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 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-553- 1.16% |
$23K - $26.6K
|
47.2K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
16.8KNew |
$696K - $807K
|
16.8K
$791K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-4.95K- 25.16% |
$205K - $238K
|
14.7K
$694K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-797- 2.59% |
$33.1K - $38.3K
|
30K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
189+ 2.89% |
$7.85K - $9.09K
|
6.72K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.74M- 82.32% |
$72.4M - $83.9M
|
374K
$17.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.8K+ 39.3% |
$531K - $616K
|
45.4K
$2.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
971+ 48.74% |
$40.3K - $46.7K
|
2.96K
$140K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
37.8K+ 15.57% |
$1.57M - $1.82M
|
281K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
8.2KNew |
$340K - $394K
|
8.2K
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
155+ 387.5% |
$6.43K - $7.46K
|
195
$9.19K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
965+ 1.76% |
$40.1K - $46.4K
|
55.8K
$2.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
322+ 5.09% |
$13.4K - $15.5K
|
6.65K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-65- 3.06% |
$2.7K - $3.13K
|
2.06K
$97.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.95K- 0.63% |
$122K - $142K
|
462K
$21.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-90- 1.63% |
$3.74K - $4.33K
|
5.44K
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-593- 46.58% |
$24.6K - $28.5K
|
680
$32.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-173- 3.0% |
$7.18K - $8.32K
|
5.6K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-132- 32.04% |
$5.48K - $6.35K
|
280
$13.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-88- 1.22% |
$3.65K - $4.23K
|
7.11K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
557+ 1.08% |
$23.1K - $26.8K
|
52.2K
$2.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
39.4KNew |
$1.63M - $1.89M
|
39.4K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.63KNew |
$234K - $271K
|
5.63K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
19.3K+ 150.19% |
$802K - $929K
|
32.2K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-573- 3.31% |
$23.8K - $27.6K
|
16.8K
$790K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-94- 1.12% |
$3.9K - $4.52K
|
8.32K
$392K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
5K+ 22.73% |
$208K - $241K
|
27K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.02% |
$166 - $192
|
23.7K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
15K+ 5.51% |
$624K - $723K
|
288K
$13.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.6K+ 8.44% |
$315K - $365K
|
97.6K
$4.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.77K+ 2.13% |
$239K - $277K
|
276K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
716+ 158.06% |
$29.7K - $34.4K
|
1.17K
$55.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
63+ 0.14% |
$2.62K - $3.03K
|
44.9K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
656+ 1.69% |
$27.2K - $31.6K
|
39.4K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-6.12K- 7.41% |
$254K - $294K
|
76.5K
$3.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-692- 2.96% |
$28.7K - $33.3K
|
22.7K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.98K+ 19.07% |
$82.1K - $95.1K
|
12.3K
$582K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.58K+ 0.54% |
$65.6K - $76K
|
293K
$13.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
381+ 8.51% |
$15.8K - $18.3K
|
4.86K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
112+ 12.08% |
$4.65K - $5.39K
|
1.04K
$49K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-2.77K- 2.31% |
$115K - $133K
|
117K
$5.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-379- 2.1% |
$15.7K - $18.2K
|
17.6K
$831K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.59K+ 13.73% |
$191K - $221K
|
38K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
22+ 0.24% |
$913 - $1.06K
|
9.16K
$432K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
34+ 0.11% |
$1.41K - $1.64K
|
31.1K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.13% |
$291 - $337
|
5.22K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500+ 62.5% |
$20.8K - $24.1K
|
1.3K
$61.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.45K- 4.8% |
$60.3K - $69.8K
|
28.8K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-12- 0.21% |
$498 - $577
|
5.7K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-555- 15.13% |
$23K - $26.7K
|
3.11K
$147K
|