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 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.75K- 3.14% |
$48.9K - $62.3K
|
54.1K
$2.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.75K- 4.84% |
$49.1K - $62.4K
|
34.5K
$1.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.76K- 0.86% |
$49.2K - $62.6K
|
203K
$8.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.82K- 6.81% |
$51K - $64.8K
|
24.9K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.85K- 38.44% |
$51.7K - $65.8K
|
2.96K
$130K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.86K- 17.03% |
$52K - $66.2K
|
9.06K
$398K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-1.9K- 20.01% |
$53.1K - $67.6K
|
7.59K
$334K
|
|
|
Oct 27, 2023
Q3 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.9K- 0.41% |
$53.1K - $67.6K
|
467K
$20.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.91K- 10.43% |
$53.5K - $68.1K
|
16.4K
$722K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-1.93K- 12.76% |
$54K - $68.7K
|
13.2K
$580K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2K- 0.82% |
$56K - $71.3K
|
243K
$10.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2K- 5.92% |
$56.1K - $71.3K
|
31.8K
$1.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2.02K- 59.62% |
$56.6K - $72K
|
1.37K
$60.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-2.03K- 12.33% |
$56.6K - $72.1K
|
14.4K
$633K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.11K- 22.57% |
$59.1K - $75.2K
|
7.25K
$319K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.14K- 0.74% |
$59.8K - $76.1K
|
286K
$12.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.16K- 7.5% |
$60.5K - $76.9K
|
26.7K
$1.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-2.17K- 11.94% |
$60.6K - $77.1K
|
16K
$702K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.22K- 10.45% |
$62.1K - $79K
|
19K
$836K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.22K- 18.92% |
$62.1K - $79K
|
9.52K
$418K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.24K- 2.16% |
$62.7K - $79.8K
|
102K
$4.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 5.86% |
$63.2K - $80.4K
|
36.3K
$1.59M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.28K- 20.7% |
$63.8K - $81.1K
|
8.73K
$384K
|
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-2.4K- 0.73% |
$67.1K - $85.4K
|
326K
$14.3M
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
SELL
|
- |
-2.4K- 15.6% |
$67.1K - $85.4K
|
13K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.43K- 12.19% |
$68K - $86.5K
|
17.5K
$769K
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.46K- 0.69% |
$68.8K - $87.6K
|
356K
$15.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.47K- 10.64% |
$69.1K - $87.9K
|
20.7K
$912K
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.53K- 8.1% |
$70.7K - $89.9K
|
28.7K
$1.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.56K- 48.01% |
$71.7K - $91.2K
|
2.78K
$122K
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-2.56K- 10.92% |
$71.7K - $91.2K
|
20.9K
$918K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.57K- 6.59% |
$72K - $91.6K
|
36.5K
$1.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Salzhauer Michael
|
SELL
|
- |
-2.57K- 6.75% |
$72K - $91.6K
|
35.6K
$1.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.63K- 74.34% |
$73.5K - $93.5K
|
907
$39.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-2.63K- 10.26% |
$73.5K - $93.5K
|
23K
$1.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.64K- 2.21% |
$73.7K - $93.8K
|
117K
$5.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.64K- 0.7% |
$73.8K - $94K
|
377K
$16.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.65K- 86.92% |
$74.2K - $94.4K
|
399
$17.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.67K- 6.15% |
$74.5K - $94.8K
|
40.7K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.77K- 2.09% |
$77.5K - $98.6K
|
130K
$5.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.86K- 4.95% |
$80K - $102K
|
54.9K
$2.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 31.58% |
$80.3K - $102K
|
6.22K
$273K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.87K- 4.29% |
$80.3K - $102K
|
64K
$2.81M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.92K- 9.54% |
$81.7K - $104K
|
27.7K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.93K- 5.05% |
$82.1K - $104K
|
55.1K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.94K- 17.53% |
$82.1K - $105K
|
13.8K
$607K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-2.96K- 15.21% |
$82.8K - $105K
|
16.5K
$725K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.96K- 29.45% |
$82.9K - $105K
|
7.1K
$312K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.98K- 5.34% |
$83.4K - $106K
|
52.8K
$2.32M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-3.01K- 9.23% |
$84.3K - $107K
|
29.6K
$1.3M
|