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 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.91K- 10.32% |
$100K - $113K
|
25.3K
$1.2M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.92K- 3.37% |
$101K - $114K
|
83.8K
$3.99M
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-2.92K- 5.34% |
$101K - $114K
|
51.8K
$2.46M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.98K- 13.86% |
$103K - $116K
|
18.5K
$881K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3K- 3.72% |
$104K - $117K
|
77.6K
$3.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.02K- 81.41% |
$104K - $118K
|
690
$32.9K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3.06K- 0.79% |
$106K - $119K
|
382K
$18.2M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-3.08K- 3.85% |
$106K - $120K
|
76.9K
$3.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-3.09K- 7.79% |
$107K - $120K
|
36.5K
$1.74M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-3.11K- 14.77% |
$107K - $121K
|
17.9K
$855K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.22K- 24.84% |
$111K - $126K
|
9.75K
$464K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.24K- 7.86% |
$112K - $126K
|
38K
$1.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.25K- 25.28% |
$112K - $127K
|
9.6K
$457K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3.26K- 59.44% |
$113K - $127K
|
2.23K
$106K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3.26K- 37.12% |
$113K - $127K
|
5.53K
$263K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-3.27K- 15.83% |
$113K - $128K
|
17.4K
$828K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.28K- 20.71% |
$113K - $128K
|
12.6K
$598K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.39K- 2.28% |
$117K - $132K
|
145K
$6.92M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.42K- 3.64% |
$118K - $133K
|
90.7K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-3.43K- 3.11% |
$118K - $134K
|
107K
$5.09M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.45K- 7.45% |
$119K - $134K
|
42.8K
$2.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.48K- 1.58% |
$120K - $136K
|
216K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.5K- 7.36% |
$121K - $136K
|
44K
$2.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-3.5K- 2.27% |
$121K - $136K
|
151K
$7.17M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.57K- 2.0% |
$123K - $139K
|
175K
$8.33M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.6K- 12.98% |
$124K - $140K
|
24.1K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3.6K- 11.01% |
$124K - $140K
|
29.1K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-3.62K- 14.15% |
$125K - $141K
|
22K
$1.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-3.62K- 24.63% |
$125K - $141K
|
11.1K
$528K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.63K- 4.68% |
$125K - $142K
|
74K
$3.52M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-3.65K- 3.38% |
$126K - $142K
|
104K
$4.97M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3.66K- 6.66% |
$126K - $143K
|
51.2K
$2.44M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.73K- 17.31% |
$129K - $146K
|
17.8K
$849K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.78K- 5.11% |
$131K - $148K
|
70.2K
$3.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-3.8K- 4.23% |
$131K - $148K
|
86K
$4.1M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.82K- 38.31% |
$132K - $149K
|
6.15K
$293K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3.84K- 8.0% |
$133K - $150K
|
44.1K
$2.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-3.87K- 17.23% |
$134K - $151K
|
18.6K
$885K
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-3.91K- 19.1% |
$135K - $153K
|
16.6K
$789K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.95K- 32.32% |
$136K - $154K
|
8.27K
$394K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4K- 22.4% |
$138K - $156K
|
13.8K
$659K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.02K- 11.39% |
$139K - $157K
|
31.3K
$1.49M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-4.04K- 14.94% |
$140K - $157K
|
23K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-4.29K- 10.52% |
$148K - $167K
|
36.5K
$1.74M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-4.31K- 9.79% |
$149K - $168K
|
39.7K
$1.89M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.36K- 1.0% |
$150K - $170K
|
430K
$20.5M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.36K- 0.33% |
$151K - $170K
|
1.33M
$63.2M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.38K- 37.04% |
$151K - $171K
|
7.45K
$355K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.41K- 3.28% |
$152K - $172K
|
130K
$6.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-4.45K- 10.04% |
$154K - $174K
|
39.9K
$1.9M
|