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 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.8K+ 18.38% |
$116K - $135K
|
18K
$823K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.78K+ 5.93% |
$115K - $134K
|
49.7K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
2.78K+ 13.75% |
$115K - $133K
|
23K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.76K+ 15.52% |
$115K - $133K
|
20.6K
$938K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.7K+ 2.78% |
$112K - $130K
|
99.9K
$4.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.64K+ 3.37% |
$110K - $127K
|
81K
$3.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
2.62K+ 36.43% |
$109K - $126K
|
9.81K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.55K+ 20.03% |
$106K - $123K
|
15.3K
$698K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.48KNew |
$103K - $119K
|
2.48K
$113K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.48K+ 2.57% |
$103K - $119K
|
98.9K
$4.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.47K+ 18.38% |
$102K - $119K
|
15.9K
$725K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.46K+ 4.53% |
$102K - $118K
|
56.7K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.44K+ 1.55% |
$101K - $118K
|
160K
$7.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
2.44K+ 5.57% |
$101K - $117K
|
46.3K
$2.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.4KNew |
$99.7K - $116K
|
2.4K
$110K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.39K+ 8.6% |
$99K - $115K
|
30.1K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2.25KNew |
$93.4K - $108K
|
2.25K
$103K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.24K+ 70.67% |
$93K - $108K
|
5.41K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.18K+ 1.64% |
$90.7K - $105K
|
135K
$6.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.17KNew |
$90K - $104K
|
2.17K
$98.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.15K+ 16.48% |
$89.3K - $103K
|
15.2K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.14K+ 4.53% |
$89K - $103K
|
49.5K
$2.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.06K+ 1.23% |
$85.7K - $99.3K
|
170K
$7.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 24.86% |
$85.3K - $98.8K
|
10.3K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.02K+ 0.74% |
$83.7K - $97K
|
276K
$12.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2K+ 12.82% |
$83K - $96.2K
|
17.6K
$803K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2K+ 4.79% |
$83K - $96.2K
|
43.7K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.98K+ 19.07% |
$82.1K - $95.1K
|
12.3K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
1.98KNew |
$82K - $95K
|
1.98K
$90.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.97K+ 25.05% |
$81.8K - $94.8K
|
9.83K
$449K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.93K+ 0.23% |
$80K - $92.7K
|
824K
$37.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.87K+ 6.63% |
$77.7K - $90K
|
30.1K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.86K+ 16.19% |
$77.3K - $89.6K
|
13.4K
$610K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.86K+ 41.84% |
$77K - $89.2K
|
6.29K
$287K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.85K+ 7.42% |
$76.7K - $88.8K
|
26.7K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.83K+ 0.74% |
$76K - $88.1K
|
250K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.82K+ 32.89% |
$75.6K - $87.6K
|
7.36K
$336K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.77K+ 2.98% |
$73.5K - $85.2K
|
61.2K
$2.79M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.75K+ 25.91% |
$72.5K - $84K
|
8.49K
$388K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.73K+ 7.13% |
$71.9K - $83.3K
|
26K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.72K+ 9.46% |
$71.6K - $82.9K
|
19.9K
$911K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.7KNew |
$70.4K - $81.5K
|
1.7K
$77.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 18.1% |
$68.9K - $79.9K
|
10.8K
$495K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.58K+ 0.54% |
$65.6K - $76K
|
293K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.57K+ 4.04% |
$65.2K - $75.6K
|
40.5K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.5K+ 9.62% |
$62.3K - $72.2K
|
17.1K
$781K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.47K+ 30.66% |
$61.1K - $70.9K
|
6.28K
$287K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.44K+ 9.21% |
$59.9K - $69.5K
|
17.1K
$782K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.44KNew |
$59.9K - $69.4K
|
1.44K
$65.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.42K+ 0.33% |
$59.1K - $68.4K
|
437K
$19.9M
|