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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
270New |
$11.2K - $13K
|
270
$11.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
266+ 1.77% |
$11K - $12.8K
|
15.3K
$629K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
263+ 3.23% |
$10.9K - $12.7K
|
8.4K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
260+ 2.19% |
$10.8K - $12.5K
|
12.1K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
257+ 0.57% |
$10.7K - $12.4K
|
45.2K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
254New |
$10.5K - $12.2K
|
254
$10.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
250+ 4.13% |
$10.4K - $12K
|
6.3K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
246+ 1.43% |
$10.2K - $11.8K
|
17.5K
$720K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
246New |
$10.2K - $11.8K
|
246
$10.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
234+ 4.29% |
$9.71K - $11.3K
|
5.69K
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
227+ 3.03% |
$9.42K - $10.9K
|
7.71K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
225+ 2.12% |
$9.34K - $10.8K
|
10.8K
$445K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
224+ 0.77% |
$9.3K - $10.8K
|
29.3K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
215New |
$8.92K - $10.3K
|
215
$8.85K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
209+ 1.15% |
$8.68K - $10.1K
|
18.4K
$758K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
209+ 0.86% |
$8.68K - $10.1K
|
24.6K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
208+ 6.36% |
$8.63K - $10K
|
3.48K
$143K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
200+ 0.01% |
$8.3K - $9.62K
|
1.66M
$68.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
200+ 0.13% |
$8.3K - $9.62K
|
153K
$6.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
196+ 0.38% |
$8.14K - $9.43K
|
51.6K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
189+ 2.89% |
$7.85K - $9.09K
|
6.72K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
189+ 1.15% |
$7.85K - $9.09K
|
16.6K
$683K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
184+ 3.21% |
$7.64K - $8.85K
|
5.92K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
177+ 0.02% |
$7.35K - $8.51K
|
762K
$31.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
166+ 0.22% |
$6.89K - $7.98K
|
75.7K
$3.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
164+ 0.12% |
$6.81K - $7.89K
|
142K
$5.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
158+ 0.34% |
$6.56K - $7.6K
|
46K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
157+ 0.77% |
$6.52K - $7.55K
|
20.6K
$849K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
157+ 168.82% |
$6.52K - $7.55K
|
250
$10.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
156+ 2.44% |
$6.48K - $7.5K
|
6.55K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
155+ 387.5% |
$6.43K - $7.46K
|
195
$8.02K
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
154+ 0.91% |
$6.39K - $7.41K
|
17.1K
$703K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
154New |
$6.39K - $7.41K
|
154
$6.34K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
154+ 1.79% |
$6.39K - $7.41K
|
8.76K
$361K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
150+ 1.17% |
$6.23K - $7.22K
|
13K
$533K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
150New |
$6.23K - $7.22K
|
150
$6.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
149+ 2.65% |
$6.18K - $7.17K
|
5.76K
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
146+ 1.83% |
$6.06K - $7.02K
|
8.14K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
142+ 1.47% |
$5.89K - $6.83K
|
9.8K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
139+ 1.83% |
$5.77K - $6.69K
|
7.73K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
136+ 0.92% |
$5.65K - $6.54K
|
14.9K
$614K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
136New |
$5.65K - $6.54K
|
136
$5.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
132+ 5.43% |
$5.48K - $6.35K
|
2.57K
$106K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
131+ 25.94% |
$5.44K - $6.3K
|
636
$26.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
126+ 0.91% |
$5.23K - $6.06K
|
14K
$577K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
126+ 17.43% |
$5.23K - $6.06K
|
849
$34.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
122+ 2.37% |
$5.06K - $5.87K
|
5.27K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
112+ 12.08% |
$4.65K - $5.39K
|
1.04K
$42.8K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
110+ 1.8% |
$4.57K - $5.29K
|
6.22K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
106New |
$4.4K - $5.1K
|
106
$4.36K
|