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 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 1.33% |
$30.7K - $42.7K
|
84.4K
$3.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.14K- 6.22% |
$30.7K - $42.8K
|
17.1K
$742K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.15K- 0.85% |
$31K - $43.2K
|
134K
$5.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.16K- 7.03% |
$31.2K - $43.5K
|
15.3K
$662K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.19K- 8.4% |
$32K - $44.6K
|
12.9K
$559K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.19K- 14.68% |
$32.1K - $44.8K
|
6.91K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-1.19K- 11.39% |
$32.2K - $44.8K
|
9.26K
$401K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.21K- 21.96% |
$32.7K - $45.5K
|
4.3K
$186K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.21K- 9.92% |
$32.8K - $45.7K
|
11K
$478K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.22K- 6.82% |
$32.9K - $45.8K
|
16.7K
$721K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1.23K- 11.15% |
$33.1K - $46.1K
|
9.77K
$423K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.25K- 3.32% |
$33.8K - $47.1K
|
36.4K
$1.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.25K- 1.63% |
$33.8K - $47.1K
|
75.6K
$3.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.25K- 2.6% |
$33.8K - $47.1K
|
46.8K
$2.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.27K- 14.32% |
$34.4K - $47.9K
|
7.61K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.29K- 4.51% |
$34.9K - $48.6K
|
27.3K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.3K- 2.86% |
$35K - $48.7K
|
44K
$1.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.3K- 28.74% |
$35.1K - $48.9K
|
3.22K
$140K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.3K- 6.52% |
$35.1K - $48.9K
|
18.6K
$807K
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.3K- 18.6% |
$35.1K - $48.9K
|
5.69K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.3K- 18.6% |
$35.1K - $48.9K
|
5.69K
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.32K- 19.46% |
$35.7K - $49.7K
|
5.47K
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.33K- 17.09% |
$35.9K - $50K
|
6.45K
$279K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.33K- 19.04% |
$36K - $50.1K
|
5.66K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.33K- 4.36% |
$36K - $50.2K
|
29.2K
$1.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.35K- 4.76% |
$36.4K - $50.7K
|
27K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.36K- 0.18% |
$36.6K - $51K
|
769K
$33.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.36K- 3.26% |
$36.8K - $51.3K
|
40.5K
$1.75M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.37K- 2.99% |
$37.1K - $51.6K
|
44.5K
$1.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.41K- 3.08% |
$38.1K - $53K
|
44.3K
$1.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.42K- 19.17% |
$38.5K - $53.6K
|
6K
$260K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.43K- 7.42% |
$38.7K - $53.8K
|
17.8K
$773K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-1.44K- 8.71% |
$38.8K - $54.1K
|
15.1K
$652K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.46K- 16.41% |
$39.5K - $55K
|
7.44K
$322K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.47K- 7.31% |
$39.8K - $55.4K
|
18.7K
$809K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-1.51K- 2.1% |
$40.8K - $56.8K
|
70.5K
$3.05M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.51K- 12.11% |
$40.8K - $56.8K
|
11K
$475K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.53K- 2.97% |
$41.2K - $57.4K
|
49.7K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.54K- 3.73% |
$41.7K - $58K
|
39.8K
$1.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.57K- 13.47% |
$42.3K - $58.9K
|
10.1K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.57K- 8.49% |
$42.5K - $59.2K
|
17K
$735K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.6K- 11.04% |
$43.1K - $60K
|
12.9K
$557K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.6K- 16.0% |
$43.2K - $60.2K
|
8.4K
$364K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.6K- 18.33% |
$43.3K - $60.3K
|
7.13K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.62K- 16.83% |
$43.9K - $61.1K
|
8.02K
$347K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.64K- 4.0% |
$44.4K - $61.9K
|
39.5K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.65K- 3.05% |
$44.5K - $62K
|
52.4K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.66K- 30.0% |
$44.9K - $62.6K
|
3.88K
$168K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.67K- 1.12% |
$45.2K - $62.9K
|
147K
$6.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.68K- 12.36% |
$45.4K - $63.2K
|
11.9K
$516K
|