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 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-5.13K- 12.16% |
$196K - $230K
|
37K
$1.75M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.13K- 9.41% |
$196K - $231K
|
49.4K
$2.33M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.28K- 6.79% |
$202K - $237K
|
72.4K
$3.41M
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-5.51K- 18.74% |
$210K - $247K
|
23.9K
$1.13M
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.51K- 30.0% |
$211K - $248K
|
12.9K
$606K
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-5.59K- 5.79% |
$214K - $251K
|
90.9K
$4.29M
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-5.62K- 0.26% |
$215K - $253K
|
2.17M
$102M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-5.64K- 11.18% |
$216K - $254K
|
44.8K
$2.11M
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-5.73K- 3.93% |
$219K - $257K
|
140K
$6.6M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.77K- 8.11% |
$221K - $259K
|
65.4K
$3.08M
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-5.78K- 5.45% |
$221K - $260K
|
100K
$4.72M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.86K- 0.71% |
$224K - $263K
|
821K
$38.7M
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.86K- 2.87% |
$224K - $263K
|
198K
$9.34M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.87K- 17.54% |
$224K - $264K
|
27.6K
$1.3M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-5.95K- 4.28% |
$227K - $267K
|
133K
$6.27M
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-6.02K- 10.24% |
$230K - $271K
|
52.8K
$2.49M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.26K- 29.5% |
$239K - $281K
|
15K
$706K
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-6.41K- 18.12% |
$245K - $288K
|
28.9K
$1.36M
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-6.41K- 7.2% |
$245K - $288K
|
82.6K
$3.9M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.71K- 6.51% |
$256K - $302K
|
96.4K
$4.55M
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-6.73K- 40.83% |
$257K - $303K
|
9.76K
$460K
|
|
Nov 14, 2024
Q3 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-6.84K- 1.3% |
$261K - $307K
|
521K
$24.6M
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6.92K- 18.45% |
$265K - $311K
|
30.6K
$1.44M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.96K- 17.09% |
$266K - $313K
|
33.8K
$1.59M
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.98K- 8.94% |
$267K - $314K
|
71K
$3.35M
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-7.04K- 7.81% |
$269K - $316K
|
83.2K
$3.92M
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-7.05K- 14.52% |
$270K - $317K
|
41.5K
$1.96M
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.06K- 2.61% |
$270K - $317K
|
263K
$12.4M
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-7.3K- 47.1% |
$279K - $328K
|
8.2K
$387K
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-7.41K- 3.72% |
$283K - $333K
|
192K
$9.03M
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.44K- 88.67% |
$284K - $334K
|
951
$44.8K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7.54K- 3.17% |
$288K - $339K
|
230K
$10.9M
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-7.54K- 7.48% |
$288K - $339K
|
93.3K
$4.4M
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7.75K- 93.05% |
$296K - $348K
|
579
$27.3K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.14K- 21.2% |
$311K - $366K
|
30.3K
$1.43M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-8.21K- 4.26% |
$314K - $369K
|
185K
$8.7M
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-8.28K- 4.61% |
$316K - $372K
|
171K
$8.08M
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-8.52K- 15.98% |
$325K - $383K
|
44.8K
$2.11M
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-8.54K- 19.12% |
$327K - $384K
|
36.1K
$1.7M
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-8.72K- 2.44% |
$333K - $392K
|
348K
$16.4M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.04K- 8.98% |
$346K - $406K
|
91.6K
$4.32M
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-9.05K- 13.98% |
$346K - $407K
|
55.7K
$2.62M
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-10K- 1.91% |
$382K - $449K
|
514K
$24.2M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-10.1K- 42.38% |
$384K - $452K
|
13.7K
$644K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.1K- 7.03% |
$384K - $452K
|
133K
$6.28M
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-10.3K- 61.46% |
$392K - $461K
|
6.43K
$303K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-10.5K- 2.27% |
$403K - $474K
|
455K
$21.5M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.8K- 3.81% |
$413K - $485K
|
273K
$12.9M
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-11K- 15.44% |
$419K - $492K
|
60K
$2.83M
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-11K- 6.05% |
$420K - $494K
|
171K
$8.05M
|