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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
269
shares
|
$12,938
0.0% of portfolio
|
Q2 2024
Reduced 52.72%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
255
shares
|
$12,265
0.0% of portfolio
|
Q2 2022
Added 0.95%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
251
shares
|
$12,073
0.0% of portfolio
|
Q3 2024
Added 45.09%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
250
shares
|
$12,025
0.0% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
225
shares
|
$10,822
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
223
shares
|
$10,726
0.0% of portfolio
|
Q3 2023
Reduced 48.14%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
222
shares
|
$10,678
0.0% of portfolio
|
Q4 2023
Added 909.09%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
219
shares
|
$10,533
0.0% of portfolio
|
Q3 2024
Added 184.42%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
215
shares
|
$10,341
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
212
shares
|
$10,197
0.0% of portfolio
|
Q2 2024
Reduced 31.83%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
203
shares
|
$9,764
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
188
shares
|
$9,042
0.0% of portfolio
|
Q3 2024
Reduced 34.72%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
186
shares
|
$8,946
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
176
shares
|
$8,465
0.0% of portfolio
|
Q2 2024
Added 49.15%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
174
shares
|
$8,369
0.0% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
168
shares
|
$8,080
0.0% of portfolio
|
Q2 2023
Reduced 64.48%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
161
shares
|
$7,744
0.0% of portfolio
|
Q2 2024
Reduced 46.15%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
155
shares
|
$7,455
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
154
shares
|
$7,407
0.0% of portfolio
|
Q3 2024
Reduced 37.65%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
153
shares
|
$7,359
0.0% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
150
shares
|
$7,215
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
138
shares
|
$6,637
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
136
shares
|
$6,541
0.0% of portfolio
|
Q1 2024
Reduced 17.39%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
136
shares
|
$6,541
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
135
shares
|
$6,493
0.0% of portfolio
|
Q3 2024
Added 1.5%
|