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
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.03K- 97.4% |
$84.9K - $108K
|
81
$3.56K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-3.05K- 18.32% |
$85.3K - $109K
|
13.6K
$597K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.1K- 10.08% |
$86.7K - $110K
|
27.7K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.1K- 2.06% |
$86.7K - $110K
|
147K
$6.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.19K- 15.67% |
$89.2K - $113K
|
17.2K
$754K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.19K- 6.23% |
$89.3K - $114K
|
48.1K
$2.11M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3.19K- 9.09% |
$89.3K - $114K
|
32K
$1.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-3.21K- 7.24% |
$89.8K - $114K
|
41.1K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.3K- 11.27% |
$92.3K - $117K
|
26K
$1.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.31K- 13.23% |
$92.6K - $118K
|
21.7K
$953K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.34K- 1.08% |
$93.3K - $119K
|
305K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-3.39K- 21.04% |
$94.8K - $121K
|
12.7K
$559K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.41K- 1.86% |
$95.3K - $121K
|
180K
$7.9M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.42K- 4.31% |
$95.7K - $122K
|
76K
$3.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-3.52K- 2.71% |
$98.3K - $125K
|
126K
$5.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.62K- 29.55% |
$101K - $129K
|
8.64K
$380K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.63K- 2.38% |
$101K - $129K
|
149K
$6.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.72K- 22.12% |
$104K - $132K
|
13.1K
$575K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-3.74K- 14.33% |
$105K - $133K
|
22.4K
$983K
|
|
|
Oct 23, 2023
Q3 2023
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-3.75K- 6.87% |
$105K - $133K
|
50.8K
$2.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-3.94K- 26.93% |
$110K - $140K
|
10.7K
$470K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.01K- 29.68% |
$112K - $143K
|
9.51K
$418K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.17K- 12.73% |
$117K - $149K
|
28.6K
$1.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-4.23K- 13.99% |
$118K - $150K
|
26K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-4.24K- 96.65% |
$119K - $151K
|
147
$6.46K
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-4.25K- 4.73% |
$119K - $151K
|
85.6K
$3.76M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-4.3K- 10.99% |
$120K - $153K
|
34.8K
$1.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-4.33K- 1.55% |
$121K - $154K
|
275K
$12.1M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.37K- 17.18% |
$122K - $155K
|
21.1K
$925K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.38K- 57.22% |
$123K - $156K
|
3.28K
$144K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-4.45K- 8.95% |
$125K - $158K
|
45.3K
$1.99M
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-4.46K- 36.39% |
$125K - $159K
|
7.79K
$342K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.49K- 11.62% |
$126K - $160K
|
34.1K
$1.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-4.53K- 35.83% |
$127K - $161K
|
8.11K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-4.54K- 2.24% |
$127K - $161K
|
198K
$8.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.54K- 9.3% |
$127K - $161K
|
44.2K
$1.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-4.6K- 3.94% |
$129K - $164K
|
112K
$4.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.61K- 14.06% |
$129K - $164K
|
28.2K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.62K- 14.09% |
$129K - $164K
|
28.2K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-4.67K- 7.05% |
$131K - $166K
|
61.6K
$2.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.84K- 2.3% |
$135K - $172K
|
205K
$9.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4.86K- 27.95% |
$136K - $173K
|
12.5K
$550K
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-4.88K- 12.47% |
$136K - $174K
|
34.3K
$1.51M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-4.92K- 9.51% |
$138K - $175K
|
46.8K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-4.94K- 11.49% |
$138K - $176K
|
38K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4.97K- 4.06% |
$139K - $177K
|
118K
$5.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.97K- 36.57% |
$139K - $177K
|
8.63K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5K- 46.72% |
$140K - $178K
|
5.7K
$250K
|
|
|
Oct 23, 2023
Q3 2023
|
Edmp, Inc.
|
SELL
|
- |
-5.07K- 6.56% |
$142K - $181K
|
72.3K
$3.18M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-5.12K- 10.05% |
$143K - $182K
|
45.9K
$2.02M
|