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 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-4.45K- 4.23% |
$154K - $174K
|
101K
$4.8M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-4.47K- 8.17% |
$154K - $174K
|
50.2K
$2.39M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.55K- 7.34% |
$157K - $177K
|
57.4K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.63K- 16.33% |
$160K - $180K
|
23.7K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-4.66K- 44.21% |
$161K - $182K
|
5.89K
$280K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.73K- 30.31% |
$163K - $184K
|
10.9K
$518K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.78K- 5.89% |
$165K - $186K
|
76.3K
$3.63M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.79K- 0.4% |
$165K - $187K
|
1.18M
$56.3M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-4.86K- 42.29% |
$168K - $189K
|
6.63K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.89K- 9.1% |
$169K - $191K
|
48.9K
$2.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-4.91K- 13.35% |
$170K - $191K
|
31.9K
$1.52M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.94K- 6.65% |
$171K - $193K
|
69.4K
$3.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-4.95K- 2.7% |
$171K - $193K
|
179K
$8.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.96K- 15.91% |
$171K - $193K
|
26.2K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4.97K- 12.47% |
$171K - $194K
|
34.9K
$1.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5K- 49.3% |
$173K - $195K
|
5.14K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.15K- 12.81% |
$178K - $201K
|
35.1K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-5.25K- 13.33% |
$181K - $204K
|
34.1K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.32K- 13.65% |
$184K - $207K
|
33.7K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-5.39K- 36.05% |
$186K - $210K
|
9.57K
$456K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-5.42K- 11.56% |
$187K - $211K
|
41.4K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-5.42K- 5.08% |
$187K - $211K
|
101K
$4.82M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-5.43K- 11.62% |
$188K - $212K
|
41.3K
$1.97M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-5.47K- 7.89% |
$189K - $213K
|
63.8K
$3.04M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-5.54K- 4.83% |
$191K - $216K
|
109K
$5.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.64K- 5.4% |
$195K - $220K
|
98.8K
$4.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-5.72K- 26.83% |
$198K - $223K
|
15.6K
$743K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-5.83K- 6.9% |
$201K - $227K
|
78.6K
$3.74M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.85K- 30.21% |
$202K - $228K
|
13.5K
$644K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.04K- 2.91% |
$208K - $235K
|
202K
$9.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-6.07K- 52.75% |
$210K - $237K
|
5.44K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.21K- 7.71% |
$214K - $242K
|
74.3K
$3.54M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-6.22K- 41.81% |
$215K - $243K
|
8.66K
$412K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-6.48K- 22.54% |
$224K - $253K
|
22.3K
$1.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
SELL
|
- |
-6.54K- 2.16% |
$226K - $255K
|
296K
$14.1M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.74K- 21.03% |
$233K - $263K
|
25.3K
$1.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-6.92K- 16.3% |
$239K - $270K
|
35.5K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-6.98K- 3.35% |
$241K - $272K
|
201K
$9.59M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.04K- 0.19% |
$243K - $275K
|
3.63M
$173M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.28KClosed |
$251K - $284K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.32K- 9.01% |
$253K - $285K
|
73.8K
$3.52M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-7.4K- 7.16% |
$255K - $288K
|
95.9K
$4.57M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-7.73K- 13.69% |
$267K - $301K
|
48.7K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-8.03K- 0.98% |
$277K - $313K
|
810K
$38.6M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-8.3K- 10.68% |
$287K - $324K
|
69.4K
$3.31M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.44K- 7.08% |
$291K - $329K
|
111K
$5.27M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.55K- 8.45% |
$295K - $333K
|
92.7K
$4.41M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.56K- 22.28% |
$296K - $334K
|
29.9K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-8.78K- 5.98% |
$303K - $342K
|
138K
$6.57M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-8.98K- 4.57% |
$310K - $350K
|
188K
$8.94M
|