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 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
23.6K+ 8.31% |
$934K - $1.14M
|
308K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.67K- 47.03% |
$184K - $225K
|
5.26K
$237K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.41K- 10.91% |
$55.8K - $68.1K
|
11.5K
$522K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
17K+ 20.92% |
$669K - $816K
|
98K
$4.43M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-21.3K- 10.81% |
$842K - $1.03M
|
176K
$7.95M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-1- 0.01% |
$39.5 - $48.2
|
7.28K
$329K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.2K- 8.48% |
$86.8K - $106K
|
23.7K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.44K- 2.34% |
$294K - $358K
|
310K
$14M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-689- 0.29% |
$27.2K - $33.2K
|
238K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-41- 0.45% |
$1.62K - $1.97K
|
9.11K
$411K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-723- 4.5% |
$28.5K - $34.8K
|
15.3K
$692K
|
|
|
May 08, 2025
Q1 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-44.6K- 2.64% |
$1.76M - $2.15M
|
1.65M
$74.4M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-12K- 2.45% |
$475K - $579K
|
479K
$21.6M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
545+ 10.87% |
$21.5K - $26.2K
|
5.56K
$251K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.25K- 17.91% |
$128K - $156K
|
14.9K
$672K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
773+ 2.75% |
$30.5K - $37.2K
|
28.9K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11.9K- 29.37% |
$470K - $573K
|
28.6K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.3K+ 38.09% |
$90.8K - $111K
|
8.34K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-498- 3.54% |
$19.7K - $24K
|
13.6K
$613K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
7.14KNew |
$282K - $344K
|
7.14K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-56- 24.45% |
$2.21K - $2.7K
|
173
$7.81K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19+ 0.21% |
$750 - $915
|
8.95K
$404K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.31K+ 32.95% |
$51.5K - $62.8K
|
5.27K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.98K- 2.41% |
$78K - $95.1K
|
80K
$3.61M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-100- 0.17% |
$3.95K - $4.82K
|
58.4K
$2.64M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.4K- 9.61% |
$253K - $308K
|
60.2K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-13.8K- 16.96% |
$543K - $662K
|
67.3K
$3.04M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-227- 0.96% |
$8.96K - $10.9K
|
23.5K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-31.1K- 7.66% |
$1.23M - $1.5M
|
375K
$16.9M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-79- 0.2% |
$3.12K - $3.8K
|
40.2K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.74K- 3.85% |
$148K - $180K
|
93.3K
$4.21M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.91K+ 12.22% |
$115K - $140K
|
26.7K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
20.7KNew |
$817K - $997K
|
20.7K
$935K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-93K- 7.11% |
$3.67M - $4.48M
|
1.21M
$54.9M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.3K- 2.7% |
$51.4K - $62.6K
|
47K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-51- 0.63% |
$2.01K - $2.46K
|
7.98K
$361K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-7.5K- 8.2% |
$296K - $361K
|
84K
$3.79M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-340- 0.89% |
$13.4K - $16.4K
|
37.7K
$1.7M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-550- 2.6% |
$21.7K - $26.5K
|
20.6K
$932K
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
46+ 0.05% |
$1.82K - $2.21K
|
85.6K
$3.86M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
169K+ 63.33% |
$6.69M - $8.16M
|
437K
$19.7M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
5.57KNew |
$220K - $268K
|
5.57K
$251K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
2+ 2.15% |
$79 - $96.3
|
95
$4.29K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-116- 0.55% |
$4.58K - $5.59K
|
21K
$949K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
17.5K+ 14.66% |
$691K - $843K
|
137K
$6.19M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-31.5K- 4.89% |
$1.24M - $1.52M
|
612K
$27.6M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
649+ 435.57% |
$25.6K - $31.2K
|
798
$36K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
59+ 0.31% |
$2.33K - $2.84K
|
19.1K
$862K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
298K+ 115.23% |
$11.8M - $14.4M
|
557K
$25.2M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
515+ 18.37% |
$20.3K - $24.8K
|
3.32K
$150K
|