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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-262- 2.74% |
$9.28K - $10.5K
|
9.31K
$443K
|
|
|
Jul 31, 2024
Q2 2024
|
Edmp, Inc.
|
SELL
|
- |
-271- 0.37% |
$9.6K - $10.9K
|
72.2K
$3.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-276- 9.6% |
$9.77K - $11.1K
|
2.6K
$124K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-278- 1.65% |
$9.84K - $11.2K
|
16.6K
$791K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-278- 11.85% |
$9.84K - $11.2K
|
2.07K
$98.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-280- 0.91% |
$9.91K - $11.3K
|
30.5K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-280- 4.35% |
$9.91K - $11.3K
|
6.15K
$293K
|
|
|
Jul 19, 2024
Q2 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-285- 2.38% |
$10.1K - $11.5K
|
11.7K
$557K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-288- 2.46% |
$10.2K - $11.6K
|
11.4K
$543K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-293- 11.3% |
$10.4K - $11.8K
|
2.3K
$110K
|
|
|
Aug 07, 2024
Q2 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-293- 1.33% |
$10.4K - $11.8K
|
21.7K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-295- 0.93% |
$10.4K - $11.9K
|
31.5K
$1.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-298- 2.91% |
$10.6K - $12K
|
9.93K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-300- 52.72% |
$10.6K - $12.1K
|
269
$12.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-301- 5.2% |
$10.7K - $12.1K
|
5.48K
$261K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-307- 6.8% |
$10.9K - $12.3K
|
4.21K
$200K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-338- 1.74% |
$12K - $13.6K
|
19K
$907K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-340- 4.52% |
$12K - $13.7K
|
7.19K
$342K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-346- 2.4% |
$12.3K - $13.9K
|
14.1K
$671K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-353- 3.63% |
$12.5K - $14.2K
|
9.37K
$446K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-355- 3.82% |
$12.6K - $14.3K
|
8.94K
$426K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-360- 14.22% |
$12.7K - $14.5K
|
2.17K
$103K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-371- 4.78% |
$13.1K - $14.9K
|
7.39K
$352K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-375- 4.58% |
$13.3K - $15.1K
|
7.81K
$372K
|
|
|
Jul 30, 2024
Q2 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-384- 0.21% |
$13.6K - $15.4K
|
187K
$8.89M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-390- 8.83% |
$13.8K - $15.7K
|
4.03K
$192K
|
|
|
Aug 06, 2024
Q2 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-391- 0.31% |
$13.8K - $15.7K
|
126K
$5.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-396- 3.21% |
$14K - $15.9K
|
12K
$570K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-400- 5.0% |
$14.2K - $16.1K
|
7.6K
$362K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-402- 6.89% |
$14.2K - $16.2K
|
5.43K
$259K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-403- 3.1% |
$14.3K - $16.2K
|
12.6K
$601K
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-415- 5.45% |
$14.7K - $16.7K
|
7.19K
$343K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-417- 5.23% |
$14.8K - $16.8K
|
7.56K
$360K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-423- 2.29% |
$15K - $17K
|
18.1K
$862K
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-425- 4.21% |
$15K - $17.1K
|
9.67K
$461K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-429- 5.06% |
$15.2K - $17.2K
|
8.05K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-437- 0.44% |
$15.5K - $17.6K
|
98.8K
$4.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-449- 6.98% |
$15.9K - $18K
|
5.99K
$285K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-452- 30.38% |
$16K - $18.2K
|
1.04K
$49.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-454- 0.45% |
$16.1K - $18.2K
|
101K
$4.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-455- 7.43% |
$16.1K - $18.3K
|
5.67K
$270K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-469- 4.52% |
$16.6K - $18.8K
|
9.91K
$472K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-482- 6.62% |
$17.1K - $19.4K
|
6.8K
$324K
|
|
|
Aug 12, 2024
Q2 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-491- 1.97% |
$17.4K - $19.7K
|
24.4K
$1.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-493- 6.93% |
$17.5K - $19.8K
|
6.62K
$316K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-496- 0.69% |
$17.6K - $19.9K
|
71.7K
$3.42M
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-500- 3.79% |
$17.7K - $20.1K
|
12.7K
$605K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-500- 1.59% |
$17.7K - $20.1K
|
31K
$1.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-500- 7.17% |
$17.7K - $20.1K
|
6.47K
$308K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-500- 2.94% |
$17.7K - $20.1K
|
16.5K
$786K
|