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 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.09K+ 21.96% |
$58.6K - $74.5K
|
11.6K
$504K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.09K+ 62.29% |
$58.5K - $74.5K
|
5.45K
$236K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.09K+ 3.36% |
$58.4K - $74.3K
|
64.2K
$2.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
2.06K+ 17.11% |
$57.6K - $73.3K
|
14.1K
$611K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.02K+ 5.0% |
$56.5K - $71.9K
|
42.4K
$1.84M
|
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
2K+ 1.98% |
$56.1K - $71.3K
|
103K
$4.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
2K+ 2.05% |
$55.9K - $71.2K
|
99.5K
$4.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.99K+ 16.23% |
$55.7K - $70.9K
|
14.3K
$618K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.96K+ 8.98% |
$54.7K - $69.6K
|
23.8K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
1.95K+ 24.97% |
$54.5K - $69.4K
|
9.76K
$423K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.95K+ 5.11% |
$54.5K - $69.3K
|
40.1K
$1.74M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.93K+ 21.82% |
$53.9K - $68.5K
|
10.8K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.92K+ 3.58% |
$53.6K - $68.2K
|
55.5K
$2.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.86K+ 9.51% |
$52.1K - $66.3K
|
21.5K
$930K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.83K+ 9.47% |
$51.3K - $65.2K
|
21.2K
$918K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.83K+ 4.27% |
$51.3K - $65.2K
|
44.8K
$1.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.79K+ 6.34% |
$50.1K - $63.7K
|
30K
$1.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.74K+ 4.25% |
$48.7K - $62K
|
42.7K
$1.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.74K+ 19.97% |
$48.7K - $62K
|
10.5K
$453K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.71K+ 1.6% |
$47.9K - $60.9K
|
109K
$4.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.71K+ 9.85% |
$47.8K - $60.8K
|
19K
$825K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.7K+ 21.96% |
$47.4K - $60.4K
|
9.42K
$408K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.66K+ 3.36% |
$46.4K - $59.1K
|
51.1K
$2.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
1.6K+ 133.33% |
$44.8K - $56.9K
|
2.8K
$121K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.6KNew |
$44.8K - $56.9K
|
1.6K
$69.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.59K+ 50.94% |
$44.6K - $56.7K
|
4.72K
$205K
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.58K+ 2.6% |
$44.1K - $56.1K
|
62.2K
$2.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.57K+ 20.14% |
$43.9K - $55.9K
|
9.37K
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.57K+ 0.07% |
$43.8K - $55.7K
|
2.28M
$98.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.56K+ 7.74% |
$43.5K - $55.4K
|
21.7K
$938K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.55K+ 2.0% |
$43.4K - $55.3K
|
79K
$3.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.54KNew |
$43K - $54.7K
|
1.54K
$66.5K
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.53K+ 0.28% |
$42.7K - $54.4K
|
551K
$23.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
1.52K+ 10.13% |
$42.5K - $54K
|
16.5K
$715K
|
|
|
Nov 13, 2023
Q3 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
1.52K+ 1.1% |
$42.4K - $53.9K
|
139K
$6.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.5K+ 4.65% |
$42K - $53.4K
|
33.8K
$1.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.49K+ 8.04% |
$41.7K - $53K
|
20K
$867K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.49K+ 12.67% |
$41.6K - $52.9K
|
13.2K
$573K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.46K+ 1.85% |
$40.9K - $52K
|
80.5K
$3.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.45K+ 34.97% |
$40.6K - $51.6K
|
5.6K
$242K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.4K+ 9.21% |
$39.2K - $49.8K
|
16.6K
$719K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
BUY
|
- |
1.38K+ 4.33% |
$38.7K - $49.2K
|
33.3K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.36K+ 1.14% |
$38.1K - $48.5K
|
121K
$5.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.36KNew |
$38K - $48.3K
|
1.36K
$58.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
1.32K+ 6.23% |
$36.9K - $47K
|
22.5K
$975K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.31K+ 19.66% |
$36.6K - $46.6K
|
7.96K
$345K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.28K+ 1.09% |
$35.7K - $45.4K
|
118K
$5.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.27K+ 12.23% |
$35.5K - $45.2K
|
11.7K
$505K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.25KNew |
$35K - $44.5K
|
1.25K
$54.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.21K+ 21.86% |
$33.8K - $43K
|
6.74K
$292K
|