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 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.95K+ 2.06% |
$68.9K - $78.2K
|
96.2K
$4.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.93K+ 1.25% |
$68.3K - $77.5K
|
157K
$7.47M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
1.9K+ 2.64% |
$67.3K - $76.4K
|
73.8K
$3.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1.83K+ 15.81% |
$64.8K - $73.6K
|
13.4K
$639K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
1.8K+ 15.51% |
$63.8K - $72.4K
|
13.4K
$640K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.77K+ 1.65% |
$62.8K - $71.3K
|
109K
$5.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Coerente Capital Management
|
BUY
|
- |
1.77K+ 0.6% |
$62.7K - $71.1K
|
298K
$14.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 26.77% |
$60.2K - $68.3K
|
8.05K
$384K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
1.69K+ 3.25% |
$60K - $68.1K
|
53.9K
$2.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.69K+ 3.35% |
$59.8K - $67.8K
|
52.1K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.66K+ 4.81% |
$58.7K - $66.7K
|
36.2K
$1.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.63K+ 11.98% |
$57.7K - $65.5K
|
15.2K
$726K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.63K+ 2.26% |
$57.6K - $65.4K
|
73.8K
$3.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.61K+ 0.9% |
$56.8K - $64.5K
|
181K
$8.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.6K+ 26.49% |
$56.7K - $64.4K
|
7.65K
$365K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.57K+ 2.58% |
$55.5K - $62.9K
|
62.2K
$2.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.55K+ 19.1% |
$54.8K - $62.2K
|
9.65K
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.55K+ 4.0% |
$54.8K - $62.2K
|
40.2K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.52K+ 2.83% |
$53.9K - $61.2K
|
55.4K
$2.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.5K+ 3.18% |
$53.3K - $60.4K
|
48.8K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.49K+ 12.64% |
$52.7K - $59.8K
|
13.3K
$633K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.46K+ 19.43% |
$51.6K - $58.5K
|
8.96K
$427K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.45K+ 4.0% |
$51.4K - $58.3K
|
37.7K
$1.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 4.11% |
$50.3K - $57.1K
|
36K
$1.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.41K+ 15.61% |
$49.9K - $56.6K
|
10.4K
$497K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
1.4K+ 17.48% |
$49.6K - $56.3K
|
9.41K
$449K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
1.38K+ 3.18% |
$48.7K - $55.2K
|
44.7K
$2.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.37K+ 6.5% |
$48.5K - $55K
|
22.4K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.35K+ 0.87% |
$47.9K - $54.4K
|
157K
$7.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.35K+ 12.01% |
$47.6K - $54K
|
12.5K
$598K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.33K+ 3.65% |
$47.2K - $53.6K
|
37.8K
$1.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.31K+ 13.38% |
$46.5K - $52.8K
|
11.1K
$531K
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.25K+ 1.22% |
$44.4K - $50.3K
|
104K
$4.97M
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.24K+ 1.61% |
$44K - $49.9K
|
78.2K
$3.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.23K+ 9.29% |
$43.4K - $49.2K
|
14.4K
$687K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.2KNew |
$42.5K - $48.2K
|
1.2K
$57.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.18K+ 3.38% |
$41.8K - $47.5K
|
36.1K
$1.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
1.18K+ 3.84% |
$41.8K - $47.4K
|
31.9K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.17K+ 7.86% |
$41.3K - $46.8K
|
16K
$762K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.17K+ 1.28% |
$41.3K - $46.8K
|
91.9K
$4.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.15K+ 0.64% |
$40.6K - $46K
|
180K
$8.57M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.13K+ 17.64% |
$40K - $45.4K
|
7.54K
$359K
|
|
|
Jul 29, 2024
Q2 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
1.13K+ 2.54% |
$39.8K - $45.2K
|
45.5K
$2.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.12K+ 0.9% |
$39.7K - $45K
|
125K
$5.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.12K+ 2.94% |
$39.6K - $45K
|
39.1K
$1.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.12K+ 0.38% |
$39.6K - $44.9K
|
294K
$14M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.11K+ 3.95% |
$39.2K - $44.5K
|
29.2K
$1.39M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.08KNew |
$38.3K - $43.5K
|
1.08K
$51.6K
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.08K+ 1.0% |
$38.2K - $43.3K
|
109K
$5.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.06K+ 8.07% |
$37.6K - $42.7K
|
14.2K
$678K
|