Purchases and Sales Made in Q4 2024 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.04KNew |
$43K - $49.9K
|
1.04K
$41.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
994+ 45.41% |
$41.3K - $47.8K
|
3.18K
$126K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
988+ 2.69% |
$41K - $47.5K
|
37.7K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
980+ 12.09% |
$40.7K - $47.1K
|
9.08K
$360K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
971+ 48.74% |
$40.3K - $46.7K
|
2.96K
$117K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
965+ 1.76% |
$40.1K - $46.4K
|
55.8K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
947+ 0.61% |
$39.3K - $45.6K
|
155K
$6.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
943+ 4.66% |
$39.1K - $45.4K
|
21.2K
$839K
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
BUY
|
- |
930+ 0.31% |
$38.6K - $44.7K
|
301K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
927+ 5.13% |
$38.5K - $44.6K
|
19K
$752K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
907+ 2.54% |
$37.6K - $43.6K
|
36.6K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
905+ 1.13% |
$37.6K - $43.5K
|
80.8K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
901+ 3.31% |
$37.4K - $43.3K
|
28.1K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
886+ 4.48% |
$36.8K - $42.6K
|
20.7K
$818K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
884+ 0.23% |
$36.7K - $42.5K
|
384K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
868+ 15.95% |
$36K - $41.8K
|
6.31K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
848+ 1.45% |
$35.2K - $40.8K
|
59.1K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
834+ 1.89% |
$34.6K - $40.1K
|
45K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
826+ 2.32% |
$34.3K - $39.7K
|
36.5K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
819+ 99.15% |
$34K - $39.4K
|
1.65K
$65.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
812+ 4.08% |
$33.7K - $39.1K
|
20.7K
$821K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
800+ 7.29% |
$33.2K - $38.5K
|
11.8K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
792+ 3960.0% |
$32.9K - $38.1K
|
812
$32.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
768+ 2.73% |
$31.9K - $36.9K
|
28.9K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
757+ 6.29% |
$31.4K - $36.4K
|
12.8K
$507K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
750+ 4.98% |
$31.1K - $36.1K
|
15.8K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
741New |
$30.8K - $35.6K
|
741
$29.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
740+ 12.46% |
$30.7K - $35.6K
|
6.68K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
735+ 0.84% |
$30.5K - $35.4K
|
88.2K
$3.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
735+ 79.8% |
$30.5K - $35.4K
|
1.66K
$65.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
724+ 102.7% |
$30.1K - $34.8K
|
1.43K
$56.6K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
716+ 158.06% |
$29.7K - $34.4K
|
1.17K
$46.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
700+ 8.99% |
$29.1K - $33.7K
|
8.49K
$336K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
697+ 14.62% |
$28.9K - $33.5K
|
5.47K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
697+ 2.1% |
$28.9K - $33.5K
|
33.9K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
682+ 6.58% |
$28.3K - $32.8K
|
11K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
673+ 1.65% |
$27.9K - $32.4K
|
41.4K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
665+ 3.81% |
$27.6K - $32K
|
18.1K
$719K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
656+ 1.69% |
$27.2K - $31.6K
|
39.4K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
636+ 0.66% |
$26.4K - $30.6K
|
97.5K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
623+ 8.79% |
$25.9K - $30K
|
7.71K
$306K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
616+ 1.79% |
$25.6K - $29.6K
|
35.1K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
604+ 6.62% |
$25.1K - $29.1K
|
9.72K
$385K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
600+ 4.58% |
$24.9K - $28.9K
|
13.7K
$543K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
600New |
$24.9K - $28.9K
|
600
$23.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
600New |
$24.9K - $28.9K
|
600
$23.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
591+ 2.85% |
$24.5K - $28.4K
|
21.4K
$846K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
557+ 1.08% |
$23.1K - $26.8K
|
52.2K
$2.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
550+ 8.88% |
$22.8K - $26.5K
|
6.75K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
547New |
$22.7K - $26.3K
|
547
$21.7K
|