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 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
200+ 0.13% |
$8.3K - $9.62K
|
153K
$7.3M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
5.2KNew |
$216K - $250K
|
5.2K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-93K- 7.86% |
$3.86M - $4.48M
|
1.09M
$52M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
740+ 12.46% |
$30.7K - $35.6K
|
6.68K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
47+ 0.84% |
$1.95K - $2.26K
|
5.63K
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
5.59K+ 0.45% |
$232K - $269K
|
1.25M
$59.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46+ 0.85% |
$1.91K - $2.21K
|
5.47K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.28KNew |
$53K - $61.4K
|
1.28K
$60.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-592- 3.74% |
$24.6K - $28.5K
|
15.2K
$727K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1K- 0.35% |
$41.5K - $48.1K
|
288K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-13- 9.56% |
$540 - $625
|
123
$5.86K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-352- 2.39% |
$14.6K - $16.9K
|
14.4K
$687K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-675- 3.19% |
$28K - $32.5K
|
20.5K
$978K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.01K+ 45.43% |
$208K - $241K
|
16.1K
$765K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
157K+ 842.22% |
$6.52M - $7.56M
|
176K
$8.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-649- 11.62% |
$26.9K - $31.2K
|
4.94K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
763KNew |
$31.7M - $36.7M
|
763K
$36.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-28.7K- 6.84% |
$1.19M - $1.38M
|
391K
$18.6M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-96- 0.29% |
$3.98K - $4.62K
|
33.1K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-7.41K- 4.18% |
$307K - $356K
|
170K
$8.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-6- 0.1% |
$249 - $289
|
5.73K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-751- 4.58% |
$31.2K - $36.1K
|
15.6K
$746K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
154New |
$6.39K - $7.41K
|
154
$7.34K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.83K+ 0.74% |
$76K - $88.1K
|
250K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-1.59K- 0.62% |
$66K - $76.4K
|
255K
$12.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-2.1K- 13.08% |
$87K - $101K
|
13.9K
$664K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
23+ 7.67% |
$955 - $1.11K
|
323
$15.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
38.7KNew |
$1.6M - $1.86M
|
38.7K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-4- 0.07% |
$166 - $192
|
5.77K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-950- 21.6% |
$39.4K - $45.7K
|
3.45K
$164K
|
|
|
Jan 23, 2025
Q4 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-18.8K- 14.97% |
$780K - $904K
|
107K
$5.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.94KNew |
$247K - $286K
|
5.94K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.62K- 25.92% |
$358K - $415K
|
24.6K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.97K+ 1.5% |
$206K - $239K
|
335K
$16M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-1.27K- 12.23% |
$52.7K - $61.1K
|
9.12K
$435K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
313+ 3.16% |
$13K - $15.1K
|
10.2K
$487K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-372- 5.68% |
$15.4K - $17.9K
|
6.18K
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-406- 1.05% |
$16.9K - $19.5K
|
38.4K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.23KNew |
$300K - $348K
|
7.23K
$345K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.06K- 0.62% |
$43.8K - $50.7K
|
170K
$8.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-300- 1.31% |
$12.5K - $14.4K
|
22.6K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-616- 11.03% |
$25.6K - $29.6K
|
4.97K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-111- 1.11% |
$4.61K - $5.34K
|
9.93K
$473K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
122+ 2.37% |
$5.06K - $5.87K
|
5.27K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
51.6K+ 279.43% |
$2.14M - $2.48M
|
70.1K
$3.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-55.2K- 84.09% |
$2.29M - $2.66M
|
10.4K
$498K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
499+ 3.58% |
$20.7K - $24K
|
14.4K
$688K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.05K+ 3.32% |
$168K - $195K
|
126K
$6.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1M+ 96.86% |
$41.5M - $48.1M
|
2.03M
$96.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
460+ 9.31% |
$19.1K - $22.1K
|
5.4K
$258K
|