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 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-1- 1.06% |
$41.5 - $48.1
|
93
$4.43K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-4- 0.07% |
$166 - $192
|
5.77K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 0.03% |
$208 - $241
|
14.9K
$708K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5- 1.96% |
$208 - $241
|
250
$11.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-6- 0.49% |
$249 - $289
|
1.23K
$58.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-6- 0.1% |
$249 - $289
|
5.73K
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-7- 0.07% |
$291 - $337
|
10.3K
$492K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-9- 0.24% |
$374 - $433
|
3.67K
$175K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 0.14% |
$415 - $481
|
7.31K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-10- 2.86% |
$415 - $481
|
340
$16.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-10- 0.04% |
$415 - $481
|
23.1K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-12- 0.21% |
$498 - $577
|
5.7K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-12- 2.97% |
$498 - $577
|
392
$18.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-13- 12.87% |
$540 - $625
|
88
$4.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-13- 9.56% |
$540 - $625
|
123
$5.86K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-15- 0.1% |
$623 - $722
|
14.5K
$691K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-15- 1.83% |
$623 - $722
|
805
$38.4K
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-16- 0.31% |
$664 - $770
|
5.21K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-19- 4.62% |
$789 - $914
|
392
$18.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-22- 8.76% |
$913 - $1.06K
|
229
$10.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-24- 0.47% |
$996 - $1.15K
|
5.06K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-25- 0.1% |
$1.04K - $1.2K
|
26K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-26- 0.19% |
$1.08K - $1.25K
|
14K
$665K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-26- 0.28% |
$1.08K - $1.25K
|
9.28K
$443K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-27- 21.26% |
$1.12K - $1.3K
|
100
$4.77K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-29- 1.0% |
$1.2K - $1.39K
|
2.86K
$136K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-31- 0.93% |
$1.29K - $1.49K
|
3.31K
$158K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-38- 0.84% |
$1.58K - $1.83K
|
4.48K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-38- 0.6% |
$1.58K - $1.83K
|
6.31K
$301K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-39- 0.34% |
$1.62K - $1.88K
|
11.5K
$549K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-45- 0.44% |
$1.87K - $2.16K
|
10.2K
$487K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-45- 0.67% |
$1.87K - $2.16K
|
6.66K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-46- 0.87% |
$1.91K - $2.21K
|
5.26K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-48- 0.89% |
$1.99K - $2.31K
|
5.36K
$256K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-54- 0.64% |
$2.24K - $2.6K
|
8.45K
$403K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-61- 0.96% |
$2.53K - $2.93K
|
6.3K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-65- 3.06% |
$2.7K - $3.13K
|
2.06K
$98.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-66- 1.38% |
$2.74K - $3.17K
|
4.71K
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-74- 33.18% |
$3.07K - $3.56K
|
149
$7.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-75- 1.84% |
$3.11K - $3.61K
|
4K
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-79- 0.11% |
$3.28K - $3.8K
|
74.8K
$3.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-80- 0.77% |
$3.32K - $3.85K
|
10.3K
$491K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-81- 3.2% |
$3.36K - $3.9K
|
2.45K
$117K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-85- 0.14% |
$3.53K - $4.09K
|
59K
$2.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-88- 1.22% |
$3.65K - $4.23K
|
7.11K
$339K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-88- 10.26% |
$3.65K - $4.23K
|
770
$36.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-90- 1.63% |
$3.74K - $4.33K
|
5.44K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-94- 0.38% |
$3.9K - $4.52K
|
24.7K
$1.18M
|