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 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
150New |
$6.23K - $7.22K
|
150
$6.77K
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
149+ 2.65% |
$6.18K - $7.17K
|
5.76K
$260K
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
146+ 1.83% |
$6.06K - $7.02K
|
8.14K
$368K
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
142+ 1.47% |
$5.89K - $6.83K
|
9.8K
$442K
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
139+ 1.83% |
$5.77K - $6.69K
|
7.73K
$349K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
136+ 0.92% |
$5.65K - $6.54K
|
14.9K
$673K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
136New |
$5.65K - $6.54K
|
136
$6.14K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
132+ 5.43% |
$5.48K - $6.35K
|
2.57K
$116K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
131+ 25.94% |
$5.44K - $6.3K
|
636
$28.7K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
126+ 0.91% |
$5.23K - $6.06K
|
14K
$634K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
126+ 17.43% |
$5.23K - $6.06K
|
849
$38.3K
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
125New |
$5.19K - $6.01K
|
125
$5.65K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
122+ 2.37% |
$5.06K - $5.87K
|
5.27K
$238K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
112+ 12.08% |
$4.65K - $5.39K
|
1.04K
$46.9K
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
112+ 0.87% |
$4.65K - $5.39K
|
13K
$585K
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
110+ 1.8% |
$4.57K - $5.29K
|
6.22K
$281K
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
106New |
$4.4K - $5.1K
|
106
$4.79K
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
106+ 33.97% |
$4.4K - $5.1K
|
418
$18.9K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
105+ 0.48% |
$4.36K - $5.05K
|
21.8K
$986K
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
100+ 0.24% |
$4.15K - $4.81K
|
42.3K
$1.91M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100New |
$4.15K - $4.81K
|
100
$4.52K
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
100New |
$4.15K - $4.81K
|
100
$4.52K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
100New |
$4.15K - $4.81K
|
100
$4.52K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
96+ 1.02% |
$3.98K - $4.62K
|
9.49K
$429K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
95+ 1.08% |
$3.94K - $4.57K
|
8.93K
$403K
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
94+ 1.27% |
$3.9K - $4.52K
|
7.51K
$339K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
93+ 0.51% |
$3.86K - $4.47K
|
18.5K
$835K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
86+ 0.18% |
$3.57K - $4.14K
|
48.3K
$2.18M
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
84+ 0.5% |
$3.49K - $4.04K
|
16.7K
$755K
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
83+ 1.75% |
$3.45K - $3.99K
|
4.83K
$218K
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
83New |
$3.45K - $3.99K
|
83
$3.75K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
83+ 61.48% |
$3.45K - $3.99K
|
218
$9.84K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
82+ 0.4% |
$3.4K - $3.94K
|
20.5K
$927K
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
82New |
$3.4K - $3.94K
|
82
$3.7K
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
77+ 77.0% |
$3.2K - $3.7K
|
177
$7.99K
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
75+ 0.06% |
$3.11K - $3.61K
|
136K
$6.12M
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
73+ 47.71% |
$3.03K - $3.51K
|
226
$10.2K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
72+ 0.25% |
$2.99K - $3.46K
|
29.5K
$1.33M
|
|
Feb 12, 2025
Q4 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
71+ 0.74% |
$2.95K - $3.42K
|
9.62K
$434K
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
BUY
|
- |
70+ 0.1% |
$2.91K - $3.37K
|
72.2K
$3.26M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
68+ 1.19% |
$2.82K - $3.27K
|
5.78K
$261K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$2.66K - $3.08K
|
64
$2.89K
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
63+ 0.14% |
$2.62K - $3.03K
|
44.9K
$2.03M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
63+ 0.29% |
$2.62K - $3.03K
|
22.1K
$998K
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
62+ 0.37% |
$2.57K - $2.98K
|
17K
$768K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
61New |
$2.53K - $2.93K
|
61
$2.75K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
61+ 89.71% |
$2.53K - $2.93K
|
129
$5.83K
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
59+ 1.09% |
$2.45K - $2.84K
|
5.47K
$247K
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
57+ 1.07% |
$2.37K - $2.74K
|
5.39K
$243K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
53+ 1.09% |
$2.2K - $2.55K
|
4.91K
$222K
|