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 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
32.3K+ 6.84% |
$847K - $1.12M
|
505K
$24.1M
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
32.3K+ 8.87% |
$847K - $1.12M
|
397K
$18.9M
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
31.5K+ 8.39% |
$825K - $1.1M
|
407K
$19.4M
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
31.3K+ 27.83% |
$822K - $1.09M
|
144K
$6.87M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
31.2K+ 125.14% |
$819K - $1.09M
|
56.2K
$2.68M
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
31.1K+ 15.92% |
$814K - $1.08M
|
226K
$10.8M
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
30.8KNew |
$807K - $1.07M
|
30.8K
$1.47M
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
30.7K+ 1.18% |
$806K - $1.07M
|
2.63M
$125M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.9K+ 10.63% |
$784K - $1.04M
|
311K
$14.8M
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
29K+ 50.1% |
$760K - $1.01M
|
86.8K
$4.14M
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
28.6K+ 8.52% |
$751K - $996K
|
365K
$17.4M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
28.5K+ 12.43% |
$748K - $993K
|
258K
$12.3M
|
|
Aug 14, 2023
Q2 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
- |
28.5KNew |
$747K - $992K
|
28.5K
$1.36M
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
28.4K+ 21.75% |
$744K - $988K
|
159K
$7.58M
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
27K+ 12.18% |
$707K - $938K
|
248K
$11.8M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
26.4K+ 80.07% |
$692K - $918K
|
59.4K
$2.83M
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
26.2K+ 48.66% |
$687K - $913K
|
80.1K
$3.82M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.1K+ 84.59% |
$684K - $907K
|
56.9K
$2.71M
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
26.1KNew |
$683K - $907K
|
26.1K
$1.24M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
25.4K+ 51.03% |
$664K - $882K
|
75K
$3.58M
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
25.2K+ 71.2% |
$661K - $877K
|
60.6K
$2.89M
|
|
Aug 14, 2023
Q2 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
25K+ 11.36% |
$655K - $870K
|
245K
$11.7M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.3K+ 23.82% |
$637K - $846K
|
126K
$6.03M
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
24.1K+ 22.23% |
$632K - $839K
|
133K
$6.32M
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
23.8K+ 47.33% |
$623K - $827K
|
74K
$3.53M
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
23.3K+ 54.27% |
$611K - $811K
|
66.3K
$3.16M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23.3K+ 21.45% |
$610K - $810K
|
132K
$6.28M
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
23.1KNew |
$605K - $804K
|
23.1K
$1.1M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.8K+ 16.82% |
$598K - $794K
|
159K
$7.56M
|
|
Aug 04, 2023
Q2 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
22.7K+ 58.29% |
$596K - $791K
|
61.7K
$2.94M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
22.7K+ 72.97% |
$595K - $789K
|
53.8K
$2.56M
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
22.7K+ 17.82% |
$594K - $788K
|
150K
$7.14M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.6K+ 18.82% |
$592K - $786K
|
143K
$6.8M
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
22.5K+ 144.6% |
$591K - $784K
|
38.1K
$1.82M
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
22.5K+ 292.32% |
$590K - $783K
|
30.2K
$1.44M
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
22.1K+ 9.83% |
$579K - $769K
|
247K
$11.8M
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
21.8KNew |
$571K - $757K
|
21.8K
$1.04M
|
|
Aug 11, 2023
Q2 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
21.7KNew |
$569K - $756K
|
21.7K
$1.04M
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.2K+ 104.58% |
$555K - $737K
|
41.4K
$1.97M
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
21.2KNew |
$555K - $736K
|
21.2K
$1.01M
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
21.1K+ 7.64% |
$553K - $734K
|
297K
$14.2M
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
20K+ 38.83% |
$524K - $696K
|
71.5K
$3.41M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20K+ 31.2% |
$523K - $694K
|
83.9K
$4M
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
19.6K+ 20.25% |
$515K - $683K
|
117K
$5.56M
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
19.6K+ 19.07% |
$514K - $682K
|
122K
$5.83M
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
19.5KNew |
$510K - $678K
|
19.5K
$929K
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
19.4KNew |
$509K - $675K
|
19.4K
$925K
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
19.4K+ 94.01% |
$508K - $674K
|
40K
$1.91M
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
BUY
|
- |
18.5KNew |
$484K - $642K
|
18.5K
$880K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18.3K+ 19.21% |
$481K - $638K
|
114K
$5.43M
|