Purchases and Sales Made in Q3 2024 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.04K+ 29.34% |
$39.9K - $46.9K
|
4.6K
$219K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
998+ 8.58% |
$38.1K - $44.9K
|
12.6K
$602K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
991+ 26.18% |
$37.9K - $44.5K
|
4.78K
$228K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
969+ 0.35% |
$37K - $43.5K
|
279K
$13.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
953+ 10.12% |
$36.4K - $42.8K
|
10.4K
$494K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
947+ 4.69% |
$36.2K - $42.6K
|
21.1K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
938+ 10.89% |
$35.9K - $42.2K
|
9.55K
$455K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
930+ 0.51% |
$35.5K - $41.8K
|
182K
$8.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
930+ 332.14% |
$35.5K - $41.8K
|
1.21K
$57.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
909+ 83.93% |
$34.7K - $40.9K
|
1.99K
$95K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
900+ 0.41% |
$34.4K - $40.4K
|
221K
$10.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
897+ 1.3% |
$34.3K - $40.3K
|
69.8K
$3.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
890+ 0.54% |
$34K - $40K
|
167K
$7.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
875+ 2.71% |
$33.4K - $39.3K
|
33.2K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
865+ 274.6% |
$33.1K - $38.9K
|
1.18K
$56.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
861+ 0.33% |
$32.9K - $38.7K
|
263K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
858+ 1.01% |
$32.8K - $38.6K
|
85.9K
$4.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
851+ 1.9% |
$32.5K - $38.2K
|
45.7K
$2.18M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
850+ 21.11% |
$32.5K - $38.2K
|
4.88K
$232K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
824+ 9.33% |
$31.5K - $37K
|
9.66K
$460K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
819+ 4.72% |
$31.3K - $36.8K
|
18.2K
$866K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800New |
$30.6K - $36K
|
800
$38.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
795+ 6.46% |
$30.4K - $35.7K
|
13.1K
$625K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
763+ 8.12% |
$29.2K - $34.3K
|
10.2K
$484K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
745New |
$28.5K - $33.5K
|
745
$35.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
735+ 5.13% |
$28.1K - $33K
|
15.1K
$719K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
723New |
$27.6K - $32.5K
|
723
$34.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
723+ 2.68% |
$27.6K - $32.5K
|
27.7K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
718+ 6.86% |
$27.4K - $32.3K
|
11.2K
$533K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
712+ 1.79% |
$27.2K - $32K
|
40.4K
$1.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
702+ 23.68% |
$26.8K - $31.5K
|
3.67K
$175K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
700+ 32.24% |
$26.8K - $31.5K
|
2.87K
$137K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
700+ 4666.67% |
$26.8K - $31.5K
|
715
$34.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
691+ 11.4% |
$26.4K - $31.1K
|
6.75K
$322K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
688+ 8.17% |
$26.3K - $30.9K
|
9.11K
$434K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
688+ 1.56% |
$26.3K - $30.9K
|
44.7K
$2.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
684+ 8.5% |
$26.1K - $30.7K
|
8.73K
$416K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
678+ 376.67% |
$25.9K - $30.5K
|
858
$40.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
670+ 6.77% |
$25.6K - $30.1K
|
10.6K
$504K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
667+ 435.95% |
$25.5K - $30K
|
820
$39.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
648+ 0.16% |
$24.8K - $29.1K
|
405K
$19.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
642+ 3.99% |
$24.5K - $28.9K
|
16.7K
$798K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
633+ 13.76% |
$24.2K - $28.4K
|
5.23K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
628+ 1.53% |
$24K - $28.2K
|
41.7K
$1.99M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
623+ 2.36% |
$23.8K - $28K
|
27K
$1.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
617+ 8.24% |
$23.6K - $27.7K
|
8.1K
$386K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
600New |
$22.9K - $27K
|
600
$28.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
599+ 6.22% |
$22.9K - $26.9K
|
10.2K
$488K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
591+ 2.62% |
$22.6K - $26.6K
|
23.1K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
589+ 10.51% |
$22.5K - $26.5K
|
6.2K
$295K
|