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 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
860+ 1.91% |
$34K - $41.4K
|
46K
$2.08M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-120- 0.29% |
$4.74K - $5.78K
|
41.3K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-586- 3.6% |
$23.1K - $28.2K
|
15.7K
$709K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
233K+ 6.02% |
$9.21M - $11.2M
|
4.11M
$186M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
55.5KNew |
$2.19M - $2.67M
|
55.5K
$2.51M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
185+ 0.55% |
$7.3K - $8.91K
|
33.6K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
250+ 2.04% |
$9.87K - $12K
|
12.5K
$564K
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
230+ 4.5% |
$9.08K - $11.1K
|
5.34K
$241K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-750- 1.82% |
$29.6K - $36.1K
|
40.4K
$1.82M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.53K- 10.58% |
$60.5K - $73.8K
|
13K
$585K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
315+ 2.42% |
$12.4K - $15.2K
|
13.3K
$602K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-7.31K- 3.65% |
$288K - $352K
|
193K
$8.71M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
108New |
$4.26K - $5.2K
|
108
$4.88K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
637+ 3.41% |
$25.1K - $30.7K
|
19.3K
$874K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-3.66K- 3.48% |
$144K - $176K
|
101K
$4.58M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
7.87K+ 13.88% |
$311K - $379K
|
64.6K
$2.92M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-932- 24.55% |
$36.8K - $44.9K
|
2.87K
$129K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
32.3K+ 26.81% |
$1.28M - $1.56M
|
153K
$6.9M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.77K+ 36.34% |
$70K - $85.3K
|
6.65K
$300K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-350- 0.76% |
$13.8K - $16.9K
|
45.9K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-37- 0.43% |
$1.46K - $1.78K
|
8.48K
$383K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-3.19K- 2.91% |
$126K - $153K
|
106K
$4.81M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.24K- 3.38% |
$49K - $59.8K
|
35.5K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-18- 4.59% |
$711 - $867
|
374
$16.9K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
468+ 115.27% |
$18.5K - $22.5K
|
874
$39.5K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-287- 21.91% |
$11.3K - $13.8K
|
1.02K
$46.2K
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.85K- 18.24% |
$113K - $137K
|
12.8K
$577K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.47K- 5.18% |
$58.1K - $70.8K
|
26.9K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
443New |
$17.5K - $21.3K
|
443
$20K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.79K- 25.49% |
$70.6K - $86.1K
|
5.23K
$236K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.55K- 9.33% |
$100K - $123K
|
24.7K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
5.09KNew |
$201K - $245K
|
5.09K
$230K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.5K- 8.83% |
$492K - $600K
|
129K
$5.81M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.87K+ 0.22% |
$74K - $90.2K
|
849K
$38.3M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
14.4K+ 18.96% |
$567K - $692K
|
90.1K
$4.07M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-284- 0.96% |
$11.2K - $13.7K
|
29.2K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
14+ 0.15% |
$553 - $674
|
9.22K
$416K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
2.52K+ 2.05% |
$99.5K - $121K
|
125K
$5.66M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.26K- 5.79% |
$129K - $157K
|
53K
$2.4M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
5.5K+ 1.21% |
$217K - $265K
|
459K
$20.7M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
149+ 0.76% |
$5.88K - $7.17K
|
19.7K
$889K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-291- 2.45% |
$11.5K - $14K
|
11.6K
$523K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
5.5KNew |
$217K - $265K
|
5.5K
$248K
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-276K- 95.73% |
$10.9M - $13.3M
|
12.3K
$555K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
50+ 2.95% |
$1.97K - $2.41K
|
1.75K
$78.8K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
24.5KNew |
$966K - $1.18M
|
24.5K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
710+ 4.23% |
$28K - $34.2K
|
17.5K
$791K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
54K+ 12.58% |
$2.13M - $2.6M
|
483K
$21.8M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-129- 1.25% |
$5.09K - $6.21K
|
10.2K
$460K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 0.17% |
$197 - $241
|
2.85K
$129K
|