Purchases and Sales Made in Q4 2024 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
473+ 4.68% |
$19.6K - $22.8K
|
10.6K
$436K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
472+ 56.12% |
$19.6K - $22.7K
|
1.31K
$54K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
469+ 2.57% |
$19.5K - $22.6K
|
18.7K
$770K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
467+ 0.33% |
$19.4K - $22.5K
|
141K
$5.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
464+ 1.29% |
$19.3K - $22.3K
|
36.3K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
460+ 9.31% |
$19.1K - $22.1K
|
5.4K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
454+ 5.43% |
$18.8K - $21.8K
|
8.82K
$363K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
442+ 1.83% |
$18.3K - $21.3K
|
24.6K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
437+ 3.2% |
$18.1K - $21K
|
14.1K
$579K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
436+ 5.45% |
$18.1K - $21K
|
8.43K
$347K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
431New |
$17.9K - $20.7K
|
431
$17.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
425+ 1.47% |
$17.6K - $20.4K
|
29.4K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
424+ 3.37% |
$17.6K - $20.4K
|
13K
$535K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
420+ 0.76% |
$17.4K - $20.2K
|
56K
$2.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
418+ 1.58% |
$17.4K - $20.1K
|
26.8K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
412+ 8.14% |
$17.1K - $19.8K
|
5.47K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
411New |
$17.1K - $19.8K
|
411
$16.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
409+ 3.38% |
$17K - $19.7K
|
12.5K
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
400+ 4.49% |
$16.6K - $19.2K
|
9.32K
$383K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
386+ 0.95% |
$16K - $18.6K
|
41.1K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
381+ 8.51% |
$15.8K - $18.3K
|
4.86K
$200K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
373New |
$15.5K - $17.9K
|
373
$15.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
366+ 3.01% |
$15.2K - $17.6K
|
12.5K
$515K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
364+ 18.14% |
$15.1K - $17.5K
|
2.37K
$97.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
358+ 24.14% |
$14.9K - $17.2K
|
1.84K
$75.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
350+ 15.38% |
$14.5K - $16.8K
|
2.63K
$108K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
348+ 6.2% |
$14.4K - $16.7K
|
5.96K
$245K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
347+ 1156.67% |
$14.4K - $16.7K
|
377
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
344+ 2.23% |
$14.3K - $16.5K
|
15.8K
$650K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
336+ 357.45% |
$13.9K - $16.2K
|
430
$17.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
333+ 1.13% |
$13.8K - $16K
|
29.7K
$1.22M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
328New |
$13.6K - $15.8K
|
328
$13.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
324+ 1.72% |
$13.4K - $15.6K
|
19.2K
$789K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
322+ 5.09% |
$13.4K - $15.5K
|
6.65K
$274K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
321+ 3.16% |
$13.3K - $15.4K
|
10.5K
$431K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
317+ 3.91% |
$13.2K - $15.2K
|
8.42K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
313+ 3.16% |
$13K - $15.1K
|
10.2K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
307+ 0.6% |
$12.7K - $14.8K
|
51.2K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
305+ 4.4% |
$12.7K - $14.7K
|
7.23K
$298K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
300+ 4.42% |
$12.5K - $14.4K
|
7.09K
$292K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
300+ 0.82% |
$12.5K - $14.4K
|
36.8K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
300New |
$12.5K - $14.4K
|
300
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.14% |
$12.5K - $14.4K
|
221K
$9.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
294+ 5.7% |
$12.2K - $14.1K
|
5.45K
$224K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
291+ 4.83% |
$12.1K - $14K
|
6.32K
$260K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
288+ 1.03% |
$12K - $13.9K
|
28.4K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
287+ 28.05% |
$11.9K - $13.8K
|
1.31K
$53.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
283+ 1.2% |
$11.7K - $13.6K
|
23.8K
$980K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
281New |
$11.7K - $13.5K
|
281
$11.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
272+ 92.52% |
$11.3K - $13.1K
|
566
$23.3K
|