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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
819+ 99.15% |
$34K - $39.4K
|
1.65K
$78.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-1- 1.06% |
$41.5 - $48.1
|
93
$4.43K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-36.3K- 20.44% |
$1.51M - $1.74M
|
141K
$6.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-380- 55.39% |
$15.8K - $18.3K
|
306
$14.6K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.22K- 2.71% |
$175K - $203K
|
151K
$7.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
73.1KNew |
$3.03M - $3.51M
|
73.1K
$3.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-6- 0.49% |
$249 - $289
|
1.23K
$58.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.04K+ 9.53% |
$43.2K - $50K
|
12K
$570K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
988+ 2.69% |
$41K - $47.5K
|
37.7K
$1.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
14.1KNew |
$586K - $680K
|
14.1K
$674K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-188- 0.87% |
$7.8K - $9.04K
|
21.5K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2K+ 4.79% |
$83K - $96.2K
|
43.7K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-181- 0.95% |
$7.51K - $8.71K
|
18.9K
$902K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.33K+ 10.13% |
$55.4K - $64.2K
|
14.5K
$692K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
636+ 0.66% |
$26.4K - $30.6K
|
97.5K
$4.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
61.9KNew |
$2.57M - $2.98M
|
61.9K
$2.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.2KNew |
$632K - $733K
|
15.2K
$726K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.52K+ 9.87% |
$146K - $169K
|
39.2K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
673+ 1.65% |
$27.9K - $32.4K
|
41.4K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
130K+ 28.05% |
$5.41M - $6.27M
|
595K
$28.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.07K- 4.04% |
$44.5K - $51.5K
|
25.4K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.21K+ 3.39% |
$50.1K - $58.1K
|
36.8K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.17K- 28.55% |
$90.1K - $104K
|
5.43K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.87K+ 6.63% |
$77.7K - $90K
|
30.1K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
BUY
|
- |
930+ 0.31% |
$38.6K - $44.7K
|
301K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
36.2K+ 7.97% |
$1.5M - $1.74M
|
491K
$23.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.7KNew |
$70.4K - $81.5K
|
1.7K
$80.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
224+ 0.77% |
$9.3K - $10.8K
|
29.3K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-760- 3.08% |
$31.5K - $36.6K
|
23.9K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-1.77K- 5.02% |
$73.3K - $85K
|
33.4K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.11KNew |
$212K - $246K
|
5.11K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.72K- 30.72% |
$113K - $131K
|
6.12K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
6.04KNew |
$251K - $290K
|
6.04K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.75K+ 25.91% |
$72.5K - $84K
|
8.49K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
600+ 4.58% |
$24.9K - $28.9K
|
13.7K
$653K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3.08KNew |
$128K - $148K
|
3.08K
$147K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
604+ 6.62% |
$25.1K - $29.1K
|
9.72K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-186- 3.29% |
$7.72K - $8.95K
|
5.48K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 1.59% |
$41.5 - $48.1
|
64
$3.05K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-27- 21.26% |
$1.12K - $1.3K
|
100
$4.77K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.75K- 12.32% |
$363K - $421K
|
62.3K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.58K- 0.71% |
$149K - $172K
|
502K
$23.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
95+ 1.08% |
$3.94K - $4.57K
|
8.93K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
5.07KNew |
$210K - $244K
|
5.07K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-957- 5.27% |
$39.7K - $46K
|
17.2K
$820K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
11.1K+ 68.06% |
$460K - $533K
|
27.4K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-555K- 14.64% |
$23M - $26.7M
|
3.24M
$154M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
59+ 1.09% |
$2.45K - $2.84K
|
5.47K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
61New |
$2.53K - $2.93K
|
61
$2.91K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-478- 2.86% |
$19.8K - $23K
|
16.3K
$775K
|