Cresset Asset Management, LLC Truist Financial Corp Transaction History

Cresset Asset Management, LLC

$25.6 Billion
Q3 2024

A detailed history of Cresset Asset Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Cresset Asset Management, LLC holds 700 shares of TFC stock, worth $29,946. This represents 0.0% of its overall portfolio holdings.

Number of Shares

700

Previous 700 -0.0%

Holding current value

$29,946

Previous $27,000 7.41%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$38.22 - $44.94 $64,935 - $76,353	1,699 Added 0.64%	267,482 $11.4 Million
Q2 2024 Aug 14, 2024	BUY	$35.41 - $40.18 $102,795 - $116,642	2,903 Added 1.1%	265,783 $10.3 Million
Q1 2024 May 15, 2024	BUY	$34.53 - $38.98 $387,012 - $436,887	11,208 Added 4.45%	262,880 $10.2 Million
Q4 2023 Feb 14, 2024	SELL	$27.03 - $37.64 $181,263 - $252,413	-6,706 Reduced 2.6%	251,672 $9.29 Million
Q3 2023 Nov 14, 2023	BUY	$27.97 - $35.59 $3,020 - $3,843	108 Added 0.04%	258,378 $7.39 Million
Q2 2023 Aug 14, 2023	BUY	$26.21 - $34.79 $748,269 - $993,219	28,549 Added 12.43%	258,270 $7.84 Million
Q1 2023 May 12, 2023	BUY	$30.56 - $50.39 $111,085 - $183,167	3,635 Added 1.61%	229,721 $7.83 Million
Q4 2022 Feb 14, 2023	BUY	$40.42 - $47.26 $516,810 - $604,266	12,786 Added 5.99%	226,086 $9.73 Million
Q3 2022 Nov 14, 2022	SELL	$20.41 - $50.47 $153,707 - $380,089	-7,531 Reduced 3.41%	213,300 $9.28 Million
Q2 2022 Aug 15, 2022	BUY	$45.68 - $55.36 $126,944 - $153,845	2,779 Added 1.27%	220,831 $10.3 Million
Q1 2022 May 16, 2022	BUY	$56.23 - $67.41 $24,291 - $29,121	432 Added 0.2%	218,052 $12.4 Million
Q4 2021 Feb 10, 2022	BUY	$55.67 - $65.14 $4.03 Million - $4.72 Million	72,401 Added 49.86%	217,620 $12.7 Million
Q3 2021 Nov 15, 2021	BUY	$52.18 - $60.15 $196,718 - $226,765	3,770 Added 2.67%	145,219 $8.52 Million
Q2 2021 Aug 10, 2021	SELL	$52.81 - $62.14 $4.33 Million - $5.1 Million	-82,052 Reduced 36.71%	141,449 $7.85 Million
Q1 2021 May 12, 2021	BUY	$47.18 - $60.17 $168,055 - $214,325	3,562 Added 1.62%	223,501 $13 Million
Q4 2020 Feb 11, 2021	SELL	$38.75 - $49.04 $18,987 - $24,029	-490 Reduced 0.22%	219,939 $10.5 Million
Q3 2020 Nov 13, 2020	BUY	$33.61 - $40.81 $313,782 - $381,002	9,336 Added 4.42%	220,429 $8.39 Million
Q2 2020 Aug 04, 2020	BUY	$27.21 - $46.37 $5.39 Million - $9.19 Million	198,232 Added 1541.34%	211,093 $7.93 Million
Q1 2020 May 15, 2020	BUY	$25.69 - $56.67 $86,832 - $191,544	3,380 Added 35.65%	12,861 $397,000
Q4 2019 Feb 10, 2020	BUY	$50.81 - $56.72 $481,729 - $537,762	9,481 New	9,481 $534,000

Others Institutions Holding TFC

# of Institutions

1,647

Shares Held

941M

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 $56.8B
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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Cresset Asset Management, LLC Truist Financial Corp Transaction History