Purchases and Sales Made in Q3 2023 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
23.4K+ 318.12% |
$656K - $834K
|
30.8K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22.6K+ 57.33% |
$632K - $805K
|
62K
$2.88M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
22.1KNew |
$618K - $787K
|
22.1K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
21.7K+ 48.91% |
$606K - $771K
|
65.9K
$3.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.6K+ 25.44% |
$605K - $770K
|
107K
$4.95M
|
|
|
Feb 06, 2024
Q3 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
21.5KNew |
$601K - $765K
|
21.5K
$997K
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
21.5K+ 1417.76% |
$601K - $764K
|
23K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.1K+ 35.62% |
$592K - $753K
|
80.5K
$3.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
20.7KNew |
$580K - $738K
|
20.7K
$962K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
20.6K+ 28.14% |
$576K - $733K
|
93.8K
$4.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
20.5K+ 18.47% |
$573K - $729K
|
131K
$6.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
20.4K+ 22.74% |
$571K - $727K
|
110K
$5.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
20.4KNew |
$571K - $727K
|
20.4K
$947K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
20.4K+ 21.23% |
$570K - $726K
|
116K
$5.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
20K+ 87.04% |
$560K - $713K
|
43K
$2M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
20KNew |
$559K - $712K
|
20K
$928K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
19.7K+ 29.98% |
$552K - $703K
|
85.6K
$3.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Homestead Advisers Corp
|
BUY
|
- |
19.5K+ 1.6% |
$545K - $694K
|
1.24M
$57.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
19.5K+ 4.02% |
$545K - $694K
|
504K
$23.4M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
19.1K+ 69.68% |
$533K - $679K
|
46.4K
$2.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
18.6KNew |
$521K - $662K
|
18.6K
$863K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
17.9K+ 11933.33% |
$501K - $637K
|
18.1K
$837K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
BUY
|
- |
17.8KNew |
$497K - $632K
|
17.8K
$823K
|
|
|
Nov 07, 2023
Q3 2023
|
Park Circle CO
|
BUY
|
- |
17.5K+ 510.2% |
$489K - $623K
|
20.9K
$971K
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
17.5KNew |
$489K - $623K
|
17.5K
$812K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
17.5K+ 44.0% |
$488K - $622K
|
57.2K
$2.65M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
16.9KNew |
$473K - $602K
|
16.9K
$785K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
16.7KNew |
$467K - $594K
|
16.7K
$774K
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
16.1K+ 5.52% |
$451K - $574K
|
308K
$14.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16.1K+ 25.07% |
$450K - $573K
|
80.3K
$3.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
16.1K+ 2.3% |
$450K - $572K
|
715K
$33.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
16K+ 7.94% |
$448K - $569K
|
218K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.8K+ 128.8% |
$442K - $562K
|
28.1K
$1.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
15.7KNew |
$438K - $557K
|
15.7K
$726K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
15.6KNew |
$435K - $553K
|
15.6K
$721K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
15.5KNew |
$434K - $552K
|
15.5K
$719K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
15.1K+ 2963.99% |
$424K - $539K
|
15.7K
$726K
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
15KNew |
$420K - $534K
|
15K
$696K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
14.9K+ 27.7% |
$418K - $532K
|
68.9K
$3.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
14.9K+ 2.71% |
$416K - $529K
|
564K
$26.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
14.6K+ 27.07% |
$407K - $518K
|
68.3K
$3.17M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
14.6K+ 79.59% |
$407K - $518K
|
32.8K
$1.52M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
14.4KNew |
$404K - $514K
|
14.4K
$670K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
14.4KNew |
$403K - $513K
|
14.4K
$669K
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
14.2K+ 10.28% |
$398K - $506K
|
153K
$7.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
14.2KNew |
$396K - $504K
|
14.2K
$657K
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
14.1K+ 4.74% |
$394K - $502K
|
311K
$14.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14KNew |
$392K - $499K
|
14K
$650K
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
13.7KNew |
$384K - $489K
|
13.7K
$637K
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
13.6K+ 16.47% |
$380K - $483K
|
96K
$4.45M
|