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 $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
4,478
shares
|
$213,824
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
4,434
shares
|
$211,723
0.01% of portfolio
|
Q3 2024
Reduced 50.42%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
4,399
shares
|
$210,052
0.04% of portfolio
|
Q4 2023
Reduced 3.42%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,326
shares
|
$206,566
0.0% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,313
shares
|
$205,945
0.01% of portfolio
|
Q3 2024
Added 14.22%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
4,273
shares
|
$204,035
0.01% of portfolio
|
Q3 2024
Added 48.89%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
4,108
shares
|
$196,157
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
4,094
shares
|
$195,488
0.1% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
4,072
shares
|
$194,438
0.14% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Oct 11, 2024 Q3 2024 |
4,048
shares
|
$193,292
0.01% of portfolio
|
Q2 2024
Reduced 90.05%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$191,000
0.05% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 08, 2024 Q3 2024 |
3,878
shares
|
$185,174
0.84% of portfolio
|
Q2 2024
Reduced 14.45%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
3,863
shares
|
$184,458
0.01% of portfolio
|
Q3 2024
Reduced 28.9%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
3,861
shares
|
$184,362
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,780
shares
|
$180,495
0.13% of portfolio
|
Q2 2022
Reduced 5.71%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,747
shares
|
$178,919
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
3,682
shares
|
$175,815
0.01% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
3,667
shares
|
$175,099
0.01% of portfolio
|
Q3 2024
Added 41.09%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
3,666
shares
|
$175,051
0.03% of portfolio
|
Q3 2024
Added 23.68%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
3,622
shares
|
$172,950
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
3,605
shares
|
$172,138
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
3,600
shares
|
$171,900
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
3,562
shares
|
$170,085
0.01% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
3,503
shares
|
$167,268
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
3,499
shares
|
$167,077
0.08% of portfolio
|
Q3 2024
Reduced 5.0%
|