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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
6,229
shares
|
$299,614
0.01% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
6,195
shares
|
$297,979
0.02% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
6,172
shares
|
$296,873
0.1% of portfolio
|
Q1 2023
Reduced 0.24%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
6,152
shares
|
$295,911
0.02% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,129
shares
|
$294,804
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
6,126
shares
|
$294,660
0.07% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
6,113
shares
|
$294,035
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
6,113
shares
|
$294,035
0.21% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Center Star Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,098
shares
|
$293,313
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
6,049
shares
|
$290,956
0.03% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
6,025
shares
|
$289,802
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
6,004
shares
|
$288,792
0.03% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
5,955
shares
|
$286,435
0.04% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
5,945
shares
|
$285,954
0.01% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
5,938
shares
|
$285,617
0.05% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,928
shares
|
$285,136
0.03% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
5,925
shares
|
$284,992
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
5,916
shares
|
$284,559
0.02% of portfolio
|
Q3 2024
Added 68.64%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
5,912
shares
|
$284,367
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
5,875
shares
|
$282,587
0.07% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
5,849
shares
|
$281,336
0.0% of portfolio
|
Q3 2024
Reduced 34.69%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
5,824
shares
|
$280,134
0.11% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
5,780
shares
|
$278,018
0.04% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
5,775
shares
|
$277,777
0.1% of portfolio
|
Q3 2024
Added 507.26%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
5,775
shares
|
$277,777
0.16% of portfolio
|
Q3 2024
Added 1.89%
|