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 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
380+ 0.44% |
$10.3K - $14.3K
|
86K
$3.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
375New |
$10.1K - $14.1K
|
375
$16.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
362+ 7.66% |
$9.78K - $13.6K
|
5.09K
$220K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
361+ 4.01% |
$9.76K - $13.6K
|
9.36K
$406K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
359+ 0.2% |
$9.7K - $13.5K
|
184K
$7.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
356+ 1.89% |
$9.62K - $13.4K
|
19.2K
$832K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
353+ 2.98% |
$9.54K - $13.3K
|
12.2K
$529K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
350New |
$9.46K - $13.2K
|
350
$15.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
349+ 3.96% |
$9.43K - $13.1K
|
9.16K
$397K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
344+ 0.82% |
$9.3K - $12.9K
|
42.3K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
344+ 13.59% |
$9.3K - $12.9K
|
2.88K
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
341+ 1.33% |
$9.22K - $12.8K
|
26K
$1.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
336+ 2.83% |
$9.08K - $12.6K
|
12.2K
$528K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
323+ 31.98% |
$8.73K - $12.2K
|
1.33K
$57.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
315+ 1.46% |
$8.51K - $11.9K
|
21.9K
$950K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
300+ 7.42% |
$8.11K - $11.3K
|
4.35K
$188K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
300New |
$8.11K - $11.3K
|
300
$13K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
296+ 0.93% |
$8K - $11.1K
|
32.3K
$1.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
277+ 2.18% |
$7.49K - $10.4K
|
13K
$562K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
277+ 2.82% |
$7.49K - $10.4K
|
10.1K
$437K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
247+ 2.51% |
$6.68K - $9.3K
|
10.1K
$437K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
242+ 3.89% |
$6.54K - $9.11K
|
6.46K
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
241New |
$6.51K - $9.07K
|
241
$10.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
232+ 25.58% |
$6.27K - $8.73K
|
1.14K
$49.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
221+ 2.61% |
$5.97K - $8.32K
|
8.7K
$377K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
220+ 0.69% |
$5.95K - $8.28K
|
32.1K
$1.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
216+ 360.0% |
$5.84K - $8.13K
|
276
$12K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
201+ 0.56% |
$5.43K - $7.57K
|
36.3K
$1.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
200+ 909.09% |
$5.41K - $7.53K
|
222
$9.62K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
199+ 0.9% |
$5.38K - $7.49K
|
22.3K
$966K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
195+ 128.29% |
$5.27K - $7.34K
|
347
$15K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
195New |
$5.27K - $7.34K
|
195
$8.45K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
189+ 0.49% |
$5.11K - $7.11K
|
39.1K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
182New |
$4.92K - $6.85K
|
182
$7.88K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
179New |
$4.84K - $6.74K
|
179
$7.75K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
173+ 0.41% |
$4.68K - $6.51K
|
42.2K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
169+ 1.58% |
$4.57K - $6.36K
|
10.8K
$470K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
168+ 1.42% |
$4.54K - $6.32K
|
12K
$518K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
167+ 0.42% |
$4.51K - $6.29K
|
40.3K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
162New |
$4.38K - $6.1K
|
162
$7.02K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
160+ 1.6% |
$4.32K - $6.02K
|
10.2K
$441K
|
|
|
Jan 25, 2024
Q4 2023
|
Edmp, Inc.
|
BUY
|
- |
160+ 0.22% |
$4.32K - $6.02K
|
72.4K
$3.14M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
150+ 100.0% |
$4.05K - $5.65K
|
300
$13K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
145New |
$3.92K - $5.46K
|
145
$6.28K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
143+ 178.75% |
$3.87K - $5.38K
|
223
$9.66K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
141+ 5.11% |
$3.81K - $5.31K
|
2.9K
$126K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
133New |
$3.59K - $5.01K
|
133
$5.76K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
133+ 0.45% |
$3.59K - $5.01K
|
29.8K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
132New |
$3.57K - $4.97K
|
132
$5.72K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
129+ 1.43% |
$3.49K - $4.86K
|
9.18K
$398K
|