Carson Advisory News Today

Azora Capital LP purchased a new stake in shares of Truist Financial Co. (NYSE:TFC – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 1,963,654 shares of the insurance provider’s stock, valued at approximately $72,498,000. Truist Financial makes up approximately 6.2% of Azora Capital […]

Provident Investment Management Inc. acquired a new stake in Truist Financial Co. (NYSE:TFC – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,025 shares of the insurance provider’s stock, valued at approximately $259,000. Several other institutional investors and hedge […]

United Services Automobile Association grew its holdings in Truist Financial Co. (NYSE:TFC – Free Report) by 1.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 40,317 shares of the insurance provider’s stock after acquiring an additional 644 shares during the quarter. United […]

Proquility Private Wealth Partners LLC lessened its stake in shares of Truist Financial Co. (NYSE:TFC – Free Report) by 16.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 49,303 shares of the insurance provider’s stock after selling 9,917 shares during the quarter. Proquility […]

Securian Asset Management Inc. lessened its stake in shares of Truist Financial Co. (NYSE:TFC – Free Report) by 11.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 84,381 shares of the insurance provider’s stock after selling 11,204 shares during the quarter. Securian Asset […]

Equity Investment Corp boosted its position in shares of Truist Financial Co. (NYSE:TFC – Free Report) by 5.4% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,180,532 shares of the insurance provider’s stock after purchasing an additional 111,790 shares during the quarter. Truist […]

Carson Advisory Inc. purchased a new position in Oracle Co. (NYSE:ORCL – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 1,975 shares of the enterprise software provider’s stock, valued at approximately $208,000. A number of other large […]

Carson Advisory Inc. increased its holdings in shares of Bank of America Co. (NYSE:BAC) by 5.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 60,233 shares of the financial services provider’s stock after purchasing an additional 2,953 shares during the quarter. […]

Carson Advisory Inc. reduced its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 5.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,624 shares of the company’s stock after selling 146 shares during the quarter. Carson Advisory Inc.’s holdings […]

Carson Advisory Inc. boosted its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 10.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 12,837 shares of the utilities provider’s stock after acquiring an additional 1,239 shares during the period. Carson […]