Purchases and Sales Made in Q2 2023 in Regions Financial Corp (RF)
This table provides information about the institutional ownership of Regions Financial Corp (RF) during Q2 2023. The information is specifically focused on institutions that hold shares of REGIONS FINANCIAL CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
405+ 6.39% |
$6.29K - $7.78K
|
6.75K
$166K
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
405+ 6.39% |
$6.29K - $7.78K
|
6.75K
$166K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
378+ 2.85% |
$5.87K - $7.27K
|
13.6K
$335K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
369New |
$5.73K - $7.09K
|
369
$9.07K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
331New |
$5.14K - $6.36K
|
331
$8.14K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
321+ 0.77% |
$4.98K - $6.17K
|
42.3K
$1.04M
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
318New |
$4.94K - $6.11K
|
318
$7.82K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
313+ 43.05% |
$4.86K - $6.02K
|
1.04K
$25.6K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
301+ 2.14% |
$4.67K - $5.79K
|
14.4K
$353K
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
300+ 1.03% |
$4.66K - $5.77K
|
29.5K
$724K
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
292+ 0.39% |
$4.53K - $5.61K
|
75.9K
$1.87M
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
287+ 2.29% |
$4.45K - $5.52K
|
12.8K
$316K
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
286+ 0.54% |
$4.44K - $5.5K
|
53.2K
$1.31M
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
284+ 47.41% |
$4.41K - $5.46K
|
883
$21.7K
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
280New |
$4.35K - $5.38K
|
280
$6.88K
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
265+ 1.05% |
$4.11K - $5.09K
|
25.5K
$627K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
263+ 85.95% |
$4.08K - $5.05K
|
569
$14K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
249+ 1.51% |
$3.86K - $4.79K
|
16.7K
$411K
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
239+ 0.45% |
$3.71K - $4.59K
|
53.9K
$1.33M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
238+ 0.81% |
$3.69K - $4.57K
|
29.6K
$727K
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
224+ 1.92% |
$3.48K - $4.31K
|
11.9K
$292K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
203+ 220.65% |
$3.15K - $3.9K
|
295
$7.25K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200+ 0.39% |
$3.1K - $3.84K
|
51.5K
$1.26M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
200+ 0.85% |
$3.1K - $3.84K
|
23.9K
$587K
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
189+ 2.58% |
$2.93K - $3.63K
|
7.5K
$184K
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
176+ 0.83% |
$2.73K - $3.38K
|
21.3K
$524K
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
170+ 1.09% |
$2.64K - $3.27K
|
15.8K
$389K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
165+ 5.01% |
$2.56K - $3.17K
|
3.46K
$85K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
164New |
$2.55K - $3.15K
|
164
$4.03K
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
157+ 7.52% |
$2.44K - $3.02K
|
2.25K
$55.2K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
157New |
$2.44K - $3.02K
|
157
$3.86K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
144+ 5.86% |
$2.23K - $2.77K
|
2.6K
$64K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
135+ 2.65% |
$2.1K - $2.59K
|
5.23K
$128K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
133New |
$2.06K - $2.56K
|
133
$3.27K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
132+ 12.73% |
$2.05K - $2.54K
|
1.17K
$28.7K
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
129+ 0.92% |
$2K - $2.48K
|
14.2K
$349K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
115+ 0.74% |
$1.78K - $2.21K
|
15.7K
$385K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
111+ 75.51% |
$1.72K - $2.13K
|
258
$6.34K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
110+ 16.69% |
$1.71K - $2.11K
|
769
$18.9K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 24.75% |
$1.55K - $1.92K
|
504
$12.4K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
93New |
$1.44K - $1.79K
|
93
$2.29K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
80New |
$1.24K - $1.54K
|
80
$1.97K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
69New |
$1.07K - $1.33K
|
69
$1.7K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
68+ 20.24% |
$1.06K - $1.31K
|
404
$9.93K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
68+ 3.17% |
$1.06K - $1.31K
|
2.22K
$54.4K
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
66+ 0.09% |
$1.02K - $1.27K
|
71.8K
$1.76M
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
65+ 9.92% |
$1.01K - $1.25K
|
720
$17.7K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
60New |
$931 - $1.15K
|
60
$1.47K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
58+ 3.96% |
$900 - $1.11K
|
1.52K
$37.5K
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
41+ 0.02% |
$636 - $788
|
234K
$5.75M
|