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
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.31K+ 67.49% |
$183K - $207K
|
13.2K
$627K
|
|
|
May 02, 2024
Q1 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
5.29KNew |
$183K - $206K
|
5.29K
$252K
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.29KNew |
$182K - $206K
|
5.29K
$252K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5.28K+ 4.31% |
$182K - $206K
|
128K
$6.09M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.27KNew |
$182K - $205K
|
5.27K
$251K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
5.26KNew |
$182K - $205K
|
5.26K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
5.25K+ 54.8% |
$181K - $205K
|
14.8K
$707K
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
5.25KNew |
$181K - $205K
|
5.25K
$250K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.24KNew |
$181K - $204K
|
5.24K
$250K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
5.21KNew |
$180K - $203K
|
5.21K
$248K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
5.21KNew |
$180K - $203K
|
5.21K
$248K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.19KNew |
$179K - $202K
|
5.19K
$247K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5.18KNew |
$179K - $202K
|
5.18K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.18KNew |
$179K - $202K
|
5.18K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.18KNew |
$179K - $202K
|
5.18K
$247K
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
5.14KNew |
$177K - $200K
|
5.14K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
5.14KNew |
$177K - $200K
|
5.14K
$245K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
5.08K+ 11.43% |
$176K - $198K
|
49.6K
$2.36M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.94K+ 75.42% |
$170K - $192K
|
11.5K
$547K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
4.88K+ 5.94% |
$168K - $190K
|
86.9K
$4.14M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4.82K+ 2.59% |
$166K - $188K
|
191K
$9.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
4.8K+ 1.73% |
$166K - $187K
|
282K
$13.4M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
4.72K+ 31.34% |
$163K - $184K
|
19.8K
$942K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.7K+ 2.0% |
$162K - $183K
|
239K
$11.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4.64K+ 20.86% |
$160K - $181K
|
26.9K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.61K+ 33.55% |
$159K - $180K
|
18.3K
$873K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.52K+ 1.02% |
$156K - $176K
|
446K
$21.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
4.39K+ 25.45% |
$152K - $171K
|
21.7K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
4.29K+ 11.32% |
$148K - $167K
|
42.2K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.19K+ 9.06% |
$145K - $163K
|
50.4K
$2.4M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
4.08K+ 12.66% |
$141K - $159K
|
36.3K
$1.73M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.02K+ 42.12% |
$139K - $157K
|
13.6K
$645K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.01K+ 13.42% |
$139K - $156K
|
33.9K
$1.61M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.01KNew |
$138K - $156K
|
4.01K
$191K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.97K+ 1.85% |
$137K - $155K
|
219K
$10.4M
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.93K+ 3.79% |
$136K - $153K
|
108K
$5.14M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.91K+ 40.8% |
$135K - $152K
|
13.5K
$642K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.88K+ 45.45% |
$134K - $151K
|
12.4K
$592K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.77K+ 6.63% |
$130K - $147K
|
60.6K
$2.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3.75K+ 1.46% |
$129K - $146K
|
260K
$12.4M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
3.7K+ 7.71% |
$128K - $144K
|
51.7K
$2.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.63K+ 2.07% |
$125K - $141K
|
179K
$8.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.6K+ 9.8% |
$124K - $140K
|
40.4K
$1.92M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.57KNew |
$123K - $139K
|
3.57K
$170K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.57K+ 3.39% |
$123K - $139K
|
109K
$5.18M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.55K+ 1.55% |
$122K - $138K
|
232K
$11M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.51K+ 12.37% |
$121K - $137K
|
31.8K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.39K+ 17.32% |
$117K - $132K
|
23K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.38K+ 53.71% |
$117K - $132K
|
9.67K
$461K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
3.3KNew |
$114K - $128K
|
3.3K
$157K
|