Purchases and Sales Made in Q2 2024 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
290+ 2.58% |
$10.3K - $11.7K
|
11.5K
$550K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
287+ 1.25% |
$10.2K - $11.5K
|
23.2K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
287+ 2.38% |
$10.2K - $11.5K
|
12.4K
$589K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
280New |
$9.91K - $11.3K
|
280
$13.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
275+ 1.96% |
$9.74K - $11K
|
14.3K
$683K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
274+ 1.5% |
$9.7K - $11K
|
18.6K
$886K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
263+ 3.38% |
$9.31K - $10.6K
|
8.05K
$384K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
261+ 2.53% |
$9.24K - $10.5K
|
10.6K
$504K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
261+ 0.62% |
$9.24K - $10.5K
|
42.6K
$2.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
260+ 2.63% |
$9.21K - $10.4K
|
10.1K
$483K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
253+ 2.77% |
$8.96K - $10.2K
|
9.39K
$448K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
244+ 0.39% |
$8.64K - $9.8K
|
62.1K
$2.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
243+ 1.45% |
$8.6K - $9.76K
|
17K
$812K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
243+ 11.29% |
$8.6K - $9.76K
|
2.4K
$114K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
232+ 0.18% |
$8.22K - $9.32K
|
128K
$6.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
232+ 0.48% |
$8.22K - $9.32K
|
48.2K
$2.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
230+ 0.55% |
$8.14K - $9.24K
|
42.2K
$2.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
222+ 1.65% |
$7.86K - $8.92K
|
13.7K
$653K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
218+ 1.37% |
$7.72K - $8.76K
|
16.1K
$769K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
218+ 3.21% |
$7.72K - $8.76K
|
7.01K
$334K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
217+ 0.27% |
$7.68K - $8.72K
|
81.5K
$3.88M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
209+ 3.38% |
$7.4K - $8.4K
|
6.4K
$305K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
203+ 0.81% |
$7.19K - $8.16K
|
25.3K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
201+ 3.77% |
$7.12K - $8.08K
|
5.53K
$263K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
200+ 1.04% |
$7.08K - $8.04K
|
19.4K
$922K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
190+ 1.91% |
$6.73K - $7.63K
|
10.1K
$482K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
187+ 2.82% |
$6.62K - $7.51K
|
6.82K
$325K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
180+ 1.1% |
$6.37K - $7.23K
|
16.6K
$790K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
174+ 1.18% |
$6.16K - $6.99K
|
15K
$713K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
171+ 0.33% |
$6.06K - $6.87K
|
51.8K
$2.47M
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
171+ 2.39% |
$6.06K - $6.87K
|
7.32K
$349K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
170+ 2.45% |
$6.02K - $6.83K
|
7.12K
$339K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
165New |
$5.84K - $6.63K
|
165
$7.86K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
163+ 1.31% |
$5.77K - $6.55K
|
12.6K
$601K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
160+ 7.96% |
$5.67K - $6.43K
|
2.17K
$103K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
157+ 1.61% |
$5.56K - $6.31K
|
9.9K
$472K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
157+ 17.12% |
$5.56K - $6.31K
|
1.07K
$51.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
155New |
$5.49K - $6.23K
|
155
$7.39K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
153+ 0.39% |
$5.42K - $6.15K
|
39.8K
$1.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
150New |
$5.31K - $6.03K
|
150
$7.15K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
148+ 1.3% |
$5.24K - $5.95K
|
11.5K
$548K
|
|
|
Aug 14, 2024
Q2 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
146New |
$5.17K - $5.87K
|
146
$6.96K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
139+ 0.58% |
$4.92K - $5.59K
|
24.3K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
136New |
$4.82K - $5.46K
|
136
$6.48K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
134+ 2.2% |
$4.74K - $5.38K
|
6.22K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
130+ 1.07% |
$4.6K - $5.22K
|
12.2K
$584K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
125+ 49.6% |
$4.43K - $5.02K
|
377
$18K
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
121+ 1.42% |
$4.28K - $4.86K
|
8.67K
$413K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
119+ 1.43% |
$4.21K - $4.78K
|
8.42K
$401K
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
117+ 0.17% |
$4.14K - $4.7K
|
68.2K
$3.25M
|