A detailed history of Novare Capital Management LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Novare Capital Management LLC holds 299,304 shares of TFC stock, worth $13.2 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
299,304
Previous 297,843 0.49%
Holding current value
$13.2 Million
Previous $11.6 Million 10.58%
% of portfolio
1.1%
Previous 1.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$38.22 - $44.94 $55,839 - $65,657
1,461 Added 0.49%
299,304 $12.8 Million
Q2 2024

Aug 01, 2024

SELL
$35.41 - $40.18 $335,155 - $380,303
-9,465 Reduced 3.08%
297,843 $11.6 Million
Q1 2024

May 06, 2024

BUY
$34.53 - $38.98 $666,808 - $752,742
19,311 Added 6.71%
307,308 $12 Million
Q4 2023

Feb 08, 2024

BUY
$27.03 - $37.64 $78,441 - $109,231
2,902 Added 1.02%
287,997 $10.6 Million
Q3 2023

Nov 02, 2023

BUY
$27.97 - $35.59 $32,473 - $41,319
1,161 Added 0.41%
285,095 $8.16 Million
Q2 2023

Jul 28, 2023

BUY
$26.21 - $34.79 $1.79 Million - $2.38 Million
68,429 Added 31.75%
283,934 $8.62 Million
Q1 2023

Apr 20, 2023

BUY
$30.56 - $50.39 $5.87 Million - $9.68 Million
192,022 Added 817.71%
215,505 $7.35 Million
Q4 2022

Jan 17, 2023

BUY
$40.42 - $47.26 $233,425 - $272,926
5,775 Added 32.61%
23,483 $0
Q3 2022

Oct 11, 2022

SELL
$20.41 - $50.47 $17,226 - $42,596
-844 Reduced 4.55%
17,708 $771,000
Q2 2022

Aug 03, 2022

BUY
$45.68 - $55.36 $9,136 - $11,072
200 Added 1.09%
18,552 $880,000
Q1 2022

May 09, 2022

BUY
$56.23 - $67.41 $2,305 - $2,763
41 Added 0.22%
18,352 $1.04 Million
Q4 2021

Feb 03, 2022

BUY
$55.67 - $65.14 $90,074 - $105,396
1,618 Added 9.69%
18,311 $1.07 Million
Q3 2021

Nov 04, 2021

BUY
$52.18 - $60.15 $31,308 - $36,090
600 Added 3.73%
16,693 $979,000
Q2 2021

Aug 02, 2021

BUY
$52.81 - $62.14 $27,672 - $32,561
524 Added 3.37%
16,093 $893,000
Q1 2021

May 11, 2021

SELL
$47.18 - $60.17 $49,067 - $62,576
-1,040 Reduced 6.26%
15,569 $908,000
Q1 2021

May 07, 2021

BUY
$47.18 - $60.17 $8,633 - $11,011
183 Added 1.11%
16,609 $969,000
Q4 2020

Feb 01, 2021

SELL
$38.75 - $49.04 $106,678 - $135,007
-2,753 Reduced 14.35%
16,426 $787,000
Q3 2020

Nov 03, 2020

SELL
$33.61 - $40.81 $42,012 - $51,012
-1,250 Reduced 6.12%
19,179 $730,000
Q2 2020

Aug 06, 2020

BUY
$27.21 - $46.37 $35,100 - $59,817
1,290 Added 6.74%
20,429 $767,000
Q1 2020

May 05, 2020

SELL
$25.69 - $56.67 $26,280 - $57,973
-1,023 Reduced 5.07%
19,139 $590,000
Q4 2019

Feb 06, 2020

BUY
$50.81 - $56.72 $1.02 Million - $1.14 Million
20,162 New
20,162 $1.14 Million

Others Institutions Holding TFC

About TRUIST FINANCIAL CORP


  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $58.4B
  • Description
  • Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. Its deposit products include noninterest-bearing checking, interest-bearing ch...
More about TFC
Track This Portfolio

Track Novare Capital Management LLC Portfolio

Follow Novare Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Novare Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Novare Capital Management LLC with notifications on news.