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 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
231+ 2.1% |
$7.98K - $9K
|
11.3K
$536K
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
231+ 1.94% |
$7.98K - $9K
|
12.2K
$579K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
226+ 1.03% |
$7.8K - $8.81K
|
22.1K
$1.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
225New |
$7.77K - $8.77K
|
225
$10.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
221+ 9.61% |
$7.63K - $8.61K
|
2.52K
$120K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
215New |
$7.42K - $8.38K
|
215
$10.2K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
208New |
$7.18K - $8.11K
|
208
$9.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200+ 10.4% |
$6.91K - $7.8K
|
2.12K
$101K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
194+ 0.81% |
$6.7K - $7.56K
|
24.2K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
191+ 3.55% |
$6.6K - $7.45K
|
5.58K
$266K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
187+ 14.03% |
$6.46K - $7.29K
|
1.52K
$72.4K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
185+ 0.51% |
$6.39K - $7.21K
|
36.5K
$1.74M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
181+ 1.8% |
$6.25K - $7.06K
|
10.2K
$488K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
180+ 0.74% |
$6.22K - $7.02K
|
24.4K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
180+ 1.0% |
$6.22K - $7.02K
|
18.2K
$865K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
167+ 0.2% |
$5.77K - $6.51K
|
83.3K
$3.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
166+ 1.99% |
$5.73K - $6.47K
|
8.49K
$404K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
162+ 1.36% |
$5.59K - $6.31K
|
12.1K
$575K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
154New |
$5.32K - $6K
|
154
$7.33K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
150+ 27.03% |
$5.18K - $5.85K
|
705
$33.6K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
149+ 1.71% |
$5.14K - $5.81K
|
8.87K
$422K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
144+ 0.34% |
$4.97K - $5.61K
|
42.8K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
141+ 1.47% |
$4.87K - $5.5K
|
9.72K
$463K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
135+ 1.62% |
$4.66K - $5.26K
|
8.45K
$402K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
131New |
$4.52K - $5.11K
|
131
$6.24K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
129+ 1.29% |
$4.45K - $5.03K
|
10.1K
$481K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
126+ 1.18% |
$4.35K - $4.91K
|
10.8K
$515K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
121+ 2.56% |
$4.18K - $4.72K
|
4.84K
$230K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
119+ 0.9% |
$4.11K - $4.64K
|
13.4K
$637K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
119+ 0.84% |
$4.11K - $4.64K
|
14.4K
$684K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
113+ 1.41% |
$3.9K - $4.4K
|
8.1K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
107+ 0.25% |
$3.69K - $4.17K
|
42.3K
$2.02M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
105+ 0.44% |
$3.63K - $4.09K
|
23.7K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
103+ 1.75% |
$3.56K - $4.01K
|
6K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
103+ 0.42% |
$3.56K - $4.01K
|
24.5K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
101+ 3.57% |
$3.49K - $3.94K
|
2.93K
$139K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
99+ 0.28% |
$3.42K - $3.86K
|
35.3K
$1.68M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
98New |
$3.38K - $3.82K
|
98
$4.67K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
97New |
$3.35K - $3.78K
|
97
$4.62K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
96+ 1.4% |
$3.31K - $3.74K
|
6.95K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
94+ 0.83% |
$3.25K - $3.66K
|
11.4K
$542K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
92+ 1.66% |
$3.18K - $3.59K
|
5.64K
$269K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
91+ 30.33% |
$3.14K - $3.55K
|
391
$18.6K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
91+ 1.39% |
$3.14K - $3.55K
|
6.63K
$316K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
90+ 0.89% |
$3.11K - $3.51K
|
10.2K
$485K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
89+ 0.52% |
$3.07K - $3.47K
|
17.2K
$820K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
86+ 90.53% |
$2.97K - $3.35K
|
181
$8.62K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
81+ 103.85% |
$2.8K - $3.16K
|
159
$7.57K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
80+ 0.41% |
$2.76K - $3.12K
|
19.6K
$936K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
80+ 0.08% |
$2.76K - $3.12K
|
94.8K
$4.51M
|