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 $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
12,582
shares
|
$600,790
0.03% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
12,540
shares
|
$598,785
0.15% of portfolio
|
Q2 2024
Added 12.01%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
12,497
shares
|
$596,731
0.03% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
12,311
shares
|
$587,850
0.12% of portfolio
|
Q1 2023
Reduced 4.85%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
12,248
shares
|
$584,842
0.02% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
12,218
shares
|
$583,409
0.1% of portfolio
|
Q3 2024
Added 74.1%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
12,149
shares
|
$580,114
0.04% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
12,140
shares
|
$579,685
0.05% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
12,129
shares
|
$579,159
0.06% of portfolio
|
Q3 2024
Reduced 15.84%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
12,117
shares
|
$578,586
0.04% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
12,033
shares
|
$574,575
0.02% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
12,015
shares
|
$573,716
0.64% of portfolio
|
Q2 2022
New holding
|
|
|
Washington Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
12,000
shares
|
$573,000
0.41% of portfolio
|
Q2 2023
Added 63.91%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
11,962
shares
|
$571,185
0.39% of portfolio
|
Q4 2023
Added 1.42%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
11,959
shares
|
$571,042
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
11,958
shares
|
$570,994
0.04% of portfolio
|
Q3 2024
Added 51.6%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
11,864
shares
|
$566,506
0.13% of portfolio
|
Q4 2023
Reduced 1.56%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,794
shares
|
$563,163
0.13% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,756
shares
|
$561,349
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Nov 15, 2024 Q3 2024 |
11,690
shares
|
$558,197
0.46% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
11,659
shares
|
$556,717
0.2% of portfolio
|
Q4 2019
New holding
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
11,547
shares
|
$551,369
0.03% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
11,531
shares
|
$550,605
0.23% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
11,501
shares
|
$549,172
0.08% of portfolio
|
Q3 2024
Added 15.37%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,499
shares
|
$549,077
0.2% of portfolio
|
Q3 2024
Added 15.77%
|