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 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.05K- 30.33% |
$312K - $353K
|
20.8K
$989K
|
|
|
May 13, 2024
Q1 2024
|
Gator Capital Management, LLC
|
SELL
|
- |
-9.1K- 13.56% |
$314K - $355K
|
58K
$2.76M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-9.14K- 22.31% |
$315K - $356K
|
31.8K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.17K- 20.96% |
$317K - $358K
|
34.6K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-9.46K- 6.56% |
$327K - $369K
|
135K
$6.42M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-9.53K- 18.49% |
$329K - $372K
|
42K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-9.6K- 5.05% |
$331K - $374K
|
181K
$8.6M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-9.86K- 2.54% |
$341K - $384K
|
378K
$18M
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-10K- 50.0% |
$345K - $390K
|
10K
$476K
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-10.2K- 7.47% |
$351K - $397K
|
126K
$6M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-10.2K- 6.15% |
$353K - $399K
|
156K
$7.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10.3K- 33.94% |
$355K - $401K
|
20K
$954K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-10.3K- 27.06% |
$355K - $401K
|
27.7K
$1.32M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-10.4K- 13.4% |
$359K - $405K
|
67.2K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-10.6K- 5.2% |
$366K - $413K
|
193K
$9.21M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-10.6K- 85.04% |
$368K - $415K
|
1.87K
$89.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10.7K- 3.43% |
$369K - $417K
|
301K
$14.3M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-10.7K- 99.02% |
$371K - $419K
|
106
$5.05K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-11.5K- 40.5% |
$396K - $447K
|
16.9K
$803K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-11.6K- 29.75% |
$399K - $451K
|
27.3K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-12.4K- 1.73% |
$428K - $483K
|
704K
$33.5M
|
|
|
May 15, 2024
Q1 2024
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-12.8K- 2.25% |
$443K - $500K
|
557K
$26.5M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-12.9K- 44.65% |
$444K - $502K
|
16K
$760K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-13K- 11.42% |
$448K - $505K
|
101K
$4.79M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13K- 26.41% |
$449K - $507K
|
36.3K
$1.73M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-13.3K- 15.57% |
$460K - $519K
|
72.2K
$3.44M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-13.7K- 80.69% |
$472K - $533K
|
3.27K
$156K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-13.8K- 43.1% |
$477K - $539K
|
18.2K
$869K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-14.1K- 93.81% |
$487K - $550K
|
932
$44.4K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-14.1K- 37.71% |
$488K - $551K
|
23.4K
$1.11M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-14.2K- 56.39% |
$489K - $553K
|
11K
$522K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-14.2K- 0.54% |
$491K - $555K
|
2.63M
$125M
|
|
|
May 14, 2024
Q1 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-14.3K- 57.34% |
$493K - $557K
|
10.6K
$506K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-14.5K- 0.97% |
$500K - $564K
|
1.48M
$70.5M
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-14.7K- 33.94% |
$509K - $574K
|
28.7K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-14.8K- 9.83% |
$510K - $576K
|
135K
$6.45M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14.8K- 12.3% |
$511K - $577K
|
106K
$5.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-14.9K- 81.41% |
$513K - $579K
|
3.39K
$162K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-15K- 2.4% |
$517K - $584K
|
609K
$29M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-15.2K- 4.23% |
$526K - $594K
|
345K
$16.4M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-15.5K- 4.13% |
$534K - $603K
|
359K
$17.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-15.9K- 12.01% |
$548K - $619K
|
116K
$5.54M
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
SELL
|
- |
-16K- 55.25% |
$554K - $625K
|
13K
$619K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-16.4K- 4.4% |
$567K - $640K
|
357K
$17M
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-17K- 5.92% |
$587K - $663K
|
270K
$12.9M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-17.1K- 1.84% |
$590K - $666K
|
910K
$43.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.2K- 4.55% |
$593K - $670K
|
361K
$17.2M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-17.5K- 3.66% |
$603K - $680K
|
460K
$21.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-17.8K- 15.0% |
$614K - $693K
|
101K
$4.8M
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-18.2K- 2.48% |
$628K - $709K
|
715K
$34.1M
|