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 1,645 institutions that hold shares in the stock, with a total of 945 Million shares, which have been reported (via 13F filing form) to have a value of $45.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,239
shares
|
$251,995
0.13% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
5,233
shares
|
$251,707
0.03% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
5,226
shares
|
$251,370
0.05% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
5,214
shares
|
$250,793
0.06% of portfolio
|
Q3 2019
Added 0.04%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
5,209
shares
|
$250,552
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
5,204
shares
|
$250,312
0.03% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
5,203
shares
|
$250,264
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
5,199
shares
|
$250,071
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
5,158
shares
|
$248,099
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
5,148
shares
|
$247,618
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
5,140
shares
|
$247,234
0.05% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
5,128
shares
|
$246,656
0.15% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,098
shares
|
$245,213
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Shayne & Co., LLC
|
Oct 23, 2024 Q3 2024 |
5,086
shares
|
$244,636
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
5,086
shares
|
$244,636
0.08% of portfolio
|
Q3 2024
Reduced 22.76%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
5,076
shares
|
$244,155
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,067
shares
|
$243,722
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
5,061
shares
|
$243,434
0.15% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
5,045
shares
|
$242,664
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
5,006
shares
|
$240,788
0.02% of portfolio
|
Q3 2024
Added 79.81%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
5,001
shares
|
$240,548
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
4,998
shares
|
$240,403
0.0% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
4,991
shares
|
$240,067
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
4,975
shares
|
$239,297
0.07% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
4,966
shares
|
$238,864
0.08% of portfolio
|
Q3 2024
New holding
|