Purchases and Sales Made in Q4 2024 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.41K+ 8.72% |
$58.3K - $67.6K
|
17.5K
$800K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.38K+ 0.86% |
$57.2K - $66.3K
|
161K
$7.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.38K+ 0.92% |
$57.2K - $66.3K
|
151K
$6.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.36KNew |
$56.4K - $65.3K
|
1.36K
$62K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.35K+ 0.71% |
$56K - $64.9K
|
190K
$8.69M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.34K+ 0.27% |
$55.5K - $64.3K
|
494K
$22.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.33K+ 10.13% |
$55.4K - $64.2K
|
14.5K
$662K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.33K+ 24.65% |
$55K - $63.7K
|
6.7K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.32K+ 23.32% |
$55K - $63.7K
|
7K
$320K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.31KNew |
$54.4K - $63K
|
1.31K
$59.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.3K+ 8.69% |
$54K - $62.6K
|
16.3K
$743K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.3K+ 119.03% |
$54K - $62.6K
|
2.39K
$109K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.3K+ 23.39% |
$53.9K - $62.4K
|
6.85K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.28KNew |
$53K - $61.4K
|
1.28K
$58.3K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
1.27K+ 19.68% |
$52.8K - $61.2K
|
7.74K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.22K+ 26.45% |
$50.5K - $58.5K
|
5.81K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.21K+ 18.22% |
$50.4K - $58.3K
|
7.87K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.21K+ 4.81% |
$50.3K - $58.3K
|
26.4K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.21K+ 12.77% |
$50.3K - $58.2K
|
10.7K
$488K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.21K+ 17.28% |
$50.3K - $58.2K
|
8.22K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.21K+ 3.39% |
$50.1K - $58.1K
|
36.8K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.21KNew |
$50.1K - $58.1K
|
1.21K
$55.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.2K+ 12.3% |
$49.8K - $57.7K
|
11K
$500K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.14K+ 6.85% |
$47.2K - $54.7K
|
17.7K
$809K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.09K+ 3.86% |
$45.4K - $52.6K
|
29.4K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.09K+ 18.69% |
$45.4K - $52.6K
|
6.94K
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.08K+ 4.62% |
$45K - $52.1K
|
24.5K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.07K+ 12.32% |
$44.4K - $51.4K
|
9.74K
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.04K+ 9.53% |
$43.2K - $50K
|
12K
$546K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.04K+ 20.77% |
$43.1K - $49.9K
|
6.04K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.04KNew |
$43K - $49.9K
|
1.04K
$47.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
994+ 45.41% |
$41.3K - $47.8K
|
3.18K
$145K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
988+ 2.69% |
$41K - $47.5K
|
37.7K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
980+ 12.09% |
$40.7K - $47.1K
|
9.08K
$415K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
971+ 48.74% |
$40.3K - $46.7K
|
2.96K
$135K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
965+ 1.76% |
$40.1K - $46.4K
|
55.8K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
947+ 0.61% |
$39.3K - $45.6K
|
155K
$7.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
943+ 4.66% |
$39.1K - $45.4K
|
21.2K
$967K
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
BUY
|
- |
930+ 0.31% |
$38.6K - $44.7K
|
301K
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
927+ 5.13% |
$38.5K - $44.6K
|
19K
$867K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
907+ 2.54% |
$37.6K - $43.6K
|
36.6K
$1.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
905+ 1.13% |
$37.6K - $43.5K
|
80.8K
$3.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
901+ 3.31% |
$37.4K - $43.3K
|
28.1K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
886+ 4.48% |
$36.8K - $42.6K
|
20.7K
$943K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
884+ 0.23% |
$36.7K - $42.5K
|
384K
$17.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
868+ 15.95% |
$36K - $41.8K
|
6.31K
$288K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
848+ 1.45% |
$35.2K - $40.8K
|
59.1K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
834+ 1.89% |
$34.6K - $40.1K
|
45K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
826+ 2.32% |
$34.3K - $39.7K
|
36.5K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
819+ 99.15% |
$34K - $39.4K
|
1.65K
$75.1K
|