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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-414- 4.06% |
$17.2K - $19.9K
|
9.77K
$466K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-418- 0.89% |
$17.4K - $20.1K
|
46.5K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-428- 4.9% |
$17.8K - $20.6K
|
8.31K
$396K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-450- 4.33% |
$18.7K - $21.6K
|
9.94K
$474K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-457- 11.16% |
$19K - $22K
|
3.64K
$173K
|
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-470- 4.86% |
$19.5K - $22.6K
|
9.2K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-478- 2.86% |
$19.8K - $23K
|
16.3K
$775K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-500- 3.29% |
$20.8K - $24.1K
|
14.7K
$700K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-502- 2.7% |
$20.8K - $24.1K
|
18.1K
$864K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-542- 0.3% |
$22.5K - $26.1K
|
179K
$8.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-546- 5.5% |
$22.7K - $26.3K
|
9.38K
$447K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-550- 8.62% |
$22.8K - $26.5K
|
5.83K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-550- 5.14% |
$22.8K - $26.5K
|
10.1K
$484K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-553- 1.16% |
$23K - $26.6K
|
47.2K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-553- 3.29% |
$23K - $26.6K
|
16.3K
$776K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-555- 15.13% |
$23K - $26.7K
|
3.11K
$148K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-565- 81.18% |
$23.5K - $27.2K
|
131
$6.25K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-566- 1.09% |
$23.5K - $27.2K
|
51.3K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-569- 14.73% |
$23.6K - $27.4K
|
3.29K
$157K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-573- 3.31% |
$23.8K - $27.6K
|
16.8K
$799K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-587- 1.28% |
$24.4K - $28.2K
|
45.1K
$2.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-590- 24.55% |
$24.5K - $28.4K
|
1.81K
$86.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-592- 3.74% |
$24.6K - $28.5K
|
15.2K
$727K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-593- 46.58% |
$24.6K - $28.5K
|
680
$32.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-600- 2.35% |
$24.9K - $28.9K
|
24.9K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-603- 18.19% |
$25K - $29K
|
2.71K
$129K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-610- 10.85% |
$25.3K - $29.3K
|
5.01K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-616- 11.03% |
$25.6K - $29.6K
|
4.97K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-628- 0.24% |
$26.1K - $30.2K
|
263K
$12.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-647- 1.8% |
$26.9K - $31.1K
|
35.4K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-649- 11.62% |
$26.9K - $31.2K
|
4.94K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-675- 3.19% |
$28K - $32.5K
|
20.5K
$978K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-692- 2.96% |
$28.7K - $33.3K
|
22.7K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-692- 1.46% |
$28.7K - $33.3K
|
46.7K
$2.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-693- 0.27% |
$28.8K - $33.3K
|
260K
$12.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-697- 2.13% |
$28.9K - $33.5K
|
32.1K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-720- 3.63% |
$29.9K - $34.6K
|
19.1K
$910K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-729- 10.23% |
$30.3K - $35.1K
|
6.4K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-736- 69.43% |
$30.6K - $35.4K
|
324
$15.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-741- 5.81% |
$30.8K - $35.6K
|
12K
$573K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-742- 0.81% |
$30.8K - $35.7K
|
90.9K
$4.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-750- 0.65% |
$31.1K - $36.1K
|
114K
$5.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-751- 4.58% |
$31.2K - $36.1K
|
15.6K
$746K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-753- 1.22% |
$31.3K - $36.2K
|
61.1K
$2.92M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-756- 4.91% |
$31.4K - $36.4K
|
14.6K
$698K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-760- 3.08% |
$31.5K - $36.6K
|
23.9K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-797- 2.59% |
$33.1K - $38.3K
|
30K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-829- 13.24% |
$34.4K - $39.9K
|
5.43K
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-840- 6.57% |
$34.9K - $40.4K
|
12K
$570K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-846- 6.44% |
$35.1K - $40.7K
|
12.3K
$586K
|