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 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-89- 0.85% |
$2.41K - $3.35K
|
10.4K
$456K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-89- 88.12% |
$2.41K - $3.35K
|
12
$528
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-100- 0.41% |
$2.7K - $3.76K
|
24K
$1.06M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 14.95% |
$2.7K - $3.76K
|
569
$25K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-106- 14.48% |
$2.87K - $3.99K
|
626
$27.5K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-111- 1.34% |
$3K - $4.18K
|
8.19K
$360K
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-115- 1.48% |
$3.11K - $4.33K
|
7.64K
$336K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-117- 25.6% |
$3.16K - $4.4K
|
340
$14.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-125- 0.95% |
$3.38K - $4.71K
|
13.1K
$576K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-128- 8.67% |
$3.46K - $4.82K
|
1.35K
$59.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-128- 1.44% |
$3.46K - $4.82K
|
8.79K
$387K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-129- 0.89% |
$3.49K - $4.86K
|
14.4K
$634K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-136- 0.72% |
$3.68K - $5.12K
|
18.8K
$827K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-137- 1.79% |
$3.7K - $5.16K
|
7.51K
$330K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-137- 31.42% |
$3.7K - $5.16K
|
299
$13.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-147- 12.89% |
$3.97K - $5.53K
|
993
$43.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-150- 0.15% |
$4.05K - $5.65K
|
100K
$4.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-156- 3.42% |
$4.22K - $5.87K
|
4.4K
$193K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-159- 4.11% |
$4.3K - $5.98K
|
3.71K
$163K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-162- 50.94% |
$4.38K - $6.1K
|
156
$6.86K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-165- 29.57% |
$4.46K - $6.21K
|
393
$17.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-169- 21.81% |
$4.57K - $6.36K
|
606
$26.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-170- 0.36% |
$4.6K - $6.4K
|
47.1K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-179- 5.91% |
$4.84K - $6.74K
|
2.85K
$125K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-185- 0.52% |
$5K - $6.96K
|
35.2K
$1.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-188- 1.56% |
$5.08K - $7.08K
|
11.9K
$522K
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-190- 0.29% |
$5.14K - $7.15K
|
64.3K
$2.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-190- 0.58% |
$5.14K - $7.15K
|
32.4K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-191- 0.3% |
$5.16K - $7.19K
|
63.8K
$2.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-196- 0.93% |
$5.3K - $7.38K
|
21K
$923K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-196- 7.32% |
$5.3K - $7.38K
|
2.48K
$109K
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-198- 1.36% |
$5.35K - $7.45K
|
14.3K
$631K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-198- 0.64% |
$5.35K - $7.45K
|
30.6K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-206- 6.29% |
$5.57K - $7.75K
|
3.07K
$135K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-209- 7.05% |
$5.65K - $7.87K
|
2.75K
$121K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-210- 3.75% |
$5.68K - $7.9K
|
5.39K
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-211- 19.18% |
$5.7K - $7.94K
|
889
$39.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-212- 0.64% |
$5.73K - $7.98K
|
33.1K
$1.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-218- 9.95% |
$5.89K - $8.21K
|
1.97K
$86.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-222- 23.01% |
$6K - $8.36K
|
743
$32.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-229Closed |
$6.19K - $8.62K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-232- 1.8% |
$6.27K - $8.73K
|
12.7K
$558K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-240- 0.28% |
$6.49K - $9.03K
|
85.5K
$3.76M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-247- 51.46% |
$6.68K - $9.3K
|
233
$10.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-282- 3.45% |
$7.62K - $10.6K
|
7.88K
$347K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-286- 2.22% |
$7.73K - $10.8K
|
12.6K
$555K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-286- 3.29% |
$7.73K - $10.8K
|
8.41K
$370K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-295- 2.64% |
$7.97K - $11.1K
|
10.9K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-296- 1.03% |
$8K - $11.1K
|
28.4K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-300- 0.58% |
$8.11K - $11.3K
|
51.1K
$2.25M
|