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 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-555- 2.73% |
$21.2K - $24.9K
|
19.8K
$943K
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-578- 10.51% |
$22.1K - $26K
|
4.92K
$234K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-588- 10.91% |
$22.5K - $26.4K
|
4.8K
$229K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-594- 3.41% |
$22.7K - $26.7K
|
16.8K
$802K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-606- 2.17% |
$23.2K - $27.2K
|
27.3K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-615- 11.07% |
$23.5K - $27.6K
|
4.94K
$235K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-636- 4.51% |
$24.3K - $28.6K
|
13.5K
$641K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-640- 3.1% |
$24.5K - $28.8K
|
20K
$954K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-644- 87.38% |
$24.6K - $28.9K
|
93
$4.43K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-650- 1.35% |
$24.8K - $29.2K
|
47.4K
$2.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-652- 5.38% |
$24.9K - $29.3K
|
11.5K
$547K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-662- 6.07% |
$25.3K - $29.8K
|
10.2K
$488K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-663- 0.66% |
$25.3K - $29.8K
|
99.4K
$4.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-671- 4.98% |
$25.6K - $30.2K
|
12.8K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-671- 1.92% |
$25.6K - $30.2K
|
34.3K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-688- 12.55% |
$26.3K - $30.9K
|
4.79K
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-699- 1.56% |
$26.7K - $31.4K
|
44.2K
$2.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-705- 0.56% |
$26.9K - $31.7K
|
125K
$5.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-720- 5.23% |
$27.5K - $32.4K
|
13.1K
$622K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-723- 1.52% |
$27.6K - $32.5K
|
46.9K
$2.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-723- 7.23% |
$27.6K - $32.5K
|
9.27K
$442K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-740- 3.07% |
$28.3K - $33.3K
|
23.4K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-741- 1.03% |
$28.3K - $33.3K
|
71K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-750- 12.91% |
$28.7K - $33.7K
|
5.06K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-773- 11.03% |
$29.5K - $34.7K
|
6.23K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-780- 13.5% |
$29.8K - $35.1K
|
5K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-780- 7.21% |
$29.8K - $35.1K
|
10K
$478K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-791- 7.98% |
$30.2K - $35.5K
|
9.12K
$434K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-809- 9.34% |
$30.9K - $36.4K
|
7.86K
$374K
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
SELL
|
- |
-835- 1.16% |
$31.9K - $37.5K
|
71.3K
$3.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-836- 0.25% |
$32K - $37.6K
|
337K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-837- 4.71% |
$32K - $37.6K
|
16.9K
$807K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-851- 2.13% |
$32.5K - $38.2K
|
39K
$1.86M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-855- 0.45% |
$32.7K - $38.4K
|
189K
$9.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-863- 13.39% |
$33K - $38.8K
|
5.58K
$266K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-870- 8.59% |
$33.3K - $39.1K
|
9.25K
$441K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-884- 1.2% |
$33.8K - $39.7K
|
72.9K
$3.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-885- 3.23% |
$33.8K - $39.8K
|
26.5K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-903- 3.7% |
$34.5K - $40.6K
|
23.5K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-929- 2.22% |
$35.5K - $41.7K
|
40.9K
$1.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-935- 4.39% |
$35.7K - $42K
|
20.3K
$969K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-939- 5.98% |
$35.9K - $42.2K
|
14.8K
$703K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-945- 7.62% |
$36.1K - $42.5K
|
11.5K
$546K
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-950- 2.54% |
$36.3K - $42.7K
|
36.5K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-971- 39.57% |
$37.1K - $43.6K
|
1.48K
$70.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-992- 1.44% |
$37.9K - $44.6K
|
67.8K
$3.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.01K- 4.55% |
$38.6K - $45.4K
|
21.2K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.02K- 4.67% |
$38.8K - $45.6K
|
20.7K
$988K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 4.25% |
$38.9K - $45.8K
|
23K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.03K- 5.37% |
$39.5K - $46.5K
|
18.2K
$868K
|