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 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.06K- 5.18% |
$43.9K - $50.9K
|
19.4K
$906K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.06K- 11.49% |
$44K - $50.9K
|
8.16K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.06K- 5.17% |
$44.2K - $51.2K
|
19.5K
$914K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.07K- 7.17% |
$44.3K - $51.3K
|
13.8K
$647K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.07K- 4.04% |
$44.5K - $51.5K
|
25.4K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.08K- 0.81% |
$44.6K - $51.7K
|
132K
$6.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.08K- 1.03% |
$44.8K - $51.9K
|
104K
$4.88M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-1.09K- 3.81% |
$45.2K - $52.4K
|
27.5K
$1.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.11K- 8.03% |
$45.9K - $53.2K
|
12.7K
$593K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.11K- 1.25% |
$46K - $53.2K
|
87.1K
$4.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.11K- 6.56% |
$46.1K - $53.4K
|
15.8K
$740K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.12K- 4.37% |
$46.3K - $53.6K
|
24.4K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.12K- 7.37% |
$46.6K - $54K
|
14.1K
$660K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.13K- 1.24% |
$46.9K - $54.4K
|
89.8K
$4.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.13K- 4.23% |
$46.9K - $54.4K
|
25.6K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.14K- 0.88% |
$47.3K - $54.8K
|
129K
$6.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.15K- 1.69% |
$47.6K - $55.2K
|
66.7K
$3.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.17K- 14.34% |
$48.6K - $56.3K
|
6.99K
$327K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.2K- 3.26% |
$49.6K - $57.5K
|
35.5K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.2K- 8.23% |
$49.7K - $57.6K
|
13.4K
$625K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-1.2K- 18.75% |
$49.8K - $57.7K
|
5.2K
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.2K- 3.33% |
$49.9K - $57.8K
|
34.9K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.23K- 12.29% |
$50.8K - $58.9K
|
8.75K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.23K- 3.17% |
$50.9K - $59K
|
37.4K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.23K- 0.49% |
$51.2K - $59.3K
|
251K
$11.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.25K- 5.59% |
$51.8K - $60K
|
21.1K
$986K
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1.26K- 7.35% |
$52.3K - $60.6K
|
15.9K
$744K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.27K- 1.36% |
$52.6K - $61K
|
92K
$4.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-1.27K- 12.23% |
$52.7K - $61.1K
|
9.12K
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.28K- 3.64% |
$53K - $61.4K
|
33.8K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.29K- 0.46% |
$53.3K - $61.8K
|
281K
$13.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.29K- 4.75% |
$53.7K - $62.2K
|
25.9K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.31K- 17.08% |
$54.4K - $63K
|
6.36K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.33K- 3.19% |
$55K - $63.7K
|
40.2K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.34K- 9.66% |
$55.4K - $64.2K
|
12.5K
$585K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.39K- 2.75% |
$57.6K - $66.7K
|
49K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.39K- 6.97% |
$57.7K - $66.8K
|
18.5K
$867K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.4K- 1.81% |
$58.1K - $67.3K
|
76K
$3.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.44K- 27.44% |
$59.6K - $69.1K
|
3.8K
$178K
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.45K- 0.43% |
$60.2K - $69.7K
|
332K
$15.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.45K- 4.8% |
$60.3K - $69.8K
|
28.8K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-1.48K- 9.78% |
$61.5K - $71.2K
|
13.7K
$639K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.5K- 2.29% |
$62.3K - $72.2K
|
63.9K
$2.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.54K- 13.42% |
$64.1K - $74.3K
|
9.96K
$466K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-1.59K- 0.62% |
$66K - $76.4K
|
255K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.59K- 2.43% |
$66K - $76.5K
|
63.8K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.66K- 17.53% |
$68.8K - $79.7K
|
7.8K
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.68K- 43.62% |
$69.9K - $81K
|
2.18K
$102K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.7K- 2.92% |
$70.5K - $81.7K
|
56.5K
$2.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.73K- 2.53% |
$71.7K - $83.1K
|
66.6K
$3.12M
|