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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
17,314
shares
|
$832,803
0.05% of portfolio
|
Q3 2024
Added 25.32%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
17,253
shares
|
$829,869
0.18% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17,155
shares
|
$825,155
0.07% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
17,152
shares
|
$825,011
0.08% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Nov 01, 2024 Q3 2024 |
17,146
shares
|
$824,722
0.47% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
17,000
shares
|
$817,700
0.01% of portfolio
|
Q2 2021
Reduced 10.53%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
16,959
shares
|
$815,727
0.0% of portfolio
|
Q4 2023
Reduced 8.49%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
16,947
shares
|
$815,150
0.0% of portfolio
|
Q3 2024
Added 835.78%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
16,940
shares
|
$814,814
0.12% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
16,934
shares
|
$814,525
0.01% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Eastover Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
16,920
shares
|
$813,852
0.34% of portfolio
|
Q2 2023
Reduced 1.35%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
16,915
shares
|
$813,611
0.1% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
16,822
shares
|
$809,138
0.05% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
16,817
shares
|
$808,897
0.09% of portfolio
|
Q1 2024
Reduced 14.56%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
16,739
shares
|
$805,145
0.13% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
16,715
shares
|
$803,991
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
16,715
shares
|
$803,991
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
16,638
shares
|
$800,287
0.56% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
16,600
shares
|
$798,460
0.1% of portfolio
|
Q4 2023
Added 44764.86%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
16,590
shares
|
$797,979
0.04% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
16,588
shares
|
$797,882
0.17% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
16,544
shares
|
$795,766
0.05% of portfolio
|
Q3 2024
Reduced 19.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
16,543
shares
|
$795,718
0.03% of portfolio
|
Q3 2024
Added 74.36%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
16,500
shares
|
$793,650
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
16,403
shares
|
$788,984
0.02% of portfolio
|
Q3 2024
Reduced 0.49%
|