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 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.1K- 1.31% |
$357K - $405K
|
761K
$34.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10.3K- 11.34% |
$363K - $412K
|
80.2K
$3.62M
|
|
|
Sep 16, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-10.3K- 2.76% |
$366K - $416K
|
364K
$16.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-10.4K- 3.55% |
$368K - $418K
|
282K
$12.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-10.5K- 10.45% |
$373K - $423K
|
90.2K
$4.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-10.6K- 89.21% |
$375K - $426K
|
1.28K
$57.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-10.9K- 59.62% |
$385K - $437K
|
7.37K
$333K
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-11K- 20.28% |
$389K - $441K
|
43.1K
$1.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-11.4K- 21.8% |
$402K - $456K
|
40.7K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-11.6K- 5.99% |
$410K - $465K
|
182K
$8.21M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-11.7K- 11.64% |
$415K - $471K
|
89.1K
$4.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.2K- 14.79% |
$432K - $491K
|
70.4K
$3.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12.4K- 45.39% |
$439K - $498K
|
14.9K
$673K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-12.7K- 2.93% |
$448K - $509K
|
419K
$18.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-12.7K- 36.12% |
$451K - $512K
|
22.5K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-12.9K- 1.53% |
$456K - $517K
|
827K
$37.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-12.9K- 59.31% |
$456K - $517K
|
8.83K
$399K
|
|
|
Aug 12, 2024
Q2 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-12.9K- 51.56% |
$456K - $517K
|
12.1K
$546K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-13.4K- 9.92% |
$476K - $540K
|
122K
$5.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-13.5K- 51.07% |
$479K - $544K
|
13K
$586K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-13.6K- 10.49% |
$482K - $547K
|
116K
$5.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-13.9K- 37.97% |
$494K - $560K
|
22.8K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-14K- 99.86% |
$497K - $564K
|
20
$903
|
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-14.5K- 14.07% |
$515K - $584K
|
88.8K
$4.01M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.8K- 3.33% |
$524K - $594K
|
429K
$19.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-14.8K- 13.78% |
$525K - $596K
|
92.8K
$4.19M
|
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-15.1K- 2.87% |
$534K - $606K
|
511K
$23.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-15.1K- 2.8% |
$535K - $607K
|
524K
$23.7M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-15.3K- 0.91% |
$542K - $615K
|
1.66M
$75.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-15.4K- 23.38% |
$546K - $620K
|
50.6K
$2.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-15.6K- 3.1% |
$553K - $628K
|
489K
$22.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-15.6K- 7.22% |
$554K - $628K
|
201K
$9.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-15.7K- 2.24% |
$558K - $633K
|
689K
$31.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-15.8K- 54.27% |
$559K - $635K
|
13.3K
$601K
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-16.6K- 26.44% |
$589K - $669K
|
46.3K
$2.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-17K- 2.13% |
$600K - $681K
|
780K
$35.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-17.6K- 71.35% |
$622K - $706K
|
7.06K
$319K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-18.5K- 18.43% |
$656K - $745K
|
82K
$3.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.9K- 0.63% |
$671K - $761K
|
3M
$136M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.1K- 47.42% |
$678K - $769K
|
21.2K
$958K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-19.8K- 1.33% |
$699K - $794K
|
1.46M
$66M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.4K- 3.48% |
$723K - $821K
|
566K
$25.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-20.8K- 21.03% |
$736K - $835K
|
78K
$3.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-20.9K- 4.75% |
$738K - $838K
|
418K
$18.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-21K- 88.89% |
$743K - $843K
|
2.63K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-21.1K- 11.37% |
$747K - $848K
|
164K
$7.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-21.2K- 13.88% |
$750K - $851K
|
131K
$5.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-21.4K- 1.17% |
$758K - $861K
|
1.81M
$81.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Abrdn PLC
|
SELL
|
- |
-21.5K- 1.86% |
$762K - $865K
|
1.14M
$51.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-21.7K- 8.74% |
$769K - $873K
|
227K
$10.2M
|