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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
16K+ 0.74% |
$432K - $602K
|
2.19M
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16K+ 4.35% |
$432K - $601K
|
384K
$18.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15.6K+ 21.4% |
$423K - $589K
|
88.8K
$4.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
15.6KNew |
$422K - $587K
|
15.6K
$744K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.2K+ 18.92% |
$412K - $574K
|
95.8K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
15.1K+ 164.08% |
$409K - $570K
|
24.4K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
15KNew |
$407K - $566K
|
15K
$717K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
14.9KNew |
$404K - $562K
|
14.9K
$712K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
14.7K+ 44.16% |
$398K - $554K
|
48K
$2.29M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
14.6K+ 3.87% |
$394K - $549K
|
392K
$18.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
14.6K+ 4.05% |
$394K - $548K
|
375K
$17.9M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
14.4KNew |
$390K - $543K
|
14.4K
$688K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14KNew |
$378K - $526K
|
14K
$667K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
13.7KNew |
$371K - $517K
|
13.7K
$655K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.5K+ 5.52% |
$366K - $509K
|
259K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
13.5K+ 21.66% |
$365K - $509K
|
75.9K
$3.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
13.5K+ 78.71% |
$365K - $508K
|
30.7K
$1.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
13.5K+ 81.61% |
$364K - $507K
|
30K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
13.2KNew |
$357K - $497K
|
13.2K
$629K
|
|
|
Feb 14, 2024
Q4 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
12.9K+ 2.16% |
$349K - $485K
|
610K
$29.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
12.3KNew |
$333K - $464K
|
12.3K
$588K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12.1KNew |
$326K - $454K
|
12.1K
$575K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$326K - $454K
|
12.1K
$575K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.7K+ 18.86% |
$316K - $440K
|
73.7K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
11.6K+ 4.14% |
$313K - $436K
|
291K
$13.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.4K+ 12.19% |
$309K - $430K
|
105K
$5.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
11.2KNew |
$301K - $420K
|
11.2K
$532K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
11.1KNew |
$299K - $416K
|
11.1K
$527K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
11KNew |
$298K - $415K
|
11K
$526K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
11KNew |
$298K - $415K
|
11K
$526K
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
11KNew |
$296K - $412K
|
11K
$522K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
10.8KNew |
$293K - $408K
|
10.8K
$517K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.8K+ 85.47% |
$293K - $408K
|
23.5K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.8K+ 10.13% |
$292K - $407K
|
117K
$5.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
10.7K+ 13.44% |
$290K - $404K
|
90.6K
$4.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
10.6K+ 90.14% |
$285K - $397K
|
22.3K
$1.06M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
10.5KNew |
$285K - $397K
|
10.5K
$503K
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
10.5K+ 2.84% |
$285K - $397K
|
382K
$18.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.4KNew |
$282K - $392K
|
10.4K
$497K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 30.91% |
$279K - $389K
|
43.8K
$2.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.3KNew |
$278K - $387K
|
10.3K
$490K
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
10.2KNew |
$277K - $385K
|
10.2K
$488K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10.1KNew |
$274K - $382K
|
10.1K
$484K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
10.1KNew |
$274K - $382K
|
10.1K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.1KNew |
$272K - $379K
|
10.1K
$480K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.96KNew |
$269K - $375K
|
9.96K
$475K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
9.94KNew |
$269K - $374K
|
9.94K
$474K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
9.85K+ 7.09% |
$266K - $371K
|
149K
$7.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
9.69KNew |
$262K - $365K
|
9.69K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.6K+ 1.36% |
$260K - $361K
|
717K
$34.2M
|