Institutional & Family Asset Management, LLC Truist Financial Corp Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	BUY	$40.42 - $47.26 $970 - $1,134	24 Added 37.5%	88 $3,000
Q1 2022 May 11, 2022	BUY	$56.23 - $67.41 $3,598 - $4,314	64 New	64 $4,000

Others Institutions Holding TFC

# of Institutions

1,647

Shares Held

941M

Call Options Held

9.38M

Put Options Held

6.49M

Vanguard Group Inc Valley Forge, PA

119M
Shares

$5.24 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

99M
Shares

$4.35 Billion
0.09% of portfolio
Capital International Investors Los Angeles, CA

71.9M
Shares

$3.16 Billion
0.61% of portfolio
State Street Corp Boston, MA

61.9M
Shares

$2.72 Billion
0.11% of portfolio
Jpmorgan Chase & CO New York, NY

51.6M
Shares

$2.27 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 $58.3B
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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