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 |
|---|---|---|---|---|---|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
7,595
shares
|
$365,319
0.04% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,586
shares
|
$364,886
0.01% of portfolio
|
Q3 2024
Reduced 95.93%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,562
shares
|
$363,732
0.1% of portfolio
|
Q2 2022
Added 4.38%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
7,557
shares
|
$363,491
0.07% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
7,537
shares
|
$362,529
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
7,485
shares
|
$360,028
0.04% of portfolio
|
Q3 2024
Added 29.34%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
7,474
shares
|
$359,499
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
7,438
shares
|
$357,767
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
7,423
shares
|
$357,046
0.04% of portfolio
|
Q2 2024
Added 72.63%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
7,414
shares
|
$356,613
0.04% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
7,400
shares
|
$355,940
0.1% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
7,389
shares
|
$355,410
0.52% of portfolio
|
Q3 2022
Added 13.57%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
7,367
shares
|
$354,352
0.03% of portfolio
|
Q2 2024
Reduced 59.62%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,359
shares
|
$353,967
0.07% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
7,319
shares
|
$352,043
0.06% of portfolio
|
Q3 2024
Added 43.17%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
7,311
shares
|
$351,659
0.21% of portfolio
|
Q2 2024
Reduced 49.86%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,285
shares
|
$350,408
0.0% of portfolio
|
Q4 2022
Added 0.89%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
7,283
shares
|
$350,312
0.07% of portfolio
|
Q3 2024
Reduced 30.55%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
7,263
shares
|
$349,350
0.09% of portfolio
|
Q3 2024
Reduced 94.4%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
7,199
shares
|
$346,271
0.06% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
7,193
shares
|
$345,983
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
7,192
shares
|
$345,935
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
7,172
shares
|
$344,973
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
7,124
shares
|
$342,664
0.03% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,119
shares
|
$342,423
0.0% of portfolio
|
Q3 2024
Added 109.63%
|