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 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.49K- 13.87% |
$67.4K - $93.8K
|
15.5K
$670K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-2.5K- 18.72% |
$67.5K - $94.1K
|
10.9K
$470K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.5K- 40.27% |
$67.7K - $94.2K
|
3.71K
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.56K- 5.22% |
$69.2K - $96.4K
|
46.5K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.58K- 17.44% |
$69.8K - $97.2K
|
12.2K
$530K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-2.58K- 8.72% |
$69.8K - $97.3K
|
27K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.62K- 7.94% |
$70.7K - $98.4K
|
30.3K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.62K- 9.45% |
$70.9K - $98.8K
|
25.2K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.63K- 3.39% |
$71.1K - $99.1K
|
75.1K
$3.25M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.63K- 3.39% |
$71.1K - $99.1K
|
75.1K
$3.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.65K- 0.18% |
$71.7K - $99.8K
|
1.49M
$64.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.65K- 73.92% |
$71.7K - $99.9K
|
936
$40.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-2.66K- 2.45% |
$72K - $100K
|
106K
$4.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.68K- 10.31% |
$72.4K - $101K
|
23.3K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-2.68K- 25.05% |
$72.4K - $101K
|
8.01K
$347K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.69K- 29.65% |
$72.6K - $101K
|
6.37K
$276K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.71K- 21.01% |
$73.3K - $102K
|
10.2K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.82K- 7.39% |
$76.2K - $106K
|
35.3K
$1.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.83K- 2.09% |
$76.4K - $106K
|
132K
$5.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.89K- 10.47% |
$78.1K - $109K
|
24.7K
$1.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.95K- 19.82% |
$79.7K - $111K
|
11.9K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.03K- 20.89% |
$82K - $114K
|
11.5K
$498K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.08K- 8.19% |
$83.1K - $116K
|
34.5K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.09K- 6.42% |
$83.4K - $116K
|
45K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.12K- 14.38% |
$84.3K - $117K
|
18.6K
$805K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.13K- 2.75% |
$84.6K - $118K
|
111K
$4.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.14K- 14.61% |
$84.7K - $118K
|
18.3K
$794K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.18K- 27.3% |
$86.1K - $120K
|
8.48K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.2K- 6.1% |
$86.4K - $120K
|
49.2K
$2.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-3.22K- 25.69% |
$87K - $121K
|
9.32K
$404K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-3.25K- 37.86% |
$87.8K - $122K
|
5.33K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-3.37K- 20.66% |
$91.2K - $127K
|
13K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-3.39K- 2.69% |
$91.6K - $128K
|
123K
$5.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.4K- 35.1% |
$92K - $128K
|
6.29K
$273K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.41K- 16.75% |
$92.1K - $128K
|
16.9K
$734K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-3.41K- 17.94% |
$92.2K - $128K
|
15.6K
$676K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-3.5K- 3.88% |
$94.7K - $132K
|
86.7K
$3.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-3.56K- 37.8% |
$96.2K - $134K
|
5.86K
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.64K- 12.65% |
$98.4K - $137K
|
25.1K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-3.7K- 32.58% |
$99.9K - $139K
|
7.65K
$331K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-3.7K- 3.31% |
$99.9K - $139K
|
108K
$4.68M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.75K- 57.21% |
$101K - $141K
|
2.81K
$122K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-3.82K- 4.08% |
$103K - $144K
|
89.8K
$3.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.86K- 12.28% |
$104K - $145K
|
27.5K
$1.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.86K- 0.47% |
$104K - $145K
|
815K
$35.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-3.93K- 6.68% |
$106K - $148K
|
54.9K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.93K- 2.08% |
$106K - $148K
|
185K
$8.04M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-3.97K- 1.79% |
$107K - $150K
|
218K
$9.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-3.98K- 4.22% |
$108K - $150K
|
90.2K
$3.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-3.98K- 6.47% |
$108K - $150K
|
57.6K
$2.5M
|