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 |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
929
shares
|
$44,554
0.03% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
927
shares
|
$44,458
0.01% of portfolio
|
Q3 2024
Reduced 13.69%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
922
shares
|
$44,219
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
921
shares
|
$44,171
0.0% of portfolio
|
Q3 2024
Added 105.12%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
914
shares
|
$43,835
0.02% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
887
shares
|
$42,540
0.0% of portfolio
|
Q2 2024
Added 7.26%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
858
shares
|
$41,149
0.01% of portfolio
|
Q3 2024
Added 376.67%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
854
shares
|
$40,957
0.01% of portfolio
|
Q4 2023
Added 227.2%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
853
shares
|
$40,909
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
849
shares
|
$40,718
0.04% of portfolio
|
Q3 2023
Reduced 19.07%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
843
shares
|
$40,430
0.02% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
841
shares
|
$40,334
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
837
shares
|
$40,142
0.0% of portfolio
|
Q2 2024
Reduced 74.4%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
826
shares
|
$39,614
0.0% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
820
shares
|
$39,327
0.01% of portfolio
|
Q3 2024
Added 435.95%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
804
shares
|
$38,559
0.02% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
800
shares
|
$38,368
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
767
shares
|
$36,785
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
764
shares
|
$36,641
0.0% of portfolio
|
Q3 2024
Reduced 97.47%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
745
shares
|
$35,730
0.02% of portfolio
|
Q1 2024
Added 1.92%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
742
shares
|
$35,586
0.01% of portfolio
|
Q3 2023
Reduced 48.54%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
723
shares
|
$34,675
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
715
shares
|
$34,291
0.02% of portfolio
|
Q3 2024
Added 4666.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
705
shares
|
$33,811
0.0% of portfolio
|
Q3 2023
Reduced 0.14%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
705
shares
|
$33,811
0.01% of portfolio
|
Q1 2024
Added 27.03%
|