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 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-873- 11.32% |
$36.2K - $42K
|
6.84K
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-884- 0.45% |
$36.7K - $42.5K
|
197K
$8.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-892- 8.88% |
$37K - $42.9K
|
9.15K
$376K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-918- 2.05% |
$38.1K - $44.2K
|
43.9K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
SELL
|
- |
-931- 7.22% |
$38.6K - $44.8K
|
12K
$493K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-938- 1.53% |
$38.9K - $45.1K
|
60.5K
$2.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-939- 0.57% |
$39K - $45.2K
|
165K
$6.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-943- 2.62% |
$39.1K - $45.4K
|
35.1K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-945- 16.96% |
$39.2K - $45.5K
|
4.63K
$190K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-950- 21.6% |
$39.4K - $45.7K
|
3.45K
$142K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-957- 5.27% |
$39.7K - $46K
|
17.2K
$708K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-965- 3.47% |
$40.1K - $46.4K
|
26.8K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-970- 3.78% |
$40.3K - $46.7K
|
24.7K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-988- 0.98% |
$41K - $47.5K
|
99.7K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-991- 0.59% |
$41.1K - $47.7K
|
166K
$6.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-995- 84.32% |
$41.3K - $47.9K
|
185
$7.61K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1K- 0.35% |
$41.5K - $48.1K
|
288K
$11.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1K- 7.39% |
$41.5K - $48.1K
|
12.5K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-1K- 55.56% |
$41.5K - $48.1K
|
800
$32.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.01K- 8.32% |
$41.9K - $48.5K
|
11.1K
$458K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.01K- 3.2% |
$42K - $48.7K
|
30.7K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.02K- 7.89% |
$42.3K - $49K
|
11.9K
$489K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.03K- 4.28% |
$42.6K - $49.4K
|
23K
$945K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.04K- 0.26% |
$43K - $49.8K
|
404K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.05K- 16.71% |
$43.4K - $50.3K
|
5.21K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.05K- 1.36% |
$43.6K - $50.5K
|
76K
$3.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.06K- 0.62% |
$43.8K - $50.7K
|
170K
$7.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.06K- 5.18% |
$43.9K - $50.9K
|
19.4K
$796K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.06K- 11.49% |
$44K - $50.9K
|
8.16K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.06K- 5.17% |
$44.2K - $51.2K
|
19.5K
$804K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.07K- 7.17% |
$44.3K - $51.3K
|
13.8K
$569K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.07K- 4.04% |
$44.5K - $51.5K
|
25.4K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.08K- 0.81% |
$44.6K - $51.7K
|
132K
$5.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.08K- 1.03% |
$44.8K - $51.9K
|
104K
$4.29M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-1.09K- 3.81% |
$45.2K - $52.4K
|
27.5K
$1.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.11K- 8.03% |
$45.9K - $53.2K
|
12.7K
$521K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.11K- 1.25% |
$46K - $53.2K
|
87.1K
$3.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.11K- 6.56% |
$46.1K - $53.4K
|
15.8K
$650K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.12K- 4.37% |
$46.3K - $53.6K
|
24.4K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.12K- 7.37% |
$46.6K - $54K
|
14.1K
$581K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.13K- 1.24% |
$46.9K - $54.4K
|
89.8K
$3.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.13K- 4.23% |
$46.9K - $54.4K
|
25.6K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.14K- 0.88% |
$47.3K - $54.8K
|
129K
$5.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.15K- 1.69% |
$47.6K - $55.2K
|
66.7K
$2.74M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.16K- 4.58% |
$48.2K - $55.9K
|
24.2K
$997K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.17K- 14.34% |
$48.6K - $56.3K
|
6.99K
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.2K- 3.26% |
$49.6K - $57.5K
|
35.5K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.2K- 8.23% |
$49.7K - $57.6K
|
13.4K
$549K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-1.2K- 18.75% |
$49.8K - $57.7K
|
5.2K
$214K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.2K- 3.33% |
$49.9K - $57.8K
|
34.9K
$1.44M
|