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 |
|---|---|---|---|---|---|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
699
shares
|
$33,524
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
696
shares
|
$33,380
0.0% of portfolio
|
Q3 2024
Added 186.42%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
690
shares
|
$33,092
0.01% of portfolio
|
Q1 2024
Reduced 81.41%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
686
shares
|
$32,900
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
600
shares
|
$28,776
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
594
shares
|
$28,488
0.01% of portfolio
|
Q3 2024
Reduced 73.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
579
shares
|
$27,768
0.01% of portfolio
|
Q3 2024
Reduced 93.05%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
570
shares
|
$27,337
0.01% of portfolio
|
Q3 2024
Reduced 22.13%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
568
shares
|
$27,241
0.01% of portfolio
|
Q1 2023
Added 4.41%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
538
shares
|
$25,802
0.01% of portfolio
|
Q2 2024
Reduced 27.49%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
513
shares
|
$24,603
0.01% of portfolio
|
Q2 2023
Reduced 69.08%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
507
shares
|
$24,315
0.0% of portfolio
|
Q4 2023
Added 17.36%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
505
shares
|
$24,219
0.01% of portfolio
|
Q2 2021
Reduced 98.29%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
503
shares
|
$24,123
0.01% of portfolio
|
Q3 2024
Added 34.13%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
500
shares
|
$23,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
498
shares
|
$23,884
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
454
shares
|
$21,773
0.0% of portfolio
|
Q3 2024
Added 453.66%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
453
shares
|
$21,725
0.01% of portfolio
|
Q1 2023
Reduced 17.64%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
445
shares
|
$21,342
0.0% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
436
shares
|
$20,910
0.0% of portfolio
|
Q3 2024
Added 29.76%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
432
shares
|
$20,718
0.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
427
shares
|
$20,478
0.0% of portfolio
|
Q4 2023
Reduced 3.83%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
412
shares
|
$19,759
0.01% of portfolio
|
Q3 2024
Reduced 27.72%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
411
shares
|
$19,711
0.02% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
411
shares
|
$19,711
0.01% of portfolio
|
Q3 2024
New holding
|