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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-12.8K- 54.58% |
$335K - $445K
|
10.6K
$507K
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-13K- 5.96% |
$340K - $451K
|
205K
$9.76M
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-13.2K- 30.45% |
$347K - $460K
|
30.2K
$1.44M
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.3K- 5.43% |
$349K - $463K
|
232K
$11.1M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-13.4K- 45.79% |
$351K - $466K
|
15.9K
$756K
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-14K- 84.37% |
$366K - $486K
|
2.59K
$123K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14.4K- 18.28% |
$376K - $499K
|
64.2K
$3.06M
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-14.6K- 12.36% |
$383K - $508K
|
104K
$4.94M
|
|
Aug 14, 2023
Q2 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-14.7K- 2.2% |
$386K - $512K
|
655K
$31.2M
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-15.2K- 35.73% |
$399K - $529K
|
27.4K
$1.3M
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-15.6K- 19.5% |
$408K - $541K
|
64.2K
$3.06M
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-16.1K- 34.6% |
$422K - $560K
|
30.4K
$1.45M
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-16.2K- 5.27% |
$426K - $565K
|
292K
$13.9M
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-16.4K- 99.59% |
$431K - $572K
|
68
$3.24K
|
|
Jul 12, 2024
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-16.9K- 8.75% |
$443K - $588K
|
176K
$8.4M
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-16.9K- 43.23% |
$443K - $588K
|
22.2K
$1.06M
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-17.1K- 6.73% |
$447K - $593K
|
236K
$11.3M
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-17.5K- 9.58% |
$458K - $609K
|
165K
$7.87M
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-17.8K- 30.85% |
$467K - $620K
|
40K
$1.9M
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-18K- 65.46% |
$471K - $626K
|
9.49K
$453K
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-18.2K- 12.65% |
$477K - $633K
|
126K
$6M
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-18.2K- 3.22% |
$478K - $635K
|
549K
$26.2M
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-18.3K- 16.31% |
$480K - $637K
|
94K
$4.48M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-19K- 4.97% |
$497K - $660K
|
363K
$17.3M
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-19.4K- 52.18% |
$509K - $676K
|
17.8K
$849K
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-19.6K- 10.78% |
$514K - $682K
|
162K
$7.73M
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-21.7K- 9.3% |
$569K - $756K
|
212K
$10.1M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-22.8K- 38.09% |
$596K - $792K
|
37K
$1.76M
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-23.2K- 42.21% |
$608K - $807K
|
31.7K
$1.51M
|
|
Aug 14, 2023
Q2 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-24.2K- 19.98% |
$633K - $841K
|
96.8K
$4.62M
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-24.5K- 2.31% |
$642K - $852K
|
1.03M
$49.3M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-24.6K- 30.02% |
$646K - $857K
|
57.4K
$2.74M
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-25.5K- 16.05% |
$667K - $886K
|
133K
$6.35M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-25.6K- 76.54% |
$670K - $889K
|
7.83K
$373K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.7K- 0.49% |
$674K - $895K
|
5.22M
$249M
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-26.8K- 4.06% |
$702K - $932K
|
633K
$30.2M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-27K- 17.1% |
$707K - $938K
|
131K
$6.23M
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-27K- 96.14% |
$708K - $939K
|
1.08K
$51.6K
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-28K- 1.84% |
$735K - $976K
|
1.49M
$71.2M
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-29K- 64.14% |
$759K - $1.01M
|
16.2K
$772K
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-30.4KClosed |
$796K - $1.06M
|
0
$0
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-30.4K- 6.91% |
$797K - $1.06M
|
409K
$19.5M
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-31.3K- 91.68% |
$819K - $1.09M
|
2.84K
$135K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-31.8KClosed |
$833K - $1.11M
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-32.6K- 30.58% |
$854K - $1.13M
|
74K
$3.53M
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-33.6K- 2.28% |
$880K - $1.17M
|
1.44M
$68.7M
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-35.3K- 23.05% |
$925K - $1.23M
|
118K
$5.62M
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-35.4K- 0.47% |
$929K - $1.23M
|
7.47M
$356M
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-35.6K- 62.35% |
$933K - $1.24M
|
21.5K
$1.03M
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-35.7K- 12.18% |
$937K - $1.24M
|
258K
$12.3M
|