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
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
27+ 0.02% |
$1.12K - $1.3K
|
149K
$6.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
26New |
$1.08K - $1.25K
|
26
$1.07K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
25+ 9.06% |
$1.04K - $1.2K
|
301
$12.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
25+ 0.36% |
$1.04K - $1.2K
|
7.04K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 5.84% |
$996 - $1.15K
|
435
$18K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
24+ 0.5% |
$996 - $1.15K
|
4.82K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
24+ 0.42% |
$996 - $1.15K
|
5.78K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 1.12% |
$996 - $1.15K
|
2.17K
$89.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.04% |
$955 - $1.11K
|
62K
$2.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
23+ 7.67% |
$955 - $1.11K
|
323
$13.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
22+ 0.24% |
$913 - $1.06K
|
9.16K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
22+ 0.32% |
$913 - $1.06K
|
6.8K
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
21+ 0.23% |
$872 - $1.01K
|
9.13K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
19+ 0.24% |
$789 - $914
|
7.95K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
18+ 0.03% |
$747 - $866
|
55.4K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
18+ 0.0% |
$747 - $866
|
521K
$21.5M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
18+ 5.39% |
$747 - $866
|
352
$14.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
17+ 0.01% |
$706 - $818
|
195K
$8.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
17+ 0.36% |
$706 - $818
|
4.76K
$196K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
15+ 0.16% |
$623 - $722
|
9.21K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
14+ 0.09% |
$581 - $673
|
16.2K
$667K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
14+ 0.15% |
$581 - $673
|
9.23K
$381K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
13+ 1.09% |
$540 - $625
|
1.21K
$50K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
13+ 1.0% |
$540 - $625
|
1.31K
$54.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
13+ 0.12% |
$540 - $625
|
10.6K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
13New |
$540 - $625
|
13
$537
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 6.82% |
$498 - $577
|
188
$7.76K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
12+ 0.04% |
$498 - $577
|
27.4K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 0.89% |
$498 - $577
|
1.36K
$56.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
11+ 0.12% |
$457 - $529
|
9.14K
$377K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
11+ 0.01% |
$457 - $529
|
111K
$4.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
11+ 0.1% |
$457 - $529
|
10.6K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11+ 0.07% |
$457 - $529
|
15.8K
$651K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$415 - $481
|
10
$413
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
10+ 0.06% |
$415 - $481
|
18.1K
$746K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$415 - $481
|
10
$413
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
10+ 0.1% |
$415 - $481
|
9.6K
$396K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.07% |
$374 - $433
|
852
$35.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
9+ 0.81% |
$374 - $433
|
1.12K
$46.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
9+ 0.17% |
$374 - $433
|
5.26K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.13% |
$291 - $337
|
5.22K
$215K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 6.48% |
$291 - $337
|
115
$4.75K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
7New |
$291 - $337
|
7
$289
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
7+ 0.42% |
$291 - $337
|
1.66K
$68.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
6+ 0.06% |
$249 - $289
|
10.4K
$427K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 0.14% |
$208 - $241
|
3.61K
$149K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.02% |
$166 - $192
|
23.7K
$980K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
4+ 0.0% |
$166 - $192
|
155K
$6.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
4+ 0.03% |
$166 - $192
|
15.3K
$633K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 30.0% |
$125 - $144
|
13
$537
|