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 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-720- 3.63% |
$29.9K - $34.6K
|
19.1K
$894K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-727- 20.07% |
$30.2K - $35K
|
2.9K
$136K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-729- 10.23% |
$30.3K - $35.1K
|
6.4K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-736- 69.43% |
$30.6K - $35.4K
|
324
$15.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-741- 5.81% |
$30.8K - $35.6K
|
12K
$563K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-742- 0.81% |
$30.8K - $35.7K
|
90.9K
$4.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-750- 0.65% |
$31.1K - $36.1K
|
114K
$5.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-751- 4.58% |
$31.2K - $36.1K
|
15.6K
$732K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-753- 1.22% |
$31.3K - $36.2K
|
61.1K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-756- 4.91% |
$31.4K - $36.4K
|
14.6K
$685K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-760- 3.08% |
$31.5K - $36.6K
|
23.9K
$1.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-769- 3.88% |
$31.9K - $37K
|
19K
$891K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-797- 2.59% |
$33.1K - $38.3K
|
30K
$1.4M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-804- 4.24% |
$33.4K - $38.7K
|
18.1K
$849K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-827- 16.52% |
$34.3K - $39.8K
|
4.18K
$196K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-829- 13.24% |
$34.4K - $39.9K
|
5.43K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-840- 6.57% |
$34.9K - $40.4K
|
12K
$559K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-845- 1.97% |
$35.1K - $40.6K
|
42K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-846- 6.44% |
$35.1K - $40.7K
|
12.3K
$575K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-849- 2.26% |
$35.2K - $40.8K
|
36.7K
$1.72M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-849- 3.58% |
$35.2K - $40.8K
|
22.9K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-850- 14.35% |
$35.3K - $40.9K
|
5.08K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-860- 0.86% |
$35.7K - $41.4K
|
99.3K
$4.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-873- 11.32% |
$36.2K - $42K
|
6.84K
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-884- 0.45% |
$36.7K - $42.5K
|
197K
$9.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-892- 8.88% |
$37K - $42.9K
|
9.15K
$428K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-918- 2.05% |
$38.1K - $44.2K
|
43.9K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
SELL
|
- |
-931- 7.22% |
$38.6K - $44.8K
|
12K
$560K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-938- 1.53% |
$38.9K - $45.1K
|
60.5K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-939- 0.57% |
$39K - $45.2K
|
165K
$7.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-943- 2.62% |
$39.1K - $45.4K
|
35.1K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-945- 16.96% |
$39.2K - $45.5K
|
4.63K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-950- 21.6% |
$39.4K - $45.7K
|
3.45K
$161K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-957- 5.27% |
$39.7K - $46K
|
17.2K
$806K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-965- 3.47% |
$40.1K - $46.4K
|
26.8K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-970- 3.78% |
$40.3K - $46.7K
|
24.7K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-988- 0.98% |
$41K - $47.5K
|
99.7K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-991- 0.59% |
$41.1K - $47.7K
|
166K
$7.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-995- 84.32% |
$41.3K - $47.9K
|
185
$8.66K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1K- 0.35% |
$41.5K - $48.1K
|
288K
$13.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1K- 7.39% |
$41.5K - $48.1K
|
12.5K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-1K- 55.56% |
$41.5K - $48.1K
|
800
$37.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.01K- 8.32% |
$41.9K - $48.5K
|
11.1K
$521K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.01K- 3.2% |
$42K - $48.7K
|
30.7K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.02K- 7.89% |
$42.3K - $49K
|
11.9K
$556K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.03K- 4.28% |
$42.6K - $49.4K
|
23K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.04K- 0.26% |
$43K - $49.8K
|
404K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.05K- 16.71% |
$43.4K - $50.3K
|
5.21K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.05K- 1.36% |
$43.6K - $50.5K
|
76K
$3.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.06K- 0.62% |
$43.8K - $50.7K
|
170K
$7.97M
|