Purchases and Sales Made in Q4 2024 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-132- 32.04% |
$5.48K - $6.35K
|
280
$13.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-136- 0.59% |
$5.65K - $6.54K
|
22.8K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-143- 1.65% |
$5.94K - $6.88K
|
8.51K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-150- 1.08% |
$6.23K - $7.22K
|
13.7K
$653K
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
SELL
|
- |
-160- 0.22% |
$6.64K - $7.7K
|
71.2K
$3.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-171- 6.61% |
$7.1K - $8.23K
|
2.42K
$115K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-172- 0.98% |
$7.14K - $8.27K
|
17.3K
$825K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-173- 2.56% |
$7.18K - $8.32K
|
6.57K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-173- 3.0% |
$7.18K - $8.32K
|
5.6K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-181- 0.95% |
$7.51K - $8.71K
|
18.9K
$902K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-186- 3.29% |
$7.72K - $8.95K
|
5.48K
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-188- 0.87% |
$7.8K - $9.04K
|
21.5K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-188- 41.41% |
$7.8K - $9.04K
|
266
$12.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-220- 5.67% |
$9.13K - $10.6K
|
3.66K
$174K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-223- 3.3% |
$9.26K - $10.7K
|
6.53K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-225- 3.56% |
$9.34K - $10.8K
|
6.1K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-225- 4.97% |
$9.34K - $10.8K
|
4.3K
$205K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-244- 4.39% |
$10.1K - $11.7K
|
5.32K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-252- 0.48% |
$10.5K - $12.1K
|
52.2K
$2.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-265- 7.57% |
$11K - $12.7K
|
3.23K
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-269- -0.0% |
$11.2K - $12.9K
|
17.5M
$832M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-277- 4.28% |
$11.5K - $13.3K
|
6.2K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-277- 1.04% |
$11.5K - $13.3K
|
26.4K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-280- 1.61% |
$11.6K - $13.5K
|
17.1K
$816K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-285- 1.04% |
$11.8K - $13.7K
|
27.1K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-294- 0.8% |
$12.2K - $14.1K
|
36.6K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-298- 5.73% |
$12.4K - $14.3K
|
4.91K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-300- 1.81% |
$12.5K - $14.4K
|
16.3K
$777K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-300- 1.31% |
$12.5K - $14.4K
|
22.6K
$1.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-310- 1.37% |
$12.9K - $14.9K
|
22.3K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-319- 1.23% |
$13.2K - $15.3K
|
25.7K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-319- 4.29% |
$13.2K - $15.3K
|
7.12K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-320- 6.44% |
$13.3K - $15.4K
|
4.65K
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-321- 4.41% |
$13.3K - $15.4K
|
6.96K
$332K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-323- 0.41% |
$13.4K - $15.5K
|
78K
$3.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-327- 4.81% |
$13.6K - $15.7K
|
6.47K
$308K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-335- 2.17% |
$13.9K - $16.1K
|
15.1K
$719K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-336- 5.15% |
$13.9K - $16.2K
|
6.19K
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-352- 2.39% |
$14.6K - $16.9K
|
14.4K
$687K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-353- 8.18% |
$14.7K - $17K
|
3.96K
$189K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-359- 3.13% |
$14.9K - $17.3K
|
11.1K
$529K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-360- 3.14% |
$14.9K - $17.3K
|
11.1K
$530K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-361- 5.62% |
$15K - $17.4K
|
6.07K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-372- 5.68% |
$15.4K - $17.9K
|
6.18K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-379- 2.1% |
$15.7K - $18.2K
|
17.6K
$841K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-380- 55.39% |
$15.8K - $18.3K
|
306
$14.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-400- 2.52% |
$16.6K - $19.2K
|
15.5K
$737K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-406- 1.64% |
$16.9K - $19.5K
|
24.3K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-406- 1.05% |
$16.9K - $19.5K
|
38.4K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-411- 4.22% |
$17.1K - $19.8K
|
9.33K
$445K
|