Latest Institutional Transactions on Truist Financial Corp (TFC)
This table provides information on the latest institutional transactions involving Truist Financial Corp (TFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.65K+ 74.09% |
$235K - $272K
|
13.3K
$633K
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
4.66K+ 83.58% |
$193K - $224K
|
10.2K
$488K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29.1K- 2.36% |
$1.21M - $1.4M
|
1.21M
$57.5M
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.15K- 1.69% |
$47.6K - $55.2K
|
66.7K
$3.18M
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
8.14K+ 5.93% |
$338K - $392K
|
145K
$6.93M
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
359K+ 478.47% |
$14.9M - $17.3M
|
434K
$20.7M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
358+ 24.14% |
$14.9K - $17.2K
|
1.84K
$87.8K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 0.03% |
$208 - $241
|
14.9K
$708K
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
196+ 0.38% |
$8.14K - $9.43K
|
51.6K
$2.46M
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.23K- 3.17% |
$50.9K - $59K
|
37.4K
$1.78M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.28K- 34.21% |
$177K - $206K
|
8.22K
$392K
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.45M+ 6.52% |
$60.2M - $69.8M
|
23.7M
$1.13B
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
94+ 1.27% |
$3.9K - $4.52K
|
7.51K
$358K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-225- 3.56% |
$9.34K - $10.8K
|
6.1K
$291K
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-628- 0.24% |
$26.1K - $30.2K
|
263K
$12.5M
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
594K+ 66938.78% |
$24.6M - $28.6M
|
595K
$28.4M
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
32.9KNew |
$1.37M - $1.58M
|
32.9K
$1.57M
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
25+ 0.36% |
$1.04K - $1.2K
|
7.04K
$336K
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-470- 4.86% |
$19.5K - $22.6K
|
9.2K
$438K
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-97.2K- 27.29% |
$4.04M - $4.68M
|
259K
$12.3M
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
18.6KNew |
$773K - $896K
|
18.6K
$888K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.4K+ 3.81% |
$431K - $500K
|
283K
$13.5M
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-106K- 28.74% |
$4.42M - $5.12M
|
264K
$12.6M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
157+ 168.82% |
$6.52K - $7.55K
|
250
$11.9K
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-81- 3.2% |
$3.36K - $3.9K
|
2.45K
$117K
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6.07K+ 127.68% |
$252K - $292K
|
10.8K
$516K
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-359- 3.13% |
$14.9K - $17.3K
|
11.1K
$529K
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
366+ 3.01% |
$15.2K - $17.6K
|
12.5K
$597K
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-16- 0.31% |
$664 - $770
|
5.21K
$248K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
901+ 3.31% |
$37.4K - $43.3K
|
28.1K
$1.34M
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-124- 36.8% |
$5.15K - $5.96K
|
213
$10.2K
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
11.1KNew |
$461K - $535K
|
11.1K
$530K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 0.14% |
$415 - $481
|
7.31K
$348K
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
473+ 4.68% |
$19.6K - $22.8K
|
10.6K
$505K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-110- 0.4% |
$4.57K - $5.29K
|
27.2K
$1.29M
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
14.6KNew |
$607K - $703K
|
14.6K
$697K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12K+ 7.36% |
$499K - $578K
|
175K
$8.36M
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
234+ 4.29% |
$9.71K - $11.3K
|
5.69K
$271K
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.78K- 10.01% |
$74K - $85.7K
|
16K
$764K
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.04K+ 20.77% |
$43.1K - $49.9K
|
6.04K
$288K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
22.1K+ 7.83% |
$919K - $1.06M
|
305K
$14.5M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
5.09K+ 53.26% |
$211K - $245K
|
14.6K
$698K
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-16.8K- 25.48% |
$698K - $809K
|
49.2K
$2.34M
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
616+ 1.79% |
$25.6K - $29.6K
|
35.1K
$1.67M
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-8.91K- 61.51% |
$370K - $429K
|
5.58K
$266K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
218K+ 5.58% |
$9.04M - $10.5M
|
4.12M
$196M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.73K- 2.53% |
$71.7K - $83.1K
|
66.6K
$3.18M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.37K- 1.83% |
$140K - $162K
|
181K
$8.64M
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.48KNew |
$186K - $215K
|
4.48K
$214K
|