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 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
3.1K+ 2.33% |
$83.7K - $117K
|
136K
$6.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
3.02KNew |
$81.7K - $114K
|
3.02K
$144K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.01KNew |
$81.3K - $113K
|
3.01K
$143K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.98K+ 29.38% |
$80.6K - $112K
|
13.1K
$626K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.92KNew |
$78.9K - $110K
|
2.92K
$139K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
2.9K+ 1.02% |
$78.4K - $109K
|
288K
$13.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.9K+ 13.57% |
$78.4K - $109K
|
24.3K
$1.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.86K+ 2.77% |
$77.3K - $108K
|
106K
$5.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.86KNew |
$77.2K - $107K
|
2.86K
$136K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
2.84KNew |
$76.7K - $107K
|
2.84K
$135K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.81K+ 5.21% |
$76.1K - $106K
|
56.8K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.67K+ 74.02% |
$72.2K - $101K
|
6.28K
$300K
|
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
2.59K+ 0.46% |
$70K - $97.5K
|
562K
$26.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
2.56K+ 10.35% |
$69.1K - $96.2K
|
27.3K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.54K+ 8.6% |
$68.6K - $95.5K
|
32K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.51KNew |
$67.9K - $94.5K
|
2.51K
$120K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.5K+ 9.92% |
$67.6K - $94.1K
|
27.7K
$1.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.49K+ 2.14% |
$67.3K - $93.6K
|
119K
$5.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.44K+ 5.72% |
$65.8K - $91.7K
|
45K
$2.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.32K+ 15.78% |
$62.7K - $87.2K
|
17K
$811K
|
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
BUY
|
- |
2.3K+ 0.19% |
$62.2K - $86.6K
|
1.24M
$59.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.29K+ 42.23% |
$61.8K - $86K
|
7.7K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.22K+ 6.42% |
$59.9K - $83.4K
|
36.7K
$1.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.21KNew |
$59.8K - $83.3K
|
2.21K
$105K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.2K+ 2.17% |
$59.5K - $82.9K
|
104K
$4.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.18K+ 2690.12% |
$58.9K - $82K
|
2.26K
$108K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.16KNew |
$58.4K - $81.3K
|
2.16K
$103K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.12KNew |
$57.2K - $79.7K
|
2.12K
$101K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2.08KNew |
$56.3K - $78.4K
|
2.08K
$99.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.06K+ 37.44% |
$55.7K - $77.5K
|
7.56K
$360K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2K+ 21.2% |
$54.1K - $75.4K
|
11.5K
$546K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.96KNew |
$52.9K - $73.6K
|
1.96K
$93.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.95K+ 9.71% |
$52.8K - $73.5K
|
22.1K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.94KNew |
$52.3K - $72.8K
|
1.94K
$92.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.93K+ 1.91% |
$52.2K - $72.7K
|
103K
$4.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.91K+ 26.5% |
$51.6K - $71.8K
|
9.11K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.85K+ 4.99% |
$50.1K - $69.7K
|
39K
$1.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.85K+ 19.43% |
$49.9K - $69.5K
|
11.3K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.84K+ 8.97% |
$49.7K - $69.3K
|
22.4K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.83K+ 0.48% |
$49.4K - $68.8K
|
385K
$18.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.8K+ 25.55% |
$48.7K - $67.8K
|
8.85K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.8K+ 0.71% |
$48.7K - $67.8K
|
257K
$12.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.78K+ 17.05% |
$48.2K - $67.1K
|
12.2K
$584K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.73K+ 6.15% |
$46.8K - $65.2K
|
29.9K
$1.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
1.71K+ 24.36% |
$46.2K - $64.4K
|
8.74K
$417K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.7K+ 23.98% |
$45.9K - $64K
|
8.79K
$419K
|
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.7K+ 1.29% |
$45.9K - $63.9K
|
133K
$6.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.69K+ 27.38% |
$45.7K - $63.6K
|
7.86K
$375K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.68K+ 8.23% |
$45.3K - $63.1K
|
22K
$1.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.66K+ 30.11% |
$44.9K - $62.6K
|
7.18K
$342K
|