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 |
|---|---|---|---|---|---|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 04, 2024 Q3 2024 |
18,656
shares
|
$897,353
0.07% of portfolio
|
Q3 2024
Reduced 83.76%
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
18,623
shares
|
$895,766
0.39% of portfolio
|
Q3 2024
Reduced 21.56%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,618
shares
|
$895,525
0.08% of portfolio
|
Q4 2023
Reduced 35.84%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
18,481
shares
|
$888,936
0.13% of portfolio
|
Q3 2024
Reduced 74.83%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
18,390
shares
|
$884,559
0.09% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
18,312
shares
|
$880,807
0.54% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
18,239
shares
|
$877,295
0.18% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
18,238
shares
|
$877,247
0.01% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
18,221
shares
|
$876,430
0.05% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
18,219
shares
|
$876,333
0.09% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
18,165
shares
|
$873,736
0.33% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
18,159
shares
|
$873,447
0.12% of portfolio
|
Q1 2023
Added 7.65%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
18,055
shares
|
$868,445
0.28% of portfolio
|
Q2 2024
Added 70.62%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
18,055
shares
|
$868,445
0.1% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
18,008
shares
|
$866,184
0.23% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
17,805
shares
|
$856,420
0.04% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
17,792
shares
|
$855,795
0.01% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,669
shares
|
$849,878
0.02% of portfolio
|
Q3 2022
Added 186.18%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
17,657
shares
|
$849,301
0.23% of portfolio
|
Q2 2024
Added 22.97%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
17,500
shares
|
$841,750
0.39% of portfolio
|
Q3 2023
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
17,473
shares
|
$840,451
0.07% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
17,472
shares
|
$840,403
0.18% of portfolio
|
Q3 2024
Added 14.71%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
17,396
shares
|
$836,747
0.02% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
17,369
shares
|
$835,448
0.07% of portfolio
|
Q3 2024
Added 29.03%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
17,325
shares
|
$833,332
0.22% of portfolio
|
Q3 2024
Reduced 0.22%
|