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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.92K- 8.01% |
$79.6K - $92.2K
|
22K
$873K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.93K- 1.94% |
$80.2K - $92.9K
|
97.5K
$3.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.95K- 11.81% |
$81.1K - $94K
|
14.6K
$578K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.95K- 2.94% |
$81.1K - $94K
|
64.6K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.96K- 9.84% |
$81.3K - $94.2K
|
17.9K
$711K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.97K- 17.92% |
$81.9K - $94.9K
|
9.04K
$358K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.97K- 11.65% |
$81.9K - $94.9K
|
15K
$593K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-2K- 3.44% |
$83K - $96.2K
|
56.1K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2.01K- 19.95% |
$83.6K - $96.8K
|
8.08K
$320K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-2.04K- 4.97% |
$84.8K - $98.3K
|
39.1K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 4.46% |
$85K - $98.5K
|
43.9K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-2.1K- 13.08% |
$87K - $101K
|
13.9K
$552K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.1K- 24.9% |
$87.2K - $101K
|
6.34K
$251K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.11K- 13.03% |
$87.5K - $101K
|
14.1K
$557K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.14K- 3.23% |
$88.8K - $103K
|
64.1K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.16K- 29.57% |
$89.7K - $104K
|
5.15K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.17K- 13.1% |
$90K - $104K
|
14.4K
$570K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.17K- 28.55% |
$90.1K - $104K
|
5.43K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.19K- 30.87% |
$91K - $105K
|
4.91K
$194K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.24K- 2.66% |
$92.9K - $108K
|
81.9K
$3.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.25K- 1.12% |
$93.5K - $108K
|
198K
$7.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.26K- 4.05% |
$93.6K - $109K
|
53.4K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.31K- 6.23% |
$95.9K - $111K
|
34.7K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.32K- 13.88% |
$96.4K - $112K
|
14.4K
$571K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-2.32K- 2.65% |
$96.5K - $112K
|
85.5K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.32K- 0.72% |
$96.5K - $112K
|
320K
$12.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-2.37K- 2.27% |
$98.5K - $114K
|
102K
$4.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2.42K- 3.63% |
$101K - $117K
|
64.3K
$2.55M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.62K- 28.34% |
$109K - $126K
|
6.63K
$263K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.63K- 19.42% |
$109K - $126K
|
10.9K
$432K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.68K- 0.79% |
$111K - $129K
|
335K
$13.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.72K- 30.72% |
$113K - $131K
|
6.12K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.72K- 3.67% |
$113K - $131K
|
71.3K
$2.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.73K- 1.76% |
$113K - $131K
|
152K
$6.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-2.77K- 2.31% |
$115K - $133K
|
117K
$4.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.78K- 9.62% |
$115K - $133K
|
26.1K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.8K- 6.31% |
$116K - $135K
|
41.6K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.82K- 3.97% |
$117K - $135K
|
68.1K
$2.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.95K- 2.21% |
$122K - $142K
|
130K
$5.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.95K- 0.63% |
$122K - $142K
|
462K
$18.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-2.99K- 6.71% |
$124K - $144K
|
41.5K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3K- 28.65% |
$125K - $144K
|
7.48K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3.03K- 0.94% |
$126K - $146K
|
317K
$12.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.04K- 1.5% |
$126K - $146K
|
200K
$7.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-3.12K- 39.75% |
$129K - $150K
|
4.73K
$187K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.13K- 18.24% |
$130K - $150K
|
14K
$556K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.37K- 1.83% |
$140K - $162K
|
181K
$7.18M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.37K- 12.23% |
$140K - $162K
|
24.2K
$959K
|
|
|
Feb 13, 2025
Q4 2024
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-3.43K- 0.16% |
$142K - $165K
|
2.19M
$86.6M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.53K- 10.06% |
$147K - $170K
|
31.6K
$1.25M
|