Purchases and Sales Made in Q3 2024 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
584+ 7.02% |
$22.3K - $26.2K
|
8.91K
$424K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
582+ 10.65% |
$22.2K - $26.2K
|
6.05K
$288K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
557+ 0.91% |
$21.3K - $25K
|
61.4K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
554+ 8.9% |
$21.2K - $24.9K
|
6.78K
$323K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
548+ 0.95% |
$20.9K - $24.6K
|
58.3K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
548+ 3.85% |
$20.9K - $24.6K
|
14.8K
$704K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
547+ 2.25% |
$20.9K - $24.6K
|
24.9K
$1.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
545+ 3.16% |
$20.8K - $24.5K
|
17.8K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
541+ 1.86% |
$20.7K - $24.3K
|
29.7K
$1.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
538+ 9.43% |
$20.6K - $24.2K
|
6.25K
$298K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
537+ 14.22% |
$20.5K - $24.1K
|
4.31K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
518+ 3.85% |
$19.8K - $23.3K
|
14K
$666K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
504+ 1.24% |
$19.3K - $22.6K
|
41.2K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
500New |
$19.1K - $22.5K
|
500
$23.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
489+ 2.74% |
$18.7K - $22K
|
18.3K
$873K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
482+ 4.62% |
$18.4K - $21.7K
|
10.9K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
475+ 1.31% |
$18.2K - $21.3K
|
36.7K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
472+ 105.12% |
$18K - $21.2K
|
921
$43.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
470+ 6.36% |
$18K - $21.1K
|
7.86K
$375K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
465+ 4.82% |
$17.8K - $20.9K
|
10.1K
$482K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
463+ 5.93% |
$17.7K - $20.8K
|
8.27K
$394K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
453+ 186.42% |
$17.3K - $20.4K
|
696
$33.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
453+ 2.34% |
$17.3K - $20.4K
|
19.8K
$944K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
445+ 1.4% |
$17K - $20K
|
32.1K
$1.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
442+ 3.04% |
$16.9K - $19.9K
|
15K
$714K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
434+ 0.24% |
$16.6K - $19.5K
|
180K
$8.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
432+ 0.15% |
$16.5K - $19.4K
|
279K
$13.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
426+ 1.95% |
$16.3K - $19.1K
|
22.3K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
421+ 8.24% |
$16.1K - $18.9K
|
5.53K
$264K
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
417+ 7.55% |
$15.9K - $18.7K
|
5.94K
$283K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
411New |
$15.7K - $18.5K
|
411
$19.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
400+ 0.14% |
$15.3K - $18K
|
283K
$13.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
389+ 4.03% |
$14.9K - $17.5K
|
10K
$478K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
388+ 1.6% |
$14.8K - $17.4K
|
24.7K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
372+ 453.66% |
$14.2K - $16.7K
|
454
$21.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
362+ 4.98% |
$13.8K - $16.3K
|
7.63K
$363K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
356New |
$13.6K - $16K
|
356
$17K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
348New |
$13.3K - $15.6K
|
348
$16.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
345+ 4.51% |
$13.2K - $15.5K
|
8K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
339+ 2.47% |
$13K - $15.2K
|
14K
$669K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
332+ 5.12% |
$12.7K - $14.9K
|
6.82K
$325K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
307+ 1.14% |
$11.7K - $13.8K
|
27.2K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
300New |
$11.5K - $13.5K
|
300
$14.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
280+ 1.31% |
$10.7K - $12.6K
|
21.7K
$1.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
276New |
$10.5K - $12.4K
|
276
$13.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
270+ 2.67% |
$10.3K - $12.1K
|
10.4K
$496K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
253+ 26.77% |
$9.67K - $11.4K
|
1.2K
$57.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
247+ 0.24% |
$9.44K - $11.1K
|
105K
$4.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
246+ 0.64% |
$9.4K - $11.1K
|
38.9K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
243+ 0.31% |
$9.29K - $10.9K
|
78.4K
$3.74M
|