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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.11K- 13.03% |
$87.5K - $101K
|
14.1K
$560K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.16K- 4.58% |
$48.2K - $55.9K
|
24.2K
$966K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.96KNew |
$206K - $239K
|
4.96K
$198K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
7.28KNew |
$302K - $350K
|
7.28K
$290K
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
8KNew |
$332K - $385K
|
8K
$319K
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.31K+ 18.46% |
$138K - $159K
|
21.3K
$847K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.1K+ 148.53% |
$585K - $678K
|
23.6K
$939K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
847KNew |
$35.2M - $40.7M
|
847K
$33.7M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-18.2K- 99.35% |
$755K - $875K
|
119
$4.74K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
8.04KNew |
$334K - $387K
|
8.04K
$320K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
7.5KNew |
$311K - $361K
|
7.5K
$299K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
136New |
$5.65K - $6.54K
|
136
$5.42K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
18+ 5.39% |
$747 - $866
|
352
$14K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
7.32KNew |
$304K - $352K
|
7.32K
$292K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
35New |
$1.45K - $1.68K
|
35
$1.39K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.63K- 15.21% |
$67.5K - $78.2K
|
9.07K
$361K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
291+ 4.83% |
$12.1K - $14K
|
6.32K
$252K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-34.6K- 69.97% |
$1.44M - $1.66M
|
14.8K
$591K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.91KNew |
$79.1K - $91.6K
|
1.91K
$75.9K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-520- 8.35% |
$21.6K - $25K
|
5.71K
$227K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
15.7K+ 318.42% |
$650K - $753K
|
20.6K
$820K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-537- 0.73% |
$22.3K - $25.8K
|
72.8K
$2.9M
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-6.5K- 55.6% |
$270K - $313K
|
5.19K
$207K
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
104KNew |
$4.3M - $4.99M
|
104K
$4.13M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
93+ 0.51% |
$3.86K - $4.47K
|
18.5K
$736K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-769- 3.88% |
$31.9K - $37K
|
19K
$758K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
7K+ 9.33% |
$291K - $337K
|
82K
$3.27M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.04K- 5.75% |
$168K - $194K
|
66.3K
$2.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.62K- 28.34% |
$109K - $126K
|
6.63K
$264K
|
|
|
Feb 18, 2025
Q4 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-215K- 9.17% |
$8.92M - $10.3M
|
2.13M
$84.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.05K+ 31.01% |
$127K - $147K
|
12.9K
$513K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-849- 3.58% |
$35.2K - $40.8K
|
22.9K
$911K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-674- 23.39% |
$28K - $32.4K
|
2.21K
$88K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-804- 4.24% |
$33.4K - $38.7K
|
18.1K
$723K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.24K+ 26.69% |
$259K - $300K
|
29.6K
$1.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
2.8KNew |
$116K - $135K
|
2.8K
$112K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
69.5K+ 204.7% |
$2.88M - $3.34M
|
103K
$4.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-28.1K- 4.72% |
$1.17M - $1.35M
|
567K
$22.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.31KNew |
$54.4K - $63K
|
1.31K
$52.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
344K+ 87.92% |
$14.3M - $16.6M
|
736K
$29.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-956K- 12.29% |
$39.7M - $46M
|
6.82M
$272M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
111K+ 47.37% |
$4.6M - $5.33M
|
344K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-181K- 5.98% |
$7.5M - $8.69M
|
2.84M
$113M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
15.3KNew |
$635K - $736K
|
15.3K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-250K- 21.98% |
$10.4M - $12M
|
886K
$35.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-900- 50.0% |
$37.4K - $43.3K
|
900
$35.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
13.7KNew |
$568K - $659K
|
13.7K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
38.9K+ 34.86% |
$1.61M - $1.87M
|
150K
$5.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.5K+ 5.1% |
$685K - $793K
|
340K
$13.5M
|