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
|
Loomis Sayles & CO L P
|
SELL
|
- |
-65- 3.4% |
$2.24K - $2.53K
|
1.84K
$87.9K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-73- 0.17% |
$2.52K - $2.85K
|
42K
$2M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-76- 0.83% |
$2.62K - $2.96K
|
9.11K
$434K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-79- 50.32% |
$2.73K - $3.08K
|
78
$3.72K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-83- 1.14% |
$2.87K - $3.24K
|
7.21K
$344K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-86- 0.96% |
$2.97K - $3.35K
|
8.92K
$425K
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-100- 0.84% |
$3.45K - $3.9K
|
11.9K
$566K
|
|
|
May 09, 2024
Q1 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-100- 0.98% |
$3.45K - $3.9K
|
10.1K
$481K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 6.25% |
$3.45K - $3.9K
|
1.5K
$71.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-101- 0.75% |
$3.49K - $3.94K
|
13.4K
$637K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-103- 1.82% |
$3.56K - $4.01K
|
5.57K
$265K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-104- 0.65% |
$3.59K - $4.05K
|
15.8K
$753K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-106- 5.01% |
$3.66K - $4.13K
|
2.01K
$95.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-108- 0.9% |
$3.73K - $4.21K
|
12K
$570K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-108- 0.87% |
$3.73K - $4.21K
|
12.4K
$589K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-113- 1.21% |
$3.9K - $4.4K
|
9.25K
$441K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-114- 12.11% |
$3.94K - $4.44K
|
827
$39.4K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-114- 0.37% |
$3.94K - $4.44K
|
30.8K
$1.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-120- 3.83% |
$4.14K - $4.68K
|
3.01K
$144K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-121- 28.81% |
$4.18K - $4.72K
|
299
$14.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-123- 1.78% |
$4.25K - $4.79K
|
6.79K
$324K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-124- 1.35% |
$4.28K - $4.83K
|
9.05K
$432K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-135- 1.63% |
$4.66K - $5.26K
|
8.13K
$388K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-143- 0.6% |
$4.94K - $5.57K
|
23.7K
$1.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-150- 1.32% |
$5.18K - $5.85K
|
11.2K
$534K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-150- 50.0% |
$5.18K - $5.85K
|
150
$7.15K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-151- 2.19% |
$5.21K - $5.89K
|
6.75K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-157- 4.28% |
$5.42K - $6.12K
|
3.51K
$167K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-158- 0.51% |
$5.46K - $6.16K
|
30.6K
$1.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-159- 1.63% |
$5.49K - $6.2K
|
9.6K
$458K
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-168- 1.17% |
$5.8K - $6.55K
|
14.2K
$676K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-175- 4.59% |
$6.04K - $6.82K
|
3.64K
$174K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-178- 13.2% |
$6.15K - $6.94K
|
1.17K
$55.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-183- 3.07% |
$6.32K - $7.13K
|
5.78K
$276K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-193- 1.52% |
$6.66K - $7.52K
|
12.5K
$595K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-195- 70.65% |
$6.73K - $7.6K
|
81
$3.86K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-195- 2.25% |
$6.73K - $7.6K
|
8.48K
$405K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-196- 0.64% |
$6.77K - $7.64K
|
30.7K
$1.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-198- 5.31% |
$6.84K - $7.72K
|
3.53K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 0.09% |
$6.91K - $7.8K
|
229K
$10.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-201- 1.17% |
$6.94K - $7.83K
|
17K
$813K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-205- 2.01% |
$7.08K - $7.99K
|
9.99K
$476K
|
|
|
May 14, 2024
Q1 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-205- 0.82% |
$7.08K - $7.99K
|
24.9K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-221- 56.09% |
$7.63K - $8.61K
|
173
$8.25K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-224- 49.89% |
$7.73K - $8.73K
|
225
$10.7K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-233- 4.26% |
$8.05K - $9.08K
|
5.23K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-235- 1.85% |
$8.11K - $9.16K
|
12.4K
$593K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-240- 2.37% |
$8.29K - $9.36K
|
9.9K
$472K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-262- 0.76% |
$9.05K - $10.2K
|
34.1K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-274- 3.48% |
$9.46K - $10.7K
|
7.61K
$363K
|