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 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-70- 0.47% |
$1.96K - $2.49K
|
14.8K
$650K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-70- 0.36% |
$1.96K - $2.49K
|
19.1K
$840K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-75- 5.08% |
$2.1K - $2.67K
|
1.4K
$61.5K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-75- 2.44% |
$2.1K - $2.67K
|
3.01K
$132K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-76- 1.08% |
$2.13K - $2.7K
|
6.99K
$307K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-76- 67.26% |
$2.13K - $2.7K
|
37
$1.63K
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-79- 0.22% |
$2.21K - $2.81K
|
36.1K
$1.59M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-79- 0.14% |
$2.21K - $2.81K
|
55.8K
$2.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-82- 0.08% |
$2.29K - $2.92K
|
100K
$4.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-84- 0.96% |
$2.35K - $2.99K
|
8.7K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-94- 1.08% |
$2.63K - $3.35K
|
8.58K
$377K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-95- 16.46% |
$2.66K - $3.38K
|
482
$21.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-97- 0.63% |
$2.71K - $3.45K
|
15.2K
$668K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-98- 0.38% |
$2.74K - $3.49K
|
26K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-100- 0.27% |
$2.8K - $3.56K
|
37.6K
$1.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-100- 0.68% |
$2.8K - $3.56K
|
14.5K
$639K
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-100- 1.4% |
$2.8K - $3.56K
|
7.05K
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-102- 1.32% |
$2.85K - $3.63K
|
7.65K
$336K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-105- 0.63% |
$2.94K - $3.74K
|
16.5K
$724K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-110- 1.07% |
$3.08K - $3.91K
|
10.2K
$449K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-113- 14.45% |
$3.16K - $4.02K
|
669
$29.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-116- 0.19% |
$3.24K - $4.13K
|
60.3K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-119- 0.66% |
$3.33K - $4.24K
|
17.9K
$786K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-125- 3.29% |
$3.5K - $4.45K
|
3.67K
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-127- 3.01% |
$3.55K - $4.52K
|
4.09K
$180K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-131- 4.86% |
$3.66K - $4.66K
|
2.56K
$113K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-136- 0.93% |
$3.8K - $4.84K
|
14.5K
$639K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-148- 0.97% |
$4.14K - $5.27K
|
15.1K
$662K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-150Closed |
$4.2K - $5.34K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-155- 0.18% |
$4.34K - $5.52K
|
85.2K
$3.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-156- 1.99% |
$4.36K - $5.55K
|
7.68K
$337K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-163- 49.39% |
$4.56K - $5.8K
|
167
$7.34K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-176- 35.63% |
$4.92K - $6.26K
|
318
$14K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-198- 2.01% |
$5.54K - $7.05K
|
9.64K
$424K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 0.16% |
$5.59K - $7.12K
|
126K
$5.55M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-200- 2.49% |
$5.59K - $7.12K
|
7.85K
$345K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 19.07% |
$5.59K - $7.12K
|
849
$37.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-201- 6.33% |
$5.62K - $7.15K
|
2.98K
$131K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-207- 48.14% |
$5.79K - $7.37K
|
223
$9.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-212- 2.28% |
$5.93K - $7.55K
|
9.07K
$399K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-212- 0.31% |
$5.93K - $7.55K
|
68.7K
$3.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-220- 0.1% |
$6.15K - $7.83K
|
219K
$9.61M
|
|
|
Mar 07, 2024
Q3 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-220- 0.1% |
$6.15K - $7.83K
|
219K
$9.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-222- 2.05% |
$6.21K - $7.9K
|
10.6K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-224- 2.59% |
$6.27K - $7.97K
|
8.42K
$370K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-225- 3.21% |
$6.29K - $8.01K
|
6.79K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-225- 0.89% |
$6.29K - $8.01K
|
25K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-226- 1.72% |
$6.32K - $8.04K
|
12.9K
$567K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-239- 70.5% |
$6.68K - $8.51K
|
100
$4.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-248- 2.21% |
$6.94K - $8.83K
|
11K
$483K
|