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 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-80- 1.35% |
$3.32K - $3.85K
|
5.84K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-81- 3.2% |
$3.36K - $3.9K
|
2.45K
$115K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-84- 0.14% |
$3.49K - $4.04K
|
59.8K
$2.8M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-85- 0.14% |
$3.53K - $4.09K
|
59K
$2.76M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-88- 10.26% |
$3.65K - $4.23K
|
770
$36K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-88- 1.22% |
$3.65K - $4.23K
|
7.11K
$333K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-90- 1.63% |
$3.74K - $4.33K
|
5.44K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-94- 1.12% |
$3.9K - $4.52K
|
8.32K
$390K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-94- 0.38% |
$3.9K - $4.52K
|
24.7K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-96- 0.29% |
$3.98K - $4.62K
|
33.1K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-100- 0.68% |
$4.15K - $4.81K
|
14.6K
$683K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-100- 0.98% |
$4.15K - $4.81K
|
10.1K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-104- 38.66% |
$4.32K - $5K
|
165
$7.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-107- 0.56% |
$4.44K - $5.15K
|
19.1K
$892K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-110- 0.4% |
$4.57K - $5.29K
|
27.2K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-110- 1.24% |
$4.57K - $5.29K
|
8.8K
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-111- 1.11% |
$4.61K - $5.34K
|
9.93K
$465K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-113- 51.6% |
$4.69K - $5.44K
|
106
$4.96K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-115- 2.06% |
$4.77K - $5.53K
|
5.46K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-120- 8.03% |
$4.98K - $5.77K
|
1.38K
$64.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-121- 4.88% |
$5.02K - $5.82K
|
2.36K
$110K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-124- 36.8% |
$5.15K - $5.96K
|
213
$9.97K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-125- 4.35% |
$5.19K - $6.01K
|
2.75K
$129K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-128- 0.4% |
$5.31K - $6.16K
|
31.6K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-130- 2.09% |
$5.4K - $6.25K
|
6.1K
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-131- 0.95% |
$5.44K - $6.3K
|
13.7K
$642K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-132- 32.04% |
$5.48K - $6.35K
|
280
$13.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-133- 1.34% |
$5.52K - $6.4K
|
9.81K
$459K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-136- 0.59% |
$5.65K - $6.54K
|
22.8K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-142- 2.69% |
$5.89K - $6.83K
|
5.14K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-143- 1.65% |
$5.94K - $6.88K
|
8.51K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-148- 12.94% |
$6.14K - $7.12K
|
996
$46.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-150- 1.08% |
$6.23K - $7.22K
|
13.7K
$641K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-156- 2.54% |
$6.48K - $7.5K
|
6K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
SELL
|
- |
-160- 0.22% |
$6.64K - $7.7K
|
71.2K
$3.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-171- 6.61% |
$7.1K - $8.23K
|
2.42K
$113K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-172- 0.98% |
$7.14K - $8.27K
|
17.3K
$810K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-173- 3.0% |
$7.18K - $8.32K
|
5.6K
$262K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-173- 2.56% |
$7.18K - $8.32K
|
6.57K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-173- 1.2% |
$7.18K - $8.32K
|
14.2K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-175- 2.6% |
$7.26K - $8.42K
|
6.55K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-181- 0.95% |
$7.51K - $8.71K
|
18.9K
$886K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-186- 3.29% |
$7.72K - $8.95K
|
5.48K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-188- 41.41% |
$7.8K - $9.04K
|
266
$12.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-188- 0.87% |
$7.8K - $9.04K
|
21.5K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-191- 0.86% |
$7.93K - $9.19K
|
22.1K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-205- 0.75% |
$8.51K - $9.86K
|
27.2K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-220- 5.67% |
$9.13K - $10.6K
|
3.66K
$171K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-223- 3.3% |
$9.26K - $10.7K
|
6.53K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-225- 4.97% |
$9.34K - $10.8K
|
4.3K
$201K
|