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 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-225- 3.56% |
$9.34K - $10.8K
|
6.1K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-229- 3.03% |
$9.51K - $11K
|
7.33K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-244- 4.39% |
$10.1K - $11.7K
|
5.32K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-252- 0.48% |
$10.5K - $12.1K
|
52.2K
$2.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-265- 7.57% |
$11K - $12.7K
|
3.23K
$151K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-269- -0.0% |
$11.2K - $12.9K
|
17.5M
$817M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-270- 2.51% |
$11.2K - $13K
|
10.5K
$492K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-277- 4.28% |
$11.5K - $13.3K
|
6.2K
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-277- 1.04% |
$11.5K - $13.3K
|
26.4K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-280- 1.61% |
$11.6K - $13.5K
|
17.1K
$801K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-285- 1.04% |
$11.8K - $13.7K
|
27.1K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-288- 4.52% |
$12K - $13.9K
|
6.08K
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-292- 0.69% |
$12.1K - $14K
|
42.2K
$1.97M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-294- 0.8% |
$12.2K - $14.1K
|
36.6K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-296- 5.92% |
$12.3K - $14.2K
|
4.71K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-298- 5.73% |
$12.4K - $14.3K
|
4.91K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-300- 1.31% |
$12.5K - $14.4K
|
22.6K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-300- 1.81% |
$12.5K - $14.4K
|
16.3K
$762K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-300- 1.76% |
$12.5K - $14.4K
|
16.7K
$782K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-310- 1.37% |
$12.9K - $14.9K
|
22.3K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-313- 2.66% |
$13K - $15.1K
|
11.4K
$536K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-319- 4.29% |
$13.2K - $15.3K
|
7.12K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-319- 1.23% |
$13.2K - $15.3K
|
25.7K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-320- 6.44% |
$13.3K - $15.4K
|
4.65K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-321- 4.41% |
$13.3K - $15.4K
|
6.96K
$326K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-323- 0.41% |
$13.4K - $15.5K
|
78K
$3.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-323- 3.48% |
$13.4K - $15.5K
|
8.95K
$419K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-327- 4.81% |
$13.6K - $15.7K
|
6.47K
$303K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-335- 2.17% |
$13.9K - $16.1K
|
15.1K
$706K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-336- 5.15% |
$13.9K - $16.2K
|
6.19K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-339- 0.1% |
$14.1K - $16.3K
|
327K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-352- 2.39% |
$14.6K - $16.9K
|
14.4K
$674K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-353- 8.18% |
$14.7K - $17K
|
3.96K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-356- 0.26% |
$14.8K - $17.1K
|
135K
$6.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-359- 3.13% |
$14.9K - $17.3K
|
11.1K
$520K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-360- 3.14% |
$14.9K - $17.3K
|
11.1K
$520K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-361- 5.62% |
$15K - $17.4K
|
6.07K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-370- 1.38% |
$15.4K - $17.8K
|
26.4K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-372- 5.68% |
$15.4K - $17.9K
|
6.18K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-379- 2.1% |
$15.7K - $18.2K
|
17.6K
$825K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-380- 55.39% |
$15.8K - $18.3K
|
306
$14.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-395- 4.45% |
$16.4K - $19K
|
8.48K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-400- 2.52% |
$16.6K - $19.2K
|
15.5K
$723K
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-402- 4.51% |
$16.7K - $19.3K
|
8.51K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-406- 1.05% |
$16.9K - $19.5K
|
38.4K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-406- 1.64% |
$16.9K - $19.5K
|
24.3K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-410- 2.05% |
$17K - $19.7K
|
19.6K
$918K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-411- 4.22% |
$17.1K - $19.8K
|
9.33K
$437K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-414- 4.06% |
$17.2K - $19.9K
|
9.77K
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-418- 0.89% |
$17.4K - $20.1K
|
46.5K
$2.17M
|