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 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.68K- 7.77% |
$45.5K - $63.4K
|
20K
$865K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.69K- 30.92% |
$45.6K - $63.5K
|
3.77K
$163K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.69K- 3.92% |
$45.6K - $63.5K
|
41.3K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.7K- 9.14% |
$45.9K - $63.9K
|
16.9K
$731K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.7K- 18.86% |
$46K - $64K
|
7.31K
$317K
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.7K- 13.59% |
$46K - $64K
|
10.8K
$469K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.72K- 23.78% |
$46.6K - $64.9K
|
5.52K
$239K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.75K- 6.74% |
$47.3K - $65.8K
|
24.2K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.76K- 8.49% |
$47.6K - $66.3K
|
19K
$822K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.76K- 8.81% |
$47.7K - $66.4K
|
18.3K
$791K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.8K- 20.71% |
$48.7K - $67.8K
|
6.89K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.8K- 20.75% |
$48.7K - $67.8K
|
6.88K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-1.8K- 1.61% |
$48.7K - $67.8K
|
110K
$4.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.82K- 4.27% |
$49.2K - $68.6K
|
40.9K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.83K- 8.54% |
$49.4K - $68.8K
|
19.6K
$848K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.83K- 5.62% |
$49.5K - $68.9K
|
30.7K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-1.84K- 11.09% |
$49.6K - $69.1K
|
14.7K
$637K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.84K- 16.13% |
$49.7K - $69.2K
|
9.56K
$414K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.9K- 2.3% |
$51.4K - $71.5K
|
80.6K
$3.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.91K- 4.05% |
$51.6K - $71.8K
|
45.2K
$1.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.94K- 2.89% |
$52.5K - $73.1K
|
65.3K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.95K- 13.02% |
$52.8K - $73.5K
|
13.1K
$566K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.96K- 12.86% |
$52.9K - $73.7K
|
13.3K
$575K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.96K- 12.4% |
$53K - $73.7K
|
13.8K
$600K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-1.97K- 7.92% |
$53.3K - $74.3K
|
22.9K
$993K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-2K- 23.71% |
$54K - $75.2K
|
6.43K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-2K- 2.01% |
$54.1K - $75.3K
|
97.5K
$4.22M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.02K- 57.34% |
$54.5K - $75.9K
|
1.5K
$65K
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-2.02K- 2.89% |
$54.7K - $76.1K
|
68K
$2.95M
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.03K- 58.06% |
$55K - $76.6K
|
1.47K
$63.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.09K- 1.92% |
$56.6K - $78.8K
|
107K
$4.62M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-2.14K- 21.97% |
$58K - $80.7K
|
7.62K
$330K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-2.15K- 5.72% |
$58.1K - $80.9K
|
35.5K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.16K- 1.26% |
$58.3K - $81.2K
|
169K
$7.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.17K- 10.08% |
$58.7K - $81.7K
|
19.4K
$839K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.17K- 24.94% |
$58.8K - $81.8K
|
6.54K
$283K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.18K- 21.59% |
$58.8K - $81.9K
|
7.9K
$342K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-2.19K- 24.1% |
$59.1K - $82.3K
|
6.89K
$298K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.2K- 2.87% |
$59.4K - $82.7K
|
74.3K
$3.22M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2.23K- 4.85% |
$60.2K - $83.9K
|
43.7K
$1.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.26K- 0.6% |
$61.1K - $85.1K
|
375K
$16.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.27K- 11.89% |
$61.4K - $85.5K
|
16.8K
$729K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.32K- 6.62% |
$62.6K - $87.2K
|
32.7K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.34K- 8.77% |
$63.4K - $88.2K
|
24.4K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.35K- 7.84% |
$63.6K - $88.6K
|
27.7K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-2.36K- 25.0% |
$63.7K - $88.6K
|
7.06K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.36K- 19.75% |
$63.7K - $88.8K
|
9.58K
$415K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.4K- 9.13% |
$64.8K - $90.2K
|
23.9K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.46K- 0.63% |
$66.4K - $92.5K
|
388K
$16.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-2.49K- 1.7% |
$67.3K - $93.7K
|
144K
$6.25M
|