Purchases and Sales Made in Q2 2024 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q2 2024. The information is specifically focused on institutions that hold shares of TRUIST FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
38+ 0.51% |
$1.35K - $1.53K
|
7.49K
$353K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
30+ 19.48% |
$1.06K - $1.21K
|
184
$8.68K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
25+ 26.6% |
$885 - $1K
|
119
$5.61K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
24+ 0.52% |
$850 - $964
|
4.61K
$217K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24+ 0.2% |
$850 - $964
|
11.9K
$562K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
22+ 1.36% |
$779 - $884
|
1.64K
$77.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
19New |
$673 - $763
|
19
$896
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
19+ 0.25% |
$673 - $763
|
7.7K
$363K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
18+ 0.2% |
$637 - $723
|
9.2K
$434K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
17+ 0.19% |
$602 - $683
|
9.18K
$433K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
16+ 0.04% |
$567 - $643
|
38.9K
$1.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
16New |
$567 - $643
|
16
$754
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
16+ 0.02% |
$567 - $643
|
74.9K
$3.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 0.49% |
$567 - $643
|
3.25K
$153K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16+ 1.33% |
$567 - $643
|
1.22K
$57.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
15+ 22.73% |
$531 - $603
|
81
$3.82K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
14+ 26.42% |
$496 - $563
|
67
$3.16K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
13+ 1.39% |
$460 - $522
|
945
$44.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
13+ 0.01% |
$460 - $522
|
135K
$6.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
12New |
$425 - $482
|
12
$566
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 0.37% |
$425 - $482
|
3.26K
$154K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 1.34% |
$390 - $442
|
833
$39.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
11+ 1.46% |
$390 - $442
|
762
$35.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 9.02% |
$390 - $442
|
133
$6.27K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9+ 3.85% |
$319 - $362
|
243
$11.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.24% |
$319 - $362
|
3.78K
$178K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
9+ 0.03% |
$319 - $362
|
26.9K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8+ 0.08% |
$283 - $321
|
10.3K
$486K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
8+ 0.01% |
$283 - $321
|
63.8K
$3.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
7+ 0.07% |
$248 - $281
|
10.3K
$488K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
7+ 0.01% |
$248 - $281
|
75.7K
$3.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
7New |
$248 - $281
|
7
$330
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7+ 0.71% |
$248 - $281
|
995
$46.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
6+ 0.04% |
$212 - $241
|
13.9K
$657K
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.12% |
$212 - $241
|
5.21K
$246K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6+ 1.37% |
$212 - $241
|
445
$21K
|
|
|
Aug 09, 2024
Q2 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
6+ 0.04% |
$212 - $241
|
15.3K
$723K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5+ 1.24% |
$177 - $201
|
407
$19.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 1.64% |
$177 - $201
|
309
$14.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5New |
$177 - $201
|
5
$236
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4+ 1.0% |
$142 - $161
|
403
$19K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 6.12% |
$106 - $121
|
52
$2.45K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 2.31% |
$106 - $121
|
133
$6.27K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.1% |
$70.8 - $80.4
|
1.96K
$92.4K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
2+ 40.0% |
$70.8 - $80.4
|
7
$330
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 1.23% |
$35.4 - $40.2
|
82
$3.87K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.02% |
$35.4 - $40.2
|
5.71K
$269K
|
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1+ 0.0% |
$35.4 - $40.2
|
20.7K
$976K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 4.0% |
$35.4 - $40.2
|
26
$1.23K
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$35.4 - $40.2
|
15.5K
$733K
|