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 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
5.47KNew |
$194K - $220K
|
5.47K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.37K+ 4.22% |
$190K - $216K
|
133K
$5.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.3KNew |
$188K - $213K
|
5.3K
$230K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.22KNew |
$185K - $210K
|
5.22K
$226K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
5.21KNew |
$184K - $209K
|
5.21K
$226K
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
5.2KNew |
$184K - $209K
|
5.2K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.2K+ 21.61% |
$184K - $209K
|
29.3K
$1.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.18KNew |
$183K - $208K
|
5.18K
$224K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
5.15K+ 12.9% |
$182K - $207K
|
45.1K
$1.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
5.07K+ 13005.13% |
$180K - $204K
|
5.11K
$221K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.02K+ 37.61% |
$178K - $202K
|
18.4K
$796K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.02K+ 14.9% |
$178K - $202K
|
38.7K
$1.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
5.01K+ 1.12% |
$177K - $201K
|
452K
$19.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.95K+ 1.16% |
$175K - $199K
|
433K
$18.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.85K+ 9.63% |
$172K - $195K
|
55.3K
$2.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.84K+ 135.65% |
$171K - $194K
|
8.41K
$364K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
4.81K+ 0.62% |
$170K - $193K
|
782K
$33.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.79K+ 3.05% |
$169K - $192K
|
162K
$7.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
4.78K+ 5.21% |
$169K - $192K
|
96.5K
$4.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
4.73K+ 2.44% |
$168K - $190K
|
199K
$8.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4.73K+ 108.81% |
$167K - $190K
|
9.08K
$393K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
4.72KNew |
$167K - $190K
|
4.72K
$205K
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
4.68K+ 70.52% |
$166K - $188K
|
11.3K
$490K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.39K+ 6.33% |
$156K - $176K
|
73.8K
$3.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.36K+ 577.98% |
$154K - $175K
|
5.11K
$222K
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
4.31K+ 1.56% |
$153K - $173K
|
281K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.26K+ 31.43% |
$151K - $171K
|
17.8K
$772K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.25K+ 1.55% |
$151K - $171K
|
279K
$12.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
4.22K+ 1.62% |
$149K - $170K
|
265K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.19K+ 4.59% |
$148K - $168K
|
95.6K
$4.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
4.19K+ 1.09% |
$148K - $168K
|
387K
$16.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.14K+ 75.09% |
$147K - $166K
|
9.65K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4.11KNew |
$145K - $165K
|
4.11K
$178K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.04K+ 39.93% |
$143K - $162K
|
14.1K
$613K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.01K+ 81.42% |
$142K - $161K
|
8.94K
$388K
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.01K+ 2.66% |
$142K - $161K
|
155K
$6.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
4K+ 181.98% |
$142K - $161K
|
6.2K
$268K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.89K+ 25.1% |
$138K - $156K
|
19.4K
$839K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.83K+ 13.43% |
$136K - $154K
|
32.3K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
3.81K+ 25.88% |
$135K - $153K
|
18.5K
$803K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.75KNew |
$133K - $151K
|
3.75K
$162K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.67K+ 145.54% |
$130K - $147K
|
6.19K
$268K
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
3.65K+ 4.28% |
$129K - $147K
|
88.9K
$3.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.51K+ 114.77% |
$124K - $141K
|
6.57K
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
3.5KNew |
$124K - $141K
|
3.5K
$152K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.49K+ 2.97% |
$124K - $140K
|
121K
$5.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.48K+ 7.9% |
$123K - $140K
|
47.6K
$2.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3.42K+ 8.38% |
$121K - $137K
|
44.2K
$1.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.4K+ 62.63% |
$121K - $137K
|
8.84K
$383K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.4KNew |
$120K - $136K
|
3.4K
$147K
|