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 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3.28K+ 8.74% |
$113K - $128K
|
40.8K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.11K+ 30.9% |
$107K - $121K
|
13.2K
$628K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.08K+ 2.09% |
$106K - $120K
|
150K
$7.15M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.06K+ 2.07% |
$106K - $119K
|
151K
$7.17M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.06KNew |
$106K - $119K
|
3.06K
$146K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.97K+ 1.22% |
$103K - $116K
|
247K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.93KNew |
$101K - $114K
|
2.93K
$139K
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.93K+ 10.24% |
$101K - $114K
|
31.5K
$1.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.9KNew |
$100K - $113K
|
2.9K
$138K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.82KNew |
$97.2K - $110K
|
2.82K
$134K
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
2.8K+ 4.29% |
$96.7K - $109K
|
68.1K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.74K+ 11.57% |
$94.5K - $107K
|
26.4K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.64K+ 45.37% |
$91.3K - $103K
|
8.47K
$403K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.64K+ 8.6% |
$91.1K - $103K
|
33.3K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.54K+ 44.21% |
$87.8K - $99.2K
|
8.3K
$395K
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.51K+ 27.11% |
$86.7K - $97.9K
|
11.8K
$561K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.5K+ 0.8% |
$86.5K - $97.6K
|
316K
$15.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.49K+ 4.19% |
$86.1K - $97.2K
|
62K
$2.95M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.46K+ 0.72% |
$85.1K - $96K
|
343K
$16.3M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.4K+ 3.07% |
$82.9K - $93.6K
|
80.5K
$3.83M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.36K+ 23.44% |
$81.6K - $92.1K
|
12.4K
$593K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.29K+ 61.66% |
$79K - $89.1K
|
6K
$286K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.27K+ 8.62% |
$78.5K - $88.6K
|
28.7K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.25K+ 1.95% |
$77.6K - $87.6K
|
117K
$5.59M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.24K+ 1.46% |
$77.5K - $87.4K
|
156K
$7.43M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.23K+ 2.5% |
$77.1K - $87K
|
91.4K
$4.35M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.2K+ 33.23% |
$76.1K - $85.9K
|
8.83K
$421K
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
2.2K+ 5.22% |
$76K - $85.8K
|
44.4K
$2.11M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.16K+ 2.22% |
$74.5K - $84.1K
|
99.2K
$4.73M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.07K+ 53.3% |
$71.4K - $80.6K
|
5.95K
$283K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.05K+ 7.75% |
$70.8K - $79.9K
|
28.5K
$1.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.96K+ 1.64% |
$67.5K - $76.2K
|
121K
$5.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.95K+ 1.59% |
$67.2K - $75.8K
|
124K
$5.91M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.92K+ 6.37% |
$66.4K - $75K
|
32.1K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.91K+ 2.74% |
$65.9K - $74.4K
|
71.4K
$3.4M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
1.9K+ 3.78% |
$65.6K - $74K
|
52.2K
$2.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.9K+ 13.03% |
$65.4K - $73.9K
|
16.4K
$783K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.88K+ 10.28% |
$65.1K - $73.4K
|
20.2K
$962K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.87K+ 11.06% |
$64.6K - $73K
|
18.8K
$895K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.86K+ 1.58% |
$64.2K - $72.5K
|
119K
$5.68M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.84K+ 4.0% |
$63.6K - $71.8K
|
47.9K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.78K+ 0.86% |
$61.5K - $69.4K
|
210K
$9.99M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.75K+ 9.76% |
$60.5K - $68.3K
|
19.7K
$938K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.75K+ 23.67% |
$60.4K - $68.2K
|
9.14K
$435K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.71K+ 2.05% |
$59.1K - $66.8K
|
85.2K
$4.06M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
1.71K+ 4.38% |
$59.1K - $66.7K
|
40.8K
$1.94M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.71K+ 4.65% |
$58.9K - $66.5K
|
38.4K
$1.83M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.69K+ 0.29% |
$58.4K - $66K
|
594K
$28.3M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.68K+ 147.85% |
$58.1K - $65.6K
|
2.82K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 14.33% |
$58.1K - $65.6K
|
13.4K
$640K
|