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 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-849- 2.26% |
$35.2K - $40.8K
|
36.7K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-850- 14.35% |
$35.3K - $40.9K
|
5.08K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-873- 11.32% |
$36.2K - $42K
|
6.84K
$326K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-884- 0.45% |
$36.7K - $42.5K
|
197K
$9.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-918- 2.05% |
$38.1K - $44.2K
|
43.9K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-938- 1.53% |
$38.9K - $45.1K
|
60.5K
$2.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-943- 2.62% |
$39.1K - $45.4K
|
35.1K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-945- 16.96% |
$39.2K - $45.5K
|
4.63K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-950- 21.6% |
$39.4K - $45.7K
|
3.45K
$164K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-957- 5.27% |
$39.7K - $46K
|
17.2K
$820K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-965- 3.47% |
$40.1K - $46.4K
|
26.8K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-988- 0.98% |
$41K - $47.5K
|
99.7K
$4.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1K- 0.35% |
$41.5K - $48.1K
|
288K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1K- 7.39% |
$41.5K - $48.1K
|
12.5K
$598K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.01K- 3.2% |
$42K - $48.7K
|
30.7K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.02K- 7.89% |
$42.3K - $49K
|
11.9K
$567K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.03K- 4.28% |
$42.6K - $49.4K
|
23K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.04K- 0.26% |
$43K - $49.8K
|
404K
$19.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.06K- 0.62% |
$43.8K - $50.7K
|
170K
$8.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.06K- 5.18% |
$43.9K - $50.9K
|
19.4K
$923K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.06K- 11.49% |
$44K - $50.9K
|
8.16K
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.07K- 4.04% |
$44.5K - $51.5K
|
25.4K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.08K- 0.81% |
$44.6K - $51.7K
|
132K
$6.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.08K- 1.03% |
$44.8K - $51.9K
|
104K
$4.97M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-1.09K- 3.81% |
$45.2K - $52.4K
|
27.5K
$1.31M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.11K- 8.03% |
$45.9K - $53.2K
|
12.7K
$604K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.11K- 1.25% |
$46K - $53.2K
|
87.1K
$4.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.11K- 6.56% |
$46.1K - $53.4K
|
15.8K
$754K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.13K- 1.24% |
$46.9K - $54.4K
|
89.8K
$4.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.13K- 4.23% |
$46.9K - $54.4K
|
25.6K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.15K- 1.69% |
$47.6K - $55.2K
|
66.7K
$3.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.17K- 14.34% |
$48.6K - $56.3K
|
6.99K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.2K- 3.26% |
$49.6K - $57.5K
|
35.5K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.2K- 8.23% |
$49.7K - $57.6K
|
13.4K
$637K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.2K- 3.33% |
$49.9K - $57.8K
|
34.9K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.23K- 3.17% |
$50.9K - $59K
|
37.4K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.23K- 0.49% |
$51.2K - $59.3K
|
251K
$11.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.25K- 5.59% |
$51.8K - $60K
|
21.1K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1.26K- 7.35% |
$52.3K - $60.6K
|
15.9K
$757K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.27K- 1.36% |
$52.6K - $61K
|
92K
$4.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-1.27K- 12.23% |
$52.7K - $61.1K
|
9.12K
$435K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.29K- 0.46% |
$53.3K - $61.8K
|
281K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.29K- 4.75% |
$53.7K - $62.2K
|
25.9K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.31K- 17.08% |
$54.4K - $63K
|
6.36K
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.39K- 2.75% |
$57.6K - $66.7K
|
49K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.39K- 6.97% |
$57.7K - $66.8K
|
18.5K
$883K
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.45K- 0.43% |
$60.2K - $69.7K
|
332K
$15.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.45K- 4.8% |
$60.3K - $69.8K
|
28.8K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.5K- 2.29% |
$62.3K - $72.2K
|
63.9K
$3.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.54K- 13.42% |
$64.1K - $74.3K
|
9.96K
$475K
|