Institutional Ownership Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC). We have compiled data on the 1,647 institutions that hold shares in the stock, with a total of 946 Million shares, which have been reported (via 13F filing form) to have a value of $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
23,726
shares
|
$1.13 Million
0.77% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
23,539
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
23,519
shares
|
$1.12 Million
0.91% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
23,454
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
23,401
shares
|
$1.12 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
23,359
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 36.39%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
23,328
shares
|
$1.11 Million
0.46% of portfolio
|
Q3 2024
Added 19.7%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
23,130
shares
|
$1.1 Million
0.25% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
23,030
shares
|
$1.1 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
22,963
shares
|
$1.1 Million
0.46% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
22,952
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
22,929
shares
|
$1.09 Million
0.32% of portfolio
|
Q2 2024
Reduced 7.99%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
22,609
shares
|
$1.08 Million
0.78% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
22,533
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2024
Added 214.18%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
22,481
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
22,397
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
22,317
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
22,280
shares
|
$1.06 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
22,266
shares
|
$1.06 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
22,255
shares
|
$1.06 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
22,046
shares
|
$1.05 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 15, 2024 Q3 2024 |
22,000
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2024
Added 46.67%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
21,992
shares
|
$1.05 Million
0.09% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
21,964
shares
|
$1.05 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
21,745
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2024
New holding
|