Beacon Pointe Advisors, LLC Truist Financial Corp Transaction History

Beacon Pointe Advisors, LLC

$8.55 Billion
Q3 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 14,963 shares of TFC stock, worth $677,674. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,963

Previous 21,223 29.5%

Holding current value

$677,674

Previous $824,000 22.45%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$38.22 - $44.94 $239,257 - $281,324	-6,260 Reduced 29.5%	14,963 $639,000
Q2 2024 Aug 12, 2024	SELL	$35.41 - $40.18 $677,818 - $769,125	-19,142 Reduced 47.42%	21,223 $824,000
Q1 2024 May 14, 2024	SELL	$34.53 - $38.98 $64,985 - $73,360	-1,882 Reduced 4.45%	40,365 $1.57 Million
Q4 2023 Feb 08, 2024	SELL	$27.03 - $37.64 $1.2 Million - $1.67 Million	-44,245 Reduced 51.16%	42,247 $1.56 Million
Q3 2023 Nov 14, 2023	BUY	$27.97 - $35.59 $1.38 Million - $1.76 Million	49,503 Added 133.83%	86,492 $2.47 Million
Q2 2023 Aug 11, 2023	BUY	$26.21 - $34.79 $85,339 - $113,276	3,256 Added 9.65%	36,989 $1.12 Million
Q1 2023 May 12, 2023	SELL	$30.56 - $50.39 $365,864 - $603,269	-11,972 Reduced 26.19%	33,733 $1.15 Million
Q4 2022 Feb 14, 2023	BUY	$40.42 - $47.26 $100,847 - $117,913	2,495 Added 5.77%	45,705 $1.97 Million
Q3 2022 Nov 09, 2022	BUY	$20.41 - $50.47 $379,544 - $938,540	18,596 Added 75.55%	43,210 $1.88 Million
Q2 2022 Aug 11, 2022	SELL	$45.68 - $55.36 $1.56 Million - $1.89 Million	-34,065 Reduced 58.05%	24,614 $1.17 Million
Q1 2022 May 17, 2022	BUY	$56.23 - $67.41 $2.23 Million - $2.68 Million	39,690 Added 209.02%	58,679 $3.33 Million
Q4 2021 Feb 14, 2022	SELL	$55.67 - $65.14 $73,985 - $86,571	-1,329 Reduced 6.54%	18,989 $1.11 Million
Q3 2021 Nov 15, 2021	SELL	$52.18 - $60.15 $234,914 - $270,795	-4,502 Reduced 18.14%	20,318 $1.19 Million
Q2 2021 Aug 17, 2021	BUY	$52.81 - $62.14 $817,868 - $962,362	15,487 Added 165.94%	24,820 $1.38 Million
Q1 2021 May 18, 2021	BUY	$47.18 - $60.17 $20,617 - $26,294	437 Added 4.91%	9,333 $544,000
Q4 2020 Feb 12, 2021	BUY	$38.75 - $49.04 $115,397 - $146,041	2,978 Added 50.32%	8,896 $428,000
Q3 2020 Nov 16, 2020	BUY	$33.61 - $40.81 $11,797 - $14,324	351 Added 6.31%	5,918 $225,000
Q2 2020 Aug 14, 2020	BUY	$27.21 - $46.37 $151,478 - $258,141	5,567 New	5,567 $209,000

Others Institutions Holding TFC

# of Institutions

1,649

Shares Held

946M

Call Options Held

9.38M

Put Options Held

6.49M

View Full List

About TRUIST FINANCIAL CORP

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $60.1B
Description
Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. Its deposit products include noninterest-bearing checking, interest-bearing ch...

More about TFC

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Beacon Pointe Advisors, LLC Truist Financial Corp Transaction History