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 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.04K- 1.86% |
$251K - $290K
|
318K
$15.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-6.12K- 5.51% |
$254K - $294K
|
105K
$4.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-6.12K- 7.41% |
$254K - $294K
|
76.5K
$3.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-6.22K- 6.71% |
$258K - $299K
|
86.5K
$4.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-6.28K- 29.73% |
$261K - $302K
|
14.8K
$705K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.4K- 46.3% |
$266K - $308K
|
7.43K
$353K
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-6.5K- 55.6% |
$270K - $313K
|
5.19K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.52K- 18.92% |
$271K - $314K
|
28K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-6.58K- 8.17% |
$273K - $316K
|
73.9K
$3.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-6.76K- 3.3% |
$281K - $325K
|
198K
$9.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-6.78K- 9.91% |
$281K - $326K
|
61.6K
$2.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-6.87K- 4.1% |
$285K - $331K
|
161K
$7.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-6.9K- 9.11% |
$286K - $332K
|
68.8K
$3.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-6.95K- 7.75% |
$288K - $334K
|
82.7K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-7.32K- 1.02% |
$304K - $352K
|
711K
$33.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-7.41K- 4.18% |
$307K - $356K
|
170K
$8.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-7.9K- 5.65% |
$328K - $380K
|
132K
$6.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-8.04K- 6.83% |
$334K - $387K
|
110K
$5.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-8.11K- 3.09% |
$337K - $390K
|
255K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.62K- 25.92% |
$358K - $415K
|
24.6K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.75K- 12.32% |
$363K - $421K
|
62.3K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8.75K- 19.13% |
$363K - $421K
|
37K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-8.91K- 61.51% |
$370K - $429K
|
5.58K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-9.25K- 3.17% |
$384K - $445K
|
282K
$13.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-9.3K- 27.11% |
$386K - $447K
|
25K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-9.94K- 64.86% |
$412K - $478K
|
5.38K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10K- 44.42% |
$415K - $481K
|
12.5K
$595K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.1K- 5.13% |
$420K - $487K
|
187K
$8.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.2K- 6.01% |
$425K - $493K
|
160K
$7.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-10.9K- 43.56% |
$453K - $525K
|
14.1K
$672K
|
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-11.1K- 1.31% |
$461K - $534K
|
839K
$39.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-11.4K- 0.69% |
$473K - $548K
|
1.64M
$77.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-11.6K- 4.25% |
$482K - $559K
|
262K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-11.8K- 5.68% |
$490K - $568K
|
196K
$9.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-11.9K- 17.46% |
$492K - $570K
|
56K
$2.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12.6K- 24.8% |
$524K - $607K
|
38.3K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-12.7K- 11.21% |
$528K - $612K
|
101K
$4.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-12.9K- 16.73% |
$537K - $622K
|
64.4K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-14.9K- 7.78% |
$619K - $717K
|
177K
$8.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-14.9K- 1.98% |
$619K - $717K
|
737K
$35M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-16K- 22.95% |
$665K - $770K
|
53.8K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-16.3K- 26.34% |
$677K - $785K
|
45.6K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-16.3K- 3.62% |
$679K - $786K
|
436K
$20.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-16.6K- 11.84% |
$688K - $797K
|
123K
$5.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-16.7K- 67.59% |
$694K - $804K
|
8.02K
$381K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-16.8K- 25.48% |
$698K - $809K
|
49.2K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-16.9K- 17.71% |
$700K - $811K
|
78.3K
$3.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.1K- 2.47% |
$708K - $821K
|
673K
$32M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-17.3K- 15.0% |
$716K - $830K
|
97.8K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-17.3K- 1.01% |
$716K - $830K
|
1.69M
$80.4M
|