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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-91- 23.27% |
$3.22K - $3.66K
|
300
$14.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-94- 0.31% |
$3.33K - $3.78K
|
30.5K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-94- 1.75% |
$3.33K - $3.78K
|
5.28K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-99- 31.83% |
$3.51K - $3.98K
|
212
$10K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-100- 1.37% |
$3.54K - $4.02K
|
7.2K
$340K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-112- 0.8% |
$3.97K - $4.5K
|
14K
$658K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-114- 1.05% |
$4.04K - $4.58K
|
10.7K
$506K
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-117- 1.39% |
$4.14K - $4.7K
|
8.32K
$392K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-117- 5.26% |
$4.14K - $4.7K
|
2.11K
$99.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-119- 2.03% |
$4.21K - $4.78K
|
5.74K
$270K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-120- 1.18% |
$4.25K - $4.82K
|
10.1K
$475K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-121- 0.51% |
$4.28K - $4.86K
|
23.8K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-125- 8.93% |
$4.43K - $5.02K
|
1.28K
$60.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-129- 0.42% |
$4.57K - $5.18K
|
30.4K
$1.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-132- 0.66% |
$4.67K - $5.3K
|
19.9K
$937K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-138- 46.15% |
$4.89K - $5.54K
|
161
$7.59K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-140- 1.33% |
$4.96K - $5.63K
|
10.4K
$490K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-140- 16.85% |
$4.96K - $5.63K
|
691
$32.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-146- 0.43% |
$5.17K - $5.87K
|
33.6K
$1.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-149- 2.72% |
$5.28K - $5.99K
|
5.32K
$251K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-150- 60.0% |
$5.31K - $6.03K
|
100
$4.72K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-150- 0.95% |
$5.31K - $6.03K
|
15.6K
$737K
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-154- 0.93% |
$5.45K - $6.19K
|
16.3K
$770K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-160- 16.11% |
$5.67K - $6.43K
|
833
$39.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-160- 1.89% |
$5.67K - $6.43K
|
8.33K
$393K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-161- 11.29% |
$5.7K - $6.47K
|
1.27K
$59.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-162- 33.61% |
$5.74K - $6.51K
|
320
$15.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-165- 1.77% |
$5.84K - $6.63K
|
9.13K
$431K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-165- 4.29% |
$5.84K - $6.63K
|
3.68K
$174K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-165- 0.98% |
$5.84K - $6.63K
|
16.7K
$787K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-168- 1.98% |
$5.95K - $6.75K
|
8.3K
$392K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-172- 0.81% |
$6.09K - $6.91K
|
21.1K
$995K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-178- 30.53% |
$6.3K - $7.15K
|
405
$19.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-180- 1.65% |
$6.37K - $7.23K
|
10.7K
$504K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-190- 1.08% |
$6.73K - $7.63K
|
17.3K
$818K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-192- 61.54% |
$6.8K - $7.71K
|
120
$5.66K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-197- 0.13% |
$6.98K - $7.92K
|
150K
$7.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-198- 1.87% |
$7.01K - $7.96K
|
10.4K
$491K
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 1.33% |
$7.08K - $8.04K
|
14.8K
$700K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-200- 82.3% |
$7.08K - $8.04K
|
43
$2.03K
|
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-200- 3.2% |
$7.08K - $8.04K
|
6.05K
$285K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-204- 27.49% |
$7.22K - $8.2K
|
538
$25.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-207- 3.44% |
$7.33K - $8.32K
|
5.82K
$274K
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-211- 0.14% |
$7.47K - $8.48K
|
150K
$7.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-220- 0.94% |
$7.79K - $8.84K
|
23.2K
$1.09M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-223- 0.27% |
$7.9K - $8.96K
|
83.4K
$3.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-245- 1.83% |
$8.68K - $9.84K
|
13.1K
$620K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-253- 2.99% |
$8.96K - $10.2K
|
8.2K
$386K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-261- 3.9% |
$9.24K - $10.5K
|
6.43K
$303K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-262- 0.26% |
$9.28K - $10.5K
|
102K
$4.82M
|