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
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-245- 1.98% |
$9.36K - $11K
|
12.1K
$577K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-248- 0.42% |
$9.48K - $11.1K
|
58.1K
$2.77M
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-250- 0.97% |
$9.56K - $11.2K
|
25.5K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-258- 4.32% |
$9.86K - $11.6K
|
5.71K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-261- 1.69% |
$9.98K - $11.7K
|
15.2K
$723K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-266- 0.68% |
$10.2K - $12K
|
38.8K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-268- 5.14% |
$10.2K - $12K
|
4.94K
$235K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-275- 2.61% |
$10.5K - $12.4K
|
10.3K
$489K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-280- 0.74% |
$10.7K - $12.6K
|
37.6K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-287- 4.32% |
$11K - $12.9K
|
6.36K
$303K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-290- 4.02% |
$11.1K - $13K
|
6.93K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-291- 0.41% |
$11.1K - $13.1K
|
70.4K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-298- 3.53% |
$11.4K - $13.4K
|
8.13K
$388K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.4% |
$11.5K - $13.5K
|
75.4K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-308- 0.71% |
$11.8K - $13.8K
|
43.2K
$2.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-310- 0.59% |
$11.8K - $13.9K
|
51.8K
$2.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-312- 8.53% |
$11.9K - $14K
|
3.35K
$159K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-323- 5.15% |
$12.3K - $14.5K
|
5.95K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-331- 22.44% |
$12.7K - $14.9K
|
1.14K
$54.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-332- 1.92% |
$12.7K - $14.9K
|
16.9K
$807K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-334- 3.78% |
$12.8K - $15K
|
8.51K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-340- 1.91% |
$13K - $15.3K
|
17.5K
$833K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-340- 1.82% |
$13K - $15.3K
|
18.4K
$876K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-347- 6.52% |
$13.3K - $15.6K
|
4.98K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-358- 0.02% |
$13.7K - $16.1K
|
2.19M
$104M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-360- 0.31% |
$13.8K - $16.2K
|
115K
$5.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-370- 4.34% |
$14.1K - $16.6K
|
8.17K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-378- 1.66% |
$14.4K - $17K
|
22.4K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-383- 1.39% |
$14.6K - $17.2K
|
27.3K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-386- 3.24% |
$14.8K - $17.3K
|
11.5K
$549K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-392- 1.6% |
$15K - $17.6K
|
24.2K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-399- 3.28% |
$15.2K - $17.9K
|
11.8K
$560K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-424- 6.22% |
$16.2K - $19.1K
|
6.4K
$305K
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-427- 2.29% |
$16.3K - $19.2K
|
18.2K
$869K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-443- 4.9% |
$16.9K - $19.9K
|
8.61K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-465- 6.46% |
$17.8K - $20.9K
|
6.73K
$321K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-466- 0.97% |
$17.8K - $20.9K
|
47.7K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-466- 0.92% |
$17.8K - $20.9K
|
49.9K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-470- 1.06% |
$18K - $21.1K
|
43.8K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-481- 3.36% |
$18.4K - $21.6K
|
13.8K
$660K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-500- 61.58% |
$19.1K - $22.5K
|
312
$14.9K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-508- 3.2% |
$19.4K - $22.8K
|
15.4K
$733K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-517- 3.67% |
$19.8K - $23.2K
|
13.6K
$646K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-519- 0.59% |
$19.8K - $23.3K
|
87.4K
$4.17M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-524- 7.5% |
$20K - $23.5K
|
6.46K
$308K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-533- 3.0% |
$20.4K - $24K
|
17.3K
$822K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-533- 8.67% |
$20.4K - $24K
|
5.61K
$267K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-540- 1.3% |
$20.6K - $24.3K
|
41.1K
$1.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-542- 33.15% |
$20.7K - $24.4K
|
1.09K
$52.1K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-554- 1.9% |
$21.2K - $24.9K
|
28.6K
$1.36M
|