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 |
|---|---|---|---|---|---|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
8,906
shares
|
$428,378
0.16% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
8,876
shares
|
$426,935
0.05% of portfolio
|
Q3 2024
Reduced 35.52%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
8,839
shares
|
$425,155
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
8,833
shares
|
$424,867
0.05% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
8,755
shares
|
$421,115
0.11% of portfolio
|
Q1 2021
Reduced 3.96%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
8,734
shares
|
$420,105
0.02% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
8,675
shares
|
$417,267
0.03% of portfolio
|
Q1 2023
Reduced 9.27%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Aug 28, 2024 Q2 2024 |
8,665
shares
|
$416,786
0.13% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
8,655
shares
|
$416,305
0.04% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
8,650
shares
|
$416,065
0.0% of portfolio
|
Q2 2024
Added 361.83%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
8,607
shares
|
$413,996
0.54% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
8,580
shares
|
$412,698
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
8,545
shares
|
$411,014
0.15% of portfolio
|
Q1 2024
Added 17.14%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
8,505
shares
|
$409,090
0.07% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
8,501
shares
|
$408,898
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
8,473
shares
|
$407,551
0.02% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
8,472
shares
|
$407,503
0.0% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
8,448
shares
|
$406,348
0.03% of portfolio
|
Q3 2024
Reduced 78.41%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,439
shares
|
$405,915
0.03% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
8,416
shares
|
$404,809
0.08% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
8,361
shares
|
$402,164
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
8,330
shares
|
$400,673
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,280
shares
|
$398,268
0.02% of portfolio
|
Q3 2024
Reduced 91.39%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
8,266
shares
|
$397,594
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
8,265
shares
|
$397,546
0.02% of portfolio
|
Q3 2024
Added 5.93%
|