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 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.6K+ 24.99% |
$934K - $1.3M
|
173K
$8.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
34.5KNew |
$933K - $1.3M
|
34.5K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
33.7K+ 160.53% |
$911K - $1.27M
|
54.7K
$2.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
33.2K+ 125.94% |
$897K - $1.25M
|
59.5K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
33.1K+ 1.53% |
$894K - $1.24M
|
2.19M
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
33K+ 0.45% |
$892K - $1.24M
|
7.37M
$351M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33K+ 9.57% |
$892K - $1.24M
|
378K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
32.2K+ 26.59% |
$870K - $1.21M
|
153K
$7.31M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
31.8KNew |
$859K - $1.2M
|
31.8K
$1.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
31.2K+ 32.46% |
$844K - $1.18M
|
127K
$6.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
31.1K+ 19.58% |
$841K - $1.17M
|
190K
$9.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
30.6KNew |
$828K - $1.15M
|
30.6K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
30.5K+ 331.47% |
$825K - $1.15M
|
39.7K
$1.89M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30KNew |
$812K - $1.13M
|
30K
$1.43M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
28.8KNew |
$778K - $1.08M
|
28.8K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
28.3K+ 5.03% |
$766K - $1.07M
|
592K
$28.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
27.1K+ 4.29% |
$733K - $1.02M
|
660K
$31.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
26.9KNew |
$727K - $1.01M
|
26.9K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
26.4K+ 18.53% |
$714K - $994K
|
169K
$8.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
26.1KNew |
$705K - $982K
|
26.1K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
25.4KNew |
$685K - $954K
|
25.4K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
25.2K+ 201.22% |
$681K - $949K
|
37.7K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
25KNew |
$676K - $941K
|
25K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
24.9K+ 45.28% |
$674K - $938K
|
80K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
24.9KNew |
$673K - $937K
|
24.9K
$1.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
24.7KNew |
$666K - $928K
|
24.7K
$1.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.6K+ 4.82% |
$664K - $924K
|
534K
$25.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
24.5K+ 4.09% |
$663K - $923K
|
624K
$29.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
24.2K+ 9.05% |
$655K - $912K
|
292K
$13.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
23.7K+ 13.54% |
$640K - $891K
|
199K
$9.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
23.1KNew |
$624K - $869K
|
23.1K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
22.8K+ 41.85% |
$617K - $860K
|
77.4K
$3.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.6K+ 3.12% |
$612K - $852K
|
748K
$35.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
22.5KNew |
$607K - $845K
|
22.5K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
22.3KNew |
$602K - $838K
|
22.3K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
21.8K+ 75.78% |
$590K - $821K
|
50.6K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21.7K+ 35.55% |
$586K - $815K
|
82.6K
$3.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
21.1KNew |
$569K - $793K
|
21.1K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
20.2KNew |
$545K - $759K
|
20.2K
$961K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
19.7K+ 110.9% |
$533K - $742K
|
37.5K
$1.79M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
18.8K+ 20.85% |
$509K - $708K
|
109K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
18.2KNew |
$493K - $686K
|
18.2K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
18K+ 3.06% |
$486K - $677K
|
606K
$28.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
17.7KNew |
$479K - $667K
|
17.7K
$844K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
17.5K+ 14.67% |
$474K - $660K
|
137K
$6.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
17.3KNew |
$467K - $650K
|
17.3K
$823K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
17.1KNew |
$462K - $643K
|
17.1K
$814K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
17KNew |
$460K - $640K
|
17K
$811K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
17K+ 39.71% |
$459K - $639K
|
59.7K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
16.6K+ 44764.86% |
$448K - $623K
|
16.6K
$791K
|