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 |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
4,942
shares
|
$237,710
0.02% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
4,940
shares
|
$237,614
0.08% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
4,921
shares
|
$236,700
0.12% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,918
shares
|
$236,555
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
4,909
shares
|
$236,122
0.05% of portfolio
|
Q3 2024
Reduced 32.52%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
4,876
shares
|
$234,535
0.12% of portfolio
|
Q3 2024
Added 21.11%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
4,871
shares
|
$234,295
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,860
shares
|
$233,766
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
4,804
shares
|
$231,072
0.01% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
4,794
shares
|
$230,591
0.07% of portfolio
|
Q3 2024
Reduced 12.55%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
4,776
shares
|
$229,725
0.01% of portfolio
|
Q3 2024
Added 26.18%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,769
shares
|
$229,388
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,754
shares
|
$228,667
0.02% of portfolio
|
Q3 2024
Added 81.1%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
4,752
shares
|
$228,571
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
4,742
shares
|
$228,090
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
4,741
shares
|
$228,042
0.02% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
4,741
shares
|
$228,042
0.02% of portfolio
|
Q3 2024
Reduced 38.97%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
4,694
shares
|
$225,781
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
4,665
shares
|
$224,386
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,613
shares
|
$221,885
0.01% of portfolio
|
Q1 2023
Reduced 34.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,598
shares
|
$221,163
0.01% of portfolio
|
Q3 2024
Added 29.34%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
4,586
shares
|
$220,586
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,553
shares
|
$218,999
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
4,524
shares
|
$217,604
0.15% of portfolio
|
Q3 2024
Added 336.68%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
4,519
shares
|
$217,363
0.09% of portfolio
|
Q3 2024
Reduced 21.09%
|