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 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
79+ 8.69% |
$2.73K - $3.08K
|
988
$47K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
79+ 0.68% |
$2.73K - $3.08K
|
11.6K
$554K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
78+ 0.87% |
$2.69K - $3.04K
|
9.02K
$430K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
77+ 0.71% |
$2.66K - $3K
|
10.9K
$521K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
74+ 0.1% |
$2.56K - $2.88K
|
75.7K
$3.6M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
70+ 3.36% |
$2.42K - $2.73K
|
2.15K
$103K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
68New |
$2.35K - $2.65K
|
68
$3.24K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
67+ 3.73% |
$2.31K - $2.61K
|
1.86K
$88.7K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
64New |
$2.21K - $2.49K
|
64
$3.05K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.4% |
$2.18K - $2.46K
|
15.9K
$758K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
61+ 0.1% |
$2.11K - $2.38K
|
59.8K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
61+ 1.47% |
$2.11K - $2.38K
|
4.22K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
58+ 0.04% |
$2K - $2.26K
|
162K
$7.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
56+ 0.72% |
$1.93K - $2.18K
|
7.79K
$371K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 0.12% |
$1.73K - $1.95K
|
41.4K
$1.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
50+ 0.48% |
$1.73K - $1.95K
|
10.4K
$494K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
50+ 0.23% |
$1.73K - $1.95K
|
22K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
49+ 27.37% |
$1.69K - $1.91K
|
228
$10.9K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
49+ 0.23% |
$1.69K - $1.91K
|
21.8K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
49+ 0.54% |
$1.69K - $1.91K
|
9.19K
$437K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
45+ 0.4% |
$1.55K - $1.75K
|
11.3K
$536K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
43+ 0.91% |
$1.48K - $1.68K
|
4.79K
$228K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
41+ 0.69% |
$1.42K - $1.6K
|
6.03K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
40+ 11.76% |
$1.38K - $1.56K
|
380
$18.1K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
39+ 0.19% |
$1.35K - $1.52K
|
21.1K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
37+ 0.16% |
$1.28K - $1.44K
|
23K
$1.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
33+ 20.37% |
$1.14K - $1.29K
|
195
$9.29K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
28+ 0.49% |
$967 - $1.09K
|
5.78K
$275K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
26+ 1.35% |
$898 - $1.01K
|
1.96K
$93.2K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
26+ 0.01% |
$898 - $1.01K
|
323K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
26New |
$898 - $1.01K
|
26
$1.24K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
25+ 23.81% |
$863 - $974
|
130
$6.19K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
25New |
$863 - $974
|
25
$1.19K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
24+ 1.22% |
$829 - $936
|
2K
$95.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
23+ 0.3% |
$794 - $897
|
7.79K
$371K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20+ 2.23% |
$691 - $780
|
917
$43.7K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
18+ 0.2% |
$622 - $702
|
9.16K
$436K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
18+ 0.01% |
$622 - $702
|
186K
$8.83M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 1.44% |
$587 - $663
|
1.2K
$57.1K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
16+ 32.0% |
$552 - $624
|
66
$3.14K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16+ 0.23% |
$552 - $624
|
6.91K
$329K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
15+ 1.92% |
$518 - $585
|
798
$38K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
14+ 0.21% |
$483 - $546
|
6.63K
$316K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 0.4% |
$449 - $507
|
3.24K
$154K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.12% |
$449 - $507
|
11K
$523K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
13+ 0.21% |
$449 - $507
|
6.21K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12+ 0.85% |
$414 - $468
|
1.43K
$67.9K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
12+ 1.47% |
$414 - $468
|
831
$39.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
11+ 0.11% |
$380 - $429
|
10.3K
$491K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10New |
$345 - $390
|
10
$476
|