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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
128+ 7.94% |
$3.46K - $4.82K
|
1.74K
$76.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
125+ 3.39% |
$3.38K - $4.71K
|
3.82K
$168K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
125+ 1.52% |
$3.38K - $4.71K
|
8.35K
$367K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
121+ 40.47% |
$3.27K - $4.55K
|
420
$18.5K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
121+ 40.47% |
$3.27K - $4.55K
|
420
$18.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
111+ 0.52% |
$3K - $4.18K
|
21.5K
$945K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
110+ 3.0% |
$2.97K - $4.14K
|
3.78K
$166K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
110New |
$2.97K - $4.14K
|
110
$4.84K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
109New |
$2.95K - $4.1K
|
109
$4.79K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
105+ 1.34% |
$2.84K - $3.95K
|
7.92K
$348K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
105New |
$2.84K - $3.95K
|
105
$4.62K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100+ 5.48% |
$2.7K - $3.76K
|
1.92K
$84.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
100+ 0.89% |
$2.7K - $3.76K
|
11.3K
$496K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
98+ 0.22% |
$2.65K - $3.69K
|
44K
$1.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
97+ 0.23% |
$2.62K - $3.65K
|
41.5K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
94+ 1.94% |
$2.54K - $3.54K
|
4.94K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
94+ 9400.0% |
$2.54K - $3.54K
|
95
$4.18K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
92+ 62.59% |
$2.49K - $3.46K
|
239
$10.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
92New |
$2.49K - $3.46K
|
92
$4.05K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
88+ 0.01% |
$2.38K - $3.31K
|
927K
$40.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
86+ 245.71% |
$2.32K - $3.24K
|
121
$5.32K
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
76+ 0.83% |
$2.05K - $2.86K
|
9.19K
$404K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
76+ 15.61% |
$2.05K - $2.86K
|
563
$24.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
75+ 17.36% |
$2.03K - $2.82K
|
507
$22.3K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
73New |
$1.97K - $2.75K
|
73
$3.21K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
68+ 2.87% |
$1.84K - $2.56K
|
2.43K
$107K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
68+ 0.69% |
$1.84K - $2.56K
|
9.98K
$439K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
67+ 40.12% |
$1.81K - $2.52K
|
234
$10.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
66+ 1.61% |
$1.78K - $2.48K
|
4.16K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
62New |
$1.68K - $2.33K
|
62
$2.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
60New |
$1.62K - $2.26K
|
60
$2.64K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
59New |
$1.59K - $2.22K
|
59
$2.59K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
58+ 0.28% |
$1.57K - $2.18K
|
20.5K
$901K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
57+ 29.23% |
$1.54K - $2.15K
|
252
$11.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
55+ 0.61% |
$1.49K - $2.07K
|
9K
$396K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
53New |
$1.43K - $1.99K
|
53
$2.33K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
53New |
$1.43K - $1.99K
|
53
$2.33K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
51+ 0.94% |
$1.38K - $1.92K
|
5.48K
$241K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 9.29% |
$1.35K - $1.88K
|
588
$25.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
50New |
$1.35K - $1.88K
|
50
$2.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
49New |
$1.32K - $1.84K
|
49
$2.15K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
42+ 0.84% |
$1.14K - $1.58K
|
5.01K
$220K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40New |
$1.08K - $1.51K
|
40
$1.76K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
40+ 11.46% |
$1.08K - $1.51K
|
389
$17.1K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
38+ 5.1% |
$1.03K - $1.43K
|
783
$34.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
36+ 0.12% |
$973 - $1.36K
|
30.8K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
34+ 0.06% |
$919 - $1.28K
|
61.8K
$2.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
29+ 1.16% |
$784 - $1.09K
|
2.53K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 0.58% |
$730 - $1.02K
|
4.72K
$207K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
26+ 0.55% |
$703 - $979
|
4.75K
$209K
|