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 |
|---|---|---|---|---|---|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
6,552
shares
|
$315,151
0.13% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
6,552
shares
|
$315,151
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
6,532
shares
|
$314,189
0.14% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
6,521
shares
|
$313,660
0.12% of portfolio
|
Q3 2024
Reduced 35.57%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
6,516
shares
|
$313,419
0.07% of portfolio
|
Q1 2024
Reduced 23.49%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
6,477
shares
|
$311,543
0.24% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
6,434
shares
|
$309,475
0.01% of portfolio
|
Q3 2024
Added 160.16%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
6,433
shares
|
$309,427
0.09% of portfolio
|
Q2 2024
Reduced 3.9%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
6,426
shares
|
$309,090
0.07% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
6,400
shares
|
$307,840
0.07% of portfolio
|
Q3 2024
Added 137.04%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
6,397
shares
|
$307,695
0.02% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
6,384
shares
|
$307,070
0.05% of portfolio
|
Q3 2024
Reduced 44.01%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,367
shares
|
$306,252
0.01% of portfolio
|
Q3 2024
Reduced 20.71%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
6,365
shares
|
$306,156
0.02% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
6,362
shares
|
$306,012
0.02% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
6,343
shares
|
$305,098
0.27% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
6,328
shares
|
$304,376
0.03% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
6,328
shares
|
$304,376
0.11% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
6,315
shares
|
$303,751
0.22% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
6,287
shares
|
$302,404
0.22% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
6,271
shares
|
$301,635
0.0% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
6,260
shares
|
$301,106
0.03% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
6,252
shares
|
$300,721
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
6,245
shares
|
$300,384
0.2% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
6,232
shares
|
$299,759
0.15% of portfolio
|
Q3 2024
Reduced 11.03%
|