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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
10,600
shares
|
$509,860
0.04% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
10,572
shares
|
$508,513
0.01% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,542
shares
|
$507,070
0.14% of portfolio
|
Q2 2022
Reduced 2.45%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
10,526
shares
|
$506,300
0.13% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
10,500
shares
|
$505,050
0.21% of portfolio
|
Q2 2024
Reduced 5.83%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
10,483
shares
|
$504,232
0.18% of portfolio
|
Q3 2024
Reduced 21.06%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
10,480
shares
|
$504,088
0.14% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,417
shares
|
$501,057
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
10,399
shares
|
$500,191
0.01% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
10,397
shares
|
$500,095
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
10,387
shares
|
$499,614
0.12% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
10,385
shares
|
$499,518
0.13% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
10,378
shares
|
$499,181
0.01% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
10,370
shares
|
$498,797
0.03% of portfolio
|
Q3 2024
Added 10.12%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
10,365
shares
|
$498,556
0.07% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
10,348
shares
|
$497,738
0.3% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
10,323
shares
|
$496,536
0.05% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
10,286
shares
|
$494,756
0.08% of portfolio
|
Q4 2022
Added 3.83%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
10,252
shares
|
$493,121
0.03% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
10,242
shares
|
$492,640
0.15% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
10,229
shares
|
$492,014
0.02% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
10,207
shares
|
$490,956
0.11% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
10,188
shares
|
$490,042
0.16% of portfolio
|
Q1 2024
Reduced 4.51%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
10,188
shares
|
$490,042
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
10,186
shares
|
$489,946
0.05% of portfolio
|
Q3 2024
Added 1.18%
|