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 |
|---|---|---|---|---|---|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
16,392
shares
|
$788,455
0.02% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
16,328
shares
|
$785,376
0.36% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
16,284
shares
|
$783,260
0.05% of portfolio
|
Q3 2024
Added 145.87%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
16,168
shares
|
$777,680
0.05% of portfolio
|
Q3 2024
Added 28.23%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
16,143
shares
|
$776,478
0.03% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
16,120
shares
|
$775,372
0.03% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
16,119
shares
|
$775,323
0.15% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Westhampton Capital, LLC
|
Oct 21, 2024 Q3 2024 |
16,020
shares
|
$770,562
0.35% of portfolio
|
Q3 2024
Added 34.96%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
15,853
shares
|
$762,529
0.38% of portfolio
|
Q3 2024
Added 199.96%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
15,849
shares
|
$762,336
0.16% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
15,832
shares
|
$761,519
0.01% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
15,787
shares
|
$759,354
0.05% of portfolio
|
Q1 2023
Added 4.88%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,761
shares
|
$758,104
0.02% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
15,700
shares
|
$755,170
0.09% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
15,676
shares
|
$754,015
0.04% of portfolio
|
Q3 2024
Added 29.4%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
15,634
shares
|
$751,995
0.23% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
15,600
shares
|
$750,360
0.13% of portfolio
|
Q1 2024
Reduced 26.83%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
15,597
shares
|
$750,215
0.43% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
15,519
shares
|
$746,463
0.62% of portfolio
|
Q2 2022
Reduced 0.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,448
shares
|
$743,048
0.02% of portfolio
|
Q3 2024
Added 64.9%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,437
shares
|
$742,519
0.0% of portfolio
|
Q3 2024
Added 118.75%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
15,410
shares
|
$741,221
0.11% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
15,385
shares
|
$740,018
0.05% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
15,368
shares
|
$739,200
0.1% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
15,335
shares
|
$737,613
0.07% of portfolio
|
Q3 2024
Added 0.03%
|