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 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
3.3K+ 22.97% |
$117K - $133K
|
17.7K
$765K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.29K+ 26.16% |
$116K - $132K
|
15.8K
$686K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.25K+ 63.19% |
$115K - $131K
|
8.39K
$364K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.25K+ 36.6% |
$115K - $130K
|
12.1K
$525K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
3.25KNew |
$115K - $130K
|
3.25K
$141K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.21K+ 5.22% |
$114K - $129K
|
64.7K
$2.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.16K+ 13.06% |
$112K - $127K
|
27.4K
$1.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
3.12K+ 72.63% |
$111K - $125K
|
7.42K
$322K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.11KNew |
$110K - $125K
|
3.11K
$135K
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.1K+ 5.57% |
$110K - $125K
|
58.8K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.08K+ 6.36% |
$109K - $124K
|
51.5K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.93K+ 6.57% |
$104K - $118K
|
47.6K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.92K+ 45.3% |
$104K - $117K
|
9.38K
$406K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.9K+ 1.1% |
$103K - $117K
|
266K
$11.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.87K+ 1.11% |
$102K - $115K
|
262K
$11.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.84K+ 43.27% |
$101K - $114K
|
9.42K
$408K
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.84K+ 42.18% |
$101K - $114K
|
9.58K
$415K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.75K+ 7.39% |
$97.3K - $110K
|
39.9K
$1.73M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.75K+ 40.49% |
$97.3K - $110K
|
9.53K
$413K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.75K+ 24.17% |
$97.2K - $110K
|
14.1K
$611K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.71K+ 6.11% |
$95.9K - $109K
|
47K
$2.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.69K+ 2959.34% |
$95.4K - $108K
|
2.78K
$121K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.66K+ 42.62% |
$94.3K - $107K
|
8.91K
$386K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.57K+ 1.27% |
$90.9K - $103K
|
204K
$8.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.51K+ 1.54% |
$89K - $101K
|
166K
$7.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.44K+ 26.6% |
$86.5K - $98.2K
|
11.6K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
2.42K+ 6.54% |
$85.8K - $97.4K
|
39.5K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
2.42K+ 22.38% |
$85.7K - $97.3K
|
13.2K
$574K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.41K+ 5344.44% |
$85.2K - $96.6K
|
2.45K
$106K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.4K+ 82.76% |
$85K - $96.4K
|
5.3K
$230K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.36K+ 656.39% |
$83.7K - $94.9K
|
2.72K
$118K
|
|
|
Jul 31, 2024
Q2 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
2.36K+ 23.11% |
$83.5K - $94.8K
|
12.6K
$545K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.31K+ 6.17% |
$81.7K - $92.7K
|
39.7K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.3K+ 23.36% |
$81.5K - $92.5K
|
12.2K
$527K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.3K+ 26.03% |
$81.5K - $92.5K
|
11.1K
$483K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.3KNew |
$81.4K - $92.4K
|
2.3K
$99.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.28K+ 0.99% |
$80.6K - $91.4K
|
233K
$10.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.27K+ 36.21% |
$80.3K - $91.2K
|
8.54K
$370K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.24K+ 6.13% |
$79.2K - $89.9K
|
38.8K
$1.68M
|
|
|
Jul 11, 2024
Q2 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.2K+ 37.66% |
$77.9K - $88.4K
|
8.04K
$348K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.19K+ 3.18% |
$77.4K - $87.9K
|
70.9K
$3.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.18K+ 12.5% |
$77K - $87.4K
|
19.6K
$848K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.14K+ 32.99% |
$75.6K - $85.8K
|
8.61K
$373K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.13K+ 5.05% |
$75.5K - $85.6K
|
44.3K
$1.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.13K+ 48.16% |
$75.2K - $85.4K
|
6.54K
$283K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.08K+ 6.52% |
$73.5K - $83.4K
|
33.9K
$1.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.04K+ 17.23% |
$72.2K - $81.9K
|
13.9K
$601K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.02KNew |
$71.5K - $81.1K
|
2.02K
$87.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
2.01K+ 33.6% |
$71K - $80.6K
|
7.97K
$345K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.95K+ 4.55% |
$69.1K - $78.4K
|
44.9K
$1.94M
|