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 |
|---|---|---|---|---|---|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
13,520
shares
|
$650,312
0.28% of portfolio
|
Q1 2024
Reduced 3.75%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
13,462
shares
|
$647,522
0.18% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
13,409
shares
|
$644,972
0.15% of portfolio
|
Q2 2024
Added 15.81%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
13,408
shares
|
$644,924
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
13,170
shares
|
$633,477
0.06% of portfolio
|
Q3 2024
Added 18.22%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
13,139
shares
|
$631,985
0.12% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Outfitter Financial LLC
|
Oct 29, 2024 Q3 2024 |
13,131
shares
|
$631,601
0.47% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
13,123
shares
|
$631,216
0.17% of portfolio
|
Q2 2020
Reduced 39.87%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
13,099
shares
|
$630,061
0.0% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
13,050
shares
|
$627,705
0.05% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
13,011
shares
|
$625,829
0.13% of portfolio
|
Q1 2024
Added 3.07%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
13,000
shares
|
$625,300
0.04% of portfolio
|
Q2 2023
Reduced 9.06%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
12,950
shares
|
$622,895
0.01% of portfolio
|
Q4 2023
Reduced 20.66%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
12,901
shares
|
$620,538
0.24% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
12,901
shares
|
$620,538
0.14% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
12,860
shares
|
$618,566
0.03% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
12,824
shares
|
$616,834
0.74% of portfolio
|
Q2 2022
Reduced 0.47%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
12,809
shares
|
$616,112
0.05% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
12,792
shares
|
$615,295
0.01% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,759
shares
|
$613,707
0.03% of portfolio
|
Q3 2024
Added 20.19%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
12,735
shares
|
$612,553
0.12% of portfolio
|
Q3 2024
Added 32.93%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
12,726
shares
|
$612,120
0.24% of portfolio
|
Q3 2023
Reduced 21.04%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
12,721
shares
|
$611,880
0.04% of portfolio
|
Q3 2024
Added 94.6%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
12,629
shares
|
$607,454
0.01% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,603
shares
|
$606,204
0.01% of portfolio
|
Q3 2024
Reduced 13.37%
|