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 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-323- 0.41% |
$13.4K - $15.5K
|
78K
$3.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-323- 3.48% |
$13.4K - $15.5K
|
8.95K
$368K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-327- 4.81% |
$13.6K - $15.7K
|
6.47K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-335- 2.17% |
$13.9K - $16.1K
|
15.1K
$620K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-336- 5.15% |
$13.9K - $16.2K
|
6.19K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-339- 0.1% |
$14.1K - $16.3K
|
327K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-352- 2.39% |
$14.6K - $16.9K
|
14.4K
$593K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-353- 8.18% |
$14.7K - $17K
|
3.96K
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-356- 0.26% |
$14.8K - $17.1K
|
135K
$5.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-359- 3.13% |
$14.9K - $17.3K
|
11.1K
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-360- 3.14% |
$14.9K - $17.3K
|
11.1K
$457K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-361- 5.62% |
$15K - $17.4K
|
6.07K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-370- 1.38% |
$15.4K - $17.8K
|
26.4K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-372- 5.68% |
$15.4K - $17.9K
|
6.18K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-379- 2.1% |
$15.7K - $18.2K
|
17.6K
$725K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-380- 55.39% |
$15.8K - $18.3K
|
306
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-395- 4.45% |
$16.4K - $19K
|
8.48K
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-400- 2.52% |
$16.6K - $19.2K
|
15.5K
$636K
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-402- 4.51% |
$16.7K - $19.3K
|
8.51K
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-406- 1.05% |
$16.9K - $19.5K
|
38.4K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-406- 1.64% |
$16.9K - $19.5K
|
24.3K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-410- 2.05% |
$17K - $19.7K
|
19.6K
$807K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-411- 4.22% |
$17.1K - $19.8K
|
9.33K
$384K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-414- 4.06% |
$17.2K - $19.9K
|
9.77K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-418- 0.89% |
$17.4K - $20.1K
|
46.5K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-428- 4.9% |
$17.8K - $20.6K
|
8.31K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-440- 1.98% |
$18.3K - $21.2K
|
21.8K
$898K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-450- 4.33% |
$18.7K - $21.6K
|
9.94K
$409K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-457- 11.16% |
$19K - $22K
|
3.64K
$150K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-469- 1.28% |
$19.5K - $22.6K
|
36.2K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-470- 4.86% |
$19.5K - $22.6K
|
9.2K
$378K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-478- 2.86% |
$19.8K - $23K
|
16.3K
$669K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-500- 3.29% |
$20.8K - $24.1K
|
14.7K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-500- 1.65% |
$20.8K - $24.1K
|
29.7K
$1.22M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-502- 2.7% |
$20.8K - $24.1K
|
18.1K
$746K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-509- 2.27% |
$21.1K - $24.5K
|
21.9K
$901K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-520- 8.35% |
$21.6K - $25K
|
5.71K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-533- 3.07% |
$22.1K - $25.6K
|
16.8K
$693K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-537- 0.73% |
$22.3K - $25.8K
|
72.8K
$3M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-542- 0.3% |
$22.5K - $26.1K
|
179K
$7.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-546- 5.5% |
$22.7K - $26.3K
|
9.38K
$386K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-550- 8.62% |
$22.8K - $26.5K
|
5.83K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-550- 5.14% |
$22.8K - $26.5K
|
10.1K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-553- 1.16% |
$23K - $26.6K
|
47.2K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-553- 3.29% |
$23K - $26.6K
|
16.3K
$669K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-555- 15.13% |
$23K - $26.7K
|
3.11K
$128K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-565- 81.18% |
$23.5K - $27.2K
|
131
$5.39K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-566- 1.09% |
$23.5K - $27.2K
|
51.3K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-569- 14.73% |
$23.6K - $27.4K
|
3.29K
$136K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-573- 3.31% |
$23.8K - $27.6K
|
16.8K
$689K
|