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 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-12- 1.47% |
$459 - $539
|
804
$38.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-14- 3.14% |
$535 - $629
|
432
$20.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-16- 5.16% |
$612 - $719
|
294
$14K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-18- 0.26% |
$688 - $809
|
6.79K
$324K
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-20- 0.26% |
$764 - $899
|
7.79K
$371K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-21- 23.08% |
$803 - $944
|
70
$3.34K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.14% |
$879 - $1.03K
|
16.1K
$769K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-24- 0.11% |
$917 - $1.08K
|
22.3K
$1.06M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-25- 0.38% |
$956 - $1.12K
|
6.48K
$309K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-25- 0.41% |
$956 - $1.12K
|
6.11K
$291K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-25- 18.8% |
$956 - $1.12K
|
108
$5.15K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-25- 21.01% |
$956 - $1.12K
|
94
$4.48K
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-26- 0.5% |
$994 - $1.17K
|
5.23K
$249K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-27- 0.44% |
$1.03K - $1.21K
|
6.13K
$292K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-30- 0.5% |
$1.15K - $1.35K
|
5.96K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-30- 0.06% |
$1.15K - $1.35K
|
51.4K
$2.45M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
SELL
|
- |
-33- 0.26% |
$1.26K - $1.48K
|
12.9K
$615K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-34- 0.19% |
$1.3K - $1.53K
|
18.1K
$861K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-36- 0.24% |
$1.38K - $1.62K
|
14.7K
$700K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-36- 0.56% |
$1.38K - $1.62K
|
6.34K
$302K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-38- 0.17% |
$1.45K - $1.71K
|
22K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-39- 0.22% |
$1.49K - $1.75K
|
17.3K
$826K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-40- 0.63% |
$1.53K - $1.8K
|
6.33K
$302K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-46- 0.03% |
$1.76K - $2.07K
|
149K
$7.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-47- 0.44% |
$1.8K - $2.11K
|
10.5K
$502K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-51- 0.12% |
$1.95K - $2.29K
|
42.2K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-53- 0.69% |
$2.03K - $2.38K
|
7.6K
$362K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-59- 0.38% |
$2.25K - $2.65K
|
15.4K
$733K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-59- 0.22% |
$2.25K - $2.65K
|
26.7K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-60- 0.97% |
$2.29K - $2.7K
|
6.15K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-63- 0.88% |
$2.41K - $2.83K
|
7.12K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-63- 1.0% |
$2.41K - $2.83K
|
6.23K
$297K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-65- 1.1% |
$2.48K - $2.92K
|
5.82K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-66- 6.63% |
$2.52K - $2.97K
|
929
$44.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-71- 3.14% |
$2.71K - $3.19K
|
2.19K
$104K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-76- 1.36% |
$2.9K - $3.42K
|
5.5K
$262K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-79- 1.15% |
$3.02K - $3.55K
|
6.77K
$323K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-80- 0.49% |
$3.06K - $3.6K
|
16.4K
$782K
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-80- 0.22% |
$3.06K - $3.6K
|
36.4K
$1.74M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-82- 1.57% |
$3.13K - $3.69K
|
5.14K
$245K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-85- 1.61% |
$3.25K - $3.82K
|
5.2K
$248K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-91- 0.25% |
$3.48K - $4.09K
|
36.9K
$1.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-93- 37.65% |
$3.55K - $4.18K
|
154
$7.34K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-97- 0.59% |
$3.71K - $4.36K
|
16.4K
$782K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-98- 4.74% |
$3.75K - $4.4K
|
1.97K
$93.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-100- 1.39% |
$3.82K - $4.49K
|
7.1K
$339K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 34.72% |
$3.82K - $4.49K
|
188
$8.96K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-100- 0.01% |
$3.82K - $4.49K
|
1.66M
$79.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-102- 0.06% |
$3.9K - $4.58K
|
159K
$7.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-104- 0.96% |
$3.97K - $4.67K
|
10.8K
$514K
|