Morningstar Investment Management LLC Truist Financial Corp Transaction History
Morningstar Investment Management LLC
- $957 Million
- Q2 2024
A detailed history of Morningstar Investment Management LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Morningstar Investment Management LLC holds 72,246 shares of TFC stock, worth $3.06 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
72,246
Previous 81,068
10.88%
Holding current value
$3.06 Million
Previous $3.16 Million
11.17%
% of portfolio
0.29%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding TFC
# of Institutions
1,594Shares Held
972MCall Options Held
9.1MPut Options Held
4.54M-
Vanguard Group Inc Valley Forge, PA118MShares$4.98 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY99MShares$4.19 Billion0.09% of portfolio
-
State Street Corp Boston, MA59.1MShares$2.5 Billion0.1% of portfolio
-
Dodge & Cox San Francisco, CA51.7MShares$2.19 Billion1.27% of portfolio
-
Capital International Investors Los Angeles, CA51.5MShares$2.18 Billion0.42% of portfolio
About TRUIST FINANCIAL CORP
- Ticker TFC
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 1,326,770,048
- Market Cap $56.1B
- 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...