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 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-936- 0.37% |
$33.1K - $37.6K
|
254K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-940- 13.76% |
$33.3K - $37.8K
|
5.89K
$281K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-946- 7.34% |
$33.5K - $38K
|
11.9K
$570K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-952- 2.26% |
$33.7K - $38.3K
|
41.1K
$1.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-954- 10.31% |
$33.8K - $38.3K
|
8.3K
$396K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-955- 2.23% |
$33.8K - $38.4K
|
41.8K
$1.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-959- 9.91% |
$34K - $38.5K
|
8.71K
$415K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-968- 0.82% |
$34.3K - $38.9K
|
117K
$5.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-988- 0.66% |
$35K - $39.7K
|
149K
$7.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1K- 0.3% |
$35.4K - $40.2K
|
334K
$15.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.01K- 0.69% |
$35.7K - $40.5K
|
144K
$6.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.01K- 5.04% |
$35.7K - $40.5K
|
19K
$907K
|
|
|
Aug 14, 2024
Q2 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.01K- 4.25% |
$35.8K - $40.6K
|
22.8K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.02K- 1.39% |
$36K - $40.9K
|
72.2K
$3.44M
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.03K- 3.01% |
$36.3K - $41.2K
|
33K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.03K- 4.49% |
$36.5K - $41.4K
|
21.9K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.03K- 1.97% |
$36.6K - $41.5K
|
51.4K
$2.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.04K- 6.08% |
$36.7K - $41.6K
|
16K
$763K
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.04K- 5.69% |
$36.9K - $41.8K
|
17.2K
$822K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.04K- 4.38% |
$37K - $41.9K
|
22.8K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.08K- 5.98% |
$38.1K - $43.2K
|
16.9K
$807K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.09K- 3.05% |
$38.5K - $43.6K
|
34.5K
$1.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-1.11K- 0.05% |
$39.3K - $44.6K
|
2.19M
$104M
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.11K- 4.4% |
$39.3K - $44.6K
|
24.1K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.13K- 8.93% |
$40.1K - $45.5K
|
11.5K
$550K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.15K- 0.35% |
$40.5K - $46K
|
322K
$15.4M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-1.17K- 17.69% |
$41.3K - $46.9K
|
5.43K
$259K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.18K- 2.85% |
$41.8K - $47.5K
|
40.2K
$1.92M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.21K- 14.89% |
$42.8K - $48.6K
|
6.91K
$330K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.22K- 14.38% |
$43.2K - $49K
|
7.26K
$346K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.23K- 14.45% |
$43.5K - $49.4K
|
7.28K
$347K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.25K- 41.34% |
$44.2K - $50.1K
|
1.77K
$84.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.28K- 15.79% |
$45.5K - $51.6K
|
6.85K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.32K- 9.06% |
$46.8K - $53.2K
|
13.3K
$633K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.32K- 1.77% |
$46.9K - $53.2K
|
73.4K
$3.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.36K- 11.2% |
$48.3K - $54.8K
|
10.8K
$516K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-1.37K- 2.87% |
$48.4K - $55K
|
46.3K
$2.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.38K- 40.76% |
$49K - $55.6K
|
2.01K
$95.8K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.4K- 80.65% |
$49.6K - $56.3K
|
336
$16K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-1.41K- 3.35% |
$49.8K - $56.5K
|
40.6K
$1.94M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.41K- 56.69% |
$49.9K - $56.7K
|
1.08K
$51.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.41K- 5.53% |
$49.9K - $56.7K
|
24.1K
$1.15M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.42K- 79.05% |
$50.1K - $56.9K
|
375
$17.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.48K- 6.66% |
$52.5K - $59.6K
|
20.8K
$992K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.49K- 6.87% |
$52.7K - $59.8K
|
20.2K
$962K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.5K- 18.43% |
$53.1K - $60.3K
|
6.64K
$317K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.51K- 5.74% |
$53.3K - $60.5K
|
24.7K
$1.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.57K- 0.62% |
$55.4K - $62.9K
|
252K
$12M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.57K- 6.33% |
$55.6K - $63K
|
23.2K
$1.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.61K- 2.53% |
$56.9K - $64.6K
|
62K
$2.96M
|