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 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-360- 3.14% |
$14.9K - $17.3K
|
11.1K
$515K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-361- 5.62% |
$15K - $17.4K
|
6.07K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-372- 5.68% |
$15.4K - $17.9K
|
6.18K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-379- 2.1% |
$15.7K - $18.2K
|
17.6K
$818K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-380- 55.39% |
$15.8K - $18.3K
|
306
$14.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-400- 2.52% |
$16.6K - $19.2K
|
15.5K
$717K
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-402- 4.51% |
$16.7K - $19.3K
|
8.51K
$395K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-406- 1.05% |
$16.9K - $19.5K
|
38.4K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-406- 1.64% |
$16.9K - $19.5K
|
24.3K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-410- 2.05% |
$17K - $19.7K
|
19.6K
$910K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-411- 4.22% |
$17.1K - $19.8K
|
9.33K
$433K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-414- 4.06% |
$17.2K - $19.9K
|
9.77K
$453K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-418- 0.89% |
$17.4K - $20.1K
|
46.5K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-428- 4.9% |
$17.8K - $20.6K
|
8.31K
$385K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-440- 1.98% |
$18.3K - $21.2K
|
21.8K
$1.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-450- 4.33% |
$18.7K - $21.6K
|
9.94K
$461K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-457- 11.16% |
$19K - $22K
|
3.64K
$169K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-469- 1.28% |
$19.5K - $22.6K
|
36.2K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-470- 4.86% |
$19.5K - $22.6K
|
9.2K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-478- 2.86% |
$19.8K - $23K
|
16.3K
$754K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-500- 3.29% |
$20.8K - $24.1K
|
14.7K
$681K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-502- 2.7% |
$20.8K - $24.1K
|
18.1K
$840K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-542- 0.3% |
$22.5K - $26.1K
|
179K
$8.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-546- 5.5% |
$22.7K - $26.3K
|
9.38K
$435K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-550- 8.62% |
$22.8K - $26.5K
|
5.83K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-550- 5.14% |
$22.8K - $26.5K
|
10.1K
$471K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-553- 1.16% |
$23K - $26.6K
|
47.2K
$2.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-553- 3.29% |
$23K - $26.6K
|
16.3K
$755K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-555- 15.13% |
$23K - $26.7K
|
3.11K
$144K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-565- 81.18% |
$23.5K - $27.2K
|
131
$6.08K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-566- 1.09% |
$23.5K - $27.2K
|
51.3K
$2.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-569- 14.73% |
$23.6K - $27.4K
|
3.29K
$153K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-573- 3.31% |
$23.8K - $27.6K
|
16.8K
$777K
|
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-586- 2.49% |
$24.3K - $28.2K
|
22.9K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-587- 1.28% |
$24.4K - $28.2K
|
45.1K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-590- 24.55% |
$24.5K - $28.4K
|
1.81K
$84.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-592- 3.74% |
$24.6K - $28.5K
|
15.2K
$707K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-592- 10.91% |
$24.6K - $28.5K
|
4.83K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-593- 46.58% |
$24.6K - $28.5K
|
680
$31.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-596- 0.71% |
$24.7K - $28.7K
|
83.4K
$3.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-599- 4.93% |
$24.9K - $28.8K
|
11.5K
$535K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-600- 2.35% |
$24.9K - $28.9K
|
24.9K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-600- 0.49% |
$24.9K - $28.9K
|
123K
$5.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-600- 10.3% |
$24.9K - $28.9K
|
5.22K
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-603- 18.19% |
$25K - $29K
|
2.71K
$126K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-610- 10.85% |
$25.3K - $29.3K
|
5.01K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-616- 11.03% |
$25.6K - $29.6K
|
4.97K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-628- 0.24% |
$26.1K - $30.2K
|
263K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-629- 4.64% |
$26.1K - $30.3K
|
12.9K
$600K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-642- 1.57% |
$26.6K - $30.9K
|
40.3K
$1.87M
|