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 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
75+ 0.06% |
$3.11K - $3.61K
|
136K
$6.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-6.28K- 29.73% |
$261K - $302K
|
14.8K
$700K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.75KNew |
$363K - $421K
|
8.75K
$413K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-918- 2.05% |
$38.1K - $44.2K
|
43.9K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
152K+ 796.15% |
$6.32M - $7.32M
|
171K
$8.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.59K- 2.43% |
$66K - $76.5K
|
63.8K
$3.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-846- 6.44% |
$35.1K - $40.7K
|
12.3K
$580K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
4.67K+ 4.51% |
$194K - $225K
|
108K
$5.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
724+ 102.7% |
$30.1K - $34.8K
|
1.43K
$67.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-565- 81.18% |
$23.5K - $27.2K
|
131
$6.18K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
225+ 2.12% |
$9.34K - $10.8K
|
10.8K
$510K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
146+ 1.83% |
$6.06K - $7.02K
|
8.14K
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.78K+ 5.93% |
$115K - $134K
|
49.7K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-418- 0.89% |
$17.4K - $20.1K
|
46.5K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-6.78K- 9.91% |
$281K - $326K
|
61.6K
$2.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
418+ 1.58% |
$17.4K - $20.1K
|
26.8K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$415 - $481
|
10
$472
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
11+ 0.12% |
$457 - $529
|
9.14K
$431K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.44K+ 9.21% |
$59.9K - $69.5K
|
17.1K
$807K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-277- 4.28% |
$11.5K - $13.3K
|
6.2K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.24K+ 70.67% |
$93K - $108K
|
5.41K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-553- 3.29% |
$23K - $26.6K
|
16.3K
$767K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
535+ 0.21% |
$22.2K - $25.7K
|
253K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
101KNew |
$4.19M - $4.85M
|
101K
$4.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
28.3K+ 18.31% |
$1.17M - $1.36M
|
183K
$8.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.97K- 17.92% |
$81.9K - $94.9K
|
9.04K
$426K
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-29.5K- 6.46% |
$1.23M - $1.42M
|
428K
$20.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
25.3K+ 185.14% |
$1.05M - $1.22M
|
39K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-16.6K- 11.84% |
$688K - $797K
|
123K
$5.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
132+ 5.43% |
$5.48K - $6.35K
|
2.57K
$121K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
700+ 8.99% |
$29.1K - $33.7K
|
8.49K
$400K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
53+ 1.09% |
$2.2K - $2.55K
|
4.91K
$232K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-220- 5.67% |
$9.13K - $10.6K
|
3.66K
$172K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.5K+ 13.96% |
$643K - $746K
|
127K
$5.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
37.4K+ 9.63% |
$1.55M - $1.8M
|
426K
$20.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
126+ 0.91% |
$5.23K - $6.06K
|
14K
$662K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.9K+ 14.29% |
$620K - $718K
|
119K
$5.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
20KNew |
$830K - $962K
|
20K
$943K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-697- 2.13% |
$28.9K - $33.5K
|
32.1K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.8KNew |
$241K - $279K
|
5.8K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.7K- 2.92% |
$70.5K - $81.7K
|
56.5K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.21K+ 12.77% |
$50.3K - $58.2K
|
10.7K
$504K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
227+ 3.03% |
$9.42K - $10.9K
|
7.71K
$364K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
11.8K+ 50.54% |
$489K - $567K
|
35.1K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.06K- 11.49% |
$44K - $50.9K
|
8.16K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-411- 4.22% |
$17.1K - $19.8K
|
9.33K
$440K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-45- 0.44% |
$1.87K - $2.16K
|
10.2K
$481K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-850- 14.35% |
$35.3K - $40.9K
|
5.08K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.81K+ 44.56% |
$283K - $328K
|
22.1K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.17K- 14.34% |
$48.6K - $56.3K
|
6.99K
$330K
|