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 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.83K+ 1.31% |
$108K - $127K
|
219K
$9.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.73K+ 4.29% |
$104K - $123K
|
66.5K
$2.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.62K+ 23.98% |
$100K - $118K
|
13.5K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.58K+ 15.58% |
$98.8K - $116K
|
19.2K
$831K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
2.55KNew |
$97.5K - $115K
|
2.55K
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.5K+ 9.9% |
$95.7K - $113K
|
27.8K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
2.5K+ 1.66% |
$95.6K - $112K
|
153K
$6.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.5K+ 34.07% |
$95.5K - $112K
|
9.83K
$426K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.43KNew |
$93K - $109K
|
2.43K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.43K+ 10.21% |
$93K - $109K
|
26.3K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.43KNew |
$92.9K - $109K
|
2.43K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.41K+ 43.58% |
$92K - $108K
|
7.93K
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.41K+ 68.64% |
$92K - $108K
|
5.92K
$256K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.39K+ 10.65% |
$91.2K - $107K
|
24.8K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.38K+ 15.0% |
$90.8K - $107K
|
18.2K
$789K
|
|
|
Nov 08, 2024
Q3 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
2.33K+ 1.72% |
$88.9K - $105K
|
137K
$5.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.29K+ 9.87% |
$87.7K - $103K
|
25.5K
$1.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.27K+ 9.55% |
$86.6K - $102K
|
26K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
2.24K+ 2.06% |
$85.8K - $101K
|
111K
$4.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.24K+ 14.71% |
$85.6K - $101K
|
17.5K
$757K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.22K+ 79.81% |
$84.9K - $99.9K
|
5.01K
$217K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.21K+ 43.17% |
$84.4K - $99.2K
|
7.32K
$317K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.2K+ 24.88% |
$84K - $98.8K
|
11K
$478K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.17K+ 11.68% |
$83K - $97.6K
|
20.8K
$900K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.14K+ 20.19% |
$81.9K - $96.3K
|
12.8K
$553K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.13K+ 81.1% |
$81.4K - $95.7K
|
4.75K
$206K
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
2.08K+ 1.56% |
$79.6K - $93.6K
|
135K
$5.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.08K+ 2.47% |
$79.5K - $93.5K
|
86.2K
$3.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.03K+ 18.22% |
$77.6K - $91.2K
|
13.2K
$571K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.02K+ 5.81% |
$77.2K - $90.7K
|
36.7K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.01K+ 7.45% |
$76.9K - $90.5K
|
29K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.99K+ 4618.6% |
$75.9K - $89.3K
|
2.03K
$87.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.97K+ 8.96% |
$75.4K - $88.6K
|
24K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.97K+ 4.46% |
$75.3K - $88.5K
|
46.2K
$2M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.97K+ 0.73% |
$75.1K - $88.4K
|
270K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.96KNew |
$74.9K - $88.1K
|
1.96K
$85K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.95K+ 5.79% |
$74.6K - $87.7K
|
35.7K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.94K+ 10.73% |
$74.1K - $87.2K
|
20K
$868K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.94K+ 5.71% |
$74K - $87K
|
35.9K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.91K+ 3.67% |
$72.9K - $85.7K
|
53.9K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.9K+ 4.47% |
$72.5K - $85.3K
|
44.4K
$1.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.88K+ 23.42% |
$72K - $84.7K
|
9.93K
$430K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.88K+ 8.23% |
$71.7K - $84.3K
|
24.6K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.82K+ 1.66% |
$69.4K - $81.7K
|
111K
$4.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
BUY
|
- |
1.81K+ 0.61% |
$69.3K - $81.4K
|
300K
$13M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.81K+ 3.85% |
$69.3K - $81.4K
|
48.9K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.8KNew |
$68.8K - $80.9K
|
1.8K
$78K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.8K+ 6.64% |
$68.7K - $80.8K
|
28.9K
$1.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.77K+ 3.38% |
$67.7K - $79.6K
|
54.2K
$2.35M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.74K+ 0.56% |
$66.6K - $78.3K
|
312K
$13.5M
|