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 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.5K+ 4.11% |
$586K - $665K
|
419K
$18.2M
|
|
Aug 14, 2024
Q2 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
16.5KNew |
$584K - $663K
|
16.5K
$715K
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
16.1K+ 4.2% |
$568K - $645K
|
398K
$17.2M
|
|
Aug 14, 2024
Q2 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
15.9K+ 47.38% |
$564K - $640K
|
49.6K
$2.15M
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
15.3K+ 144.29% |
$543K - $616K
|
25.9K
$1.12M
|
|
Jul 30, 2024
Q2 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
15.3K+ 62.11% |
$541K - $614K
|
39.9K
$1.73M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15.3K+ 16.53% |
$540K - $613K
|
108K
$4.66M
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
15.2K+ 27.05% |
$539K - $612K
|
71.5K
$3.1M
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15.1KNew |
$535K - $607K
|
15.1K
$654K
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
15.1K+ 0.67% |
$533K - $605K
|
2.27M
$98.4M
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
15.1KNew |
$533K - $605K
|
15.1K
$652K
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
14.7K+ 21.23% |
$522K - $592K
|
84.2K
$3.65M
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
14.7K+ 4.24% |
$522K - $592K
|
362K
$15.7M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.6KNew |
$519K - $589K
|
14.6K
$635K
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
14.5KNew |
$513K - $582K
|
14.5K
$628K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.3K+ 1.49% |
$505K - $573K
|
970K
$42M
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
13.7K+ 2.6% |
$484K - $549K
|
539K
$23.3M
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
13.6KNew |
$482K - $547K
|
13.6K
$590K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.6K+ 33.63% |
$481K - $546K
|
54K
$2.34M
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
13.5K+ 10.24% |
$478K - $543K
|
145K
$6.3M
|
|
Jul 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
13.5K+ 1.26% |
$478K - $542K
|
1.09M
$47.1M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.3K+ 6.26% |
$471K - $535K
|
226K
$9.79M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13.1K+ 18.63% |
$464K - $526K
|
83.4K
$3.61M
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
13.1K+ 4.84% |
$464K - $526K
|
284K
$12.3M
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
12.8K+ 5.36% |
$455K - $516K
|
253K
$10.9M
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
12.8KNew |
$453K - $514K
|
12.8K
$554K
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
12.6K+ 31.86% |
$445K - $505K
|
52K
$2.25M
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.4KNew |
$439K - $499K
|
12.4K
$538K
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
12.2K+ 14.61% |
$431K - $489K
|
95.4K
$4.13M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.1KNew |
$430K - $487K
|
12.1K
$526K
|
|
Jul 12, 2024
Q2 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
12K+ 9.88% |
$425K - $482K
|
133K
$5.78M
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
11.9K+ 0.45% |
$421K - $478K
|
2.64M
$115M
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.2K+ 26.2% |
$397K - $451K
|
54.1K
$2.34M
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
11.2KNew |
$396K - $450K
|
11.2K
$485K
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
11.2KNew |
$396K - $449K
|
11.2K
$484K
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11K+ 23.43% |
$390K - $442K
|
58K
$2.51M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.9K+ 42.12% |
$386K - $438K
|
36.7K
$1.59M
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
10.5KNew |
$371K - $421K
|
10.5K
$454K
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 49.46% |
$369K - $419K
|
31.5K
$1.36M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.4K+ 124.84% |
$368K - $418K
|
18.7K
$812K
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
10.3K+ 25.13% |
$366K - $415K
|
51.5K
$2.23M
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
9.96KNew |
$353K - $400K
|
9.96K
$431K
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.88K+ 20.19% |
$350K - $397K
|
58.8K
$2.55M
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
9.66K+ 118.42% |
$342K - $388K
|
17.8K
$772K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
9.6K+ 5.24% |
$340K - $386K
|
193K
$8.35M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.58K+ 138.68% |
$339K - $385K
|
16.5K
$714K
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
9.46K+ 15.94% |
$335K - $380K
|
68.8K
$2.98M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.16KNew |
$324K - $368K
|
9.16K
$397K
|
|
Aug 05, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
9K+ 52.94% |
$319K - $362K
|
26K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
8.98KNew |
$318K - $361K
|
8.98K
$389K
|