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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
812+ 4.08% |
$33.7K - $39.1K
|
20.7K
$946K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
800+ 7.29% |
$33.2K - $38.5K
|
11.8K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
792+ 3960.0% |
$32.9K - $38.1K
|
812
$37.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
768+ 2.73% |
$31.9K - $36.9K
|
28.9K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
757+ 6.29% |
$31.4K - $36.4K
|
12.8K
$584K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
750+ 4.98% |
$31.1K - $36.1K
|
15.8K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
741New |
$30.8K - $35.6K
|
741
$33.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
740+ 12.46% |
$30.7K - $35.6K
|
6.68K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
735+ 0.84% |
$30.5K - $35.4K
|
88.2K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
735+ 79.8% |
$30.5K - $35.4K
|
1.66K
$75.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
724+ 102.7% |
$30.1K - $34.8K
|
1.43K
$65.2K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
716+ 158.06% |
$29.7K - $34.4K
|
1.17K
$53.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
700+ 8.99% |
$29.1K - $33.7K
|
8.49K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
697+ 14.62% |
$28.9K - $33.5K
|
5.47K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
697+ 2.1% |
$28.9K - $33.5K
|
33.9K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
682+ 6.58% |
$28.3K - $32.8K
|
11K
$504K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
673+ 1.65% |
$27.9K - $32.4K
|
41.4K
$1.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
665+ 3.81% |
$27.6K - $32K
|
18.1K
$828K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
656+ 1.69% |
$27.2K - $31.6K
|
39.4K
$1.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
636+ 0.66% |
$26.4K - $30.6K
|
97.5K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
623+ 8.79% |
$25.9K - $30K
|
7.71K
$352K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
616+ 1.79% |
$25.6K - $29.6K
|
35.1K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
604+ 6.62% |
$25.1K - $29.1K
|
9.72K
$444K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
600+ 4.58% |
$24.9K - $28.9K
|
13.7K
$625K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
600New |
$24.9K - $28.9K
|
600
$27.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
600New |
$24.9K - $28.9K
|
600
$27.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
591+ 2.85% |
$24.5K - $28.4K
|
21.4K
$975K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
557+ 1.08% |
$23.1K - $26.8K
|
52.2K
$2.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
550+ 8.88% |
$22.8K - $26.5K
|
6.75K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
547New |
$22.7K - $26.3K
|
547
$25K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
535+ 0.21% |
$22.2K - $25.7K
|
253K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
531+ 10.35% |
$22K - $25.5K
|
5.66K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
529+ 6.24% |
$22K - $25.4K
|
9K
$411K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
528+ 3.92% |
$21.9K - $25.4K
|
14K
$639K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
520+ 3.57% |
$21.6K - $25K
|
15.1K
$690K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500+ 62.5% |
$20.8K - $24.1K
|
1.3K
$59.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
499+ 3.58% |
$20.7K - $24K
|
14.4K
$658K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
473+ 4.68% |
$19.6K - $22.8K
|
10.6K
$483K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
472+ 56.12% |
$19.6K - $22.7K
|
1.31K
$60K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
469+ 2.57% |
$19.5K - $22.6K
|
18.7K
$854K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
467+ 0.33% |
$19.4K - $22.5K
|
141K
$6.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
464+ 1.29% |
$19.3K - $22.3K
|
36.3K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
460+ 9.31% |
$19.1K - $22.1K
|
5.4K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
454+ 5.43% |
$18.8K - $21.8K
|
8.82K
$402K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
442+ 1.83% |
$18.3K - $21.3K
|
24.6K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
437+ 3.2% |
$18.1K - $21K
|
14.1K
$643K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
436+ 5.45% |
$18.1K - $21K
|
8.43K
$385K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
431New |
$17.9K - $20.7K
|
431
$19.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
425+ 1.47% |
$17.6K - $20.4K
|
29.4K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
424+ 3.37% |
$17.6K - $20.4K
|
13K
$594K
|