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 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
6.49KNew |
$269K - $312K
|
6.49K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
6.47K+ 42.38% |
$268K - $311K
|
21.7K
$915K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.34K+ 1.49% |
$263K - $305K
|
433K
$18.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.24K+ 26.69% |
$259K - $300K
|
29.6K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
6.22K+ 0.94% |
$258K - $299K
|
671K
$28.3M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6.16KNew |
$256K - $296K
|
6.16K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6.07K+ 127.68% |
$252K - $292K
|
10.8K
$456K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
6.04KNew |
$251K - $290K
|
6.04K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6K+ 1.1% |
$249K - $289K
|
549K
$23.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
5.95KNew |
$247K - $286K
|
5.95K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.94KNew |
$247K - $286K
|
5.94K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
5.92KNew |
$246K - $285K
|
5.92K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
5.9K+ 9.5% |
$245K - $284K
|
68K
$2.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
5.9KNew |
$245K - $284K
|
5.9K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.9K+ 1.62% |
$245K - $284K
|
371K
$15.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.8KNew |
$241K - $279K
|
5.8K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.77K+ 2.13% |
$239K - $277K
|
276K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.74K+ 2.43% |
$238K - $276K
|
242K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.73K+ 4.99% |
$238K - $275K
|
121K
$5.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
5.73K+ 12.07% |
$238K - $275K
|
53.1K
$2.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5.73KNew |
$238K - $275K
|
5.73K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.7KNew |
$236K - $274K
|
5.7K
$240K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
5.7K+ 17.92% |
$236K - $274K
|
37.5K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.68K+ 3.42% |
$236K - $273K
|
172K
$7.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.65K+ 74.09% |
$235K - $272K
|
13.3K
$560K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.64K+ 2.19% |
$234K - $271K
|
263K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.63KNew |
$234K - $271K
|
5.63K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
5.59K+ 0.45% |
$232K - $269K
|
1.25M
$52.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.55K+ 4.33% |
$231K - $267K
|
134K
$5.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.53KNew |
$229K - $266K
|
5.53K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.51KNew |
$229K - $265K
|
5.51K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.35K+ 10.87% |
$222K - $257K
|
54.5K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.32KNew |
$221K - $256K
|
5.32K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.27KNew |
$219K - $253K
|
5.27K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
5.26K+ 9.44% |
$218K - $253K
|
61K
$2.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.26K+ 25.26% |
$218K - $253K
|
26.1K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
5.21K+ 24.11% |
$216K - $251K
|
26.8K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
5.2K+ 25.1% |
$216K - $250K
|
25.9K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
5.2KNew |
$216K - $250K
|
5.2K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
5.14KNew |
$213K - $247K
|
5.14K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
5.11KNew |
$212K - $246K
|
5.11K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.11KNew |
$212K - $246K
|
5.11K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.1K+ 16.26% |
$212K - $245K
|
36.5K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
5.09K+ 22.2% |
$211K - $245K
|
28K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
5.09K+ 53.26% |
$211K - $245K
|
14.6K
$617K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.08K+ 6.39% |
$211K - $244K
|
84.6K
$3.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
5.07KNew |
$210K - $244K
|
5.07K
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.05KNew |
$210K - $243K
|
5.05K
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.01K+ 45.43% |
$208K - $241K
|
16.1K
$677K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
5K+ 22.73% |
$208K - $241K
|
27K
$1.14M
|