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 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4.02K- 3.18% |
$109K - $151K
|
122K
$5.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-4.02K- 1.76% |
$109K - $151K
|
225K
$9.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.08K- 6.41% |
$110K - $154K
|
59.6K
$2.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.09K- 32.73% |
$110K - $154K
|
8.4K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.1K- 3.68% |
$111K - $154K
|
107K
$4.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-4.1K- 26.62% |
$111K - $154K
|
11.3K
$497K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-4.16K- 5.57% |
$112K - $157K
|
70.5K
$3.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.25K- 30.8% |
$115K - $160K
|
9.54K
$419K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4.26K- 31.8% |
$115K - $160K
|
9.14K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.43K- 43.48% |
$120K - $167K
|
5.76K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-4.5K- 10.61% |
$122K - $169K
|
37.9K
$1.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-4.63K- 24.1% |
$125K - $174K
|
14.6K
$641K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.67K- 17.05% |
$126K - $176K
|
22.7K
$998K
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-4.75K- 3.98% |
$128K - $179K
|
115K
$5.04M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-4.76K- 10.16% |
$129K - $179K
|
42.1K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.78K- 20.99% |
$129K - $180K
|
18K
$790K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.79K- 2.37% |
$129K - $180K
|
197K
$8.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-4.88K- 8.32% |
$132K - $184K
|
53.8K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-4.93K- 8.02% |
$133K - $185K
|
56.5K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.01K- 6.34% |
$135K - $189K
|
74K
$3.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-5.06K- 40.06% |
$137K - $190K
|
7.56K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
SELL
|
- |
-5.06K- 14.24% |
$137K - $191K
|
30.5K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5.07K- 11.46% |
$137K - $191K
|
39.1K
$1.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.08K- 13.99% |
$137K - $191K
|
31.2K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-5.14K- 6.76% |
$139K - $193K
|
70.9K
$3.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.15K- 11.36% |
$139K - $194K
|
40.2K
$1.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-5.16K- 7.5% |
$139K - $194K
|
63.6K
$2.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-5.28K- 4.45% |
$143K - $199K
|
114K
$4.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.29K- 1.45% |
$143K - $199K
|
360K
$15.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-5.3K- 21.21% |
$143K - $199K
|
19.7K
$865K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-5.32K- 7.91% |
$144K - $200K
|
61.9K
$2.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-5.5K- 13.49% |
$149K - $207K
|
35.3K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-5.55K- 8.62% |
$150K - $209K
|
58.8K
$2.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-5.68K- 25.26% |
$154K - $214K
|
16.8K
$739K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.73K- 1.74% |
$155K - $216K
|
324K
$14.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-5.75K- 2.05% |
$155K - $216K
|
275K
$12.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-5.84K- 27.97% |
$158K - $220K
|
15.1K
$662K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-5.86K- 0.99% |
$158K - $221K
|
588K
$25.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-5.9K- 33.18% |
$160K - $222K
|
11.9K
$522K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.91K- 5.74% |
$160K - $223K
|
97.1K
$4.27M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-6.08K- 12.63% |
$164K - $229K
|
42.1K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-6.12K- 5.96% |
$165K - $230K
|
96.5K
$4.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-6.18K- 27.4% |
$167K - $232K
|
16.4K
$719K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.18K- 7.68% |
$167K - $233K
|
74.3K
$3.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6.49K- 10.73% |
$176K - $244K
|
54K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-6.55K- 20.68% |
$177K - $246K
|
25.1K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-6.57K- 24.66% |
$177K - $247K
|
20.1K
$882K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6.64K- 3.45% |
$179K - $250K
|
186K
$8.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.71K- 2.6% |
$181K - $252K
|
252K
$11.1M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6.86K- 13.0% |
$186K - $258K
|
45.9K
$2.02M
|