1.68% |
$5.85K - $7.44K
|
12.6K
$556K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
205+ 4.75% |
$5.73K - $7.3K
|
4.52K
$199K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
200+ 25.0% |
$5.59K - $7.12K
|
1K
$44K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.09% |
$5.59K - $7.12K
|
228K
$10M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
193+ 2.32% |
$5.4K - $6.87K
|
8.52K
$375K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
188+ 1.58% |
$5.26K - $6.69K
|
12.1K
$530K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
171+ 4.63% |
$4.78K - $6.09K
|
3.87K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
161+ 0.12% |
$4.5K - $5.73K
|
139K
$6.11M
|