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 14, 2024
Q1 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
12.9K+ 23.49% |
$445K - $503K
|
67.8K
$3.23M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12.7K+ 32.49% |
$437K - $493K
|
51.6K
$2.46M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
12.6K+ 144.27% |
$434K - $490K
|
21.3K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
12.4K+ 133.93% |
$429K - $484K
|
21.7K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
12.2K+ 0.94% |
$421K - $476K
|
1.31M
$62.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
12.2K+ 41.73% |
$420K - $474K
|
41.3K
$1.97M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12.1K+ 10.06% |
$416K - $470K
|
132K
$6.28M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
11.4K+ 5466.35% |
$393K - $443K
|
11.6K
$551K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.4KNew |
$392K - $443K
|
11.4K
$541K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
11.3K+ 91.63% |
$390K - $440K
|
23.6K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 4.45% |
$387K - $437K
|
263K
$12.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
11.2K+ 1.99% |
$387K - $437K
|
573K
$27.3M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
11.2K+ 25.68% |
$386K - $436K
|
54.7K
$2.6M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
11.1KNew |
$385K - $434K
|
11.1K
$530K
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
10.8KNew |
$374K - $422K
|
10.8K
$515K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.7K+ 7.0% |
$369K - $417K
|
163K
$7.78M
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10.6KNew |
$368K - $415K
|
10.6K
$507K
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
10.6KNew |
$367K - $414K
|
10.6K
$506K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
10.6KNew |
$364K - $411K
|
10.6K
$503K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
10.5K+ 3.74% |
$364K - $411K
|
293K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.4K+ 24.98% |
$359K - $406K
|
52.1K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.4K+ 94.6% |
$358K - $404K
|
21.3K
$1.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
9.97K+ 33.26% |
$344K - $388K
|
39.9K
$1.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
9.96K+ 3.97% |
$344K - $388K
|
261K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
9.74K+ 0.34% |
$336K - $380K
|
2.9M
$138M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.73K+ 11.78% |
$336K - $379K
|
92.3K
$4.4M
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
9.55K+ 103.07% |
$330K - $372K
|
18.8K
$896K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.44K+ 14.8% |
$326K - $368K
|
73.2K
$3.49M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
BUY
|
- |
9.3K+ 28.42% |
$321K - $362K
|
42K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
9.3KNew |
$321K - $362K
|
9.3K
$443K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.15K+ 61.38% |
$316K - $357K
|
24.1K
$1.15M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
9.03KNew |
$312K - $352K
|
9.03K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
8.89KNew |
$307K - $347K
|
8.89K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.85K+ 12.0% |
$306K - $345K
|
82.6K
$3.93M
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
8.83KNew |
$305K - $344K
|
8.83K
$420K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8.57K+ 6.08% |
$296K - $334K
|
150K
$7.12M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
8.56K+ 4.9% |
$296K - $334K
|
183K
$8.72M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
8.53K+ 4.59% |
$294K - $332K
|
194K
$9.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.51K+ 135.56% |
$294K - $332K
|
14.8K
$704K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
8.51KNew |
$294K - $332K
|
8.51K
$405K
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.47KNew |
$293K - $330K
|
8.47K
$403K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
8.37KNew |
$289K - $326K
|
8.37K
$399K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.34K+ 16.71% |
$288K - $325K
|
58.2K
$2.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
8.33KNew |
$288K - $325K
|
8.33K
$397K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
8.3K+ 11.98% |
$287K - $324K
|
77.6K
$3.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.29K+ 3.84% |
$286K - $323K
|
224K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.26K+ 46.91% |
$285K - $322K
|
25.9K
$1.23M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
8.21K+ 93.45% |
$283K - $320K
|
17K
$809K
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
8.16KNew |
$282K - $318K
|
8.16K
$389K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8.1KNew |
$280K - $316K
|
8.1K
$386K
|