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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-256- 1.73% |
$7.16K - $9.11K
|
14.5K
$638K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-263- 3.42% |
$7.36K - $9.36K
|
7.42K
$326K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-268- 1.62% |
$7.5K - $9.54K
|
16.3K
$715K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-269- 0.97% |
$7.52K - $9.57K
|
27.4K
$1.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-276- 2.51% |
$7.72K - $9.82K
|
10.7K
$471K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-287- 71.75% |
$8.03K - $10.2K
|
113
$4.97K
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-290- 2.81% |
$8.11K - $10.3K
|
10K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-291- 0.5% |
$8.14K - $10.4K
|
57.8K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-298- 3.52% |
$8.34K - $10.6K
|
8.17K
$359K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-303- 2.79% |
$8.47K - $10.8K
|
10.6K
$464K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-308- 1.01% |
$8.61K - $11K
|
30.1K
$1.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-308- 0.84% |
$8.61K - $11K
|
36.4K
$1.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-309- 13.42% |
$8.64K - $11K
|
1.99K
$87.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-309- 4.06% |
$8.64K - $11K
|
7.31K
$321K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-313- 0.07% |
$8.75K - $11.1K
|
439K
$19.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-317- 2.04% |
$8.87K - $11.3K
|
15.2K
$669K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-330Closed |
$9.23K - $11.7K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-348- 2.98% |
$9.73K - $12.4K
|
11.3K
$499K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-350- 0.37% |
$9.79K - $12.5K
|
93.6K
$4.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-350- 24.2% |
$9.79K - $12.5K
|
1.1K
$48.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-352- 1.63% |
$9.85K - $12.5K
|
21.2K
$931K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-362- 3.81% |
$10.1K - $12.9K
|
9.14K
$402K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-363- 1.54% |
$10.2K - $12.9K
|
23.3K
$1.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-363- 6.81% |
$10.2K - $12.9K
|
4.97K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-367- 4.36% |
$10.3K - $13.1K
|
8.05K
$354K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-370- 2.88% |
$10.3K - $13.2K
|
12.5K
$548K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-383- 0.4% |
$10.7K - $13.6K
|
96K
$4.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-386- 32.55% |
$10.8K - $13.7K
|
800
$35.2K
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-390- 5.54% |
$10.9K - $13.9K
|
6.65K
$292K
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-400- 0.62% |
$11.2K - $14.2K
|
63.9K
$2.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-411- 61.16% |
$11.5K - $14.6K
|
261
$11.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-413- 1.25% |
$11.6K - $14.7K
|
32.5K
$1.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-419- 0.34% |
$11.7K - $14.9K
|
122K
$5.38M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-421- 0.81% |
$11.8K - $15K
|
51.3K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-421- 0.71% |
$11.8K - $15K
|
58.8K
$2.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-428- 13.1% |
$12K - $15.2K
|
2.84K
$125K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-437- 1.48% |
$12.2K - $15.6K
|
29.1K
$1.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-437- 3.51% |
$12.2K - $15.6K
|
12K
$528K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-445- 2.17% |
$12.4K - $15.8K
|
20.1K
$884K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-471- 19.69% |
$13.2K - $16.8K
|
1.92K
$84.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-474- 1.62% |
$13.3K - $16.9K
|
28.8K
$1.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-484- 0.98% |
$13.5K - $17.2K
|
48.7K
$2.14M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-486- 0.38% |
$13.6K - $17.3K
|
128K
$5.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-498- 17.77% |
$13.9K - $17.7K
|
2.31K
$101K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-498- 17.77% |
$13.9K - $17.7K
|
2.31K
$101K
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-499- 1.3% |
$14K - $17.8K
|
37.9K
$1.66M
|
|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-500- 1.43% |
$14K - $17.8K
|
34.6K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-509- 8.6% |
$14.2K - $18.1K
|
5.41K
$238K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-509- 8.6% |
$14.2K - $18.1K
|
5.41K
$238K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-515- 3.25% |
$14.4K - $18.3K
|
15.3K
$674K
|