Purchases and Sales Made in Q2 2024 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
616+ 2.6% |
$21.8K - $24.8K
|
24.3K
$1.16M
|
|
Aug 14, 2024
Q2 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
608+ 1.65% |
$21.5K - $24.4K
|
37.4K
$1.78M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
595+ 2.95% |
$21.1K - $23.9K
|
20.8K
$990K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
591+ 4.48% |
$20.9K - $23.7K
|
13.8K
$657K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
583+ 1.04% |
$20.6K - $23.4K
|
56.7K
$2.7M
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
578+ 6.82% |
$20.5K - $23.2K
|
9.05K
$432K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
575+ 19.63% |
$20.4K - $23.1K
|
3.5K
$167K
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
570+ 1.79% |
$20.2K - $22.9K
|
32.4K
$1.54M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
542+ 3.19% |
$19.2K - $21.8K
|
17.5K
$836K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
528+ 3.97% |
$18.7K - $21.2K
|
13.8K
$659K
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
527+ 4.86% |
$18.7K - $21.2K
|
11.4K
$542K
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
518+ 3.24% |
$18.3K - $20.8K
|
16.5K
$786K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
502+ 1.06% |
$17.8K - $20.2K
|
48.1K
$2.29M
|
|
Jul 17, 2024
Q2 2024
|
Community Trust & Investment CO
|
BUY
|
- |
496+ 3.5% |
$17.6K - $19.9K
|
14.7K
$700K
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
492+ 0.77% |
$17.4K - $19.8K
|
64.2K
$3.06M
|
|
Aug 12, 2024
Q2 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
490+ 2.24% |
$17.4K - $19.7K
|
22.4K
$1.07M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
488+ 5.34% |
$17.3K - $19.6K
|
9.63K
$459K
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
477+ 6.61% |
$16.9K - $19.2K
|
7.69K
$367K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
473+ 5.05% |
$16.7K - $19K
|
9.84K
$469K
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
459+ 8.92% |
$16.3K - $18.4K
|
5.61K
$267K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
456+ 22.82% |
$16.1K - $18.3K
|
2.45K
$117K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
449New |
$15.9K - $18K
|
449
$21.4K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
445New |
$15.8K - $17.9K
|
445
$21.2K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
444+ 0.3% |
$15.7K - $17.8K
|
148K
$7.06M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
439+ 31.65% |
$15.5K - $17.6K
|
1.83K
$87.1K
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
436New |
$15.4K - $17.5K
|
436
$20.8K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
433+ 2.72% |
$15.3K - $17.4K
|
16.3K
$779K
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
432+ 2.22% |
$15.3K - $17.4K
|
19.9K
$949K
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
424+ 8.33% |
$15K - $17K
|
5.51K
$263K
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
416+ 3.85% |
$14.7K - $16.7K
|
11.2K
$535K
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
416+ 0.59% |
$14.7K - $16.7K
|
70.7K
$3.37M
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
411+ 1.04% |
$14.6K - $16.5K
|
39.9K
$1.9M
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
410+ 0.2% |
$14.5K - $16.5K
|
210K
$10M
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
409+ 21.97% |
$14.5K - $16.4K
|
2.27K
$108K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
394+ 1.32% |
$14K - $15.8K
|
30.2K
$1.44M
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
391+ 2.23% |
$13.8K - $15.7K
|
17.9K
$854K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
372+ 3.63% |
$13.2K - $14.9K
|
10.6K
$506K
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
359+ 0.6% |
$12.7K - $14.4K
|
60.1K
$2.87M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
353+ 4.38% |
$12.5K - $14.2K
|
8.41K
$401K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
350New |
$12.4K - $14.1K
|
350
$16.7K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
348+ 0.82% |
$12.3K - $14K
|
42.8K
$2.04M
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
347+ 9.78% |
$12.3K - $13.9K
|
3.9K
$186K
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
343+ 5.92% |
$12.1K - $13.8K
|
6.14K
$293K
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
337+ 5.68% |
$11.9K - $13.5K
|
6.27K
$299K
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
320+ 1.11% |
$11.3K - $12.9K
|
29.2K
$1.39M
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
319+ 4.27% |
$11.3K - $12.8K
|
7.79K
$371K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
300New |
$10.6K - $12.1K
|
300
$14.3K
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
300+ 21.88% |
$10.6K - $12.1K
|
1.67K
$79.7K
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
300+ 2.11% |
$10.6K - $12.1K
|
14.5K
$694K
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
298+ 4.46% |
$10.6K - $12K
|
6.99K
$333K
|