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 $45.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,733
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
21,724
shares
|
$1.04 Million
0.06% of portfolio
|
Q3 2024
Added 250.95%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
21,674
shares
|
$1.04 Million
1.1% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
21,598
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
21,534
shares
|
$1.04 Million
0.37% of portfolio
|
Q3 2024
Added 116.29%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
21,500
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.04%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
21,350
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
21,324
shares
|
$1.03 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
21,192
shares
|
$1.02 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
21,157
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2022
Added 11.28%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
21,120
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
20,930
shares
|
$1.01 Million
0.81% of portfolio
|
Q3 2023
Added 510.2%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
20,805
shares
|
$1 Million
0.14% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
20,764
shares
|
$998,748
0.02% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
20,727
shares
|
$996,968
0.42% of portfolio
|
Q3 2024
Added 138.82%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
20,725
shares
|
$996,872
0.04% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
20,600
shares
|
$990,860
0.04% of portfolio
|
Q2 2024
Reduced 59.69%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
20,593
shares
|
$990,523
0.14% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
20,467
shares
|
$984,462
0.03% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
20,450
shares
|
$983,645
0.07% of portfolio
|
Q3 2024
Added 5103.56%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
20,410
shares
|
$981,721
0.05% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
20,343
shares
|
$978,498
0.57% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
20,245
shares
|
$973,784
0.04% of portfolio
|
Q3 2024
Added 61.1%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
20,180
shares
|
$970,658
0.08% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
20,147
shares
|
$969,070
0.37% of portfolio
|
Q1 2024
New holding
|