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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
10,156
shares
|
$488,503
0.05% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
10,111
shares
|
$486,339
0.04% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10,092
shares
|
$485,425
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
10,040
shares
|
$482,924
0.18% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
10,038
shares
|
$482,827
0.02% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
American Assets Inc
|
Nov 05, 2024 Q3 2024 |
10,000
shares
|
$481,000
0.14% of portfolio
|
Q4 2020
New holding
|
|
|
Par Capital Management Inc
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$481,000
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
9,995
shares
|
$480,759
0.04% of portfolio
|
Q3 2024
Reduced 32.94%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,985
shares
|
$480,278
0.09% of portfolio
|
Q1 2024
Reduced 2.01%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
9,971
shares
|
$479,605
0.02% of portfolio
|
Q3 2024
Reduced 13.62%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
9,944
shares
|
$478,306
0.13% of portfolio
|
Q4 2023
Reduced 8.97%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
9,929
shares
|
$477,584
0.06% of portfolio
|
Q3 2024
Added 23.42%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
9,895
shares
|
$475,949
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
9,834
shares
|
$473,015
0.05% of portfolio
|
Q3 2024
Added 34.07%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
9,765
shares
|
$469,696
0.05% of portfolio
|
Q4 2023
Reduced 11.15%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
9,757
shares
|
$469,311
0.03% of portfolio
|
Q3 2024
Reduced 40.83%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
9,743
shares
|
$468,638
0.03% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,737
shares
|
$468,349
0.03% of portfolio
|
Q4 2022
Added 8.19%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
9,665
shares
|
$464,886
0.21% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
9,656
shares
|
$464,453
0.02% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
9,548
shares
|
$459,258
0.01% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 13, 2024 Q3 2024 |
9,546
shares
|
$459,162
0.01% of portfolio
|
Q3 2024
Reduced 16.77%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
9,488
shares
|
$456,372
0.02% of portfolio
|
Q3 2024
Reduced 60.9%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
9,482
shares
|
$456,084
0.05% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
9,460
shares
|
$455,026
0.14% of portfolio
|
Q3 2024
Added 1.58%
|