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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-27.5K- 49.97% |
$742K - $1.03M
|
27.5K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-28.1K- 3.77% |
$759K - $1.06M
|
717K
$31M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-29K- 50.73% |
$784K - $1.09M
|
28.2K
$1.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-29.1K- 1.88% |
$787K - $1.1M
|
1.52M
$65.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-29.8K- 21.45% |
$805K - $1.12M
|
109K
$4.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-30.3K- 1.56% |
$818K - $1.14M
|
1.91M
$82.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-30.4K- 16.83% |
$822K - $1.14M
|
150K
$6.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-30.7K- 17.09% |
$829K - $1.15M
|
149K
$6.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-33.6K- 25.91% |
$909K - $1.27M
|
96.2K
$4.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-34K- 24.51% |
$919K - $1.28M
|
105K
$4.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-35.5K- 13.38% |
$959K - $1.34M
|
230K
$9.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-35.6K- 38.57% |
$962K - $1.34M
|
56.7K
$2.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-38.4K- 32.95% |
$1.04M - $1.44M
|
78.1K
$3.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-38.4K- 45.02% |
$1.04M - $1.44M
|
46.9K
$2.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-38.5K- 1.18% |
$1.04M - $1.45M
|
3.23M
$140M
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-39.2K- 77.24% |
$1.06M - $1.48M
|
11.6K
$501K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-39.8K- 79.4% |
$1.08M - $1.5M
|
10.3K
$447K
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-40K- 40.57% |
$1.08M - $1.51M
|
58.6K
$2.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-40.5K- 17.95% |
$1.1M - $1.53M
|
185K
$8.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-41.2K- 8.65% |
$1.11M - $1.55M
|
435K
$18.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-41.8K- 86.2% |
$1.13M - $1.57M
|
6.69K
$290K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-42.1KClosed |
$1.14M - $1.58M
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-43.2K- 20.17% |
$1.17M - $1.62M
|
171K
$7.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-43.4K- 36.31% |
$1.17M - $1.63M
|
76.1K
$3.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-44.2K- 51.16% |
$1.2M - $1.67M
|
42.2K
$1.83M
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-45K- 3.29% |
$1.22M - $1.69M
|
1.32M
$57.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-45.6K- 25.35% |
$1.23M - $1.72M
|
134K
$5.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-48.8K- 14.96% |
$1.32M - $1.84M
|
277K
$12M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-49K- 39.26% |
$1.32M - $1.84M
|
75.8K
$3.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-50.2K- 66.03% |
$1.36M - $1.89M
|
25.8K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-50.3K- 3.06% |
$1.36M - $1.89M
|
1.59M
$69M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-50.7K- 14.24% |
$1.37M - $1.91M
|
305K
$13.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-51.4K- 22.71% |
$1.39M - $1.93M
|
175K
$7.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-51.5K- 77.13% |
$1.39M - $1.94M
|
15.3K
$662K
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-52.4K- 16.83% |
$1.42M - $1.97M
|
259K
$11.2M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-55.6K- 21.73% |
$1.5M - $2.09M
|
200K
$8.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-55.8K- 28.74% |
$1.51M - $2.1M
|
138K
$6M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-57.8K- 12.64% |
$1.56M - $2.18M
|
400K
$17.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-59.9K- 13.65% |
$1.62M - $2.25M
|
379K
$16.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
SELL
|
- |
-62.9K- 17.21% |
$1.7M - $2.37M
|
303K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-64.4K- 1.96% |
$1.74M - $2.42M
|
3.23M
$140M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-68.4K- 93.99% |
$1.85M - $2.57M
|
4.37K
$189K
|
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-69.4K- 76.0% |
$1.88M - $2.61M
|
21.9K
$949K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-72.1K- 90.26% |
$1.95M - $2.71M
|
7.78K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-72.7K- 7.33% |
$1.96M - $2.74M
|
918K
$39.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-74.3K- 4.12% |
$2.01M - $2.8M
|
1.73M
$75M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-74.9K- 2.36% |
$2.03M - $2.82M
|
3.09M
$134M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-76.6K- 47.93% |
$2.07M - $2.88M
|
83.3K
$3.61M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-79.4K- 3.15% |
$2.15M - $2.99M
|
2.44M
$106M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-86.4K- 22.08% |
$2.33M - $3.25M
|
305K
$13.2M
|