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 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
23.2K+ 5.46% |
$800K - $903K
|
447K
$21.3M
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
22.7K+ 4.29% |
$784K - $885K
|
552K
$26.3M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
22.3K+ 7.65% |
$770K - $869K
|
314K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.2K+ 8.59% |
$767K - $866K
|
281K
$13.4M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
22.2K+ 10.64% |
$766K - $865K
|
231K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
21.7K+ 26.03% |
$749K - $845K
|
105K
$5M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
21.6K+ 1117.16% |
$746K - $843K
|
23.6K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
21.3KNew |
$736K - $831K
|
21.3K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.3K+ 33.36% |
$735K - $830K
|
85.1K
$4.05M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
21.1K+ 21.91% |
$728K - $821K
|
117K
$5.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
21K+ 27.72% |
$725K - $819K
|
96.8K
$4.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
20.5K+ 23.13% |
$709K - $800K
|
109K
$5.2M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
20.1KNew |
$696K - $785K
|
20.1K
$959K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
20.1K+ 9.13% |
$693K - $782K
|
240K
$11.4M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.9K+ 18.58% |
$688K - $777K
|
127K
$6.06M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
19.8K+ 21.87% |
$684K - $772K
|
110K
$5.26M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.8K+ 5.15% |
$683K - $771K
|
403K
$19.2M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
19.6KNew |
$677K - $764K
|
19.6K
$934K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
19.3K+ 6.71% |
$667K - $753K
|
307K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
19.3K+ 76.11% |
$666K - $752K
|
44.7K
$2.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
18.9K+ 22.43% |
$654K - $738K
|
103K
$4.92M
|
|
|
May 15, 2024
Q1 2024
|
Todd Asset Management LLC
|
BUY
|
- |
18.9KNew |
$651K - $735K
|
18.9K
$898K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
18.7K+ 68.12% |
$647K - $730K
|
46.2K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
18.6K+ 15.53% |
$641K - $724K
|
138K
$6.58M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
18.2KNew |
$628K - $709K
|
18.2K
$866K
|
|
|
May 15, 2024
Q1 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
18K+ 3.06% |
$622K - $702K
|
607K
$28.9M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
17.7K+ 70.54% |
$612K - $691K
|
42.8K
$2.04M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.4K+ 61.36% |
$600K - $677K
|
45.7K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
17.3K+ 5.74% |
$596K - $673K
|
318K
$15.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
16.6K+ 210.74% |
$573K - $647K
|
24.5K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
16.5K+ 11.32% |
$570K - $643K
|
162K
$7.73M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16.4KNew |
$566K - $639K
|
16.4K
$781K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
16.2K+ 8.73% |
$560K - $632K
|
202K
$9.62M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
15.6KNew |
$538K - $607K
|
15.6K
$741K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
15.5KNew |
$535K - $604K
|
15.5K
$738K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
15.4K+ 21.76% |
$532K - $601K
|
86.3K
$4.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
15.4K+ 29.04% |
$530K - $599K
|
68.3K
$3.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
15KNew |
$518K - $585K
|
15K
$714K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
14.8K+ 187.75% |
$512K - $578K
|
22.7K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
14.7K+ 77.8% |
$508K - $574K
|
33.6K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
14.4KNew |
$497K - $561K
|
14.4K
$686K
|
|
|
May 15, 2024
Q1 2024
|
Blue Mar Capital Management, LLC
Miami, FL |
BUY
|
- |
14KNew |
$484K - $546K
|
14K
$667K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
14K+ 5.52% |
$482K - $544K
|
267K
$12.7M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
13.9KNew |
$481K - $543K
|
13.9K
$664K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
13.6K+ 9.92% |
$469K - $530K
|
151K
$7.17M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.2KNew |
$457K - $516K
|
13.2K
$630K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2K+ 10.82% |
$455K - $514K
|
135K
$6.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
13K+ 7.22% |
$449K - $507K
|
193K
$9.2M
|
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
13K+ 7.22% |
$449K - $507K
|
193K
$9.2M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
12.9K+ 6.0% |
$445K - $503K
|
228K
$10.9M
|