Gradient Investments LLC Truist Financial Corp Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$35.41 - $40.18 $141,569 - $160,639	3,998 Added 181.98%	6,195 $240,000
Q1 2024 Apr 23, 2024	SELL	$34.53 - $38.98 $24,274 - $27,402	-703 Reduced 24.24%	2,197 $85,000
Q4 2023 Jan 18, 2024	BUY	$27.03 - $37.64 $3,811 - $5,307	141 Added 5.11%	2,900 $107,000
Q3 2023 Oct 27, 2023	BUY	$27.97 - $35.59 $1,622 - $2,064	58 Added 2.15%	2,759 $78,000
Q2 2023 Jul 11, 2023	SELL	$26.21 - $34.79 $1,310 - $1,739	-50 Reduced 1.82%	2,701 $81,000
Q1 2023 Apr 17, 2023	SELL	$30.56 - $50.39 $18,672 - $30,788	-611 Reduced 18.17%	2,751 $93,000
Q4 2022 Jan 10, 2023	SELL	$40.42 - $47.26 $11.5 Million - $13.5 Million	-285,010 Reduced 98.83%	3,362 $0
Q3 2022 Oct 14, 2022	BUY	$20.41 - $50.47 $364,053 - $900,233	17,837 Added 6.59%	288,372 $12.6 Million
Q2 2022 Jul 11, 2022	BUY	$45.68 - $55.36 $1.94 Million - $2.35 Million	42,495 Added 18.63%	270,535 $12.8 Million
Q1 2022 May 26, 2022	BUY	$56.23 - $67.41 $217,047 - $260,202	3,860 Added 1.72%	228,040 $12.9 Million
Q4 2021 Jan 12, 2022	BUY	$55.67 - $65.14 $337,471 - $394,878	6,062 Added 2.78%	224,180 $13.1 Million
Q3 2021 Oct 18, 2021	BUY	$52.18 - $60.15 $361,033 - $416,177	6,919 Added 3.28%	218,118 $12.8 Million
Q2 2021 Jul 12, 2021	BUY	$52.81 - $62.14 $1.33 Million - $1.56 Million	25,095 Added 13.48%	211,199 $11.7 Million
Q1 2021 Apr 21, 2021	BUY	$47.18 - $60.17 $8.59 Million - $11 Million	182,079 Added 4523.7%	186,104 $10.9 Million
Q4 2020 Jan 08, 2021	SELL	$38.75 - $49.04 $3,526 - $4,462	-91 Reduced 2.21%	4,025 $153,000
Q3 2020 Oct 06, 2020	BUY	$33.61 - $40.81 $7,696 - $9,345	229 Added 5.89%	4,116 $157,000
Q2 2020 Jul 10, 2020	BUY	$27.21 - $46.37 $37,440 - $63,805	1,376 Added 54.8%	3,887 $146,000
Q1 2020 Apr 07, 2020	SELL	$25.69 - $56.67 $21,810 - $48,112	-849 Reduced 25.27%	2,511 $77,000
Q4 2019 Jan 15, 2020	BUY	$50.81 - $56.72 $170,721 - $190,579	3,360 New	3,360 $189,000

Others Institutions Holding TFC

# of Institutions

1,647

Shares Held

944M

Call Options Held

9.38M

Put Options Held

6.49M

Vanguard Group Inc Valley Forge, PA

119M
Shares

$5.17 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

99M
Shares

$4.29 Billion
0.09% of portfolio
Capital International Investors Los Angeles, CA

71.9M
Shares

$3.11 Billion
0.61% of portfolio
State Street Corp Boston, MA

61.9M
Shares

$2.68 Billion
0.11% of portfolio
Jpmorgan Chase & CO New York, NY

51.6M
Shares

$2.24 Billion
0.18% of portfolio

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

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