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 |
|---|---|---|---|---|---|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
1,298
shares
|
$61,979
0.02% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,275
shares
|
$60,881
0.01% of portfolio
|
Q2 2024
Reduced 8.93%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
1,273
shares
|
$60,785
0.02% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
1,233
shares
|
$58,875
0.01% of portfolio
|
Q1 2024
Added 76.14%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
1,232
shares
|
$58,828
0.02% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,215
shares
|
$58,016
0.02% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
1,210
shares
|
$57,777
0.0% of portfolio
|
Q3 2024
Added 332.14%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$57,300
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
1,198
shares
|
$57,204
0.02% of portfolio
|
Q3 2024
Added 26.77%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,180
shares
|
$56,345
0.02% of portfolio
|
Q3 2024
Added 274.6%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,165
shares
|
$55,628
0.0% of portfolio
|
Q2 2023
Reduced 54.04%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,165
shares
|
$55,628
0.0% of portfolio
|
Q2 2023
Reduced 54.04%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,144
shares
|
$54,626
0.01% of portfolio
|
Q3 2024
Reduced 22.44%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,112
shares
|
$53,098
0.01% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
1,094
shares
|
$52,238
0.0% of portfolio
|
Q2 2024
Reduced 65.45%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
1,093
shares
|
$52,190
0.04% of portfolio
|
Q3 2024
Reduced 33.15%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,077
shares
|
$51,426
0.01% of portfolio
|
Q2 2024
Reduced 56.69%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,069
shares
|
$51,044
0.04% of portfolio
|
Q3 2024
Added 25.18%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
1,062
shares
|
$50,710
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,060
shares
|
$50,615
0.0% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,036
shares
|
$49,469
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
1,024
shares
|
$48,896
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
1,023
shares
|
$48,848
0.0% of portfolio
|
Q4 2023
Added 301.18%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$47,750
0.01% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
974
shares
|
$46,508
0.01% of portfolio
|
Q3 2024
Added 0.41%
|