Purchases and Sales Made in Q2 2023 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.6K- 1.8% |
$147K - $195K
|
306K
$14.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5.64K- 32.26% |
$148K - $196K
|
11.8K
$549K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-5.7K- 27.58% |
$149K - $198K
|
15K
$695K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.98K- 24.58% |
$157K - $208K
|
18.4K
$851K
|
|
|
Aug 16, 2023
Q2 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-6.02K- 32.93% |
$158K - $209K
|
12.3K
$568K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.06K- 24.23% |
$159K - $211K
|
18.9K
$879K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.11KClosed |
$160K - $213K
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-6.2K- 62.0% |
$163K - $216K
|
3.8K
$176K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-6.24K- 3.19% |
$163K - $217K
|
189K
$8.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.57K- 15.65% |
$172K - $228K
|
35.4K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.62K- 32.97% |
$173K - $230K
|
13.4K
$624K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-6.68K- 0.79% |
$175K - $232K
|
836K
$38.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-6.86K- 34.54% |
$180K - $239K
|
13K
$603K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-6.87K- 5.44% |
$180K - $239K
|
119K
$5.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-7K- 2.09% |
$183K - $244K
|
329K
$15.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.22K- 2.1% |
$189K - $251K
|
337K
$15.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.49K- 1.56% |
$196K - $260K
|
471K
$21.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-7.55K- 15.82% |
$198K - $263K
|
40.2K
$1.86M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-7.7K- 17.16% |
$202K - $268K
|
37.2K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-7.74K- 91.52% |
$203K - $269K
|
717
$33.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.79K- 16.84% |
$204K - $271K
|
38.4K
$1.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.79K- 5.52% |
$204K - $271K
|
133K
$6.18M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-7.85K- 95.23% |
$206K - $273K
|
393
$18.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-8.09K- 36.06% |
$212K - $281K
|
14.3K
$665K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-8.25K- 1.75% |
$216K - $287K
|
463K
$21.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-8.27K- 22.29% |
$217K - $288K
|
28.8K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-8.58K- 2.71% |
$225K - $298K
|
308K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-8.6K- 3.63% |
$225K - $299K
|
228K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-9.07K- 13.67% |
$238K - $316K
|
57.3K
$2.66M
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-9.38K- 1.68% |
$246K - $326K
|
550K
$25.5M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-9.43K- 21.89% |
$247K - $328K
|
33.6K
$1.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.65K- 14.19% |
$253K - $336K
|
58.4K
$2.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-9.85K- 8.05% |
$258K - $343K
|
113K
$5.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-9.85K- 34.77% |
$258K - $343K
|
18.5K
$857K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-9.89K- 30.24% |
$259K - $344K
|
22.8K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-10.2K- 76.23% |
$267K - $355K
|
3.18K
$147K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-10.3K- 39.1% |
$269K - $357K
|
16K
$742K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.4K- 48.69% |
$272K - $360K
|
10.9K
$506K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-10.4K- 24.76% |
$273K - $363K
|
31.7K
$1.47M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-10.7K- 8.03% |
$281K - $373K
|
123K
$5.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-10.9K- 43.34% |
$286K - $380K
|
14.3K
$662K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-11K- 37.5% |
$287K - $381K
|
18.3K
$848K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-11K- 7.49% |
$289K - $384K
|
136K
$6.32M
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-11.2K- 1.35% |
$295K - $391K
|
823K
$38.2M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-11.7K- 1.66% |
$306K - $406K
|
692K
$32.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-12K- 3.44% |
$314K - $417K
|
336K
$15.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12K- 26.36% |
$316K - $419K
|
33.6K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-12.3K- 38.85% |
$323K - $429K
|
19.4K
$900K
|
|
|
Jul 18, 2023
Q2 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-12.4K- 47.43% |
$326K - $433K
|
13.8K
$640K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-12.5K- 95.06% |
$328K - $436K
|
651
$30.2K
|