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 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-24.4K- 67.72% |
$1.01M - $1.17M
|
11.6K
$549K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
150+ 1.17% |
$6.23K - $7.22K
|
13K
$611K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-38- 0.84% |
$1.58K - $1.83K
|
4.48K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
246+ 1.43% |
$10.2K - $11.8K
|
17.5K
$825K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2K+ 12.82% |
$83K - $96.2K
|
17.6K
$830K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-252- 0.48% |
$10.5K - $12.1K
|
52.2K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.51KNew |
$229K - $265K
|
5.51K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 5.84% |
$996 - $1.15K
|
435
$20.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
100+ 0.24% |
$4.15K - $4.81K
|
42.3K
$1.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.34K+ 0.27% |
$55.5K - $64.3K
|
494K
$23.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.11K- 8.03% |
$45.9K - $53.2K
|
12.7K
$597K
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.2K+ 12.3% |
$49.8K - $57.7K
|
11K
$517K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
73+ 47.71% |
$3.03K - $3.51K
|
226
$10.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.3K+ 23.39% |
$53.9K - $62.4K
|
6.85K
$323K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-75- 1.84% |
$3.11K - $3.61K
|
4K
$188K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
347+ 1156.67% |
$14.4K - $16.7K
|
377
$17.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
550+ 8.88% |
$22.8K - $26.5K
|
6.75K
$318K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
324+ 1.72% |
$13.4K - $15.6K
|
19.2K
$904K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
300+ 4.42% |
$12.5K - $14.4K
|
7.09K
$334K
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
154+ 0.91% |
$6.39K - $7.41K
|
17.1K
$805K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.3KNew |
$1.13M - $1.31M
|
27.3K
$1.29M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.77K+ 2.98% |
$73.5K - $85.2K
|
61.2K
$2.88M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-37.5K- 2.85% |
$1.56M - $1.81M
|
1.28M
$60.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-550- 8.62% |
$22.8K - $26.5K
|
5.83K
$275K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-21.7K- 66.31% |
$902K - $1.05M
|
11K
$521K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-88- 10.26% |
$3.65K - $4.23K
|
770
$36.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
272+ 92.52% |
$11.3K - $13.1K
|
566
$26.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
348+ 6.2% |
$14.4K - $16.7K
|
5.96K
$281K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-542- 0.3% |
$22.5K - $26.1K
|
179K
$8.45M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-310- 1.37% |
$12.9K - $14.9K
|
22.3K
$1.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.07% |
$374 - $433
|
852
$40.2K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-502- 2.7% |
$20.8K - $24.1K
|
18.1K
$854K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$2.66K - $3.08K
|
64
$3.02K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-2.79M- 96.31% |
$116M - $134M
|
107K
$5.04M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.27K+ 9.54% |
$177K - $205K
|
49K
$2.31M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-450- 4.33% |
$18.7K - $21.6K
|
9.94K
$468K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
5.7K+ 17.92% |
$236K - $274K
|
37.5K
$1.77M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
13+ 1.09% |
$540 - $625
|
1.21K
$57.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.13K- 1.24% |
$46.9K - $54.4K
|
89.8K
$4.23M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.01K- 3.2% |
$42K - $48.7K
|
30.7K
$1.45M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-22.6K- 32.06% |
$939K - $1.09M
|
47.9K
$2.26M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
520+ 3.57% |
$21.6K - $25K
|
15.1K
$712K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.85K+ 7.42% |
$76.7K - $88.8K
|
26.7K
$1.26M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
472+ 56.12% |
$19.6K - $22.7K
|
1.31K
$61.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.73K+ 7.13% |
$71.9K - $83.3K
|
26K
$1.23M
|
|
| Q3 2024 | |||||||
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-157K- 30.15% |
$6.02M - $7.07M
|
365K
$17.2M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-110- 1.49% |
$4.2K - $4.94K
|
7.26K
$342K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.79M+ 15.14% |
$259M - $305M
|
51.6M
$2.43B
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.13K- 9.41% |
$196K - $231K
|
49.4K
$2.33M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-809- 9.34% |
$30.9K - $36.4K
|
7.86K
$370K
|
|