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 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.07KNew |
$279K - $315K
|
8.07K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.06KNew |
$278K - $314K
|
8.06K
$384K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.01K+ 132.57% |
$277K - $312K
|
14.1K
$669K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
7.98K+ 2.13% |
$275K - $311K
|
383K
$18.2M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
7.73K+ 251.79% |
$267K - $301K
|
10.8K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
7.7K+ 109.54% |
$266K - $300K
|
14.7K
$701K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
7.65K+ 26.34% |
$264K - $298K
|
36.7K
$1.75M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.63K+ 4.45% |
$263K - $297K
|
179K
$8.53M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
7.31K+ 0.95% |
$252K - $285K
|
777K
$37M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.25K+ 18.24% |
$250K - $283K
|
47K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
7.01KNew |
$242K - $273K
|
7.01K
$334K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7K+ 82.56% |
$242K - $273K
|
15.5K
$737K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.95KNew |
$240K - $271K
|
6.95K
$331K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.83K+ 22.72% |
$236K - $266K
|
36.9K
$1.76M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
6.68K+ 18.57% |
$231K - $261K
|
42.7K
$2.03M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
6.65KNew |
$230K - $259K
|
6.65K
$317K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.64K+ 9.74% |
$229K - $259K
|
74.8K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.62KNew |
$229K - $258K
|
6.62K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.61KNew |
$228K - $258K
|
6.61K
$315K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
6.6K+ 20.6% |
$228K - $257K
|
38.6K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
6.6KNew |
$228K - $257K
|
6.6K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.55K+ 31.46% |
$226K - $255K
|
27.4K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.5K+ 97.15% |
$224K - $253K
|
13.2K
$628K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.41KNew |
$221K - $250K
|
6.41K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
6.4KNew |
$221K - $249K
|
6.4K
$305K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
6.37K+ 43.38% |
$220K - $248K
|
21.1K
$1M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.35KNew |
$219K - $248K
|
6.35K
$302K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
6.3KNew |
$218K - $246K
|
6.3K
$300K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.27KNew |
$216K - $244K
|
6.27K
$298K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
6.19KNew |
$214K - $241K
|
6.19K
$295K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
6.13KNew |
$211K - $239K
|
6.13K
$292K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
6.09KNew |
$210K - $237K
|
6.09K
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.08K+ 0.81% |
$210K - $237K
|
754K
$35.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.06K+ 75.3% |
$209K - $236K
|
14.1K
$671K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
5.97KNew |
$206K - $233K
|
5.97K
$284K
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
5.95K+ 2.32% |
$205K - $232K
|
263K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.93KNew |
$205K - $231K
|
5.93K
$282K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
5.92K+ 3.86% |
$204K - $231K
|
159K
$7.58M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.87K+ 12.08% |
$203K - $229K
|
54.5K
$2.59M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.85K+ 7.56% |
$202K - $228K
|
83.3K
$3.96M
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.84KNew |
$202K - $228K
|
5.84K
$278K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.83KNew |
$201K - $227K
|
5.83K
$278K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.75K+ 91.47% |
$198K - $224K
|
12K
$573K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.71K+ 3.83% |
$197K - $222K
|
155K
$7.36M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
5.7KNew |
$197K - $222K
|
5.7K
$271K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.67K+ 75.38% |
$196K - $221K
|
13.2K
$628K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.66KNew |
$195K - $221K
|
5.66K
$269K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.56K+ 11.96% |
$192K - $217K
|
52.1K
$2.48M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.51KNew |
$190K - $215K
|
5.51K
$262K
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
5.42K+ 23.93% |
$187K - $211K
|
28K
$1.34M
|