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 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
8.93K+ 84.64% |
$316K - $359K
|
19.5K
$844K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.84KNew |
$313K - $355K
|
8.84K
$383K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
8.71K+ 81.8% |
$308K - $350K
|
19.4K
$839K
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
8.68KNew |
$307K - $349K
|
8.68K
$376K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.63K+ 72.18% |
$305K - $347K
|
20.6K
$892K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
8.53KNew |
$302K - $343K
|
8.53K
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.41KNew |
$298K - $338K
|
8.41K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
8.2K+ 4.54% |
$290K - $329K
|
189K
$8.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.13K+ 6.02% |
$288K - $327K
|
143K
$6.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.97K+ 3.22% |
$282K - $320K
|
255K
$11.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
7.91K+ 14.52% |
$280K - $318K
|
62.4K
$2.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.86K+ 7.44% |
$278K - $316K
|
113K
$4.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7.78K+ 41.39% |
$275K - $313K
|
26.6K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
7.47K+ 70.62% |
$265K - $300K
|
18.1K
$782K
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
7.36KNew |
$261K - $296K
|
7.36K
$319K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.34KNew |
$260K - $295K
|
7.34K
$318K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.28KNew |
$258K - $293K
|
7.28K
$315K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
7.19KNew |
$255K - $289K
|
7.19K
$312K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
7.19K+ 22.54% |
$254K - $289K
|
39.1K
$1.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.17KNew |
$254K - $288K
|
7.17K
$311K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.15K+ 3.54% |
$253K - $287K
|
209K
$9.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
7.12KNew |
$252K - $286K
|
7.12K
$308K
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
7K+ 46.67% |
$248K - $281K
|
22K
$953K
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
6.84K+ 1.22% |
$242K - $275K
|
566K
$24.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
6.78K+ 361.83% |
$240K - $272K
|
8.65K
$375K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.65KNew |
$235K - $267K
|
6.65K
$288K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.54K+ 10.12% |
$232K - $263K
|
71.2K
$3.08M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
6.54KNew |
$231K - $263K
|
6.54K
$283K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
6.5KNew |
$230K - $261K
|
6.5K
$282K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.49KNew |
$230K - $261K
|
6.49K
$281K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
6.38KNew |
$226K - $256K
|
6.38K
$276K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.29KNew |
$223K - $253K
|
6.29K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6.26K+ 5.84% |
$222K - $251K
|
113K
$4.92M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.22K+ 10.68% |
$220K - $250K
|
64.4K
$2.79M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6.18KNew |
$219K - $248K
|
6.18K
$268K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.13K+ 8.6% |
$217K - $246K
|
77.5K
$3.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6.07K+ 67.05% |
$215K - $244K
|
15.1K
$655K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.02K+ 2.6% |
$213K - $242K
|
238K
$10.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.91K+ 165.32% |
$209K - $238K
|
9.49K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.88KNew |
$208K - $236K
|
5.88K
$255K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.87KNew |
$208K - $236K
|
5.87K
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.82K+ 17.46% |
$206K - $234K
|
39.1K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.81KNew |
$206K - $233K
|
5.81K
$252K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.79K+ 123.6% |
$205K - $233K
|
10.5K
$454K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.79KNew |
$205K - $233K
|
5.79K
$251K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.78KNew |
$205K - $232K
|
5.78K
$250K
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
5.68K+ 8.31% |
$201K - $228K
|
74K
$3.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
5.67KNew |
$201K - $228K
|
5.67K
$246K
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
5.66KNew |
$200K - $227K
|
5.66K
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
5.59K+ 63.25% |
$198K - $224K
|
14.4K
$625K
|