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 |
|---|---|---|---|---|---|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
14,486
shares
|
$696,776
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
14,486
shares
|
$696,776
0.02% of portfolio
|
Q3 2024
Reduced 18.36%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,446
shares
|
$694,852
0.07% of portfolio
|
Q3 2024
Added 11.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
14,419
shares
|
$693,553
0.01% of portfolio
|
Q3 2024
Added 61.76%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
14,251
shares
|
$685,473
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
14,236
shares
|
$684,751
0.09% of portfolio
|
Q3 2023
Added 24.48%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
14,074
shares
|
$676,959
0.23% of portfolio
|
Q3 2024
Added 41.69%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
14,045
shares
|
$675,564
0.04% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
14,024
shares
|
$674,554
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
14,014
shares
|
$674,073
0.28% of portfolio
|
Q3 2024
Added 75.79%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
13,978
shares
|
$672,341
0.06% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
13,922
shares
|
$669,648
0.04% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
13,907
shares
|
$668,926
0.09% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
13,848
shares
|
$666,088
0.06% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
13,841
shares
|
$665,752
0.1% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,832
shares
|
$665,319
0.02% of portfolio
|
Q3 2024
Added 81.0%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
13,826
shares
|
$665,030
0.0% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
13,765
shares
|
$662,096
0.18% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
13,678
shares
|
$657,911
0.01% of portfolio
|
Q3 2024
Reduced 53.25%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
13,667
shares
|
$657,382
0.1% of portfolio
|
Q3 2024
Reduced 42.38%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
13,644
shares
|
$656,276
0.02% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
13,599
shares
|
$654,111
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
13,564
shares
|
$652,428
0.02% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
13,535
shares
|
$651,033
0.27% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
13,530
shares
|
$650,793
0.02% of portfolio
|
Q3 2024
Added 23.98%
|