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 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.02K+ 13.2% |
$36.2K - $41.1K
|
8.76K
$418K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1K+ 58.82% |
$35.4K - $40.2K
|
2.7K
$129K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1K+ 33.33% |
$35.4K - $40.2K
|
4K
$191K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
992+ 1.14% |
$35.1K - $39.9K
|
87.9K
$4.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
992+ 0.72% |
$35.1K - $39.9K
|
139K
$6.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
980+ 2.91% |
$34.7K - $39.4K
|
34.7K
$1.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
979+ 3.05% |
$34.7K - $39.3K
|
33.1K
$1.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
960+ 2.55% |
$34K - $38.6K
|
38.6K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
935+ 0.73% |
$33.1K - $37.6K
|
128K
$6.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
933+ 19.46% |
$33K - $37.5K
|
5.73K
$273K
|
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
931+ 1.8% |
$33K - $37.4K
|
52.7K
$2.51M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
927+ 1.87% |
$32.8K - $37.2K
|
50.5K
$2.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
918+ 0.81% |
$32.5K - $36.9K
|
115K
$5.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
916+ 1.24% |
$32.4K - $36.8K
|
74.8K
$3.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
900+ 6.25% |
$31.9K - $36.2K
|
15.3K
$730K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
894+ 1.57% |
$31.7K - $35.9K
|
57.8K
$2.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
874+ 5.9% |
$30.9K - $35.1K
|
15.7K
$748K
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
872+ 4.58% |
$30.9K - $35K
|
19.9K
$949K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
869+ 12.53% |
$30.8K - $34.9K
|
7.8K
$372K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
863+ 1.12% |
$30.6K - $34.7K
|
77.7K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
843+ 22.78% |
$29.9K - $33.9K
|
4.54K
$217K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
840+ 2.06% |
$29.7K - $33.8K
|
41.6K
$1.99M
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
830+ 0.57% |
$29.4K - $33.3K
|
146K
$6.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
825+ 2.43% |
$29.2K - $33.1K
|
34.7K
$1.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
820+ 7.22% |
$29K - $32.9K
|
12.2K
$580K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
809+ 7.04% |
$28.6K - $32.5K
|
12.3K
$587K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
800+ 9.37% |
$28.3K - $32.1K
|
9.34K
$445K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
795+ 0.26% |
$28.2K - $31.9K
|
310K
$14.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
790New |
$28K - $31.7K
|
790
$37.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
777+ 27.52% |
$27.5K - $31.2K
|
3.6K
$172K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
767New |
$27.2K - $30.8K
|
767
$36.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
751+ 3.14% |
$26.6K - $30.2K
|
24.6K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
747+ 10.26% |
$26.5K - $30K
|
8.03K
$383K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
737New |
$26.1K - $29.6K
|
737
$35.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
BUY
|
- |
734+ 0.38% |
$26K - $29.5K
|
194K
$9.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
732New |
$25.9K - $29.4K
|
732
$34.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
720+ 13.11% |
$25.5K - $28.9K
|
6.21K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
720+ 6.67% |
$25.5K - $28.9K
|
11.5K
$549K
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
BUY
|
- |
719+ 4.01% |
$25.5K - $28.9K
|
18.7K
$890K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
708+ 3.6% |
$25.1K - $28.4K
|
20.4K
$970K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
700+ 2.66% |
$24.8K - $28.1K
|
27K
$1.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
700+ 11.89% |
$24.8K - $28.1K
|
6.59K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
694+ 3.74% |
$24.6K - $27.9K
|
19.3K
$918K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
680+ 44.74% |
$24.1K - $27.3K
|
2.2K
$105K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
680+ 3.13% |
$24.1K - $27.3K
|
22.4K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
661+ 1.82% |
$23.4K - $26.6K
|
37K
$1.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
653+ 1.35% |
$23.1K - $26.2K
|
49.1K
$2.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
649+ 0.3% |
$23K - $26.1K
|
217K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
632+ 5.08% |
$22.4K - $25.4K
|
13.1K
$624K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
621+ 0.35% |
$22K - $25K
|
179K
$8.55M
|