Cerity Partners LLC Truist Financial Corp Transaction History

Cerity Partners LLC

$45.5 Billion
Q4 2024

A detailed history of Cerity Partners LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Cerity Partners LLC holds 549,108 shares of TFC stock, worth $25.1 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

549,108

Previous 543,110 1.1%

Holding current value

$25.1 Million

Previous $23.2 Million 2.6%

% of portfolio

0.05%

Previous 0.05%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$41.51 - $48.1 $248,976 - $288,503	5,998 Added 1.1%	549,108 $23.8 Million
Q3 2024 Nov 12, 2024	BUY	$38.22 - $44.94 $156,243 - $183,714	4,088 Added 0.76%	543,110 $23.2 Million
Q2 2024 Aug 13, 2024	BUY	$35.41 - $40.18 $1.98 Million - $2.25 Million	55,946 Added 11.58%	539,022 $20.9 Million
Q1 2024 May 14, 2024	SELL	$34.53 - $38.98 $1.77 Million - $1.99 Million	-51,128 Reduced 9.57%	483,076 $18.8 Million
Q4 2023 Jan 26, 2024	BUY	$27.03 - $37.64 $663,613 - $924,099	24,551 Added 4.82%	534,204 $19.7 Million
Q3 2023 Nov 13, 2023	SELL	$27.97 - $35.59 $4.75 Million - $6.05 Million	-169,951 Reduced 25.01%	509,653 $14.6 Million
Q2 2023 Aug 14, 2023	BUY	$26.21 - $34.79 $4.77 Million - $6.33 Million	181,828 Added 36.53%	679,604 $20.6 Million
Q1 2023 May 11, 2023	SELL	$30.56 - $50.39 $3.09 Million - $5.1 Million	-101,115 Reduced 16.88%	497,776 $17 Million
Q4 2022 Feb 15, 2023	BUY	$40.42 - $47.26 $12.8 Million - $15 Million	316,834 Added 112.33%	598,891 $25.8 Million
Q3 2022 Nov 10, 2022	SELL	$20.41 - $50.47 $66,903 - $165,440	-3,278 Reduced 1.15%	282,057 $12.3 Million
Q2 2022 Aug 10, 2022	BUY	$45.68 - $55.36 $9.25 Million - $11.2 Million	202,402 Added 244.05%	285,335 $13.5 Million
Q1 2022 Apr 25, 2022	SELL	$56.23 - $67.41 $183,703 - $220,228	-3,267 Reduced 3.79%	82,933 $4.7 Million
Q4 2021 Feb 14, 2022	BUY	$55.67 - $65.14 $170,906 - $199,979	3,070 Added 3.69%	86,200 $5.05 Million
Q3 2021 Oct 25, 2021	BUY	$52.18 - $60.15 $89,175 - $102,796	1,709 Added 2.1%	83,130 $4.88 Million
Q2 2021 Aug 11, 2021	SELL	$52.81 - $62.14 $80,165 - $94,328	-1,518 Reduced 1.83%	81,421 $4.52 Million
Q1 2021 Aug 11, 2021	BUY	$47.18 - $60.17 $2,642 - $3,369	56 Added 0.07%	82,939 $4.84 Million
Q1 2021 May 12, 2021	BUY	$47.18 - $60.17 $161,921 - $206,503	3,432 Added 4.32%	82,883 $4.83 Million
Q4 2020 Feb 11, 2021	BUY	$38.75 - $49.04 $26,233 - $33,200	677 Added 0.86%	79,451 $3.81 Million
Q3 2020 Nov 12, 2020	BUY	$33.61 - $40.81 $2.36 Million - $2.87 Million	70,258 Added 825.01%	78,774 $3 Million
Q2 2020 Aug 14, 2020	SELL	$27.21 - $46.37 $63,127 - $107,578	-2,320 Reduced 21.41%	8,516 $320,000
Q1 2020 May 14, 2020	SELL	$25.69 - $56.67 $203,670 - $449,279	-7,928 Reduced 42.25%	10,836 $334,000
Q4 2019 Feb 14, 2020	BUY	$50.81 - $56.72 $953,398 - $1.06 Million	18,764 New	18,764 $1.06 Million

Others Institutions Holding TFC

# of Institutions

1,740

Shares Held

954M

Call Options Held

8.24M

Put Options Held

6.79M

View Full List

About TRUIST FINANCIAL CORP

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $60.6B
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

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Cerity Partners LLC Truist Financial Corp Transaction History