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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
797+ 2.19% |
$21.5K - $30K
|
37.2K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
793+ 4.62% |
$21.4K - $29.8K
|
18K
$778K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
792New |
$21.4K - $29.8K
|
792
$34.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
781+ 0.34% |
$21.1K - $29.4K
|
234K
$10.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
775+ 4.52% |
$20.9K - $29.2K
|
17.9K
$777K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
768+ 301.18% |
$20.8K - $28.9K
|
1.02K
$44.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
761+ 3.06% |
$20.6K - $28.6K
|
25.6K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
729+ 1.16% |
$19.7K - $27.4K
|
63.8K
$2.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
706+ 5.75% |
$19.1K - $26.6K
|
13K
$562K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
700New |
$18.9K - $26.3K
|
700
$30.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
700+ 116.67% |
$18.9K - $26.3K
|
1.3K
$56.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
693+ 0.32% |
$18.7K - $26.1K
|
217K
$9.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
673+ 7.9% |
$18.2K - $25.3K
|
9.19K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
667+ 7.74% |
$18K - $25.1K
|
9.28K
$402K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
661+ 6.26% |
$17.9K - $24.9K
|
11.2K
$486K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
657+ 2.31% |
$17.8K - $24.7K
|
29.1K
$1.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
650+ 21.63% |
$17.6K - $24.5K
|
3.66K
$158K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
649+ 236.0% |
$17.5K - $24.4K
|
924
$40K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
644+ 1.62% |
$17.4K - $24.2K
|
40.3K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
640+ 0.79% |
$17.3K - $24.1K
|
81.2K
$3.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
637+ 1.8% |
$17.2K - $24K
|
36.1K
$1.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
632+ 6.29% |
$17.1K - $23.8K
|
10.7K
$463K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
625+ 8.05% |
$16.9K - $23.5K
|
8.39K
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
596New |
$16.1K - $22.4K
|
596
$25.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
593+ 227.2% |
$16K - $22.3K
|
854
$37K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
590+ 5.49% |
$15.9K - $22.2K
|
11.3K
$491K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
571+ 1.16% |
$15.4K - $21.5K
|
49.9K
$2.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
559+ 1.15% |
$15.1K - $21K
|
49.3K
$2.13M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
529+ 26.44% |
$14.3K - $19.9K
|
2.53K
$110K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
520+ 4.95% |
$14.1K - $19.6K
|
11K
$477K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
512+ 10.29% |
$13.8K - $19.3K
|
5.49K
$238K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
509+ 0.42% |
$13.8K - $19.2K
|
123K
$5.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
500+ 49.55% |
$13.5K - $18.8K
|
1.51K
$65.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
498New |
$13.5K - $18.7K
|
498
$21.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
494+ 18.24% |
$13.4K - $18.6K
|
3.2K
$139K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
480+ 0.7% |
$13K - $18.1K
|
69.3K
$3M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
467+ 7.46% |
$12.6K - $17.6K
|
6.73K
$292K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
466+ 5.01% |
$12.6K - $17.5K
|
9.76K
$423K
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
461+ 0.84% |
$12.5K - $17.4K
|
55.5K
$2.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
460+ 3.19% |
$12.4K - $17.3K
|
14.9K
$645K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
451+ 1.11% |
$12.2K - $17K
|
41K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
451+ 3.76% |
$12.2K - $17K
|
12.5K
$540K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
439+ 5.77% |
$11.9K - $16.5K
|
8.04K
$348K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
416New |
$11.2K - $15.7K
|
416
$18K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
414+ 0.03% |
$11.2K - $15.6K
|
1.45M
$62.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
412+ 5.37% |
$11.1K - $15.5K
|
8.09K
$350K
|
|
|
Feb 02, 2024
Q4 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
400+ 0.18% |
$10.8K - $15.1K
|
218K
$9.44M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
397New |
$10.7K - $14.9K
|
397
$17.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
396+ 0.14% |
$10.7K - $14.9K
|
275K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
382+ 1.8% |
$10.3K - $14.4K
|
21.6K
$934K
|