Creative Planning Truist Financial Corp Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Truist Financial Corp stock. As of the latest transaction made, Creative Planning holds 359,498 shares of TFC stock, worth $15.6 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

359,498

Previous 378,370 4.99%

Holding current value

$15.6 Million

Previous $14.7 Million 4.55%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$38.22 - $44.94 $721,287 - $848,107	-18,872 Reduced 4.99%	359,498 $15.4 Million
Q2 2024 Aug 15, 2024	SELL	$35.41 - $40.18 $886,595 - $1.01 Million	-25,038 Reduced 6.21%	378,370 $14.7 Million
Q1 2024 May 10, 2024	BUY	$34.53 - $38.98 $682,830 - $770,829	19,775 Added 5.15%	403,408 $15.7 Million
Q4 2023 Feb 14, 2024	BUY	$27.03 - $37.64 $431,804 - $601,299	15,975 Added 4.35%	383,633 $14.2 Million
Q3 2023 Nov 16, 2023	BUY	$27.97 - $35.59 $247,870 - $315,398	8,862 Added 2.47%	367,658 $10.5 Million
Q2 2023 Jul 21, 2023	BUY	$26.21 - $34.79 $229,442 - $304,551	8,754 Added 2.5%	358,796 $10.9 Million
Q1 2023 May 15, 2023	BUY	$30.56 - $50.39 $2.04 Million - $3.36 Million	66,668 Added 23.53%	350,042 $11.9 Million
Q4 2022 Feb 10, 2023	BUY	$40.42 - $47.26 $468,386 - $547,648	11,588 Added 4.26%	283,374 $12.2 Million
Q3 2022 Nov 03, 2022	SELL	$20.41 - $50.47 $207,039 - $511,967	-10,144 Reduced 3.6%	271,786 $11.8 Million
Q2 2022 Aug 15, 2022	BUY	$45.68 - $55.36 $4.32 Million - $5.23 Million	94,485 Added 50.41%	281,930 $13.4 Million
Q1 2022 May 16, 2022	SELL	$56.23 - $67.41 $3.27 Million - $3.92 Million	-58,140 Reduced 23.67%	187,445 $10.6 Million
Q4 2021 Feb 11, 2022	SELL	$55.67 - $65.14 $79,775 - $93,345	-1,433 Reduced 0.58%	245,585 $14.4 Million
Q3 2021 Nov 10, 2021	SELL	$52.18 - $60.15 $361,189 - $416,358	-6,922 Reduced 2.73%	247,018 $14.5 Million
Q2 2021 Aug 04, 2021	SELL	$52.81 - $62.14 $1.6 Million - $1.88 Million	-30,242 Reduced 10.64%	253,940 $14.1 Million
Q1 2021 Apr 30, 2021	BUY	$47.18 - $60.17 $2.1 Million - $2.67 Million	44,418 Added 18.53%	284,182 $16.6 Million
Q4 2020 Jan 29, 2021	BUY	$38.75 - $49.04 $44,562 - $56,396	1,150 Added 0.48%	239,764 $11.5 Million
Q3 2020 Nov 05, 2020	BUY	$33.61 - $40.81 $997,847 - $1.21 Million	29,689 Added 14.21%	238,614 $9.08 Million
Q2 2020 Jul 23, 2020	SELL	$27.21 - $46.37 $474,161 - $808,043	-17,426 Reduced 7.7%	208,925 $7.85 Million
Q1 2020 May 05, 2020	SELL	$25.69 - $56.67 $288,344 - $636,064	-11,224 Reduced 4.72%	226,351 $6.98 Million
Q4 2019 Jan 30, 2020	BUY	$50.81 - $56.72 $12.1 Million - $13.5 Million	237,575 New	237,575 $13.4 Million

Others Institutions Holding TFC

# of Institutions

1,647

Shares Held

944M

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 $57.5B
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...

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Creative Planning Truist Financial Corp Transaction History