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 |
|---|---|---|---|---|---|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
5,762
shares
|
$277,152
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
5,751
shares
|
$276,623
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,739
shares
|
$276,045
0.02% of portfolio
|
Q4 2022
Reduced 32.73%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
5,733
shares
|
$275,757
0.12% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
5,732
shares
|
$275,709
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
5,712
shares
|
$274,747
0.02% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
5,711
shares
|
$274,699
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
5,678
shares
|
$273,111
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,670
shares
|
$272,727
0.06% of portfolio
|
Q2 2024
Reduced 7.43%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
5,661
shares
|
$272,294
0.01% of portfolio
|
Q3 2024
Reduced 18.11%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
5,624
shares
|
$270,514
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
5,616
shares
|
$270,129
0.04% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,613
shares
|
$269,985
0.0% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
5,610
shares
|
$269,841
0.15% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
5,585
shares
|
$268,638
0.1% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
5,583
shares
|
$268,542
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
5,580
shares
|
$268,398
0.02% of portfolio
|
Q3 2024
Reduced 13.39%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
5,579
shares
|
$268,349
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
5,574
shares
|
$268,109
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
5,572
shares
|
$268,013
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
5,562
shares
|
$267,532
0.08% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
5,550
shares
|
$266,955
0.05% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
5,550
shares
|
$266,955
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,539
shares
|
$266,425
0.0% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
5,532
shares
|
$266,089
0.04% of portfolio
|
Q3 2024
Added 8.24%
|