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 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
5.6KNew |
$151K - $211K
|
5.6K
$243K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
5.55KNew |
$150K - $209K
|
5.55K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
5.55KNew |
$150K - $209K
|
5.55K
$240K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.55KNew |
$150K - $209K
|
5.55K
$240K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
5.52KNew |
$149K - $208K
|
5.52K
$239K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
5.5KNew |
$149K - $207K
|
5.5K
$238K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
5.39KNew |
$146K - $203K
|
5.39K
$234K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.38K+ 810.09% |
$145K - $202K
|
6.04K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5.37K+ 3.33% |
$145K - $202K
|
166K
$7.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
5.18K+ 58.42% |
$140K - $195K
|
14K
$609K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.15K+ 42.54% |
$139K - $194K
|
17.2K
$747K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.01K+ 32.02% |
$136K - $189K
|
20.7K
$895K
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
5K+ 33.33% |
$135K - $188K
|
20K
$866K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
4.86K+ 2.86% |
$131K - $183K
|
175K
$7.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.81K+ 4.32% |
$130K - $181K
|
116K
$5.04M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.76KNew |
$129K - $179K
|
4.76K
$206K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.75K+ 33.55% |
$128K - $179K
|
18.9K
$819K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.65K+ 2.95% |
$126K - $175K
|
162K
$7.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.57K+ 7.47% |
$123K - $172K
|
65.7K
$2.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.52K+ 4.53% |
$122K - $170K
|
104K
$4.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.52K+ 3.63% |
$122K - $170K
|
129K
$5.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.45K+ 46.78% |
$120K - $168K
|
14K
$605K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
4.39K+ 5.65% |
$119K - $165K
|
82.1K
$3.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.27K+ 57.33% |
$115K - $161K
|
11.7K
$507K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4.24K+ 2882.31% |
$115K - $159K
|
4.38K
$190K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.22K+ 16.24% |
$114K - $159K
|
30.2K
$1.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.16K+ 52.22% |
$112K - $157K
|
12.1K
$525K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.03KNew |
$109K - $152K
|
4.03K
$174K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3.96K+ 12.07% |
$107K - $149K
|
36.8K
$1.59M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.89K+ 10.65% |
$105K - $146K
|
40.4K
$1.75M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
3.85K+ 8.28% |
$104K - $145K
|
50.3K
$2.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
3.76K+ 4.13% |
$102K - $141K
|
94.7K
$4.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
3.75K+ 3.82% |
$101K - $141K
|
102K
$4.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
3.67K+ 10.22% |
$99.2K - $138K
|
39.6K
$1.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.57K+ 93.51% |
$96.6K - $134K
|
7.39K
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.56K+ 31.42% |
$96.3K - $134K
|
14.9K
$646K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.45K+ 3.39% |
$93.3K - $130K
|
105K
$4.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
3.37K+ 8.57% |
$91.1K - $127K
|
42.7K
$1.85M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
3.3K+ 0.84% |
$89.2K - $124K
|
394K
$17.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.29K+ 11.89% |
$88.9K - $124K
|
30.9K
$1.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
3.26K+ 12.62% |
$88.2K - $123K
|
29.1K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3.21K+ 1.0% |
$86.7K - $121K
|
323K
$14M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.19K+ 9.49% |
$86.1K - $120K
|
36.8K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3.17K+ 1.25% |
$85.6K - $119K
|
256K
$11.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.13K+ 29.54% |
$84.6K - $118K
|
13.7K
$595K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.12K+ 112.47% |
$84.4K - $117K
|
5.9K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.11K+ 36.01% |
$84.1K - $117K
|
11.8K
$509K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.1K+ 22.46% |
$83.9K - $117K
|
16.9K
$733K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
3.1K+ 4.98% |
$83.8K - $117K
|
65.3K
$2.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
3.1K+ 2.33% |
$83.7K - $117K
|
136K
$5.9M
|