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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-301- 70.99% |
$8.14K - $11.3K
|
123
$5.33K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-303Closed |
$8.19K - $11.4K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-304- 76.19% |
$8.22K - $11.4K
|
95
$4.12K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-306- 0.17% |
$8.27K - $11.5K
|
180K
$7.8M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-306- 0.17% |
$8.27K - $11.5K
|
180K
$7.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-309- 0.43% |
$8.35K - $11.6K
|
71.2K
$3.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-310- 2.52% |
$8.38K - $11.7K
|
12K
$519K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-321- 2.11% |
$8.68K - $12.1K
|
14.9K
$645K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-334- 1.58% |
$9.03K - $12.6K
|
20.8K
$902K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-335- 2.33% |
$9.06K - $12.6K
|
14.1K
$609K
|
|
|
Feb 08, 2024
Q4 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-365- 3.9% |
$9.87K - $13.7K
|
9K
$390K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-367- 3.62% |
$9.92K - $13.8K
|
9.76K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-408- 0.64% |
$11K - $15.4K
|
63.8K
$2.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-410- 2.52% |
$11.1K - $15.4K
|
15.9K
$687K
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-415- 3.74% |
$11.2K - $15.6K
|
10.7K
$462K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-416- 3.88% |
$11.2K - $15.7K
|
10.3K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-417- 0.76% |
$11.3K - $15.7K
|
54.7K
$2.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-422- 0.3% |
$11.4K - $15.9K
|
141K
$6.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-437- 1.58% |
$11.8K - $16.4K
|
27.2K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-437- 1.08% |
$11.8K - $16.4K
|
40K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-437- 0.42% |
$11.8K - $16.4K
|
104K
$4.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-438- 1.96% |
$11.8K - $16.5K
|
21.9K
$948K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-440- 3.36% |
$11.9K - $16.6K
|
12.6K
$548K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-442- 0.83% |
$11.9K - $16.6K
|
52.9K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-450- 11.24% |
$12.2K - $16.9K
|
3.56K
$154K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-453- 3.01% |
$12.2K - $17.1K
|
14.6K
$633K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-460- 0.72% |
$12.4K - $17.3K
|
63.5K
$2.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-469- 0.85% |
$12.7K - $17.7K
|
54.7K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-472- 8.29% |
$12.8K - $17.8K
|
5.22K
$226K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-483- 2.22% |
$13.1K - $18.2K
|
21.3K
$924K
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-495- 1.42% |
$13.4K - $18.6K
|
34.3K
$1.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-510- 22.13% |
$13.8K - $19.2K
|
1.8K
$77.8K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-510- 22.13% |
$13.8K - $19.2K
|
1.8K
$77.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-525- 48.61% |
$14.2K - $19.8K
|
555
$24K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-533- 2.53% |
$14.4K - $20.1K
|
20.5K
$889K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-542- 5.53% |
$14.7K - $20.4K
|
9.27K
$401K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-588- 3.57% |
$15.9K - $22.1K
|
15.9K
$688K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-590- 1.94% |
$15.9K - $22.2K
|
29.8K
$1.29M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-602Closed |
$16.3K - $22.7K
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-614- 6.72% |
$16.6K - $23.1K
|
8.52K
$369K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-629- 61.49% |
$17K - $23.7K
|
394
$17.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-629- 12.49% |
$17K - $23.7K
|
4.41K
$191K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-630- 21.17% |
$17K - $23.7K
|
2.35K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-636- 4.98% |
$17.2K - $23.9K
|
12.1K
$526K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-640- 14.87% |
$17.3K - $24.1K
|
3.67K
$159K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-643- 3.97% |
$17.4K - $24.2K
|
15.5K
$673K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-655- 4.92% |
$17.7K - $24.7K
|
12.7K
$549K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-656- 0.72% |
$17.7K - $24.7K
|
91K
$3.94M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-661- 1.69% |
$17.9K - $24.9K
|
38.4K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-668- 1.54% |
$18.1K - $25.1K
|
42.7K
$1.85M
|