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 |
---|---|---|---|---|---|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,189
shares
|
$105,290
0.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
2,175
shares
|
$104,617
0.04% of portfolio
|
Q4 2020
New holding
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
2,171
shares
|
$104,425
0.05% of portfolio
|
Q2 2024
Reduced 14.22%
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
2,142
shares
|
$103,030
0.06% of portfolio
|
Q3 2024
Added 1.56%
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
2,124
shares
|
$102,164
0.02% of portfolio
|
Q1 2024
Added 10.4%
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
2,029
shares
|
$97,594
0.0% of portfolio
|
Q3 2024
Added 4618.6%
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
2,007
shares
|
$96,536
0.0% of portfolio
|
Q3 2024
Added 395.56%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,992
shares
|
$95,815
0.03% of portfolio
|
Q3 2024
Added 83.93%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,970
shares
|
$94,757
0.0% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
1,961
shares
|
$94,324
0.02% of portfolio
|
Q3 2024
New holding
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,959
shares
|
$94,227
0.01% of portfolio
|
Q2 2024
Added 0.1%
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,857
shares
|
$89,321
0.02% of portfolio
|
Q1 2023
Reduced 97.07%
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,846
shares
|
$88,792
0.02% of portfolio
|
Q4 2022
Reduced 7.1%
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,800
shares
|
$86,580
0.06% of portfolio
|
Q3 2024
New holding
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,747
shares
|
$84,030
0.02% of portfolio
|
Q3 2023
Added 0.46%
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,680
shares
|
$80,808
0.03% of portfolio
|
Q3 2023
Added 31.25%
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,671
shares
|
$80,375
0.03% of portfolio
|
Q2 2024
Added 21.88%
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,652
shares
|
$79,461
0.03% of portfolio
|
Q3 2024
Reduced 40.89%
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
1,555
shares
|
$74,795
0.02% of portfolio
|
Q4 2022
Reduced 10.63%
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
1,495
shares
|
$71,909
0.03% of portfolio
|
Q2 2024
Reduced 32.05%
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,483
shares
|
$71,332
0.0% of portfolio
|
Q3 2024
Reduced 39.57%
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
1,390
shares
|
$66,859
0.06% of portfolio
|
Q4 2023
Reduced 1.14%
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,367
shares
|
$65,752
0.02% of portfolio
|
Q3 2024
New holding
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,348
shares
|
$64,838
0.0% of portfolio
|
Q3 2024
Added 5.64%
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,301
shares
|
$62,578
0.04% of portfolio
|
Q3 2024
New holding
|