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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
88+ 0.29% |
$3.36K - $3.95K
|
30.2K
$1.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
82+ 1.15% |
$3.13K - $3.69K
|
7.2K
$343K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
82+ 30.6% |
$3.13K - $3.69K
|
350
$16.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
81+ 3.31% |
$3.1K - $3.64K
|
2.53K
$121K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
78+ 45.09% |
$2.98K - $3.51K
|
251
$12K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
77+ 0.4% |
$2.94K - $3.46K
|
19.1K
$911K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
76+ 0.64% |
$2.9K - $3.42K
|
12K
$573K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
74+ 1.34% |
$2.83K - $3.33K
|
5.62K
$268K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
74+ 0.03% |
$2.83K - $3.33K
|
263K
$12.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
72+ 5.64% |
$2.75K - $3.24K
|
1.35K
$64.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
71+ 0.83% |
$2.71K - $3.19K
|
8.66K
$412K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
71+ 0.29% |
$2.71K - $3.19K
|
24.3K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
71+ 0.61% |
$2.71K - $3.19K
|
11.8K
$562K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
70+ 1.02% |
$2.68K - $3.15K
|
6.95K
$331K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
69+ 1.36% |
$2.64K - $3.1K
|
5.13K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
69+ 0.79% |
$2.64K - $3.1K
|
8.83K
$421K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
68+ 1.88% |
$2.6K - $3.06K
|
3.68K
$175K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
63+ 1.18% |
$2.41K - $2.83K
|
5.41K
$258K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
62+ 1.18% |
$2.37K - $2.79K
|
5.33K
$254K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
61+ 1.18% |
$2.33K - $2.74K
|
5.24K
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
60+ 0.93% |
$2.29K - $2.7K
|
6.53K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
60+ 0.21% |
$2.29K - $2.7K
|
28.4K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
60+ 0.71% |
$2.29K - $2.7K
|
8.47K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
59New |
$2.25K - $2.65K
|
59
$2.81K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
59New |
$2.25K - $2.65K
|
59
$2.81K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
58+ 1.66% |
$2.22K - $2.61K
|
3.56K
$170K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
58+ 0.03% |
$2.22K - $2.61K
|
168K
$8.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
54+ 0.11% |
$2.06K - $2.43K
|
48.2K
$2.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
53+ 5.0% |
$2.03K - $2.38K
|
1.11K
$53K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
50+ 0.47% |
$1.91K - $2.25K
|
10.8K
$514K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
50+ 1.17% |
$1.91K - $2.25K
|
4.33K
$206K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
47+ 0.25% |
$1.8K - $2.11K
|
19K
$903K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
46+ 0.05% |
$1.76K - $2.07K
|
87.8K
$4.19M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
45New |
$1.72K - $2.02K
|
45
$2.14K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
42+ 0.56% |
$1.61K - $1.89K
|
7.6K
$362K
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
38+ 0.12% |
$1.45K - $1.71K
|
31K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
38+ 0.27% |
$1.45K - $1.71K
|
13.9K
$663K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
36+ 4.56% |
$1.38K - $1.62K
|
826
$39.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
35+ 0.64% |
$1.34K - $1.57K
|
5.53K
$263K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
35+ 0.05% |
$1.34K - $1.57K
|
77.4K
$3.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
33+ 1.56% |
$1.26K - $1.48K
|
2.14K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
33+ 0.61% |
$1.26K - $1.48K
|
5.41K
$258K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
32+ 0.18% |
$1.22K - $1.44K
|
18.2K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
30+ 0.57% |
$1.15K - $1.35K
|
5.31K
$253K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
27+ 27.0% |
$1.03K - $1.21K
|
127
$6.05K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
27+ 0.83% |
$1.03K - $1.21K
|
3.28K
$156K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.22% |
$803 - $944
|
9.4K
$448K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
20+ 0.61% |
$764 - $899
|
3.32K
$158K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
20+ 0.35% |
$764 - $899
|
5.68K
$271K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
20New |
$764 - $899
|
20
$953
|