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
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-10.3K- 51.54% |
$288K - $367K
|
9.7K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-10.6K- 99.53% |
$298K - $379K
|
50
$2.17K
|
|
|
Nov 09, 2023
Q3 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-10.9K- 4.62% |
$305K - $388K
|
225K
$9.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11K- 7.77% |
$307K - $391K
|
130K
$5.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-11.1K- 33.63% |
$309K - $394K
|
21.8K
$945K
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-11.1K- 2.87% |
$312K - $396K
|
377K
$16.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-11.5K- 20.56% |
$322K - $410K
|
44.5K
$1.93M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11.7K- 40.57% |
$326K - $415K
|
17.1K
$740K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-11.7K- 73.33% |
$328K - $418K
|
4.27K
$185K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-12.2K- 31.69% |
$341K - $434K
|
26.3K
$1.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-12.3K- 4.98% |
$344K - $437K
|
235K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-12.3K- 63.63% |
$345K - $439K
|
7.06K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-12.6K- 1.21% |
$351K - $447K
|
1.02M
$44.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-12.6K- 36.98% |
$351K - $447K
|
21.4K
$927K
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-12.9K- 9.61% |
$361K - $459K
|
121K
$5.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-13.1K- 12.03% |
$366K - $465K
|
95.6K
$4.14M
|
|
|
Oct 27, 2023
Q3 2023
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-13.1K- 46.29% |
$366K - $466K
|
15.2K
$658K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-13.1K- 3.83% |
$367K - $467K
|
329K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-13.1K- 25.6% |
$367K - $468K
|
38.2K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-13.4K- 17.41% |
$374K - $475K
|
63.4K
$2.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-13.5K- 7.87% |
$377K - $480K
|
158K
$6.84M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-13.6K- 34.52% |
$381K - $485K
|
25.9K
$1.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-13.9K- 8.98% |
$390K - $496K
|
141K
$6.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.2K- 5.19% |
$397K - $505K
|
259K
$11.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-14.8K- 75.27% |
$413K - $525K
|
4.85K
$210K
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-15.1K- 6.61% |
$423K - $539K
|
214K
$9.27M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-15.4K- 25.67% |
$432K - $549K
|
44.7K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15.7K- 6.0% |
$438K - $557K
|
245K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-16.1K- 28.0% |
$450K - $572K
|
41.4K
$1.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-17.2K- 28.37% |
$481K - $612K
|
43.4K
$1.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-17.9K- 2.14% |
$500K - $636K
|
819K
$35.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-18K- 37.17% |
$504K - $641K
|
30.4K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.1K- 12.72% |
$507K - $646K
|
124K
$5.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-18.3K- 19.05% |
$512K - $651K
|
77.7K
$3.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-18.6K- 38.34% |
$521K - $663K
|
29.9K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-18.7K- 4.57% |
$523K - $665K
|
391K
$16.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.4K- 14.84% |
$543K - $691K
|
111K
$4.82M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-19.5K- 50.25% |
$545K - $693K
|
19.3K
$835K
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-20.2KClosed |
$566K - $720K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-20.9K- 49.39% |
$583K - $742K
|
21.4K
$926K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-21.5K- 18.26% |
$602K - $766K
|
96.3K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-21.5K- 18.92% |
$602K - $766K
|
92.3K
$4M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-21.6K- 10.67% |
$603K - $768K
|
181K
$7.83M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-21.6KClosed |
$605K - $769K
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-22K- 40.07% |
$616K - $784K
|
32.9K
$1.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-22.1K- 18.9% |
$618K - $787K
|
94.9K
$4.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-22.4K- 49.67% |
$626K - $797K
|
22.7K
$983K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-23.1K- 0.7% |
$645K - $820K
|
3.27M
$141M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-23.9K- 23.7% |
$670K - $852K
|
77.1K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-24.1K- 10.04% |
$675K - $859K
|
216K
$9.37M
|