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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
3,473
shares
|
$167,051
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
3,345
shares
|
$160,894
0.07% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
3,315
shares
|
$159,451
0.13% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,280
shares
|
$157,768
0.02% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
3,269
shares
|
$157,238
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
3,171
shares
|
$152,525
0.01% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
3,163
shares
|
$152,140
0.02% of portfolio
|
Q3 2022
Added 1.61%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
3,000
shares
|
$144,300
0.03% of portfolio
|
Q4 2023
Added 36.74%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
2,887
shares
|
$138,864
0.03% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,882
shares
|
$138,624
0.01% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
2,871
shares
|
$138,095
0.04% of portfolio
|
Q3 2024
Added 32.24%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
2,858
shares
|
$137,469
0.02% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
2,838
shares
|
$136,507
0.04% of portfolio
|
Q1 2024
Added 85.61%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
2,600
shares
|
$125,060
0.01% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
2,587
shares
|
$124,434
0.02% of portfolio
|
Q4 2023
Added 136.69%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
2,587
shares
|
$124,434
0.0% of portfolio
|
Q2 2023
Reduced 84.37%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,563
shares
|
$123,280
0.02% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,551
shares
|
$122,703
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,531
shares
|
$121,741
0.0% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,526
shares
|
$121,500
0.02% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
2,481
shares
|
$119,336
0.14% of portfolio
|
Q4 2023
Reduced 7.32%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
2,433
shares
|
$117,027
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,430
shares
|
$116,883
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
2,403
shares
|
$115,584
0.04% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
2,276
shares
|
$109,475
0.01% of portfolio
|
Q3 2024
Added 0.22%
|