Purchases and Sales Made in Q4 2023 in Truist Financial Corp (TFC)

TFC Quotes by TradingView

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 01, 2024 Q4 2023
Sage Mountain Advisors LLC

BUY
 -
26
+ 0.33%
$703 - $979
7.99K $351K
Jan 18, 2024 Q4 2023
Flc Capital Advisors

BUY
 -
20
+ 0.13%
$541 - $753
15.9K $698K
Feb 06, 2024 Q4 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
20
+ 0.22%
$541 - $753
9.14K $402K
Feb 14, 2024 Q4 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
18
+ 1.55%
$487 - $678
1.18K $52K
Jan 18, 2024 Q4 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
13
+ 0.93%
$351 - $489
1.41K $62.2K
Feb 13, 2024 Q4 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
12
+ 1.65%
$324 - $452
741 $32.6K
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
9
+ 0.02%
$243 - $339
41.3K $1.82M
Jan 18, 2024 Q4 2023
Successful Portfolios LLC

BUY
 -
7
+ 0.07%
$189 - $263
10.3K $454K
Feb 06, 2024 Q4 2023
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
4
+ 0.06%
$108 - $151
7.06K $311K
Feb 07, 2024 Q4 2023
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
3
+ 9.38%
$81.1 - $113
35 $1.54K
Feb 02, 2024 Q4 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
1
+ 0.64%
$27 - $37.6
157 $6.9K
Feb 05, 2024 Q4 2023
Hexagon Capital Partners LLC

BUY
 -
1
+ 0.13%
$27 - $37.6
801 $35.2K
Feb 09, 2024 Q4 2023
Cravens & CO Advisors, LLC

Cookeville, TN
BUY
 -
1
+ 0.0%
$27 - $37.6
20.7K $910K
Nov 26, 2024 Q4 2023
Erste Asset Management Gmb H

Vienna, C4
BUY
 -
0
New
$0 - $0
0 $0
Jan 05, 2024 Q4 2023
Exchange Traded Concepts, LLC

SELL
 -
-2
- 3.92%
$54.1 - $75.3
49 $2.15K
Jan 25, 2024 Q4 2023
Tfc Financial Management

SELL
 -
-3
- 11.11%
$81.1 - $113
24 $1.06K
Feb 13, 2024 Q4 2023
Clari Vest Asset Management LLC

San Diego, CA
SELL
 -
-3
- 13.64%
$81.1 - $113
19 $835
Feb 14, 2024 Q4 2023
Ofi Invest Asset Management

Paris, I0
SELL
 -
-5
- 0.53%
$135 - $188
941 $41.4K
Feb 07, 2024 Q4 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
SELL
 -
-6
- 0.06%
$162 - $226
9.71K $427K
Feb 12, 2024 Q4 2023
Staley Capital Advisers Inc

SELL
 -
-9
- 0.04%
$243 - $339
21.5K $945K
Feb 13, 2024 Q4 2023
Loomis Sayles & CO L P

SELL
 -
-12
- 0.62%
$324 - $452
1.91K $83.9K
Jan 24, 2024 Q4 2023
Murphy, Middleton, Hinkle & Parker, Inc.

SELL
 -
-16
- 0.11%
$432 - $602
14.8K $650K
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

SELL
 -
-16
- 1.14%
$432 - $602
1.39K $61.1K
Feb 05, 2024 Q4 2023
Mc Ilrath & Eck, LLC

SELL
 -
-17
- 3.83%
$460 - $640
427 $18.8K
Jan 18, 2024 Q4 2023
Chilton Capital Management LLC

Houston, TX
SELL
 -
-18
- 28.57%
$487 - $678
45 $1.98K
Feb 02, 2024 Q4 2023
Boyd Watterson Asset Management LLC

SELL
 -
-18
- 0.57%
$487 - $678
3.13K $138K
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-20
- 5.6%
$541 - $753
337 $14.8K
Feb 13, 2024 Q4 2023
Widmann Financial Services, Inc.

SELL
 -
-25
- 0.11%
$676 - $941
23.7K $1.04M
Feb 08, 2024 Q4 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
SELL
 -
-27
- 0.24%
$730 - $1.02K
11.2K $493K
Feb 06, 2024 Q4 2023
Rogco, LP

Claremore, OK
SELL
 -
-30
- 0.28%
$811 - $1.13K
10.9K $477K
Jan 17, 2024 Q4 2023
Rede Wealth, LLC

SELL
 -
-32
- 0.21%
$865 - $1.2K
15K $658K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-34
Closed
$919 - $1.28K
0 $0
Jan 24, 2024 Q4 2023
Kempner Capital Management Inc.

SELL
 -
-36
- 0.03%
$973 - $1.36K
125K $5.52M
Feb 09, 2024 Q4 2023
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-39
- 0.17%
$1.05K - $1.47K
22.5K $991K
Jan 11, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
SELL
 -
-40
- 1.85%
$1.08K - $1.51K
2.12K $93.3K
Jan 09, 2024 Q4 2023
Wbh Advisory Inc

SELL
 -
-46
- 0.57%
$1.24K - $1.73K
8.06K $355K
Feb 01, 2024 Q4 2023
Mcf Advisors LLC

Covington, KY
SELL
 -
-46
- 0.14%
$1.24K - $1.73K
33.7K $1.48M
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-49
- 1.7%
$1.32K - $1.84K
2.83K $124K
Feb 07, 2024 Q4 2023
Thompson Siegel & Walmsley LLC

SELL
 -
-50
- 0.09%
$1.35K - $1.88K
54.9K $2.41M
Jan 18, 2024 Q4 2023
Everett Harris & CO

SELL
 -
-53
- 0.57%
$1.43K - $1.99K
9.3K $409K
Jan 23, 2024 Q4 2023
Forth Right Wealth Management, LLC

SELL
 -
-61
- 0.6%
$1.65K - $2.3K
10.1K $443K
Feb 02, 2024 Q4 2023
Capital Advisors, Ltd. LLC

SELL
 -
-63
- 3.16%
$1.7K - $2.37K
1.93K $84.9K
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

SELL
 -
-67
- 6.56%
$1.81K - $2.52K
955 $42K
Jan 10, 2024 Q4 2023
Dakota Community Bank & Trust Na

Hebron, ND
SELL
 -
-70
- 1.05%
$1.89K - $2.63K
6.58K $289K
Feb 05, 2024 Q4 2023
Folger Nolan Fleming Douglas Capital Management, Inc

SELL
 -
-75
- 0.81%
$2.03K - $2.82K
9.23K $406K
Jan 19, 2024 Q4 2023
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-77
- 0.98%
$2.08K - $2.9K
7.77K $342K
Jan 30, 2024 Q4 2023
Bison Wealth, LLC

SELL
 -
-77
- 0.33%
$2.08K - $2.9K
23.6K $1.04M
Jan 19, 2024 Q4 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-78
- 1.29%
$2.11K - $2.94K
5.97K $262K
Feb 05, 2024 Q4 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-83
- 1.23%
$2.24K - $3.12K
6.65K $292K

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