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 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
115+ 13.45% |
$4.07K - $4.62K
|
970
$46.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
114+ 3.22% |
$4.04K - $4.58K
|
3.66K
$174K
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
114+ 0.49% |
$4.04K - $4.58K
|
23.5K
$1.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
107+ 0.99% |
$3.79K - $4.3K
|
10.9K
$520K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
106+ 9.06% |
$3.75K - $4.26K
|
1.28K
$60.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
104+ 1.97% |
$3.68K - $4.18K
|
5.38K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
100+ 1.32% |
$3.54K - $4.02K
|
7.69K
$366K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
90+ 1.06% |
$3.19K - $3.62K
|
8.58K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
90+ 1.57% |
$3.19K - $3.62K
|
5.83K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
89+ 0.78% |
$3.15K - $3.58K
|
11.5K
$547K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
86+ 0.35% |
$3.05K - $3.46K
|
24.6K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
84+ 1.11% |
$2.97K - $3.38K
|
7.65K
$364K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
81+ 2.29% |
$2.87K - $3.25K
|
3.61K
$172K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
81+ 0.7% |
$2.87K - $3.25K
|
11.7K
$559K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
78+ 1.24% |
$2.76K - $3.13K
|
6.38K
$304K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
73+ 1.38% |
$2.58K - $2.93K
|
5.35K
$255K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
73+ 0.87% |
$2.58K - $2.93K
|
8.43K
$402K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
73+ 0.86% |
$2.58K - $2.93K
|
8.58K
$409K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
72+ 1.39% |
$2.55K - $2.89K
|
5.27K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
72+ 0.32% |
$2.55K - $2.89K
|
22.3K
$1.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
69+ 0.89% |
$2.44K - $2.77K
|
7.86K
$375K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
67+ 0.67% |
$2.37K - $2.69K
|
9.99K
$476K
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
BUY
|
- |
67+ 0.36% |
$2.37K - $2.69K
|
18.9K
$902K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
66+ 36.46% |
$2.34K - $2.65K
|
247
$11.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
65+ 2.32% |
$2.3K - $2.61K
|
2.87K
$137K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
65+ 0.66% |
$2.3K - $2.61K
|
9.97K
$475K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$2.27K - $2.57K
|
64
$3.05K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
63+ 0.09% |
$2.23K - $2.53K
|
71.5K
$3.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
60+ 7.26% |
$2.12K - $2.41K
|
887
$42.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
60+ 193.55% |
$2.12K - $2.41K
|
91
$4.34K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
60+ 15.54% |
$2.12K - $2.41K
|
446
$21.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
59+ 1.4% |
$2.09K - $2.37K
|
4.28K
$204K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
58+ 49.15% |
$2.05K - $2.33K
|
176
$8.39K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
57+ 0.26% |
$2.02K - $2.29K
|
21.7K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
55+ 0.33% |
$1.95K - $2.21K
|
16.6K
$792K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
54+ 0.06% |
$1.91K - $2.17K
|
87.8K
$4.18M
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
54+ 0.21% |
$1.91K - $2.17K
|
26.2K
$1.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
53+ 0.67% |
$1.88K - $2.13K
|
7.97K
$380K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
52+ 0.3% |
$1.84K - $2.09K
|
17.3K
$823K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
51+ 0.76% |
$1.81K - $2.05K
|
6.74K
$321K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
51New |
$1.81K - $2.05K
|
51
$2.43K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
47+ 35.34% |
$1.66K - $1.89K
|
180
$8.58K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
46+ 8.78% |
$1.63K - $1.85K
|
570
$27.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
44+ 0.8% |
$1.56K - $1.77K
|
5.54K
$264K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
44+ 4.33% |
$1.56K - $1.77K
|
1.06K
$50.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
43+ 1.15% |
$1.52K - $1.73K
|
3.79K
$180K
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
BUY
|
- |
43+ 0.47% |
$1.52K - $1.73K
|
9.16K
$436K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
40+ 17.54% |
$1.42K - $1.61K
|
268
$12.8K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
40New |
$1.42K - $1.61K
|
40
$1.91K
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
39+ 0.15% |
$1.38K - $1.57K
|
26.8K
$1.28M
|