Purchases and Sales Made in Q3 2023 in Regions Financial Corp (RF)
This table provides information about the institutional ownership of Regions Financial Corp (RF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
270+ 1.06% |
$4.55K - $5.66K
|
25.8K
$634K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
268+ 8.23% |
$4.52K - $5.62K
|
3.53K
$86.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
255+ 2.61% |
$4.3K - $5.35K
|
10K
$247K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
251+ 8.15% |
$4.23K - $5.27K
|
3.33K
$81.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
245New |
$4.13K - $5.14K
|
245
$6.02K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
240+ 1.55% |
$4.05K - $5.04K
|
15.8K
$387K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
217+ 0.76% |
$3.66K - $4.55K
|
28.6K
$703K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
200New |
$3.37K - $4.2K
|
200
$4.92K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
200+ 17.89% |
$3.37K - $4.2K
|
1.32K
$32.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
193New |
$3.26K - $4.05K
|
193
$4.74K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
193New |
$3.26K - $4.05K
|
193
$4.74K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
191+ 2.59% |
$3.22K - $4.01K
|
7.57K
$186K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
191+ 2.59% |
$3.22K - $4.01K
|
7.57K
$186K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
173+ 1.36% |
$2.92K - $3.63K
|
12.9K
$317K
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
173+ 1.09% |
$2.92K - $3.63K
|
16K
$393K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
171+ 1.56% |
$2.88K - $3.59K
|
11.1K
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
163+ 0.96% |
$2.75K - $3.42K
|
17.2K
$423K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
162+ 0.14% |
$2.73K - $3.4K
|
120K
$2.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
158+ 0.74% |
$2.67K - $3.31K
|
21.6K
$531K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
140+ 2.52% |
$2.36K - $2.94K
|
5.69K
$140K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
139+ 0.14% |
$2.34K - $2.92K
|
101K
$2.48M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
135New |
$2.28K - $2.83K
|
135
$3.32K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
134+ 6.08% |
$2.26K - $2.81K
|
2.34K
$57.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
133+ 0.13% |
$2.24K - $2.79K
|
102K
$2.5M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
130+ 1.73% |
$2.19K - $2.73K
|
7.63K
$188K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
129+ 4.96% |
$2.18K - $2.71K
|
2.73K
$67.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
126+ 1.02% |
$2.13K - $2.64K
|
12.4K
$306K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
115+ 10.55% |
$1.94K - $2.41K
|
1.21K
$29.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
113+ 0.26% |
$1.91K - $2.37K
|
43.6K
$1.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.17% |
$1.69K - $2.1K
|
58.1K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
100+ 0.85% |
$1.69K - $2.1K
|
11.8K
$290K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
82+ 7.12% |
$1.38K - $1.72K
|
1.23K
$30.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
77+ 0.31% |
$1.3K - $1.62K
|
24.6K
$604K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
70+ 87.5% |
$1.18K - $1.47K
|
150
$3.69K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
70+ 4.28% |
$1.18K - $1.47K
|
1.71K
$41.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
67+ 25.97% |
$1.13K - $1.41K
|
325
$7.99K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
64+ 5.47% |
$1.08K - $1.34K
|
1.23K
$30.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
57+ 4.63% |
$962 - $1.2K
|
1.29K
$31.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
54+ 7.5% |
$911 - $1.13K
|
774
$19K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
49+ 3.38% |
$827 - $1.03K
|
1.5K
$36.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
43+ 5.59% |
$725 - $902
|
812
$20K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39+ 0.03% |
$658 - $818
|
125K
$3.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
28+ 96.55% |
$472 - $587
|
57
$1.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
21+ 0.07% |
$354 - $441
|
29.6K
$728K
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
14+ 0.1% |
$236 - $294
|
13.5K
$333K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 3.52% |
$219 - $273
|
382
$9.39K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.06% |
$202 - $252
|
18.9K
$465K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
12New |
$202 - $252
|
12
$295
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
11+ 61.11% |
$186 - $231
|
29
$713
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
11+ 0.07% |
$186 - $231
|
16.6K
$408K
|