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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
7,101
shares
|
$341,558
0.07% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
7,097
shares
|
$341,365
0.11% of portfolio
|
Q3 2024
Reduced 41.33%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
7,088
shares
|
$340,932
0.38% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
7,039
shares
|
$338,575
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
7,017
shares
|
$337,517
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
6,987
shares
|
$336,074
0.02% of portfolio
|
Q2 2024
Added 4.46%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
6,950
shares
|
$334,295
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
6,949
shares
|
$334,246
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
6,926
shares
|
$333,140
0.01% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
6,883
shares
|
$331,072
0.03% of portfolio
|
Q4 2023
Added 14.26%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
6,857
shares
|
$329,821
0.07% of portfolio
|
Q3 2024
Reduced 20.49%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
6,817
shares
|
$327,897
0.06% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
6,795
shares
|
$326,839
0.03% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,792
shares
|
$326,695
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
6,786
shares
|
$326,406
0.05% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
6,776
shares
|
$325,925
0.1% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
6,768
shares
|
$325,540
0.01% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
6,751
shares
|
$324,723
0.01% of portfolio
|
Q3 2024
Added 11.4%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
6,745
shares
|
$324,434
0.05% of portfolio
|
Q3 2024
Reduced 24.25%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
6,743
shares
|
$324,338
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
6,729
shares
|
$323,664
0.11% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
6,703
shares
|
$322,414
0.1% of portfolio
|
Q3 2024
Reduced 14.72%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
6,698
shares
|
$322,173
0.03% of portfolio
|
Q3 2024
Reduced 29.72%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
6,658
shares
|
$320,249
0.03% of portfolio
|
Q3 2024
Added 20.81%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
6,650
shares
|
$319,865
0.19% of portfolio
|
Q1 2024
New holding
|