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 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
9.59KNew |
$259K - $361K
|
9.59K
$457K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
9.47KNew |
$256K - $356K
|
9.47K
$451K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
9.37K+ 8.5% |
$253K - $353K
|
120K
$5.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
9.31K+ 12.55% |
$252K - $350K
|
83.5K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
9.28KNew |
$251K - $349K
|
9.28K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
9.27KNew |
$250K - $349K
|
9.27K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
9.21K+ 5.82% |
$249K - $347K
|
167K
$7.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
9KNew |
$243K - $339K
|
9K
$429K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.95KNew |
$242K - $337K
|
8.95K
$427K
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
8.91K+ 53.39% |
$241K - $335K
|
25.6K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
8.89KNew |
$240K - $335K
|
8.89K
$424K
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
8.89KNew |
$240K - $335K
|
8.89K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.78K+ 12.24% |
$237K - $330K
|
80.5K
$3.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
8.73K+ 51.54% |
$236K - $328K
|
25.7K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.72KNew |
$236K - $328K
|
8.72K
$416K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
8.72KNew |
$236K - $328K
|
8.72K
$416K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.71KNew |
$235K - $328K
|
8.71K
$415K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
8.64KNew |
$234K - $325K
|
8.64K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
8.58KNew |
$232K - $323K
|
8.58K
$409K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.56KNew |
$231K - $322K
|
8.56K
$408K
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
8.5KNew |
$230K - $320K
|
8.5K
$405K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.33KNew |
$225K - $313K
|
8.33K
$397K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
8.2KNew |
$222K - $309K
|
8.2K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
8.1KNew |
$219K - $305K
|
8.1K
$386K
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
8K+ 40.0% |
$216K - $301K
|
28K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.88KNew |
$213K - $297K
|
7.88K
$376K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
7.73KNew |
$209K - $291K
|
7.73K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
7.71K+ 3.87% |
$208K - $290K
|
207K
$9.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
7.65K+ 0.55% |
$207K - $288K
|
1.39M
$66.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.64KNew |
$207K - $288K
|
7.64K
$364K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7.64K+ 4467.84% |
$207K - $288K
|
7.81K
$372K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7.64K+ 4467.84% |
$207K - $288K
|
7.81K
$372K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.52KNew |
$203K - $283K
|
7.52K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
7.48K+ 19.29% |
$202K - $281K
|
46.2K
$2.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.44K+ 13.35% |
$201K - $280K
|
63.2K
$3.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.33KNew |
$198K - $276K
|
7.33K
$349K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7.32KNew |
$198K - $275K
|
7.32K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.25KNew |
$196K - $273K
|
7.25K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
7.03KNew |
$190K - $264K
|
7.03K
$335K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.02K+ 517.1% |
$190K - $264K
|
8.37K
$399K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
7.01KNew |
$189K - $264K
|
7.01K
$334K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7K+ 6.2% |
$189K - $263K
|
120K
$5.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
6.99KNew |
$189K - $263K
|
6.99K
$333K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.95KNew |
$188K - $262K
|
6.95K
$332K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
6.9KNew |
$187K - $260K
|
6.9K
$329K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.89KNew |
$186K - $259K
|
6.89K
$329K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.86KNew |
$185K - $258K
|
6.86K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
6.83KNew |
$185K - $257K
|
6.83K
$326K
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
BUY
|
- |
6.8KNew |
$184K - $256K
|
6.8K
$324K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
6.79KNew |
$184K - $256K
|
6.79K
$324K
|