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 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
9.35K+ 20.2% |
$388K - $450K
|
55.6K
$2.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
9.18KNew |
$381K - $442K
|
9.18K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.1K+ 1190.97% |
$378K - $438K
|
9.86K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
9.05KNew |
$376K - $435K
|
9.05K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
9.01KNew |
$374K - $434K
|
9.01K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
9K+ 168.24% |
$374K - $433K
|
14.4K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
8.77KNew |
$364K - $422K
|
8.77K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.75KNew |
$363K - $421K
|
8.75K
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.75K+ 163.48% |
$363K - $421K
|
14.1K
$594K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.69K+ 14.72% |
$361K - $418K
|
67.7K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.61K+ 49.7% |
$357K - $414K
|
25.9K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.49K+ 81.65% |
$352K - $408K
|
18.9K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.47K+ 13.04% |
$352K - $407K
|
73.4K
$3.09M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
8.2K+ 15.54% |
$340K - $394K
|
61K
$2.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
8.2KNew |
$340K - $394K
|
8.2K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
8.14K+ 5.93% |
$338K - $392K
|
145K
$6.13M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
8.04KNew |
$334K - $387K
|
8.04K
$339K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
8.04KNew |
$334K - $386K
|
8.04K
$339K
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
8KNew |
$332K - $385K
|
8K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
7.96K+ 5.92% |
$331K - $383K
|
143K
$6.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.92K+ 152.3% |
$329K - $381K
|
13.1K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.81K+ 150.01% |
$324K - $376K
|
13K
$549K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.78K+ 1.53% |
$323K - $374K
|
517K
$21.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.6K+ 8.44% |
$315K - $365K
|
97.6K
$4.11M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
7.58KNew |
$315K - $364K
|
7.58K
$319K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.51K+ 28.77% |
$312K - $361K
|
33.6K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.49KNew |
$311K - $360K
|
7.49K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7.45KNew |
$309K - $358K
|
7.45K
$314K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.39KNew |
$307K - $356K
|
7.39K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
7.38KNew |
$306K - $355K
|
7.38K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.37KNew |
$306K - $354K
|
7.37K
$311K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
7.32KNew |
$304K - $352K
|
7.32K
$309K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
7.28KNew |
$302K - $350K
|
7.28K
$307K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.23KNew |
$300K - $348K
|
7.23K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
7.2K+ 101.1% |
$299K - $346K
|
14.3K
$603K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.19K+ 95.45% |
$299K - $346K
|
14.7K
$621K
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
7.08K+ 13.14% |
$294K - $341K
|
61K
$2.57M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
7.07K+ 3.44% |
$293K - $340K
|
212K
$8.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
7.02KNew |
$291K - $337K
|
7.02K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
7KNew |
$291K - $337K
|
7K
$295K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
7K+ 9.33% |
$291K - $337K
|
82K
$3.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
7KNew |
$290K - $337K
|
7K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
6.87K+ 0.93% |
$285K - $330K
|
749K
$31.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.81K+ 44.56% |
$283K - $328K
|
22.1K
$932K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
6.68KNew |
$277K - $321K
|
6.68K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.68K+ 27.17% |
$277K - $321K
|
31.3K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
6.67KNew |
$277K - $321K
|
6.67K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.65K+ 1.55% |
$276K - $320K
|
436K
$18.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.57K+ 64.23% |
$273K - $316K
|
16.8K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.55K+ 9.14% |
$272K - $315K
|
78.2K
$3.3M
|