Purchases and Sales Made in Q3 2024 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.74K+ 7.05% |
$66.4K - $78.1K
|
26.4K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.73K+ 1.94% |
$66K - $77.7K
|
90.6K
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.73K+ 14.47% |
$65.9K - $77.5K
|
13.6K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 0.64% |
$64.9K - $76.4K
|
267K
$12.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.7K+ 29.34% |
$64.9K - $76.3K
|
7.49K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
1.65K+ 8.9% |
$63.1K - $74.2K
|
20.2K
$921K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.64K+ 3.04% |
$62.6K - $73.6K
|
55.6K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.63K+ 10.51% |
$62.3K - $73.3K
|
17.2K
$783K
|
|
|
Nov 12, 2024
Q3 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
1.63K+ 6.21% |
$62.1K - $73.1K
|
27.8K
$1.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.6K+ 395.56% |
$61.2K - $72K
|
2.01K
$91.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.59K+ 0.57% |
$60.8K - $71.5K
|
279K
$12.7M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.57K+ 15.77% |
$59.9K - $70.4K
|
11.5K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.56K+ 1.38% |
$59.8K - $70.3K
|
115K
$5.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.56K+ 1.21% |
$59.5K - $70K
|
130K
$5.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.55K+ 26.32% |
$59K - $69.4K
|
7.41K
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.53K+ 15.37% |
$58.6K - $68.8K
|
11.5K
$525K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.53K+ 5.75% |
$58.4K - $68.6K
|
28.1K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.49K+ 6.68% |
$56.8K - $66.8K
|
23.7K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.48K+ 11.37% |
$56.4K - $66.3K
|
14.4K
$660K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.46K+ 0.49% |
$55.8K - $65.7K
|
299K
$13.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
1.46K+ 0.75% |
$55.7K - $65.5K
|
195K
$8.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.4K+ 48.89% |
$53.6K - $63.1K
|
4.27K
$195K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.38K+ 3.56% |
$52.7K - $62K
|
40.1K
$1.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.37KNew |
$52.2K - $61.4K
|
1.37K
$62.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.36K+ 1.22% |
$52.1K - $61.3K
|
114K
$5.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.35K+ 5.47% |
$51.7K - $60.8K
|
26.1K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 4.43% |
$51.7K - $60.8K
|
31.9K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 2.75% |
$51.5K - $60.6K
|
50.4K
$2.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.31K+ 9.26% |
$49.9K - $58.7K
|
15.4K
$704K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.3KNew |
$49.7K - $58.5K
|
1.3K
$59.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.3K+ 16.91% |
$49.7K - $58.4K
|
8.99K
$410K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.3K+ 5.78% |
$49.5K - $58.2K
|
23.7K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.3K+ 5.72% |
$49.5K - $58.2K
|
23.9K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.22K+ 0.8% |
$46.8K - $55K
|
155K
$7.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.22K+ 10.73% |
$46.6K - $54.8K
|
12.6K
$574K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.21K+ 1.18% |
$46.2K - $54.3K
|
103K
$4.73M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.21K+ 1.68% |
$46.2K - $54.3K
|
73.3K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.2KNew |
$45.9K - $53.9K
|
1.2K
$54.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.2K+ 12.17% |
$45.8K - $53.8K
|
11K
$504K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.2K+ 3.37% |
$45.7K - $53.7K
|
36.7K
$1.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
1.15K+ 0.41% |
$44K - $51.7K
|
282K
$12.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.15K+ 20.81% |
$43.8K - $51.5K
|
6.66K
$304K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.13K+ 0.93% |
$43K - $50.6K
|
122K
$5.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.11K+ 5.71% |
$42.3K - $49.7K
|
20.5K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.09K+ 7.92% |
$41.8K - $49.1K
|
14.9K
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.08K+ 7.64% |
$41.3K - $48.6K
|
15.2K
$695K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.07K+ 41.09% |
$40.8K - $48K
|
3.67K
$167K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.06K+ 5.94% |
$40.7K - $47.8K
|
19K
$867K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.06KNew |
$40.6K - $47.7K
|
1.06K
$48.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.06K+ 0.14% |
$40.5K - $47.6K
|
762K
$34.8M
|