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 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
420+ 0.76% |
$17.4K - $20.2K
|
56K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
418+ 1.58% |
$17.4K - $20.1K
|
26.8K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
412+ 8.14% |
$17.1K - $19.8K
|
5.47K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
411New |
$17.1K - $19.8K
|
411
$18.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
409+ 3.38% |
$17K - $19.7K
|
12.5K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
400+ 4.49% |
$16.6K - $19.2K
|
9.32K
$425K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
386+ 0.95% |
$16K - $18.6K
|
41.1K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
381+ 8.51% |
$15.8K - $18.3K
|
4.86K
$222K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
366+ 3.01% |
$15.2K - $17.6K
|
12.5K
$571K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
364+ 18.14% |
$15.1K - $17.5K
|
2.37K
$108K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
358+ 24.14% |
$14.9K - $17.2K
|
1.84K
$84.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
350+ 15.38% |
$14.5K - $16.8K
|
2.63K
$120K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
348+ 6.2% |
$14.4K - $16.7K
|
5.96K
$272K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
347+ 1156.67% |
$14.4K - $16.7K
|
377
$17.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
344+ 2.23% |
$14.3K - $16.5K
|
15.8K
$721K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
336+ 357.45% |
$13.9K - $16.2K
|
430
$19.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
333+ 1.13% |
$13.8K - $16K
|
29.7K
$1.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
324+ 1.72% |
$13.4K - $15.6K
|
19.2K
$875K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
322+ 5.09% |
$13.4K - $15.5K
|
6.65K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
321+ 3.16% |
$13.3K - $15.4K
|
10.5K
$478K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
317+ 3.91% |
$13.2K - $15.2K
|
8.42K
$384K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
313+ 3.16% |
$13K - $15.1K
|
10.2K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
307+ 0.6% |
$12.7K - $14.8K
|
51.2K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
305+ 4.4% |
$12.7K - $14.7K
|
7.23K
$330K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
300+ 4.42% |
$12.5K - $14.4K
|
7.09K
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
300+ 0.82% |
$12.5K - $14.4K
|
36.8K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
300New |
$12.5K - $14.4K
|
300
$13.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.14% |
$12.5K - $14.4K
|
221K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
294+ 5.7% |
$12.2K - $14.1K
|
5.45K
$249K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
288+ 1.03% |
$12K - $13.9K
|
28.4K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
287+ 28.05% |
$11.9K - $13.8K
|
1.31K
$59.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
283+ 1.2% |
$11.7K - $13.6K
|
23.8K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
281New |
$11.7K - $13.5K
|
281
$12.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
272+ 92.52% |
$11.3K - $13.1K
|
566
$25.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
270New |
$11.2K - $13K
|
270
$12.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
266+ 1.77% |
$11K - $12.8K
|
15.3K
$698K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
263+ 3.23% |
$10.9K - $12.7K
|
8.4K
$383K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
260+ 2.19% |
$10.8K - $12.5K
|
12.1K
$554K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
257+ 0.57% |
$10.7K - $12.4K
|
45.2K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
254New |
$10.5K - $12.2K
|
254
$11.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
250+ 4.13% |
$10.4K - $12K
|
6.3K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
246+ 1.43% |
$10.2K - $11.8K
|
17.5K
$799K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
246New |
$10.2K - $11.8K
|
246
$11.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
234+ 4.29% |
$9.71K - $11.3K
|
5.69K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
227+ 3.03% |
$9.42K - $10.9K
|
7.71K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
225+ 2.12% |
$9.34K - $10.8K
|
10.8K
$494K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
224+ 0.77% |
$9.3K - $10.8K
|
29.3K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
215New |
$8.92K - $10.3K
|
215
$9.82K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
209+ 1.15% |
$8.68K - $10.1K
|
18.4K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
209+ 0.86% |
$8.68K - $10.1K
|
24.6K
$1.13M
|