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 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.67K+ 21.7% |
$57.7K - $65.1K
|
9.37K
$446K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.66K+ 6.0% |
$57.4K - $64.7K
|
29.3K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.64K+ 84.23% |
$56.5K - $63.7K
|
3.58K
$170K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.63K+ 13.73% |
$56.4K - $63.6K
|
13.5K
$644K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.61KNew |
$55.7K - $62.9K
|
1.61K
$76.8K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.61K+ 8.81% |
$55.5K - $62.6K
|
19.8K
$945K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.59K+ 3.92% |
$54.8K - $61.9K
|
42.1K
$2M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.58K+ 25.88% |
$54.6K - $61.6K
|
7.69K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.56K+ 54.48% |
$53.7K - $60.7K
|
4.41K
$210K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.52K+ 5.02% |
$52.5K - $59.2K
|
31.8K
$1.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.49KNew |
$51.4K - $58K
|
1.49K
$70.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.48K+ 12.24% |
$51.2K - $57.8K
|
13.6K
$648K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
1.47K+ 2.09% |
$50.8K - $57.3K
|
71.9K
$3.42M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.47K+ 2.68% |
$50.6K - $57.1K
|
56.1K
$2.67M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.46K+ 8.67% |
$50.4K - $56.9K
|
18.3K
$872K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.45KNew |
$50K - $56.4K
|
1.45K
$68.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
1.43K+ 4.87% |
$49.2K - $55.5K
|
30.7K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.42K+ 6.33% |
$48.9K - $55.2K
|
23.8K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.4K+ 71.42% |
$48.2K - $54.5K
|
3.35K
$160K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
1.39K+ 1.31% |
$48.1K - $54.3K
|
108K
$5.13M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.39K+ 21.84% |
$48.1K - $54.3K
|
7.77K
$370K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
1.39K+ 15.9% |
$48K - $54.1K
|
10.1K
$482K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.38K+ 24.81% |
$47.5K - $53.6K
|
6.92K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 2.73% |
$46.4K - $52.4K
|
50.5K
$2.41M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.32K+ 30.58% |
$45.4K - $51.3K
|
5.62K
$268K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
1.31K+ 85.61% |
$45.2K - $51K
|
2.84K
$135K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.31K+ 34.58% |
$45.1K - $50.9K
|
5.09K
$242K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.29K+ 0.87% |
$44.4K - $50.2K
|
150K
$7.14M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
1.27K+ 13.67% |
$43.7K - $49.3K
|
10.5K
$501K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 5.57% |
$43.7K - $49.3K
|
24K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
1.27K+ 0.08% |
$43.7K - $49.3K
|
1.67M
$79.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.25K+ 17.14% |
$43.2K - $48.7K
|
8.55K
$407K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.23K+ 4.02% |
$42.5K - $48K
|
31.8K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.21K+ 2.14% |
$41.9K - $47.3K
|
57.9K
$2.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.21K+ 20.45% |
$41.7K - $47.1K
|
7.12K
$339K
|
|
|
May 07, 2024
Q1 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.21K+ 13.4% |
$41.6K - $47K
|
10.2K
$486K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.2K+ 17.15% |
$41.5K - $46.9K
|
8.21K
$391K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.2K+ 2.78% |
$41.4K - $46.8K
|
44.3K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.19K+ 9.11% |
$41.1K - $46.4K
|
14.2K
$678K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.19K+ 47.35% |
$41.1K - $46.3K
|
3.7K
$176K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.19K+ 1.35% |
$41K - $46.2K
|
89.1K
$4.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.17K+ 1.1% |
$40.5K - $45.8K
|
107K
$5.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.16K+ 30.87% |
$40.2K - $45.3K
|
4.93K
$235K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.13K+ 6.07% |
$39.1K - $44.1K
|
19.8K
$941K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.12K+ 11.56% |
$38.8K - $43.8K
|
10.8K
$516K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.12K+ 12.32% |
$38.7K - $43.7K
|
10.2K
$487K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 4.38% |
$38.7K - $43.7K
|
26.7K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.11K+ 1.95% |
$38.4K - $43.3K
|
58.2K
$2.77M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.09K+ 9.91% |
$37.7K - $42.6K
|
12.1K
$577K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.09K+ 0.47% |
$37.6K - $42.5K
|
235K
$11.2M
|