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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-912- 0.29% |
$36K - $43.9K
|
316K
$14.3M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.29K- 2.32% |
$130K - $158K
|
138K
$6.24M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-777- 12.78% |
$30.7K - $37.4K
|
5.3K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-229- 1.24% |
$9.04K - $11K
|
18.2K
$822K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.53K- 3.48% |
$100K - $122K
|
70.3K
$3.17M
|
|
|
May 09, 2025
Q1 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
29.9K+ 114.56% |
$1.18M - $1.44M
|
56K
$2.53M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-11.8K- 12.16% |
$466K - $569K
|
85.4K
$3.85M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
60+ 56.6% |
$2.37K - $2.89K
|
166
$7.5K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.5K- 44.02% |
$929K - $1.13M
|
29.9K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
379+ 13.7% |
$15K - $18.2K
|
3.15K
$142K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
22.2K+ 319.81% |
$876K - $1.07M
|
29.1K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
99+ 0.79% |
$3.91K - $4.77K
|
12.6K
$569K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
226+ 1.96% |
$8.92K - $10.9K
|
11.8K
$531K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
48+ 0.06% |
$1.9K - $2.31K
|
78K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.43K- 2.12% |
$56.3K - $68.6K
|
65.9K
$2.98M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
384KNew |
$15.2M - $18.5M
|
384K
$17.3M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
2.04K+ 11.85% |
$80.5K - $98.2K
|
19.2K
$869K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.97K- 8.84% |
$117K - $143K
|
30.6K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-16- 0.14% |
$632 - $770
|
11.1K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
475+ 3.71% |
$18.8K - $22.9K
|
13.3K
$599K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-219K- 0.18% |
$8.63M - $10.5M
|
119M
$5.37B
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
3.04K+ 8.33% |
$120K - $146K
|
39.5K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
130+ 15.31% |
$5.13K - $6.26K
|
979
$44.2K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
715+ 2.79% |
$28.2K - $34.4K
|
26.3K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-16- 0.02% |
$632 - $770
|
74.8K
$3.38M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.08K+ 14.2% |
$82K - $100K
|
16.7K
$755K
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
365+ 1.59% |
$14.4K - $17.6K
|
23.3K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-12.7K- 89.76% |
$500K - $609K
|
1.44K
$65.2K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-48.5K- 0.28% |
$1.91M - $2.33M
|
17.4M
$786M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.7K- 3.93% |
$304K - $371K
|
188K
$8.5M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
102KNew |
$4.02M - $4.91M
|
102K
$4.6M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.9K+ 55.1% |
$115K - $140K
|
8.17K
$369K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-21- 0.33% |
$829 - $1.01K
|
6.37K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-8.88K- 12.45% |
$351K - $427K
|
62.4K
$2.82M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.04K- 99.81% |
$40.9K - $49.8K
|
2
$90.3
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-38.2K- 17.58% |
$1.51M - $1.84M
|
179K
$8.1M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.99K+ 10.7% |
$78.7K - $96K
|
20.6K
$931K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
89.4K+ 0.95% |
$3.53M - $4.3M
|
9.51M
$430M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
23.4KNew |
$925K - $1.13M
|
23.4K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
204K+ 63.97% |
$8.07M - $9.84M
|
524K
$23.7M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.72K- 6.64% |
$68K - $83K
|
24.2K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
1.6K+ 0.75% |
$63.2K - $77.1K
|
214K
$9.67M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-505- 68.15% |
$19.9K - $24.3K
|
236
$10.7K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
446+ 4.75% |
$17.6K - $21.5K
|
9.83K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
48.6K+ 38.42% |
$1.92M - $2.34M
|
175K
$7.91M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-77- 1.35% |
$3.04K - $3.71K
|
5.63K
$254K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.28K- 3.08% |
$90K - $110K
|
71.7K
$3.24M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.18K- 13.33% |
$46.4K - $56.6K
|
7.64K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-347- 5.79% |
$13.7K - $16.7K
|
5.65K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-5.42K- 20.54% |
$214K - $261K
|
21K
$947K
|