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 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.1K- 9.91% |
$30.8K - $39.1K
|
10K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 13.6% |
$30.8K - $39.1K
|
6.99K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 13.6% |
$30.8K - $39.1K
|
6.99K
$303K
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-1.11K- 1.17% |
$31.1K - $39.5K
|
94.2K
$4.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.11K- 3.09% |
$31.2K - $39.6K
|
35K
$1.52M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.12K- 5.22% |
$31.4K - $40K
|
20.4K
$882K
|
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.13K- 0.81% |
$31.5K - $40K
|
137K
$5.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.15K- 79.79% |
$32.2K - $41K
|
292
$12.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.17K- 10.19% |
$32.7K - $41.6K
|
10.3K
$446K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.18K- 0.57% |
$32.9K - $41.9K
|
207K
$8.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.19K- 0.53% |
$33.3K - $42.4K
|
221K
$9.59M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.2K- 1.91% |
$33.5K - $42.6K
|
61.4K
$2.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.22K- 50.06% |
$34.2K - $43.5K
|
1.22K
$52.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.25K- 2.9% |
$34.9K - $44.4K
|
41.8K
$1.81M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.25K- 0.45% |
$34.9K - $44.5K
|
274K
$11.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.26K- 0.78% |
$35.3K - $45K
|
161K
$6.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 4.25% |
$35.5K - $45.2K
|
28.6K
$1.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.28K- 2.73% |
$35.9K - $45.7K
|
45.7K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-1.31K- 15.55% |
$36.5K - $46.4K
|
7.09K
$307K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.32K- 12.93% |
$36.9K - $46.9K
|
8.88K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.34K- 2.21% |
$37.5K - $47.7K
|
59.2K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.35K- 2.98% |
$37.7K - $48K
|
43.9K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.4K- 3.28% |
$39.3K - $50K
|
41.4K
$1.79M
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.41K- 16.37% |
$39.3K - $50K
|
7.18K
$311K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.41K- 15.95% |
$39.5K - $50.3K
|
7.45K
$323K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.44K- 0.4% |
$40.4K - $51.4K
|
357K
$15.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.44K- 9.24% |
$40.4K - $51.4K
|
14.2K
$614K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1.45K- 0.68% |
$40.6K - $51.6K
|
213K
$9.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.47K- 3.7% |
$41K - $52.2K
|
38.1K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.48K- 8.13% |
$41.3K - $52.5K
|
16.7K
$723K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.49K- 0.85% |
$41.5K - $52.9K
|
174K
$7.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 11.23% |
$42.2K - $53.7K
|
11.9K
$517K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.53K- 6.28% |
$42.7K - $54.3K
|
22.8K
$986K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.53K- 43.31% |
$42.8K - $54.4K
|
2K
$86.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.54K- 0.51% |
$43.2K - $55K
|
301K
$13M
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-1.55K- 8.55% |
$43.2K - $55K
|
16.5K
$717K
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-1.55K- 5.55% |
$43.4K - $55.2K
|
26.4K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.55K- 5.7% |
$43.4K - $55.2K
|
25.6K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.55K- 6.89% |
$43.4K - $55.2K
|
21K
$909K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.58K- 13.43% |
$44.2K - $56.2K
|
10.2K
$441K
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.6K- 3.63% |
$44.8K - $56.9K
|
42.4K
$1.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.61K- 17.24% |
$44.9K - $57.2K
|
7.71K
$334K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.61K- 12.36% |
$44.9K - $57.2K
|
11.4K
$494K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.61K- 8.12% |
$45.1K - $57.4K
|
18.3K
$791K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.62K- 4.42% |
$45.3K - $57.6K
|
35K
$1.52M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.63K- 59.82% |
$45.5K - $57.9K
|
1.09K
$47.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.66K- 2.12% |
$46.5K - $59.2K
|
76.8K
$3.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.69K- 4.17% |
$47.2K - $60K
|
38.8K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.73K- 3.05% |
$48.5K - $61.7K
|
55.2K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.74K- 74.36% |
$48.7K - $61.9K
|
600
$26K
|