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 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-671- 4.5% |
$18.1K - $25.3K
|
14.2K
$617K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-684- 5.2% |
$18.5K - $25.7K
|
12.5K
$540K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-686- 7.66% |
$18.5K - $25.8K
|
8.27K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-686- 5.9% |
$18.5K - $25.8K
|
10.9K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-689- 9.43% |
$18.6K - $25.9K
|
6.62K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
- |
-694- 4.33% |
$18.8K - $26.1K
|
15.3K
$664K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-705- 0.83% |
$19.1K - $26.5K
|
84.5K
$3.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-718- 1.45% |
$19.4K - $27K
|
48.7K
$2.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-725- 1.45% |
$19.6K - $27.3K
|
49.3K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-728- 7.06% |
$19.7K - $27.4K
|
9.58K
$415K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-744- 1.71% |
$20.1K - $28K
|
42.6K
$1.85M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-748- 3.44% |
$20.2K - $28.2K
|
21K
$911K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-750- 45.54% |
$20.3K - $28.2K
|
897
$38.9K
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-753- 9.36% |
$20.4K - $28.3K
|
7.3K
$316K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-753- 0.44% |
$20.4K - $28.3K
|
171K
$7.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-754- 10.06% |
$20.4K - $28.4K
|
6.74K
$292K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-781- 5.84% |
$21.1K - $29.4K
|
12.6K
$546K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-787- 2.1% |
$21.3K - $29.6K
|
36.7K
$1.59M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-790- 18.51% |
$21.4K - $29.7K
|
3.48K
$151K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-802- 4.52% |
$21.7K - $30.2K
|
17K
$734K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-811- 30.27% |
$21.9K - $30.5K
|
1.87K
$80.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-823- 1.49% |
$22.2K - $31K
|
54.3K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-846- 1.52% |
$22.9K - $31.8K
|
54.7K
$2.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-847- 11.89% |
$22.9K - $31.9K
|
6.28K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-860- 9.37% |
$23.2K - $32.4K
|
8.32K
$360K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-872- 4.87% |
$23.6K - $32.8K
|
17K
$739K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-880- 3.01% |
$23.8K - $33.1K
|
28.3K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-911- 1.43% |
$24.6K - $34.3K
|
62.7K
$2.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-914- 1.87% |
$24.7K - $34.4K
|
47.9K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-919- 5.82% |
$24.8K - $34.6K
|
14.9K
$645K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-929- 10.77% |
$25.1K - $35K
|
7.7K
$333K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-950- 7.68% |
$25.7K - $35.8K
|
11.4K
$495K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-960- 4.13% |
$25.9K - $36.1K
|
22.3K
$966K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-965- 10.15% |
$26.1K - $36.3K
|
8.55K
$370K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-971- 29.69% |
$26.2K - $36.5K
|
2.3K
$99.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-975- 0.8% |
$26.4K - $36.7K
|
121K
$5.23M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-978- 12.7% |
$26.4K - $36.8K
|
6.72K
$291K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-980- 8.97% |
$26.5K - $36.9K
|
9.94K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-994- 3.41% |
$26.9K - $37.4K
|
28.2K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-996- 5.97% |
$26.9K - $37.5K
|
15.7K
$679K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.04K- 2.73% |
$28K - $39K
|
36.8K
$1.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.05K- 9.23% |
$28.3K - $39.4K
|
10.3K
$446K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.06K- 2.19% |
$28.8K - $40K
|
47.5K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.07K- 3.66% |
$28.8K - $40.1K
|
28K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.07K- 7.67% |
$29K - $40.4K
|
12.9K
$560K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.1K- 10.96% |
$29.8K - $41.4K
|
8.95K
$388K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-1.12K- 23.02% |
$30.2K - $42K
|
3.73K
$162K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.12K- 91.71% |
$30.2K - $42K
|
101
$4.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.12K- 5.88% |
$30.3K - $42.2K
|
17.9K
$777K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.12K- 11.28% |
$30.3K - $42.2K
|
8.82K
$382K
|