Purchases and Sales Made in Q1 2024 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q1 2024. The information is specifically focused on institutions that hold shares of TRUIST FINANCIAL CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.09K+ 16.39% |
$37.6K - $42.5K
|
7.74K
$369K
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.07K+ 16.64% |
$36.9K - $41.7K
|
7.5K
$357K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.07K+ 2.85% |
$36.9K - $41.6K
|
38.6K
$1.84M
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.05K+ 1.03% |
$36.3K - $41K
|
103K
$4.91M
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 4.45% |
$35.8K - $40.4K
|
24.3K
$1.16M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 11.69% |
$35.6K - $40.2K
|
9.85K
$469K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.01K+ 53.91% |
$34.8K - $39.3K
|
2.88K
$137K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.01K+ 13.71% |
$34.7K - $39.2K
|
8.33K
$397K
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1K+ 2.6% |
$34.5K - $39K
|
39.4K
$1.88M
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
986+ 1.39% |
$34K - $38.4K
|
72.2K
$3.44M
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
980+ 8.38% |
$33.8K - $38.2K
|
12.7K
$604K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
979+ 12.95% |
$33.8K - $38.2K
|
8.54K
$407K
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
972+ 7.08% |
$33.6K - $37.9K
|
14.7K
$700K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
964+ 7.36% |
$33.3K - $37.6K
|
14.1K
$670K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
929+ 16.82% |
$32.1K - $36.2K
|
6.45K
$307K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
906+ 10.8% |
$31.3K - $35.3K
|
9.3K
$443K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
842+ 0.98% |
$29.1K - $32.8K
|
86.8K
$4.13M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
824+ 146.36% |
$28.5K - $32.1K
|
1.39K
$66K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
822New |
$28.4K - $32K
|
822
$39.1K
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
814+ 2.19% |
$28.1K - $31.7K
|
38K
$1.81M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
812+ 33.36% |
$28K - $31.7K
|
3.25K
$155K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
805+ 15.09% |
$27.8K - $31.4K
|
6.14K
$292K
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
798+ 1.18% |
$27.6K - $31.1K
|
68.3K
$3.25M
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
790+ 1.9% |
$27.3K - $30.8K
|
42.3K
$2.01M
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
779+ 7.05% |
$26.9K - $30.4K
|
11.8K
$563K
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
766+ 6.26% |
$26.4K - $29.9K
|
13K
$619K
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
744New |
$25.7K - $29K
|
744
$35.4K
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
740+ 0.25% |
$25.6K - $28.8K
|
293K
$13.9M
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
740+ 1.58% |
$25.6K - $28.8K
|
47.6K
$2.27M
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
720+ 2.56% |
$24.9K - $28.1K
|
28.9K
$1.38M
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
718+ 4.27% |
$24.8K - $28K
|
17.5K
$835K
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
705+ 0.49% |
$24.3K - $27.5K
|
145K
$6.89M
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
694+ 433.75% |
$24K - $27.1K
|
854
$40.7K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
686New |
$23.7K - $26.7K
|
686
$32.7K
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
675+ 0.56% |
$23.3K - $26.3K
|
121K
$5.78M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
675+ 3.97% |
$23.3K - $26.3K
|
17.7K
$842K
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
675+ 8.64% |
$23.3K - $26.3K
|
8.49K
$404K
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
663+ 7.24% |
$22.9K - $25.8K
|
9.82K
$468K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
656+ 0.72% |
$22.7K - $25.6K
|
91.7K
$4.37M
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
626+ 0.57% |
$21.6K - $24.4K
|
110K
$5.24M
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
618+ 1.46% |
$21.3K - $24.1K
|
42.9K
$2.04M
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
618+ 3.44% |
$21.3K - $24.1K
|
18.6K
$884K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
611+ 7.77% |
$21.1K - $23.8K
|
8.47K
$404K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
606+ 1.27% |
$20.9K - $23.6K
|
48.4K
$2.3M
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
600New |
$20.7K - $23.4K
|
600
$28.6K
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
588+ 1.38% |
$20.3K - $22.9K
|
43.3K
$2.06M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
579+ 2.12% |
$20K - $22.6K
|
27.9K
$1.33M
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
577+ 2.0% |
$19.9K - $22.5K
|
29.4K
$1.4M
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
570+ 1.31% |
$19.7K - $22.2K
|
44K
$2.1M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
569New |
$19.6K - $22.2K
|
569
$27.1K
|