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
|
Procyon Advisors, LLC
|
SELL
|
- |
-879- 4.63% |
$30.4K - $34.3K
|
18.1K
$712K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-920- 0.21% |
$31.8K - $35.9K
|
432K
$17M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-926- 12.16% |
$32K - $36.1K
|
6.69K
$263K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-961- 14.22% |
$33.2K - $37.5K
|
5.8K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-974- 4.88% |
$33.6K - $38K
|
19K
$748K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-978- 20.72% |
$33.8K - $38.1K
|
3.74K
$147K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-985- 0.45% |
$34K - $38.4K
|
217K
$8.52M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-991- 28.49% |
$34.2K - $38.6K
|
2.49K
$97.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-995- 5.29% |
$34.4K - $38.8K
|
17.8K
$701K
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1K- 5.89% |
$34.5K - $39K
|
16K
$628K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1K- 11.31% |
$34.5K - $39K
|
7.85K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1K- 6.43% |
$34.6K - $39.1K
|
14.6K
$574K
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-1.02K- 14.87% |
$35.4K - $39.9K
|
5.86K
$231K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.03K- 1.57% |
$35.5K - $40.1K
|
64.7K
$2.54M
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.03K- 1.0% |
$35.6K - $40.2K
|
103K
$4.03M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.04K- 4.49% |
$35.8K - $40.4K
|
22.1K
$868K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.05K- 11.38% |
$36.3K - $40.9K
|
8.18K
$322K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.06K- 11.05% |
$36.5K - $41.2K
|
8.5K
$335K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.06K- 3.28% |
$36.7K - $41.5K
|
31.3K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.07K- 2.92% |
$37K - $41.8K
|
35.6K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.08K- 16.06% |
$37.4K - $42.2K
|
5.66K
$223K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.09K- 9.9% |
$37.7K - $42.5K
|
9.93K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 13.03% |
$37.7K - $42.5K
|
7.28K
$287K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.12K- 15.34% |
$38.7K - $43.7K
|
6.19K
$244K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.12K- 0.84% |
$38.8K - $43.8K
|
133K
$5.23M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.18K- 1.09% |
$40.9K - $46.2K
|
107K
$4.22M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.2K- 1.45% |
$41.3K - $46.6K
|
81.3K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-1.2K- 3.76% |
$41.3K - $46.6K
|
30.6K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.2K- 4.11% |
$41.3K - $46.7K
|
27.9K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 5.07% |
$42K - $47.4K
|
22.7K
$895K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.23K- 13.28% |
$42.6K - $48.1K
|
8.05K
$317K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.24K- 10.17% |
$42.9K - $48.4K
|
11K
$432K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.25K- 24.86% |
$43K - $48.6K
|
3.77K
$148K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.26K- 12.97% |
$43.4K - $49K
|
8.44K
$332K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.26K- 6.54% |
$43.5K - $49.1K
|
18K
$708K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1.28K- 80.37% |
$44.1K - $49.8K
|
312
$12.3K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.28K- 5.57% |
$44.3K - $50K
|
21.7K
$855K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.29K- 4.69% |
$44.6K - $50.4K
|
26.2K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.3K- 1.58% |
$45K - $50.8K
|
81.1K
$3.19M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.32K- 2.82% |
$45.5K - $51.3K
|
45.5K
$1.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.37K- 2.13% |
$47.3K - $53.4K
|
63K
$2.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.37K- 8.14% |
$47.3K - $53.4K
|
15.5K
$609K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.42K- 20.62% |
$49.1K - $55.4K
|
5.47K
$215K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.42K- 10.17% |
$49.1K - $55.4K
|
12.6K
$494K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.46K- 1.41% |
$50.6K - $57.1K
|
102K
$4.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.49K- 15.72% |
$51.4K - $58K
|
7.98K
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.5K- 1.56% |
$51.6K - $58.3K
|
94.3K
$3.71M
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-1.5K- 5.5% |
$51.8K - $58.5K
|
25.8K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.52K- 14.24% |
$52.4K - $59.2K
|
9.14K
$360K
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.55K- 15.23% |
$53.5K - $60.4K
|
8.62K
$339K
|