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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.72K+ 6.31% |
$180K - $212K
|
79.5K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
4.69KNew |
$179K - $211K
|
4.69K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.67KNew |
$178K - $210K
|
4.67K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.55KNew |
$174K - $205K
|
4.55K
$197K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.52K+ 2.27% |
$173K - $203K
|
203K
$8.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
4.48K+ 1.77% |
$171K - $201K
|
257K
$11.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
4.48KNew |
$171K - $201K
|
4.48K
$194K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.45K+ 6.92% |
$170K - $200K
|
68.6K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.44K+ 14.52% |
$170K - $200K
|
35.1K
$1.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
4.3K+ 5.81% |
$164K - $193K
|
78.3K
$3.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.27K+ 5.64% |
$163K - $192K
|
79.9K
$3.46M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
4.23K+ 9.81% |
$162K - $190K
|
47.4K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.17K+ 4.36% |
$159K - $187K
|
99.7K
$4.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
4.15K+ 34.96% |
$159K - $187K
|
16K
$694K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.14K+ 41.69% |
$158K - $186K
|
14.1K
$610K
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
4.09K+ 5.73% |
$156K - $184K
|
75.5K
$3.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.09K+ 0.76% |
$156K - $184K
|
543K
$23.5M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.07K+ 51.6% |
$156K - $183K
|
12K
$518K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.05K+ 19.72% |
$155K - $182K
|
24.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.03K+ 6.86% |
$154K - $181K
|
62.8K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.01K+ 17.26% |
$153K - $180K
|
27.2K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
3.98K+ 17.48% |
$152K - $179K
|
26.8K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.91K+ 29.03% |
$149K - $176K
|
17.4K
$753K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3.86KNew |
$148K - $174K
|
3.86K
$167K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.85K+ 1.36% |
$147K - $173K
|
287K
$12.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.84K+ 19.7% |
$147K - $173K
|
23.3K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.82K+ 2.75% |
$146K - $172K
|
143K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.8K+ 1.44% |
$145K - $171K
|
267K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.72K+ 109.63% |
$142K - $167K
|
7.12K
$308K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
3.7K+ 137.04% |
$141K - $166K
|
6.4K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.62KNew |
$138K - $163K
|
3.62K
$157K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3.62K+ 64.55% |
$138K - $163K
|
9.22K
$399K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.56K+ 29.4% |
$136K - $160K
|
15.7K
$679K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.56K+ 28.23% |
$136K - $160K
|
16.2K
$701K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.5K+ 25.32% |
$134K - $157K
|
17.3K
$750K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.49K+ 2.31% |
$133K - $157K
|
154K
$6.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.49K+ 6.79% |
$133K - $157K
|
54.9K
$2.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
3.49K+ 336.68% |
$133K - $157K
|
4.52K
$196K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.47KNew |
$133K - $156K
|
3.47K
$150K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.47K+ 14.01% |
$133K - $156K
|
28.2K
$1.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.43K+ 170.8% |
$131K - $154K
|
5.44K
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.3K+ 2.53% |
$126K - $148K
|
133K
$5.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.28K+ 10.15% |
$125K - $148K
|
35.6K
$1.54M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
3.27K+ 28.93% |
$125K - $147K
|
14.6K
$632K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.22K+ 2.5% |
$123K - $145K
|
132K
$5.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
3.16K+ 32.93% |
$121K - $142K
|
12.7K
$552K
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.07K+ 5.97% |
$117K - $138K
|
54.6K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
2.94K+ 23.9% |
$112K - $132K
|
15.3K
$661K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.88K+ 4.62% |
$110K - $129K
|
65.3K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.84K+ 3.85% |
$109K - $128K
|
76.6K
$3.32M
|