Purchases and Sales Made in Q4 2023 in Regions Financial Corp (RF)
This table provides information about the institutional ownership of Regions Financial Corp (RF) during Q4 2023. The information is specifically focused on institutions that hold shares of REGIONS FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
90New |
$1.26K - $1.76K
|
90
$2.08K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
89+ 1.7% |
$1.25K - $1.74K
|
5.32K
$123K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
80New |
$1.12K - $1.57K
|
80
$1.84K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
80+ 0.8% |
$1.12K - $1.57K
|
10.1K
$233K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
75+ 0.35% |
$1.05K - $1.47K
|
21.5K
$495K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
74New |
$1.04K - $1.45K
|
74
$1.71K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
70+ 3.16% |
$981 - $1.37K
|
2.29K
$52.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
64+ 0.33% |
$897 - $1.25K
|
19.3K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
60New |
$841 - $1.18K
|
60
$1.38K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
54New |
$757 - $1.06K
|
54
$1.25K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
51+ 0.37% |
$715 - $1K
|
14K
$322K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
41+ 38.68% |
$574 - $804
|
147
$3.39K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
41+ 1.35% |
$574 - $804
|
3.08K
$71K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
41New |
$574 - $804
|
41
$945
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
40+ 16.67% |
$560 - $784
|
280
$6.46K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
39New |
$546 - $764
|
39
$899
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
39+ 0.17% |
$546 - $764
|
22.9K
$527K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
38+ 2.84% |
$532 - $745
|
1.38K
$31.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
32+ 0.07% |
$448 - $627
|
48.7K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
25New |
$350 - $490
|
25
$577
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
24+ 0.98% |
$336 - $470
|
2.48K
$57.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
21New |
$294 - $412
|
21
$484
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
18New |
$252 - $353
|
18
$415
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18+ 8.91% |
$252 - $353
|
220
$5.07K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
17+ 0.21% |
$238 - $333
|
8K
$184K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.09% |
$238 - $333
|
18.9K
$436K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
14+ 0.08% |
$196 - $274
|
16.6K
$383K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11New |
$154 - $216
|
11
$254
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 1.41% |
$154 - $216
|
789
$18.2K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 0.29% |
$140 - $196
|
3.43K
$79.1K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
8+ 0.04% |
$112 - $157
|
21.5K
$496K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6+ 0.05% |
$84.1 - $118
|
11.9K
$274K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 0.63% |
$42 - $58.8
|
480
$11.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$28 - $39.2
|
2
$46.1
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.26% |
$28 - $39.2
|
161
$3.71K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$14 - $19.6
|
1
$23.1
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.08% |
$14 - $19.6
|
1.29K
$29.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.31% |
$14 - $19.6
|
326
$7.52K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1- -0.0% |
$14 - $19.6
|
30.8K
$709K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-8- 0.04% |
$112 - $157
|
18K
$415K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-10- 0.02% |
$140 - $196
|
52.3K
$1.21M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-10- 0.86% |
$140 - $196
|
1.15K
$26.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-14- 0.05% |
$196 - $274
|
26.4K
$608K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-14- 0.11% |
$196 - $274
|
12.9K
$297K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-14- 0.02% |
$196 - $274
|
77.5K
$1.79M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-19- 0.02% |
$266 - $372
|
84.4K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-21- 0.05% |
$294 - $412
|
43.6K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-21- 0.19% |
$294 - $412
|
10.8K
$248K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-22- 8.87% |
$308 - $431
|
226
$5.21K
|