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 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-275- 1.61% |
$9.5K - $10.7K
|
16.8K
$800K
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-275- 2.24% |
$9.5K - $10.7K
|
12K
$570K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-276- 2.22% |
$9.53K - $10.8K
|
12.2K
$580K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-300- 51.02% |
$10.4K - $11.7K
|
288
$13.7K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-308- 1.19% |
$10.6K - $12K
|
25.5K
$1.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-313- 80.46% |
$10.8K - $12.2K
|
76
$3.62K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-324- 4.26% |
$11.2K - $12.6K
|
7.29K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-331- 1.39% |
$11.4K - $12.9K
|
23.4K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-337- 1.98% |
$11.6K - $13.1K
|
16.7K
$796K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-342- 58.46% |
$11.8K - $13.3K
|
243
$11.6K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-344- 11.97% |
$11.9K - $13.4K
|
2.53K
$121K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-350Closed |
$12.1K - $13.6K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-352- 1.56% |
$12.2K - $13.7K
|
22.2K
$1.06M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-354- 1.73% |
$12.2K - $13.8K
|
20.2K
$960K
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-354- 2.96% |
$12.2K - $13.8K
|
11.6K
$553K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-356- 1.85% |
$12.3K - $13.9K
|
18.8K
$897K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-364- 0.48% |
$12.6K - $14.2K
|
74.8K
$3.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-365- 1.66% |
$12.6K - $14.2K
|
21.7K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-365- 1.45% |
$12.6K - $14.2K
|
24.8K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-366- 1.54% |
$12.6K - $14.3K
|
23.3K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-377- 6.67% |
$13K - $14.7K
|
5.27K
$251K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-381- 0.79% |
$13.2K - $14.9K
|
47.8K
$2.28M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-390- 2.09% |
$13.5K - $15.2K
|
18.3K
$871K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-400- 4.76% |
$13.8K - $15.6K
|
8K
$381K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-402- 0.97% |
$13.9K - $15.7K
|
41.1K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-402- 3.91% |
$13.9K - $15.7K
|
9.87K
$470K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-413- 3.68% |
$14.3K - $16.1K
|
10.8K
$514K
|
|
|
May 10, 2024
Q1 2024
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-440- 0.02% |
$15.2K - $17.2K
|
2.19M
$104M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-441- 7.43% |
$15.2K - $17.2K
|
5.5K
$262K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-450- 5.68% |
$15.5K - $17.5K
|
7.47K
$356K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-452- 3.04% |
$15.6K - $17.6K
|
14.4K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-452- 0.4% |
$15.6K - $17.6K
|
112K
$5.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-460- 0.39% |
$15.9K - $17.9K
|
119K
$5.64M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-473- 2.25% |
$16.3K - $18.4K
|
20.5K
$977K
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-481- 4.51% |
$16.6K - $18.7K
|
10.2K
$485K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-493- 0.91% |
$17K - $19.2K
|
53.8K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-499- 6.17% |
$17.2K - $19.5K
|
7.59K
$361K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
SELL
|
- |
-500- 4.1% |
$17.3K - $19.5K
|
11.7K
$557K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-500- 61.2% |
$17.3K - $19.5K
|
317
$15.1K
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-500- 6.54% |
$17.3K - $19.5K
|
7.14K
$340K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-502- 8.91% |
$17.3K - $19.6K
|
5.13K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-502- 82.84% |
$17.3K - $19.6K
|
104
$4.95K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-503- 8.9% |
$17.4K - $19.6K
|
5.15K
$245K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-509- 8.48% |
$17.6K - $19.8K
|
5.49K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-510- 2.09% |
$17.6K - $19.9K
|
23.9K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-518- 1.18% |
$17.9K - $20.2K
|
43.5K
$2.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-525- 56.82% |
$18.1K - $20.5K
|
399
$19K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-527- 3.75% |
$18.2K - $20.5K
|
13.5K
$644K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-532- 4.38% |
$18.4K - $20.7K
|
11.6K
$553K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-536- 6.65% |
$18.5K - $20.9K
|
7.53K
$358K
|