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 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.0% |
$41.5 - $48.1
|
20.7K
$988K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
49+ 0.34% |
$2.03K - $2.36K
|
14.7K
$699K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.95K- 11.81% |
$81.1K - $94K
|
14.6K
$696K
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
18.5K+ 8.1% |
$769K - $891K
|
247K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.14K- 3.23% |
$88.8K - $103K
|
64.1K
$3.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
30K+ 30.12% |
$1.25M - $1.44M
|
130K
$6.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39K- 99.92% |
$1.62M - $1.88M
|
33
$1.57K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-10- 2.86% |
$415 - $481
|
340
$16.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.48K+ 29.73% |
$394K - $456K
|
41.4K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
812+ 4.08% |
$33.7K - $39.1K
|
20.7K
$988K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.33K+ 24.65% |
$55K - $63.7K
|
6.7K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-12- 2.97% |
$498 - $577
|
392
$18.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
46+ 0.63% |
$1.91K - $2.21K
|
7.31K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
7.38KNew |
$306K - $355K
|
7.38K
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
3.39K+ 9.31% |
$141K - $163K
|
39.8K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
11+ 0.01% |
$457 - $529
|
111K
$5.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
750+ 4.98% |
$31.1K - $36.1K
|
15.8K
$754K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
57+ 1.07% |
$2.37K - $2.74K
|
5.39K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
682+ 6.58% |
$28.3K - $32.8K
|
11K
$527K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.02% |
$41.5 - $48.1
|
6.25K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.47K+ 30.66% |
$61.1K - $70.9K
|
6.28K
$299K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 18.1% |
$68.9K - $79.9K
|
10.8K
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.06K- 5.18% |
$43.9K - $50.9K
|
19.4K
$923K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-569- 14.73% |
$23.6K - $27.4K
|
3.29K
$157K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.04% |
$955 - $1.11K
|
62K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-6.22K- 6.71% |
$258K - $299K
|
86.5K
$4.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-16.9K- 17.71% |
$700K - $811K
|
78.3K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 2.99% |
$83 - $96.2
|
69
$3.29K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-225- 4.97% |
$9.34K - $10.8K
|
4.3K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.19K- 30.87% |
$91K - $105K
|
4.91K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.03K- 4.28% |
$42.6K - $49.4K
|
23K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-66- 1.38% |
$2.74K - $3.17K
|
4.71K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
364+ 18.14% |
$15.1K - $17.5K
|
2.37K
$113K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-428- 4.9% |
$17.8K - $20.6K
|
8.31K
$396K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-294- 0.8% |
$12.2K - $14.1K
|
36.6K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-15- 1.83% |
$623 - $722
|
805
$38.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
531+ 10.35% |
$22K - $25.5K
|
5.66K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-2.32K- 2.65% |
$96.5K - $112K
|
85.5K
$4.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
437+ 3.2% |
$18.1K - $21K
|
14.1K
$671K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.68K+ 3.42% |
$236K - $273K
|
172K
$8.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-277- 1.04% |
$11.5K - $13.3K
|
26.4K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
184+ 3.21% |
$7.64K - $8.85K
|
5.92K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.21K- 4.16% |
$216K - $251K
|
120K
$5.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-188- 41.41% |
$7.8K - $9.04K
|
266
$12.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.21K+ 18.22% |
$50.4K - $58.3K
|
7.87K
$375K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.29K- 4.75% |
$53.7K - $62.2K
|
25.9K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
24+ 0.5% |
$996 - $1.15K
|
4.82K
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.39K+ 8.6% |
$99K - $115K
|
30.1K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
13+ 1.0% |
$540 - $625
|
1.31K
$62.5K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.82K- 4.3% |
$200K - $232K
|
107K
$5.11M
|