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 |
|---|---|---|---|---|---|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
5,528
shares
|
$265,896
0.01% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,502
shares
|
$264,646
0.08% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
5,477
shares
|
$263,443
0.07% of portfolio
|
Q1 2024
Reduced 9.72%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,470
shares
|
$263,107
0.0% of portfolio
|
Q3 2022
Added 1267.5%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
5,469
shares
|
$263,058
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
5,460
shares
|
$262,626
0.12% of portfolio
|
Q3 2024
Reduced 33.51%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
5,443
shares
|
$261,808
0.03% of portfolio
|
Q3 2024
Added 170.8%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
5,425
shares
|
$260,942
0.02% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
5,425
shares
|
$260,942
0.0% of portfolio
|
Q3 2024
Reduced 35.48%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
5,409
shares
|
$260,172
0.2% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,408
shares
|
$260,124
0.04% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
5,376
shares
|
$258,585
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
5,366
shares
|
$258,104
0.02% of portfolio
|
Q2 2024
Reduced 25.24%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,352
shares
|
$257,431
0.02% of portfolio
|
Q3 2024
Reduced 16.36%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,351
shares
|
$257,383
0.03% of portfolio
|
Q3 2024
Added 26655.0%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
5,350
shares
|
$257,335
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
5,333
shares
|
$256,517
0.05% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
5,328
shares
|
$256,276
0.1% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,319
shares
|
$255,843
0.03% of portfolio
|
Q2 2023
Added 86.76%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
5,308
shares
|
$255,314
0.09% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
5,302
shares
|
$255,026
0.08% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
5,300
shares
|
$254,930
0.16% of portfolio
|
Q2 2024
Added 82.76%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
5,282
shares
|
$254,064
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
5,250
shares
|
$252,525
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
5,241
shares
|
$252,092
0.09% of portfolio
|
Q3 2024
New holding
|