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
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.75K- 36.63% |
$60.3K - $68K
|
3.02K
$144K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.75K- 2.11% |
$60.5K - $68.3K
|
81.3K
$3.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.78K- 7.18% |
$61.3K - $69.2K
|
22.9K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.84K- 14.16% |
$63.5K - $71.7K
|
11.2K
$531K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.84K- 18.88% |
$63.6K - $71.8K
|
7.92K
$377K
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-1.86K- 9.54% |
$64.2K - $72.5K
|
17.6K
$840K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.88K- 4.45% |
$65K - $73.4K
|
40.4K
$1.92M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.91K- 42.39% |
$65.8K - $74.3K
|
2.59K
$123K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.91K- 14.82% |
$66.1K - $74.6K
|
11K
$524K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.94K- 2.46% |
$67K - $75.7K
|
76.8K
$3.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.95K- 3.07% |
$67.3K - $76K
|
61.5K
$2.93M
|
|
|
May 10, 2024
Q1 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-2K- 0.16% |
$69.1K - $78K
|
1.24M
$59.1M
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-2K- 23.49% |
$69.1K - $78K
|
6.52K
$310K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.04K- 7.55% |
$70.3K - $79.3K
|
24.9K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.04K- 71.52% |
$70.4K - $79.5K
|
812
$38.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-2.05K- 31.12% |
$70.7K - $79.8K
|
4.53K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.06K- 3.77% |
$71.2K - $80.4K
|
52.6K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.1K- 25.19% |
$72.7K - $82K
|
6.25K
$298K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-2.15K- 49.37% |
$74.1K - $83.6K
|
2.2K
$105K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.15K- 7.36% |
$74.3K - $83.8K
|
27.1K
$1.29M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.2K- 20.04% |
$75.9K - $85.6K
|
8.76K
$417K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.21K- 3.35% |
$76.2K - $86K
|
63.6K
$3.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.23K- 1.13% |
$77K - $86.9K
|
195K
$9.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.23K- 20.45% |
$77K - $86.9K
|
8.68K
$413K
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.28K- 3.89% |
$78.7K - $88.9K
|
56.3K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-2.3K- 21.01% |
$79.5K - $89.7K
|
8.66K
$412K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-2.33K- 7.04% |
$80.5K - $90.9K
|
30.8K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.38K- 16.51% |
$82K - $92.6K
|
12K
$572K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.42K- 6.06% |
$83.7K - $94.5K
|
37.6K
$1.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.43K- 4.89% |
$83.9K - $94.8K
|
47.3K
$2.25M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.45K- 86.39% |
$84.6K - $95.5K
|
386
$18.4K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.46K- 1.13% |
$85K - $95.9K
|
214K
$10.2M
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-2.46K- 2.73% |
$85K - $96K
|
87.7K
$4.18M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.47K- 3.94% |
$85.2K - $96.2K
|
60.2K
$2.87M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.47K- 19.93% |
$85.3K - $96.3K
|
9.93K
$473K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2.5K- 12.48% |
$86.3K - $97.4K
|
17.5K
$835K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.59K- 14.03% |
$89.3K - $101K
|
15.9K
$755K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.66K- 14.33% |
$91.9K - $104K
|
15.9K
$758K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.68K- 24.74% |
$92.4K - $104K
|
8.14K
$388K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.7K- 19.02% |
$93.2K - $105K
|
11.5K
$547K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-2.73K- 22.91% |
$94.2K - $106K
|
9.18K
$437K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-2.73K- 18.7% |
$94.4K - $107K
|
11.9K
$566K
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-2.82K- 7.29% |
$97.2K - $110K
|
35.8K
$1.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.82K- 3.8% |
$97.4K - $110K
|
71.5K
$3.4M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.84K- 96.89% |
$98K - $111K
|
91
$4.33K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.85K- 38.31% |
$98.4K - $111K
|
4.59K
$218K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.86K- 7.11% |
$98.8K - $112K
|
37.4K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.87K- 14.56% |
$99K - $112K
|
16.8K
$801K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.88K- 24.55% |
$99.3K - $112K
|
8.84K
$421K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.88K- 2.38% |
$99.4K - $112K
|
118K
$5.62M
|