Yhb Investment Advisors, Inc. Truist Financial Corp Transaction History

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$34.53 - $38.98 $49,964 - $56,404	1,447 New	1,447 $56,000
Q2 2023 Aug 10, 2023	SELL	$26.21 - $34.79 $79,704 - $105,796	-3,041 Reduced 3.62%	80,861 $2.45 Million
Q1 2023 May 08, 2023	BUY	$30.56 - $50.39 $40,705 - $67,119	1,332 Added 1.61%	83,902 $2.86 Million
Q4 2022 Jan 12, 2023	SELL	$40.42 - $47.26 $12,328 - $14,414	-305 Reduced 0.37%	82,570 $0
Q3 2022 Nov 03, 2022	SELL	$20.41 - $50.47 $28,614 - $70,758	-1,402 Reduced 1.66%	82,875 $3.61 Million
Q2 2022 Jul 14, 2022	SELL	$45.68 - $55.36 $53,171 - $64,439	-1,164 Reduced 1.36%	84,277 $4 Million
Q1 2022 Apr 14, 2022	SELL	$56.23 - $67.41 $38,011 - $45,569	-676 Reduced 0.78%	85,441 $4.84 Million
Q4 2021 Jan 18, 2022	BUY	$55.67 - $65.14 $45,760 - $53,545	822 Added 0.96%	86,117 $5.04 Million
Q3 2021 Oct 28, 2021	BUY	$52.18 - $60.15 $78,165 - $90,104	1,498 Added 1.79%	85,295 $5 Million
Q2 2021 Jul 15, 2021	BUY	$52.81 - $62.14 $93,948 - $110,547	1,779 Added 2.17%	83,797 $4.65 Million
Q1 2021 Apr 22, 2021	SELL	$47.18 - $60.17 $73,129 - $93,263	-1,550 Reduced 1.85%	82,018 $4.74 Million
Q4 2020 Jan 21, 2021	SELL	$38.75 - $49.04 $18,328 - $23,195	-473 Reduced 0.56%	83,568 $4.01 Million
Q3 2020 Nov 02, 2020	SELL	$33.61 - $40.81 $812,622 - $986,704	-24,178 Reduced 22.34%	84,041 $3.2 Million
Q2 2020 Jul 20, 2020	BUY	$27.21 - $46.37 $152,974 - $260,692	5,622 Added 5.48%	108,219 $4.06 Million
Q1 2020 Apr 16, 2020	BUY	$25.69 - $56.67 $164,595 - $363,084	6,407 Added 6.66%	102,597 $3.16 Million
Q4 2019 Jan 27, 2020	BUY	$50.81 - $56.72 $4.89 Million - $5.46 Million	96,190 New	96,190 $5.42 Million

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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