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 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
4.67K+ 4.51% |
$194K - $225K
|
108K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.67KNew |
$194K - $224K
|
4.67K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
4.66K+ 83.58% |
$193K - $224K
|
10.2K
$467K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.65KNew |
$193K - $223K
|
4.65K
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
4.62KNew |
$192K - $222K
|
4.62K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.59K+ 13.73% |
$191K - $221K
|
38K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
4.5K+ 45.0% |
$187K - $216K
|
14.5K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.49K+ 49.92% |
$186K - $216K
|
13.5K
$615K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.48KNew |
$186K - $215K
|
4.48K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
4.47K+ 0.7% |
$185K - $215K
|
644K
$29.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.46K+ 52.75% |
$185K - $214K
|
12.9K
$589K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.37KNew |
$181K - $210K
|
4.37K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
4.34K+ 8.76% |
$180K - $209K
|
53.9K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.33K+ 3.68% |
$180K - $208K
|
122K
$5.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.31KNew |
$179K - $208K
|
4.31K
$197K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.27K+ 9.54% |
$177K - $205K
|
49K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
4.16K+ 5.4% |
$173K - $200K
|
81.1K
$3.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.05K+ 3.32% |
$168K - $195K
|
126K
$5.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.95K+ 785.09% |
$164K - $190K
|
4.45K
$203K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.94K+ 14.44% |
$163K - $189K
|
31.2K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
3.93K+ 28.01% |
$163K - $189K
|
17.9K
$819K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.8K+ 106.71% |
$158K - $183K
|
7.36K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.72K+ 4.76% |
$154K - $179K
|
81.8K
$3.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.69K+ 0.63% |
$153K - $177K
|
587K
$26.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.52K+ 9.87% |
$146K - $169K
|
39.2K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
3.47K+ 17.8% |
$144K - $167K
|
23K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.44K+ 283.88% |
$143K - $165K
|
4.65K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.4K+ 1360.4% |
$141K - $164K
|
3.65K
$167K
|
|
|
Jan 22, 2025
Q4 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
3.39K+ 9.31% |
$141K - $163K
|
39.8K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.39K+ 42.05% |
$141K - $163K
|
11.4K
$522K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.38K+ 0.35% |
$140K - $162K
|
969K
$44.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.37K+ 2.55% |
$140K - $162K
|
136K
$6.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.36K+ 0.97% |
$140K - $162K
|
351K
$16M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.31K+ 4.25% |
$137K - $159K
|
81.1K
$3.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.25K+ 6.84% |
$135K - $156K
|
50.8K
$2.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.13K+ 45.01% |
$130K - $150K
|
10.1K
$460K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.09K+ 36.05% |
$128K - $149K
|
11.7K
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.08KNew |
$128K - $148K
|
3.08K
$140K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3.08KNew |
$128K - $148K
|
3.08K
$140K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.05K+ 31.01% |
$127K - $147K
|
12.9K
$588K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3.04K+ 1.72% |
$126K - $146K
|
180K
$8.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.04K+ 6.22% |
$126K - $146K
|
51.9K
$2.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
2.98K+ 51.72% |
$124K - $143K
|
8.74K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.91K+ 1.04% |
$121K - $140K
|
282K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.91K+ 2.92% |
$121K - $140K
|
102K
$4.67M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.89K+ 15.25% |
$120K - $139K
|
21.9K
$998K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.88K+ 11.63% |
$120K - $139K
|
27.7K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
2.84K+ 3.9% |
$118K - $137K
|
75.8K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.84K+ 41.78% |
$118K - $137K
|
9.63K
$440K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
2.8KNew |
$116K - $135K
|
2.8K
$128K
|