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 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-500- 33.33% |
$17.7K - $20.1K
|
1K
$47.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-505- 0.35% |
$17.9K - $20.3K
|
145K
$6.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-508- 7.31% |
$18K - $20.4K
|
6.44K
$307K
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-527- 4.62% |
$18.7K - $21.2K
|
10.9K
$519K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-527- 3.21% |
$18.7K - $21.2K
|
15.9K
$758K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-537- 2.34% |
$19K - $21.6K
|
22.5K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-555- 0.65% |
$19.7K - $22.3K
|
85.5K
$4.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-556- 4.46% |
$19.7K - $22.3K
|
11.9K
$568K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-558- 16.64% |
$19.8K - $22.4K
|
2.8K
$133K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-560- 9.97% |
$19.8K - $22.5K
|
5.06K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-570- 3.0% |
$20.2K - $22.9K
|
18.4K
$879K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-587- 9.79% |
$20.8K - $23.6K
|
5.41K
$258K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-598- 5.45% |
$21.2K - $24K
|
10.4K
$495K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-615- 3.68% |
$21.8K - $24.7K
|
16.1K
$768K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-626- 7.14% |
$22.2K - $25.2K
|
8.14K
$388K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-627- 2.68% |
$22.2K - $25.2K
|
22.8K
$1.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-633- 12.1% |
$22.4K - $25.4K
|
4.6K
$219K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-650- 3.95% |
$23K - $26.1K
|
15.8K
$753K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-650- 5.83% |
$23K - $26.1K
|
10.5K
$501K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-655- 14.45% |
$23.2K - $26.3K
|
3.88K
$185K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-676- 1.37% |
$23.9K - $27.2K
|
48.6K
$2.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-685- 1.29% |
$24.3K - $27.5K
|
52.5K
$2.5M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-685- 6.1% |
$24.3K - $27.5K
|
10.5K
$502K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-689- 3.81% |
$24.4K - $27.7K
|
17.4K
$830K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-700- 7.29% |
$24.8K - $28.1K
|
8.9K
$425K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-700- 3.19% |
$24.8K - $28.1K
|
21.3K
$1.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-705- 32.05% |
$25K - $28.3K
|
1.5K
$71.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-706- 11.5% |
$25K - $28.4K
|
5.43K
$259K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-711- 4.73% |
$25.2K - $28.6K
|
14.3K
$683K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-727- 6.46% |
$25.7K - $29.2K
|
10.5K
$502K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-727- 3.69% |
$25.7K - $29.2K
|
19K
$905K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-746- 3.25% |
$26.4K - $30K
|
22.2K
$1.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-753- 6.86% |
$26.7K - $30.3K
|
10.2K
$487K
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-761- 7.55% |
$26.9K - $30.6K
|
9.31K
$444K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-785- 34.73% |
$27.8K - $31.5K
|
1.48K
$70.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-797- 4.29% |
$28.2K - $32K
|
17.8K
$848K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-799- 2.92% |
$28.3K - $32.1K
|
26.6K
$1.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-801- 12.93% |
$28.4K - $32.2K
|
5.39K
$257K
|
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-820- 6.75% |
$29K - $32.9K
|
11.3K
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-840- 7.66% |
$29.7K - $33.8K
|
10.1K
$483K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-847- 1.65% |
$30K - $34K
|
50.4K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-850- 1.69% |
$30.1K - $34.2K
|
49.4K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-855- 10.59% |
$30.3K - $34.4K
|
7.22K
$344K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-856- 1.94% |
$30.3K - $34.4K
|
43.2K
$2.06M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-874- 4.46% |
$30.9K - $35.1K
|
18.7K
$893K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-875- 0.46% |
$31K - $35.2K
|
190K
$9.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-903- 14.58% |
$32K - $36.3K
|
5.29K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-912- 6.35% |
$32.3K - $36.6K
|
13.5K
$642K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-918- 10.58% |
$32.5K - $36.9K
|
7.76K
$370K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-921- 9.59% |
$32.6K - $37K
|
8.68K
$414K
|