Truist Financial Corp Principal Fds Principal Invt G Transaction History

Truist Financial Corp

$62.9 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$21.45 - $24.14 $338,824 - $381,315	-15,796 Closed	0 $0
Q1 2022 Apr 22, 2022	SELL	$23.64 - $26.11 $194,108 - $214,389	-8,211 Reduced 34.2%	15,796 $380,000
Q4 2021 Feb 14, 2022	SELL	$26.23 - $26.84 $16,105 - $16,479	-614 Reduced 2.49%	24,007 $632,000
Q3 2021 Nov 05, 2021	SELL	$26.57 - $27.09 $53,830 - $54,884	-2,026 Reduced 7.6%	24,621 $654,000
Q2 2021 Aug 16, 2021	SELL	$25.98 - $26.79 $11,872 - $12,243	-457 Reduced 1.69%	26,647 $714,000
Q1 2021 May 17, 2021	BUY	$25.69 - $27.32 $21,168 - $22,511	824 Added 3.14%	27,104 $703,000
Q3 2020 Nov 13, 2020	BUY	$26.76 - $27.69 $703,252 - $727,693	26,280 New	26,280 $709,000

Others Institutions Holding IG

# of Institutions

24

Shares Held

5.21M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

2.03M
Shares

$42.1 Million
1.05% of portfolio
Envestnet Asset Management Inc

1.97M
Shares

$40.8 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

585K
Shares

$12.1 Million
0.02% of portfolio
Western Wealth Management, LLC

159K
Shares

$3.29 Million
0.2% of portfolio
Insight Wealth Partners, LLC

151K
Shares

$3.13 Million
0.65% of portfolio

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