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 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.78K- 3.38% |
$68.1K - $80.1K
|
50.9K
$2.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.8K- 5.19% |
$68.6K - $80.7K
|
32.8K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 2.68% |
$68.8K - $80.9K
|
65.4K
$3.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.83K- 0.57% |
$70K - $82.3K
|
320K
$15.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.9K- 3.88% |
$72.4K - $85.2K
|
46.9K
$2.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-1.9K- 0.16% |
$72.6K - $85.4K
|
1.22M
$57.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.91K- 1.69% |
$73K - $85.8K
|
111K
$5.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-1.92K- 16.77% |
$73.5K - $86.5K
|
9.55K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.94K- 0.79% |
$74K - $87K
|
244K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.95K- 13.37% |
$74.3K - $87.4K
|
12.6K
$601K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-1.95K- 12.91% |
$74.4K - $87.5K
|
13.1K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.96K- 0.33% |
$74.9K - $88.1K
|
583K
$27.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.16K- 24.25% |
$82.5K - $97K
|
6.75K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.19K- 16.51% |
$83.7K - $98.4K
|
11.1K
$528K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2.2K- 1.75% |
$84.1K - $98.9K
|
123K
$5.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.28K- 11.34% |
$87.1K - $102K
|
17.8K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.28K- 15.84% |
$87.3K - $103K
|
12.1K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.28K- 4.81% |
$87.3K - $103K
|
45.2K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.29K- 17.21% |
$87.5K - $103K
|
11K
$525K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.31K- 3.74% |
$88.3K - $104K
|
59.4K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.32K- 12.56% |
$88.5K - $104K
|
16.1K
$768K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.33K- 8.4% |
$89.1K - $105K
|
25.4K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.34K- 7.77% |
$89.5K - $105K
|
27.8K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.37K- 32.52% |
$90.4K - $106K
|
4.91K
$234K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.4K- 0.81% |
$91.5K - $108K
|
292K
$13.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.4K- 13.67% |
$91.7K - $108K
|
15.1K
$721K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-2.44K- 0.38% |
$93.3K - $110K
|
632K
$30.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
SELL
|
- |
-2.5K- 14.29% |
$95.6K - $112K
|
15K
$715K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.54K- 6.59% |
$97.1K - $114K
|
36K
$1.72M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.56K- 7.49% |
$98K - $115K
|
31.7K
$1.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.62K- 14.66% |
$100K - $118K
|
15.2K
$726K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.63K- 0.95% |
$100K - $118K
|
273K
$13M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.67K- 1.69% |
$102K - $120K
|
155K
$7.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-2.67K- 5.21% |
$102K - $120K
|
48.6K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.69K- 1.86% |
$103K - $121K
|
143K
$6.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-2.74K- 13.76% |
$105K - $123K
|
17.1K
$817K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-2.75K- 33.51% |
$105K - $124K
|
5.46K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.8K- 21.06% |
$107K - $126K
|
10.5K
$500K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.83K- 29.72% |
$108K - $127K
|
6.7K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.88K- 3.74% |
$110K - $129K
|
74.1K
$3.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.98K- 35.48% |
$114K - $134K
|
5.43K
$259K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.01K- 1.57% |
$115K - $135K
|
188K
$8.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.03K- 38.97% |
$116K - $136K
|
4.74K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.09K- 8.19% |
$118K - $139K
|
34.6K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.11K- 34.69% |
$119K - $140K
|
5.85K
$279K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.15K- 5.07% |
$120K - $142K
|
59K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.17K- 3.5% |
$121K - $143K
|
87.5K
$4.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-3.2K- 30.55% |
$122K - $144K
|
7.28K
$347K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.26K- 18.36% |
$125K - $146K
|
14.5K
$690K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.28K- 2.25% |
$125K - $147K
|
142K
$6.77M
|