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 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-586- 2.49% |
$24.3K - $28.2K
|
22.9K
$944K
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-587- 1.28% |
$24.4K - $28.2K
|
45.1K
$1.86M
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-590- 24.55% |
$24.5K - $28.4K
|
1.81K
$74.6K
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-592- 3.74% |
$24.6K - $28.5K
|
15.2K
$627K
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-592- 10.91% |
$24.6K - $28.5K
|
4.83K
$199K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-593- 46.58% |
$24.6K - $28.5K
|
680
$28K
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-596- 0.71% |
$24.7K - $28.7K
|
83.4K
$3.43M
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-599- 4.93% |
$24.9K - $28.8K
|
11.5K
$475K
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-600- 2.35% |
$24.9K - $28.9K
|
24.9K
$1.02M
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-600- 0.49% |
$24.9K - $28.9K
|
123K
$5.05M
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-600- 10.3% |
$24.9K - $28.9K
|
5.22K
$215K
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-603- 18.19% |
$25K - $29K
|
2.71K
$112K
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-610- 10.85% |
$25.3K - $29.3K
|
5.01K
$206K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-616- 11.03% |
$25.6K - $29.6K
|
4.97K
$204K
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-628- 0.24% |
$26.1K - $30.2K
|
263K
$10.8M
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-629- 4.64% |
$26.1K - $30.3K
|
12.9K
$532K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-642- 1.57% |
$26.6K - $30.9K
|
40.3K
$1.66M
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-645- 6.07% |
$26.8K - $31K
|
9.98K
$410K
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-647- 1.8% |
$26.9K - $31.1K
|
35.4K
$1.46M
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-649- 11.62% |
$26.9K - $31.2K
|
4.94K
$203K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-674- 23.39% |
$28K - $32.4K
|
2.21K
$90.9K
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-675- 3.19% |
$28K - $32.5K
|
20.5K
$844K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-692- 2.96% |
$28.7K - $33.3K
|
22.7K
$934K
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-692- 1.46% |
$28.7K - $33.3K
|
46.7K
$1.92M
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-693- 0.27% |
$28.8K - $33.3K
|
260K
$10.7M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-697- 2.13% |
$28.9K - $33.5K
|
32.1K
$1.32M
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-711- 6.03% |
$29.5K - $34.2K
|
11.1K
$456K
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-720- 3.63% |
$29.9K - $34.6K
|
19.1K
$786K
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-727- 20.07% |
$30.2K - $35K
|
2.9K
$119K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-729- 10.23% |
$30.3K - $35.1K
|
6.4K
$263K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-736- 69.43% |
$30.6K - $35.4K
|
324
$13.3K
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-741- 5.81% |
$30.8K - $35.6K
|
12K
$495K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-742- 0.81% |
$30.8K - $35.7K
|
90.9K
$3.74M
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-750- 0.65% |
$31.1K - $36.1K
|
114K
$4.68M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-751- 4.58% |
$31.2K - $36.1K
|
15.6K
$644K
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-753- 1.22% |
$31.3K - $36.2K
|
61.1K
$2.52M
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-756- 4.91% |
$31.4K - $36.4K
|
14.6K
$602K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-760- 3.08% |
$31.5K - $36.6K
|
23.9K
$983K
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-769- 3.88% |
$31.9K - $37K
|
19K
$783K
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-797- 2.59% |
$33.1K - $38.3K
|
30K
$1.23M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-804- 4.24% |
$33.4K - $38.7K
|
18.1K
$747K
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-827- 16.52% |
$34.3K - $39.8K
|
4.18K
$172K
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-829- 13.24% |
$34.4K - $39.9K
|
5.43K
$223K
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-840- 6.57% |
$34.9K - $40.4K
|
12K
$492K
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-845- 1.97% |
$35.1K - $40.6K
|
42K
$1.73M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-846- 6.44% |
$35.1K - $40.7K
|
12.3K
$506K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-849- 2.26% |
$35.2K - $40.8K
|
36.7K
$1.51M
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-849- 3.58% |
$35.2K - $40.8K
|
22.9K
$941K
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-850- 14.35% |
$35.3K - $40.9K
|
5.08K
$209K
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-860- 0.86% |
$35.7K - $41.4K
|
99.3K
$4.09M
|