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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.2KNew |
$632K - $733K
|
15.2K
$642K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
15.1K+ 23.19% |
$628K - $728K
|
80.4K
$3.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
15K+ 5.51% |
$624K - $723K
|
288K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15K+ 8.92% |
$621K - $720K
|
183K
$7.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.9K+ 14.29% |
$620K - $718K
|
119K
$5.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
14.6KNew |
$607K - $703K
|
14.6K
$616K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
14.5KNew |
$604K - $699K
|
14.5K
$613K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
14.5KNew |
$603K - $699K
|
14.5K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
14.5KNew |
$601K - $697K
|
14.5K
$611K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.3K+ 9.17% |
$595K - $690K
|
171K
$7.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.3K+ 32.72% |
$592K - $686K
|
57.8K
$2.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
14.1KNew |
$586K - $680K
|
14.1K
$595K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
14.1K+ 6.57% |
$586K - $679K
|
229K
$9.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.1K+ 148.53% |
$585K - $678K
|
23.6K
$994K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.1K+ 148.53% |
$585K - $678K
|
23.6K
$994K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
14K+ 9.85% |
$581K - $674K
|
156K
$6.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
13.7KNew |
$568K - $659K
|
13.7K
$577K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
13.7KNew |
$568K - $658K
|
13.7K
$577K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.5K+ 22.29% |
$560K - $648K
|
74K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
13.5KNew |
$560K - $648K
|
13.5K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
13.3K+ 24.36% |
$552K - $639K
|
67.8K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
13.2K+ 33.11% |
$548K - $636K
|
53.1K
$2.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
13.1K+ 30.2% |
$542K - $629K
|
56.3K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12.9K+ 7.18% |
$537K - $623K
|
193K
$8.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
12.8KNew |
$533K - $617K
|
12.8K
$541K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.8K+ 39.3% |
$531K - $616K
|
45.4K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 142.24% |
$500K - $580K
|
20.5K
$865K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12K+ 7.36% |
$499K - $578K
|
175K
$7.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
12KNew |
$498K - $577K
|
12K
$506K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
11.8K+ 50.54% |
$489K - $567K
|
35.1K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11.7K+ 6.44% |
$486K - $563K
|
193K
$8.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.7K+ 0.34% |
$484K - $561K
|
3.48M
$147M
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
11.6KNew |
$483K - $560K
|
11.6K
$490K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
11.5KNew |
$476K - $552K
|
11.5K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.3K+ 6.85% |
$471K - $545K
|
177K
$7.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
11.1KNew |
$461K - $535K
|
11.1K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
11.1K+ 68.06% |
$460K - $533K
|
27.4K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
11.1K+ 9.97% |
$460K - $533K
|
122K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
11K+ 31.36% |
$456K - $529K
|
46K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
10.9KNew |
$453K - $524K
|
10.9K
$460K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.4K+ 3.81% |
$431K - $500K
|
283K
$11.9M
|
|
|
Mar 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
10.3KNew |
$426K - $494K
|
10.3K
$433K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.2KNew |
$424K - $491K
|
10.2K
$431K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.2K+ 70.45% |
$424K - $491K
|
24.7K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
10.2K+ 1.98% |
$423K - $491K
|
524K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10K+ 10.99% |
$415K - $481K
|
101K
$4.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
9.96KNew |
$413K - $479K
|
9.96K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
9.6KNew |
$398K - $462K
|
9.6K
$405K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.48K+ 29.73% |
$394K - $456K
|
41.4K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
9.43KNew |
$391K - $453K
|
9.43K
$397K
|