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 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.2K+ 76.66% |
$963K - $1.12M
|
53.5K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
22.7KNew |
$942K - $1.09M
|
22.7K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
22.1K+ 6.6% |
$919K - $1.06M
|
358K
$16.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
22.1K+ 7.83% |
$919K - $1.06M
|
305K
$14.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
21.1KNew |
$877K - $1.02M
|
21.1K
$980K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
20.7K+ 55.39% |
$859K - $996K
|
58.1K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
19.8K+ 31.67% |
$822K - $953K
|
82.4K
$3.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
19.3K+ 2.05% |
$802K - $929K
|
961K
$44.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
19.3K+ 150.19% |
$802K - $929K
|
32.2K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
19K+ 4.64% |
$790K - $916K
|
429K
$19.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
18.8K+ 85.59% |
$780K - $904K
|
40.8K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
18.6KNew |
$773K - $896K
|
18.6K
$864K
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
18.5K+ 8.1% |
$769K - $891K
|
247K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
18K+ 26.22% |
$747K - $866K
|
86.6K
$4.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
18K+ 5.76% |
$746K - $864K
|
330K
$15.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
16.8KNew |
$696K - $807K
|
16.8K
$778K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
16.3K+ 75.11% |
$678K - $786K
|
38.1K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16.3K+ 47.03% |
$676K - $783K
|
50.9K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
16KNew |
$663K - $769K
|
16K
$741K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.8K+ 11.11% |
$658K - $762K
|
158K
$7.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.6KNew |
$646K - $749K
|
15.6K
$722K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.5K+ 13.96% |
$643K - $746K
|
127K
$5.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
15.5KNew |
$643K - $745K
|
15.5K
$718K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.2KNew |
$632K - $733K
|
15.2K
$706K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
15.1K+ 23.19% |
$628K - $728K
|
80.4K
$3.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
15K+ 5.51% |
$624K - $723K
|
288K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15K+ 8.92% |
$621K - $720K
|
183K
$8.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.9K+ 14.29% |
$620K - $718K
|
119K
$5.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
14.6KNew |
$607K - $703K
|
14.6K
$678K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
14.5KNew |
$604K - $699K
|
14.5K
$674K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
14.5KNew |
$603K - $699K
|
14.5K
$674K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.3K+ 9.17% |
$595K - $690K
|
171K
$7.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
14.1KNew |
$586K - $680K
|
14.1K
$655K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
14.1K+ 6.57% |
$586K - $679K
|
229K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.1K+ 148.53% |
$585K - $678K
|
23.6K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
14K+ 9.85% |
$581K - $674K
|
156K
$7.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
13.7KNew |
$568K - $658K
|
13.7K
$634K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.5K+ 22.29% |
$560K - $648K
|
74K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
13.5KNew |
$560K - $648K
|
13.5K
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
13.3K+ 24.36% |
$552K - $639K
|
67.8K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
13.2K+ 33.11% |
$548K - $636K
|
53.1K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
13.1K+ 30.2% |
$542K - $629K
|
56.3K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
12.8KNew |
$533K - $617K
|
12.8K
$595K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.8K+ 39.3% |
$531K - $616K
|
45.4K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12K+ 7.36% |
$499K - $578K
|
175K
$8.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
11.8K+ 50.54% |
$489K - $567K
|
35.1K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11.7K+ 6.44% |
$486K - $563K
|
193K
$8.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.7K+ 0.34% |
$484K - $561K
|
3.48M
$162M
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
11.6KNew |
$483K - $560K
|
11.6K
$540K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
11.5KNew |
$476K - $552K
|
11.5K
$532K
|