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
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.38K+ 118.75% |
$320K - $377K
|
15.4K
$669K
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
8.36KNew |
$320K - $376K
|
8.36K
$362K
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
8.34K+ 0.28% |
$319K - $375K
|
2.98M
$129M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.3K+ 8.62% |
$317K - $373K
|
105K
$4.53M
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
8.24K+ 281.74% |
$315K - $370K
|
11.2K
$484K
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
8.21KNew |
$314K - $369K
|
8.21K
$356K
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
8.16K+ 17.14% |
$312K - $367K
|
55.7K
$2.42M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.13KNew |
$311K - $365K
|
8.13K
$352K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.13KNew |
$311K - $365K
|
8.13K
$352K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.06K+ 47.27% |
$308K - $362K
|
25.1K
$1.09M
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
8.02K+ 9.03% |
$306K - $360K
|
96.8K
$4.2M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.74K+ 1.85% |
$296K - $348K
|
427K
$18.5M
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
7.68K+ 61.1% |
$293K - $345K
|
20.2K
$877K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.62K+ 9.13% |
$291K - $342K
|
91K
$3.94M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.54KNew |
$288K - $339K
|
7.54K
$327K
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
7.49K+ 4.45% |
$286K - $337K
|
176K
$7.62M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.47KNew |
$286K - $336K
|
7.47K
$324K
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
7.44KNew |
$284K - $334K
|
7.44K
$322K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.38K+ 10.48% |
$282K - $331K
|
77.8K
$3.37M
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
7.32K+ 39.84% |
$280K - $329K
|
25.7K
$1.11M
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
7.23K+ 1.6% |
$276K - $325K
|
460K
$19.9M
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
7.19KNew |
$275K - $323K
|
7.19K
$312K
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
7.09K+ 3.01% |
$271K - $318K
|
243K
$10.5M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.06K+ 74.36% |
$270K - $317K
|
16.5K
$717K
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
7.04KNew |
$269K - $316K
|
7.04K
$305K
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
7.02KNew |
$268K - $315K
|
7.02K
$304K
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.95KNew |
$266K - $312K
|
6.95K
$301K
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
6.85K+ 3.02% |
$262K - $308K
|
234K
$10.1M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.83K+ 18.58% |
$261K - $307K
|
43.6K
$1.89M
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.79KNew |
$260K - $305K
|
6.79K
$294K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.59K+ 7.9% |
$252K - $296K
|
90K
$3.9M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
6.55K+ 14.54% |
$250K - $294K
|
51.6K
$2.24M
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
6.55KNew |
$250K - $294K
|
6.55K
$284K
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
6.54K+ 1.16% |
$250K - $294K
|
573K
$24.8M
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.51K+ 80.93% |
$249K - $292K
|
14.6K
$630K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6.41K+ 5.0% |
$245K - $288K
|
135K
$5.83M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
6.41K+ 15.94% |
$245K - $288K
|
46.6K
$2.02M
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
6.28K+ 4.63% |
$240K - $282K
|
142K
$6.14M
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
6.25KNew |
$239K - $281K
|
6.25K
$271K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.23K+ 36.39% |
$238K - $280K
|
23.4K
$1.01M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.19K+ 81.0% |
$237K - $278K
|
13.8K
$599K
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.18K+ 94.6% |
$236K - $278K
|
12.7K
$551K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.17K+ 33.81% |
$236K - $277K
|
24.4K
$1.06M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.14K+ 14.26% |
$235K - $276K
|
49.2K
$2.13M
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.13KNew |
$234K - $275K
|
6.13K
$266K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
6.11K+ 5.13% |
$234K - $275K
|
125K
$5.42M
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.1KNew |
$233K - $274K
|
6.1K
$264K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.08K+ 64.9% |
$232K - $273K
|
15.4K
$669K
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
6.04K+ 75.79% |
$231K - $272K
|
14K
$607K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.03KNew |
$230K - $271K
|
6.03K
$261K
|