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 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
232+ 2.59% |
$8.87K - $10.4K
|
9.18K
$437K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
223+ 3.65% |
$8.52K - $10K
|
6.33K
$302K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
222+ 0.5% |
$8.48K - $9.98K
|
44.5K
$2.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
219+ 2.67% |
$8.37K - $9.84K
|
8.42K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
215+ 25.18% |
$8.22K - $9.66K
|
1.07K
$50.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
206+ 0.58% |
$7.87K - $9.26K
|
36K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
205+ 0.7% |
$7.84K - $9.21K
|
29.4K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
203New |
$7.76K - $9.12K
|
203
$9.67K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
200+ 1.29% |
$7.64K - $8.99K
|
15.7K
$748K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
200+ 0.61% |
$7.64K - $8.99K
|
33.2K
$1.58M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
199+ 2.5% |
$7.61K - $8.94K
|
8.17K
$389K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
198+ 0.07% |
$7.57K - $8.9K
|
273K
$13M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
197+ 1.24% |
$7.53K - $8.85K
|
16.1K
$769K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
197+ 0.3% |
$7.53K - $8.85K
|
66K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
195+ 1.63% |
$7.45K - $8.76K
|
12.1K
$578K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
187+ 1.24% |
$7.15K - $8.4K
|
15.3K
$729K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
180+ 0.8% |
$6.88K - $8.09K
|
22.6K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
177+ 3.04% |
$6.76K - $7.95K
|
6K
$286K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
176+ 4.52% |
$6.73K - $7.91K
|
4.07K
$194K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
166+ 5.52% |
$6.34K - $7.46K
|
3.17K
$151K
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
166+ 0.47% |
$6.34K - $7.46K
|
35.2K
$1.68M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
165+ 82.5% |
$6.31K - $7.42K
|
365
$17.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
158+ 0.8% |
$6.04K - $7.1K
|
19.9K
$948K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
153New |
$5.85K - $6.88K
|
153
$7.29K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
151+ 0.31% |
$5.77K - $6.79K
|
49.5K
$2.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
150+ 2.89% |
$5.73K - $6.74K
|
5.33K
$254K
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
147+ 1.58% |
$5.62K - $6.61K
|
9.46K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
147+ 0.08% |
$5.62K - $6.61K
|
183K
$8.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
144+ 1.54% |
$5.5K - $6.47K
|
9.48K
$452K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
144+ 1.41% |
$5.5K - $6.47K
|
10.4K
$494K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
142+ 184.42% |
$5.43K - $6.38K
|
219
$10.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
138New |
$5.27K - $6.2K
|
138
$6.58K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
135+ 4.96% |
$5.16K - $6.07K
|
2.86K
$136K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
130+ 2.4% |
$4.97K - $5.84K
|
5.54K
$264K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
130+ 178.08% |
$4.97K - $5.84K
|
203
$9.67K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
128+ 34.13% |
$4.89K - $5.75K
|
503
$24K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
125+ 0.51% |
$4.78K - $5.62K
|
24.8K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
122+ 0.64% |
$4.66K - $5.48K
|
19.1K
$910K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
120+ 0.05% |
$4.59K - $5.39K
|
236K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
119+ 1.18% |
$4.55K - $5.35K
|
10.2K
$485K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
108+ 3.89% |
$4.13K - $4.85K
|
2.88K
$137K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
107+ 1.89% |
$4.09K - $4.81K
|
5.78K
$275K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
105+ 10.99% |
$4.01K - $4.72K
|
1.06K
$50.5K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
104+ 1.68% |
$3.97K - $4.67K
|
6.29K
$300K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
100+ 29.76% |
$3.82K - $4.49K
|
436
$20.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
95New |
$3.63K - $4.27K
|
95
$4.53K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
95+ 0.37% |
$3.63K - $4.27K
|
26K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
94New |
$3.59K - $4.22K
|
94
$4.48K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
91+ 0.88% |
$3.48K - $4.09K
|
10.4K
$495K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
89+ 1.71% |
$3.4K - $4K
|
5.3K
$253K
|