Independent Advisor Alliance Truist Financial Corp Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

A detailed history of Independent Advisor Alliance transactions in Truist Financial Corp stock. As of the latest transaction made, Independent Advisor Alliance holds 282,607 shares of TFC stock, worth $12.2 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

282,607

Previous 255,199 10.74%

Holding current value

$12.2 Million

Previous $9.91 Million 21.86%

% of portfolio

0.45%

Previous 0.34%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$38.22 - $44.94 $1.05 Million - $1.23 Million	27,408 Added 10.74%	282,607 $12.1 Million
Q2 2024 Aug 12, 2024	BUY	$35.41 - $40.18 $282,323 - $320,355	7,973 Added 3.22%	255,199 $9.91 Million
Q1 2024 May 08, 2024	BUY	$34.53 - $38.98 $102,623 - $115,848	2,972 Added 1.22%	247,226 $9.64 Million
Q4 2023 Feb 08, 2024	BUY	$27.03 - $37.64 $1.69 Million - $2.36 Million	62,658 Added 34.5%	244,254 $9.02 Million
Q3 2023 Oct 24, 2023	BUY	$27.97 - $35.59 $284,147 - $361,558	10,159 Added 5.93%	181,596 $5.2 Million
Q2 2023 Jul 28, 2023	BUY	$26.21 - $34.79 $241,787 - $320,937	9,225 Added 5.69%	171,437 $5.2 Million
Q1 2023 May 12, 2023	BUY	$30.56 - $50.39 $1.07 Million - $1.77 Million	35,042 Added 27.56%	162,212 $5.53 Million
Q4 2022 Feb 13, 2023	BUY	$40.42 - $47.26 $36,943 - $43,195	914 Added 0.72%	127,170 $5.47 Million
Q3 2022 Nov 04, 2022	SELL	$20.41 - $50.47 $3.12 Million - $7.7 Million	-152,643 Reduced 54.73%	126,256 $5.5 Million
Q2 2022 Aug 04, 2022	SELL	$45.68 - $55.36 $84,599 - $102,526	-1,852 Reduced 0.66%	278,899 $13.2 Million
Q1 2022 May 06, 2022	SELL	$56.23 - $67.41 $811,961 - $973,400	-14,440 Reduced 4.89%	280,751 $15.9 Million
Q4 2021 Feb 11, 2022	BUY	$55.67 - $65.14 $533,652 - $624,432	9,586 Added 3.36%	295,191 $17.3 Million
Q3 2021 Nov 01, 2021	BUY	$52.18 - $60.15 $6.6 Million - $7.61 Million	126,572 Added 79.59%	285,605 $16.8 Million
Q2 2021 Aug 12, 2021	BUY	$52.81 - $62.14 $112,062 - $131,861	2,122 Added 1.35%	159,033 $8.83 Million
Q1 2021 May 14, 2021	BUY	$47.18 - $60.17 $942,609 - $1.2 Million	19,979 Added 14.59%	156,911 $9.15 Million
Q4 2020 Feb 11, 2021	BUY	$38.75 - $49.04 $3.59 Million - $4.54 Million	92,624 Added 209.05%	136,932 $6.56 Million
Q3 2020 Nov 04, 2020	BUY	$33.61 - $40.81 $162,470 - $197,275	4,834 Added 12.25%	44,308 $1.69 Million
Q2 2020 Aug 06, 2020	SELL	$27.21 - $46.37 $121,111 - $206,392	-4,451 Reduced 10.13%	39,474 $1.48 Million
Q1 2020 May 14, 2020	SELL	$25.69 - $56.67 $434,109 - $957,609	-16,898 Reduced 27.78%	43,925 $1.36 Million
Q4 2019 Feb 07, 2020	BUY	$50.81 - $56.72 $3.09 Million - $3.45 Million	60,823 New	60,823 $3.43 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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Independent Advisor Alliance Truist Financial Corp Transaction History