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 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-6.98K- 10.13% |
$189K - $263K
|
61.9K
$2.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-7.01K- 1.04% |
$189K - $264K
|
665K
$28.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-7.04K- 11.02% |
$190K - $265K
|
56.9K
$2.46M
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-7.06K- 19.57% |
$191K - $266K
|
29K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.08K- 5.6% |
$191K - $266K
|
119K
$5.16M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-7.2K- 16.1% |
$194K - $271K
|
37.5K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-7.24K- 2.4% |
$196K - $273K
|
294K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-7.31K- 9.62% |
$198K - $275K
|
68.7K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.47K- 3.57% |
$202K - $281K
|
202K
$8.74M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.62K- 5.93% |
$206K - $287K
|
121K
$5.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.73K- 9.63% |
$209K - $291K
|
72.5K
$3.14M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-7.74K- 16.7% |
$209K - $291K
|
38.6K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.76K- 4.43% |
$210K - $292K
|
167K
$7.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.93K- 10.41% |
$214K - $298K
|
68.2K
$2.95M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-7.93K- 4.25% |
$214K - $298K
|
178K
$7.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-8.06K- 0.48% |
$218K - $303K
|
1.67M
$72.5M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-8.12K- 25.54% |
$219K - $305K
|
23.7K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-8.15K- 17.51% |
$220K - $307K
|
38.4K
$1.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-8.32K- 29.41% |
$225K - $313K
|
20K
$865K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.38K- 6.43% |
$226K - $315K
|
122K
$5.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.38K- 17.71% |
$227K - $315K
|
39K
$1.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-8.44K- 4.11% |
$228K - $317K
|
197K
$8.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-8.75K- 26.34% |
$236K - $329K
|
24.5K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.83K- 13.38% |
$239K - $332K
|
57.1K
$2.47M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-8.83K- 1.16% |
$239K - $332K
|
752K
$32.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-9.17K- 17.41% |
$248K - $345K
|
43.5K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-9.22K- 7.84% |
$249K - $347K
|
108K
$4.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-9.53K- 54.8% |
$258K - $359K
|
7.86K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.72K- 1.81% |
$263K - $366K
|
527K
$22.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.77K- 6.16% |
$264K - $368K
|
149K
$6.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9.85K- 19.12% |
$266K - $371K
|
41.7K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-9.9K- 19.02% |
$268K - $373K
|
42.2K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-9.92K- 16.75% |
$268K - $373K
|
49.3K
$2.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-10K- 13.24% |
$271K - $378K
|
65.7K
$2.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-10.3K- 3.07% |
$279K - $389K
|
326K
$14.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10.4K- 36.17% |
$280K - $390K
|
18.3K
$791K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-10.4K- 45.11% |
$280K - $390K
|
12.6K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-10.4K- 35.84% |
$281K - $391K
|
18.6K
$807K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.8K- 8.86% |
$293K - $408K
|
112K
$4.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10.9K- 3.83% |
$295K - $411K
|
275K
$11.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-11.2K- 11.72% |
$303K - $422K
|
84.4K
$3.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-11.3K- 31.02% |
$305K - $425K
|
25.1K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-11.8K- 51.92% |
$318K - $443K
|
10.9K
$472K
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-12K- 8.78% |
$326K - $453K
|
125K
$5.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-12.1K- 9.96% |
$327K - $455K
|
109K
$4.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-12.6K- 99.34% |
$339K - $473K
|
83
$3.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-12.9K- 5.54% |
$348K - $485K
|
220K
$9.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-12.9K- 2.96% |
$349K - $486K
|
424K
$18.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-13K- 8.13% |
$351K - $489K
|
147K
$6.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-13.1K- 55.23% |
$355K - $495K
|
10.7K
$462K
|