Purchases and Sales Made in Q4 2023 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
95.8K+ 13.26% |
$2.59M - $3.6M
|
818K
$39M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
94.1K+ 61.6% |
$2.54M - $3.54M
|
247K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
88K+ 30.85% |
$2.38M - $3.31M
|
373K
$17.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
85.9K+ 6.93% |
$2.32M - $3.23M
|
1.33M
$63.2M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
83KNew |
$2.24M - $3.13M
|
83K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
82.4KNew |
$2.23M - $3.1M
|
82.4K
$3.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
78.1KNew |
$2.11M - $2.94M
|
78.1K
$3.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
77.9K+ 1.31% |
$2.11M - $2.93M
|
6.01M
$287M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
77.5K+ 276.39% |
$2.1M - $2.92M
|
106K
$5.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
76.1KNew |
$2.06M - $2.86M
|
76.1K
$3.63M
|
|
|
Feb 06, 2024
Q4 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
75.9K+ 2.7% |
$2.05M - $2.86M
|
2.89M
$138M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
75.4K+ 126.5% |
$2.04M - $2.84M
|
135K
$6.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Australian Super Pty LTD
|
BUY
|
- |
73.8K+ 24.83% |
$2M - $2.78M
|
371K
$17.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
71K+ 911.91% |
$1.92M - $2.67M
|
78.8K
$3.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
70K+ 391.85% |
$1.89M - $2.64M
|
87.9K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
68.6K+ 27.35% |
$1.86M - $2.58M
|
320K
$15.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
67.6K+ 434.4% |
$1.83M - $2.54M
|
83.1K
$3.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
66.7K+ 29.01% |
$1.8M - $2.51M
|
297K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
66.7KNew |
$1.8M - $2.51M
|
66.7K
$3.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
65.8K+ 66.35% |
$1.78M - $2.48M
|
165K
$7.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
65.6KNew |
$1.77M - $2.47M
|
65.6K
$3.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
64.1KNew |
$1.73M - $2.41M
|
64.1K
$3.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
62.7K+ 34.5% |
$1.69M - $2.36M
|
244K
$11.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
59.3K+ 386.84% |
$1.6M - $2.23M
|
74.7K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.8K+ 21.17% |
$1.48M - $2.06M
|
314K
$15M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53.7K+ 33.3% |
$1.45M - $2.02M
|
215K
$10.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
53.4K+ 53.26% |
$1.44M - $2.01M
|
154K
$7.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
51.6KNew |
$1.39M - $1.94M
|
51.6K
$2.46M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
51.5K+ 7.72% |
$1.39M - $1.94M
|
718K
$34.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
50.9K+ 25.24% |
$1.38M - $1.92M
|
253K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
50KNew |
$1.35M - $1.88M
|
50K
$2.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
49.3K+ 7.26% |
$1.33M - $1.85M
|
728K
$34.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
48.4K+ 56.69% |
$1.31M - $1.82M
|
134K
$6.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48.1K+ 13.38% |
$1.3M - $1.81M
|
407K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
47.5K+ 158.58% |
$1.28M - $1.79M
|
77.4K
$3.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.7K+ 11.0% |
$1.21M - $1.68M
|
451K
$21.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
43.6KNew |
$1.18M - $1.64M
|
43.6K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
43.5K+ 13.08% |
$1.18M - $1.64M
|
376K
$18M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43.1KNew |
$1.17M - $1.62M
|
43.1K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
42.8K+ 13.45% |
$1.16M - $1.61M
|
361K
$17.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
42.4KNew |
$1.15M - $1.6M
|
42.4K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
41.1KNew |
$1.11M - $1.55M
|
41.1K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
40.9K+ 115.22% |
$1.1M - $1.54M
|
76.3K
$3.64M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
40.8KNew |
$1.1M - $1.54M
|
40.8K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Senvest Management, LLC
New York, NY |
BUY
|
- |
40KNew |
$1.08M - $1.51M
|
40K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
39.9K+ 3.9% |
$1.08M - $1.5M
|
1.06M
$50.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
39.4KNew |
$1.06M - $1.48M
|
39.4K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
37.7K+ 439.2% |
$1.02M - $1.42M
|
46.3K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
37.3K+ 6.53% |
$1.01M - $1.41M
|
609K
$29M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
36.7KNew |
$993K - $1.38M
|
36.7K
$1.75M
|