Purchases and Sales Made in Q3 2024 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-102- 0.06% |
$3.9K - $4.58K
|
159K
$7.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-104- 0.96% |
$3.97K - $4.67K
|
10.8K
$492K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-105- 10.3% |
$4.01K - $4.72K
|
914
$41.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-106- 0.84% |
$4.05K - $4.76K
|
12.5K
$571K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-110- 0.81% |
$4.2K - $4.94K
|
13.4K
$612K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-110- 1.49% |
$4.2K - $4.94K
|
7.26K
$331K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-113- 2.69% |
$4.32K - $5.08K
|
4.09K
$187K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-114- 0.82% |
$4.36K - $5.12K
|
13.8K
$632K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-117- 1.5% |
$4.47K - $5.26K
|
7.67K
$350K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-117- 1.83% |
$4.47K - $5.26K
|
6.26K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-119- 1.97% |
$4.55K - $5.35K
|
5.93K
$271K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-123- 0.77% |
$4.7K - $5.53K
|
15.8K
$723K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-125- 4.15% |
$4.78K - $5.62K
|
2.89K
$132K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-129- 0.13% |
$4.93K - $5.8K
|
101K
$4.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-136- 0.26% |
$5.2K - $6.11K
|
52.5K
$2.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-137- 0.66% |
$5.24K - $6.16K
|
20.6K
$940K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-140- 0.27% |
$5.35K - $6.29K
|
51.6K
$2.36M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-141- 1.73% |
$5.39K - $6.34K
|
8K
$365K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-141- 0.33% |
$5.39K - $6.34K
|
42.4K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-147- 13.69% |
$5.62K - $6.61K
|
927
$42.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-150- 0.67% |
$5.73K - $6.74K
|
22.3K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-153- 0.77% |
$5.85K - $6.88K
|
19.8K
$902K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-153- 0.66% |
$5.85K - $6.88K
|
23K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-158- 27.72% |
$6.04K - $7.1K
|
412
$18.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-162- 22.13% |
$6.19K - $7.28K
|
570
$26K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-163- 1.95% |
$6.23K - $7.33K
|
8.2K
$374K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-174- 40.56% |
$6.65K - $7.82K
|
255
$11.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-175- 3.05% |
$6.69K - $7.86K
|
5.56K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-175- 2.89% |
$6.69K - $7.86K
|
5.88K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-176- 1.35% |
$6.73K - $7.91K
|
12.9K
$589K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-177- 1.27% |
$6.76K - $7.95K
|
13.8K
$629K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-181- 2.81% |
$6.92K - $8.13K
|
6.27K
$286K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-184- 5.0% |
$7.03K - $8.27K
|
3.5K
$160K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-187- 95.9% |
$7.15K - $8.4K
|
8
$365
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-195- 1.23% |
$7.45K - $8.76K
|
15.6K
$712K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-197- 0.65% |
$7.53K - $8.85K
|
30.2K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-199- 0.62% |
$7.61K - $8.94K
|
31.7K
$1.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-200- 1.19% |
$7.64K - $8.99K
|
16.6K
$757K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-200- 2.63% |
$7.64K - $8.99K
|
7.4K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-200- 0.13% |
$7.64K - $8.99K
|
156K
$7.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-200- 7.14% |
$7.64K - $8.99K
|
2.6K
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-208- 3.58% |
$7.95K - $9.35K
|
5.61K
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-210- 2.11% |
$8.03K - $9.44K
|
9.74K
$445K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-217- 1.42% |
$8.29K - $9.75K
|
15K
$686K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-218- 0.35% |
$8.33K - $9.8K
|
61.9K
$2.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-220- 0.57% |
$8.41K - $9.89K
|
38.7K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-221- 0.37% |
$8.45K - $9.93K
|
59.9K
$2.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-222- 3.82% |
$8.48K - $9.98K
|
5.59K
$255K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-224- 0.11% |
$8.56K - $10.1K
|
201K
$9.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-227- 2.73% |
$8.68K - $10.2K
|
8.08K
$369K
|