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 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.53KNew |
$41.3K - $57.6K
|
1.53K
$66.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.51K+ 6.05% |
$40.8K - $56.8K
|
26.5K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.49K+ 136.69% |
$40.4K - $56.2K
|
2.59K
$112K
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.47K+ 3.67% |
$39.7K - $55.3K
|
41.5K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.46K+ 14.1% |
$39.5K - $55K
|
11.8K
$513K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.46K+ 2.26% |
$39.4K - $54.8K
|
65.8K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.45K+ 0.7% |
$39.2K - $54.7K
|
208K
$9.03M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.4K+ 27.03% |
$37.8K - $52.7K
|
6.58K
$285K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.39K+ 0.7% |
$37.6K - $52.3K
|
201K
$8.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.35K+ 6.02% |
$36.6K - $51K
|
23.8K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.34K+ 8.61% |
$36.1K - $50.3K
|
16.9K
$730K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.33K+ 2.01% |
$35.9K - $50.1K
|
67.5K
$2.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.33K+ 5.86% |
$35.9K - $50K
|
24K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.33K+ 12.78% |
$35.8K - $49.9K
|
11.7K
$507K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.32KNew |
$35.6K - $49.6K
|
1.32K
$57.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.3K+ 0.57% |
$35.1K - $48.9K
|
230K
$9.94M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.29K+ 4.23% |
$34.9K - $48.6K
|
31.8K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.29K+ 9.03% |
$34.7K - $48.4K
|
15.5K
$672K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 2.76% |
$34.7K - $48.3K
|
47.8K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.25KNew |
$33.8K - $47K
|
1.25K
$54.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.23KNew |
$33.2K - $46.3K
|
1.23K
$53.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
BUY
|
- |
1.23K+ 6.88% |
$33.2K - $46.2K
|
19.1K
$826K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.21K+ 16.22% |
$32.7K - $45.6K
|
8.68K
$376K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.2K+ 11.21% |
$32.5K - $45.2K
|
11.9K
$516K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.13K+ 63.23% |
$30.6K - $42.6K
|
2.93K
$127K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.1K+ 3.93% |
$29.8K - $41.4K
|
29.1K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
1.1K+ 3.9% |
$29.7K - $41.4K
|
29.3K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
1.07K+ 6.12% |
$29K - $40.4K
|
18.6K
$807K
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.04K+ 0.88% |
$28.1K - $39.1K
|
119K
$5.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.03K+ 1.96% |
$27.9K - $38.9K
|
53.8K
$2.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.02KNew |
$27.7K - $38.5K
|
1.02K
$44.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
1K+ 6.26% |
$27K - $37.6K
|
17K
$735K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
978+ 1.91% |
$26.4K - $36.8K
|
52.1K
$2.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
966+ 28.95% |
$26.1K - $36.4K
|
4.3K
$186K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
959+ 27.09% |
$25.9K - $36.1K
|
4.5K
$195K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
959+ 11.94% |
$25.9K - $36.1K
|
8.99K
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
957+ 2.25% |
$25.9K - $36K
|
43.5K
$1.88M
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
940+ 0.91% |
$25.4K - $35.4K
|
104K
$4.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
928+ 8.78% |
$25.1K - $34.9K
|
11.5K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
918+ 5.5% |
$24.8K - $34.6K
|
17.6K
$762K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
909New |
$24.6K - $34.2K
|
909
$39.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
886+ 35.2% |
$23.9K - $33.3K
|
3.4K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
870+ 6.14% |
$23.5K - $32.7K
|
15K
$652K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
859+ 14.26% |
$23.2K - $32.3K
|
6.88K
$298K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
855New |
$23.1K - $32.2K
|
855
$37K
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
BUY
|
- |
850+ 0.55% |
$23K - $32K
|
154K
$6.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
838+ 6.27% |
$22.7K - $31.5K
|
14.2K
$615K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
819New |
$22.1K - $30.8K
|
819
$35.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
816New |
$22.1K - $30.7K
|
816
$35.3K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
806+ 36.74% |
$21.8K - $30.3K
|
3K
$130K
|