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 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-546- 8.93% |
$18.9K - $21.3K
|
5.57K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-565- 2.36% |
$19.5K - $22K
|
23.4K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-570- 1.46% |
$19.7K - $22.2K
|
38.6K
$1.84M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-571- 11.23% |
$19.7K - $22.3K
|
4.51K
$215K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-574- 64.57% |
$19.8K - $22.4K
|
315
$15K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-576- 2.25% |
$19.9K - $22.5K
|
25.1K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-585- 2.92% |
$20.2K - $22.8K
|
19.5K
$927K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-586- 1.3% |
$20.2K - $22.8K
|
44.7K
$2.13M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-590- 9.72% |
$20.4K - $23K
|
5.48K
$261K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-598- 8.81% |
$20.6K - $23.3K
|
6.19K
$295K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-599- 3.34% |
$20.7K - $23.3K
|
17.3K
$825K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-606- 85.71% |
$20.9K - $23.6K
|
101
$4.81K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-628- 0.91% |
$21.7K - $24.5K
|
68.1K
$3.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-630- 1.6% |
$21.8K - $24.6K
|
38.9K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-630- 2.25% |
$21.8K - $24.6K
|
27.4K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-639- 4.08% |
$22.1K - $24.9K
|
15K
$716K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-650- 17.78% |
$22.4K - $25.3K
|
3.01K
$143K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-651- 1.21% |
$22.5K - $25.4K
|
53.1K
$2.53M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-660- 8.15% |
$22.8K - $25.7K
|
7.44K
$354K
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-671- 8.78% |
$23.2K - $26.2K
|
6.97K
$332K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-672- 10.0% |
$23.2K - $26.2K
|
6.05K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-674- 4.48% |
$23.3K - $26.3K
|
14.4K
$684K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-691- 4.45% |
$23.9K - $26.9K
|
14.8K
$706K
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-695- 6.15% |
$24K - $27.1K
|
10.6K
$505K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-702- 1.74% |
$24.2K - $27.4K
|
39.7K
$1.89M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-702- 5.57% |
$24.2K - $27.4K
|
11.9K
$566K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-703- 24.24% |
$24.3K - $27.4K
|
2.2K
$105K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-741- 1.81% |
$25.6K - $28.9K
|
40.1K
$1.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-750- 1.54% |
$25.9K - $29.2K
|
48K
$2.28M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-759- 73.26% |
$26.2K - $29.6K
|
277
$13.2K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-774- 2.19% |
$26.7K - $30.2K
|
34.5K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-781- 0.46% |
$27K - $30.4K
|
168K
$8.01M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-794- 31.38% |
$27.4K - $31K
|
1.74K
$82.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-800- 4.01% |
$27.6K - $31.2K
|
19.2K
$912K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-803- 0.95% |
$27.7K - $31.3K
|
83.7K
$3.98M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-815- 13.27% |
$28.1K - $31.8K
|
5.33K
$254K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-846- 7.01% |
$29.2K - $33K
|
11.2K
$534K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-874- 12.37% |
$30.2K - $34.1K
|
6.19K
$295K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-879- 4.63% |
$30.4K - $34.3K
|
18.1K
$862K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-920- 0.21% |
$31.8K - $35.9K
|
432K
$20.6M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-926- 12.16% |
$32K - $36.1K
|
6.69K
$319K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-961- 14.22% |
$33.2K - $37.5K
|
5.8K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-974- 4.88% |
$33.6K - $38K
|
19K
$905K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-978- 20.72% |
$33.8K - $38.1K
|
3.74K
$178K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-985- 0.45% |
$34K - $38.4K
|
217K
$10.3M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-991- 28.49% |
$34.2K - $38.6K
|
2.49K
$118K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-995- 5.29% |
$34.4K - $38.8K
|
17.8K
$848K
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1K- 5.89% |
$34.5K - $39K
|
16K
$761K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1K- 11.31% |
$34.5K - $39K
|
7.85K
$374K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1K- 6.43% |
$34.6K - $39.1K
|
14.6K
$695K
|