Epoch Investment Partners, Inc. Truist Financial Corp Transaction History

Epoch Investment Partners, Inc.

$21.7 Billion
Q3 2024

A detailed history of Epoch Investment Partners, Inc. transactions in Truist Financial Corp stock. As of the latest transaction made, Epoch Investment Partners, Inc. holds 1,335,932 shares of TFC stock, worth $57.9 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

1,335,932

Previous 1,382,411 3.36%

Holding current value

$57.9 Million

Previous $53.7 Million 6.34%

% of portfolio

0.26%

Previous 0.25%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$38.22 - $44.94 $1.78 Million - $2.09 Million	-46,479 Reduced 3.36%	1,335,932 $57.1 Million
Q2 2024 Aug 13, 2024	SELL	$35.41 - $40.18 $1.54 Million - $1.74 Million	-43,400 Reduced 3.04%	1,382,411 $53.7 Million
Q1 2024 May 14, 2024	SELL	$34.53 - $38.98 $5.76 Million - $6.51 Million	-166,883 Reduced 10.48%	1,425,811 $55.6 Million
Q4 2023 Feb 13, 2024	SELL	$27.03 - $37.64 $1.36 Million - $1.89 Million	-50,322 Reduced 3.06%	1,592,694 $58.8 Million
Q3 2023 Nov 13, 2023	BUY	$27.97 - $35.59 $3.73 Million - $4.74 Million	133,300 Added 8.83%	1,643,016 $47 Million
Q2 2023 Aug 11, 2023	SELL	$26.21 - $34.79 $972,076 - $1.29 Million	-37,088 Reduced 2.4%	1,509,716 $45.8 Million
Q1 2023 May 12, 2023	SELL	$30.56 - $50.39 $15.7 Million - $26 Million	-515,321 Reduced 24.99%	1,546,804 $52.7 Million
Q4 2022 Feb 13, 2023	BUY	$40.42 - $47.26 $3.13 Million - $3.66 Million	77,466 Added 3.9%	2,062,125 $88.7 Million
Q3 2022 Nov 14, 2022	SELL	$20.41 - $50.47 $6.08 Million - $15 Million	-297,914 Reduced 13.05%	1,984,659 $86.4 Million
Q2 2022 Aug 15, 2022	BUY	$45.68 - $55.36 $20 Million - $24.2 Million	437,640 Added 23.72%	2,282,573 $108 Million
Q1 2022 May 13, 2022	BUY	$56.23 - $67.41 $6.55 Million - $7.86 Million	116,573 Added 6.74%	1,844,933 $105 Million
Q4 2021 Feb 11, 2022	SELL	$55.67 - $65.14 $13.1 Million - $15.4 Million	-235,882 Reduced 12.01%	1,728,360 $101 Million
Q3 2021 Nov 12, 2021	BUY	$52.18 - $60.15 $102 Million - $118 Million	1,964,242 New	1,964,242 $115 Million
Q2 2021 Aug 13, 2021	SELL	$52.81 - $62.14 $9.22 Million - $10.9 Million	-174,633 Reduced 7.17%	2,260,320 $125 Million
Q1 2021 May 17, 2021	BUY	$47.18 - $60.17 $3.05 Million - $3.89 Million	64,624 Added 2.73%	2,434,953 $142 Million
Q4 2020 Feb 12, 2021	SELL	$38.75 - $49.04 $91.9 Million - $116 Million	-2,370,962 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$33.61 - $40.81 $3.47 Million - $4.21 Million	-103,282 Reduced 4.17%	2,370,962 $90.2 Million
Q2 2020 Aug 13, 2020	SELL	$27.21 - $46.37 $1.95 Million - $3.32 Million	-71,668 Reduced 2.82%	2,474,244 $92.9 Million
Q1 2020 May 14, 2020	BUY	$25.69 - $56.67 $519,271 - $1.15 Million	20,213 Added 0.8%	2,545,912 $78.5 Million
Q4 2019 Feb 13, 2020	BUY	$50.81 - $56.72 $128 Million - $143 Million	2,525,699 New	2,525,699 $142 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...

More about TFC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Epoch Investment Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Epoch Investment Partners, Inc. with notifications on news.

Account

Epoch Investment Partners, Inc. Truist Financial Corp Transaction History