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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
560+ 3.93% |
$19.3K - $21.8K
|
14.8K
$706K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
558+ 0.88% |
$19.3K - $21.8K
|
63.8K
$3.04M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
547+ 3.91% |
$18.9K - $21.3K
|
14.5K
$691K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
542+ 18.02% |
$18.7K - $21.1K
|
3.55K
$169K
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
540+ 0.92% |
$18.6K - $21K
|
59.4K
$2.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
534+ 1089.8% |
$18.4K - $20.8K
|
583
$27.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
533+ 76.14% |
$18.4K - $20.8K
|
1.23K
$58.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
525+ 8.68% |
$18.1K - $20.5K
|
6.57K
$313K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
524New |
$18.1K - $20.4K
|
524
$25K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
519+ 1.19% |
$17.9K - $20.2K
|
44.2K
$2.1M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
512+ 8.59% |
$17.7K - $20K
|
6.47K
$308K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
495+ 4.49% |
$17.1K - $19.3K
|
11.5K
$548K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
492+ 1.43% |
$17K - $19.2K
|
35K
$1.66M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
472+ 7.31% |
$16.3K - $18.4K
|
6.93K
$330K
|
|
|
May 06, 2024
Q1 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
BUY
|
- |
470+ 0.06% |
$16.2K - $18.3K
|
797K
$37.9M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
465New |
$16.1K - $18.1K
|
465
$22.1K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
460New |
$15.9K - $17.9K
|
460
$21.9K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
450+ 1.23% |
$15.5K - $17.5K
|
37.2K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
438+ 8.38% |
$15.1K - $17.1K
|
5.66K
$270K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
429+ 8.68% |
$14.8K - $16.7K
|
5.37K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
411+ 1.14% |
$14.2K - $16K
|
36.5K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
400+ 30.77% |
$13.8K - $15.6K
|
1.7K
$81K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
396+ 1.52% |
$13.7K - $15.4K
|
26.4K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
392+ 0.29% |
$13.5K - $15.3K
|
135K
$6.45M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
390+ 9.69% |
$13.5K - $15.2K
|
4.42K
$210K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
387+ 3.07% |
$13.4K - $15.1K
|
13K
$620K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
384+ 0.85% |
$13.3K - $15K
|
45.4K
$2.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
380+ 1.62% |
$13.1K - $14.8K
|
23.9K
$1.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
377+ 1.38% |
$13K - $14.7K
|
27.6K
$1.32M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
370+ 57.36% |
$12.8K - $14.4K
|
1.02K
$48.3K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
361+ 462.82% |
$12.5K - $14.1K
|
439
$20.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
360New |
$12.4K - $14K
|
360
$17.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
340+ 10.62% |
$11.7K - $13.3K
|
3.54K
$169K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
336+ 0.12% |
$11.6K - $13.1K
|
276K
$13.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
328+ 2.2% |
$11.3K - $12.8K
|
15.2K
$724K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
326+ 2.48% |
$11.3K - $12.7K
|
13.5K
$641K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
313+ 3.41% |
$10.8K - $12.2K
|
9.5K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
311New |
$10.7K - $12.1K
|
311
$14.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
310+ 2.39% |
$10.7K - $12.1K
|
13.3K
$633K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
301New |
$10.4K - $11.7K
|
301
$14.3K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.08% |
$10.4K - $11.7K
|
394K
$18.8M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
293+ 8.24% |
$10.1K - $11.4K
|
3.85K
$183K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
290+ 19.33% |
$10K - $11.3K
|
1.79K
$85.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
288+ 4.77% |
$9.94K - $11.2K
|
6.33K
$301K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
280+ 2.37% |
$9.67K - $10.9K
|
12.1K
$577K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
277+ 6.29% |
$9.56K - $10.8K
|
4.68K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
276+ 79.54% |
$9.53K - $10.8K
|
623
$29.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
250New |
$8.63K - $9.75K
|
250
$11.9K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
244+ 1.93% |
$8.43K - $9.51K
|
12.9K
$614K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
BUY
|
- |
234+ 0.36% |
$8.08K - $9.12K
|
66K
$3.14M
|