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 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.96KNew |
$77.4K - $94.4K
|
1.96K
$89.6K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.2K+ 6.13% |
$126K - $154K
|
55.4K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
54+ 0.02% |
$2.13K - $2.6K
|
236K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
178K+ 32.47% |
$7.04M - $8.58M
|
727K
$33.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.51K+ 4.11% |
$257K - $314K
|
165K
$7.53M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.7K+ 11.09% |
$2.08M - $2.54M
|
527K
$24.1M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-41.4K- 31.9% |
$1.63M - $1.99M
|
88.4K
$4.04M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.75K- 14.34% |
$69.2K - $84.4K
|
10.5K
$478K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
157+ 3.08% |
$6.2K - $7.56K
|
5.26K
$240K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
17+ 0.03% |
$671 - $819
|
64.6K
$2.95M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
35.2KNew |
$1.39M - $1.7M
|
35.2K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-10- -0.0% |
$395 - $482
|
332K
$15.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3K- 2.25% |
$119K - $145K
|
131K
$5.97M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.83KNew |
$309K - $377K
|
7.83K
$358K
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
3.37K+ 3.46% |
$133K - $162K
|
101K
$4.61M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
22.9K+ 24.94% |
$904K - $1.1M
|
115K
$5.24M
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
BUY
|
- |
26.7K+ 22.86% |
$1.05M - $1.29M
|
144K
$6.55M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
161+ 2.08% |
$6.36K - $7.75K
|
7.9K
$361K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.82K- 39.14% |
$71.8K - $87.5K
|
2.83K
$129K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-37K- 4.18% |
$1.46M - $1.78M
|
848K
$38.7M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-405- 4.31% |
$16K - $19.5K
|
8.98K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.01% |
$39.5 - $48.2
|
13.4K
$612K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-308- 3.67% |
$12.2K - $14.8K
|
8.09K
$369K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.63K- 1.92% |
$64.2K - $78.3K
|
82.9K
$3.79M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-25.1K- 24.88% |
$990K - $1.21M
|
75.7K
$3.46M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-119K- 77.24% |
$4.72M - $5.75M
|
35.2K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-49.3K- 55.87% |
$1.95M - $2.38M
|
39K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$395K - $482K
|
10K
$457K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.55K+ 5.6% |
$180K - $219K
|
85.9K
$3.92M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-421- 0.14% |
$16.6K - $20.3K
|
297K
$13.5M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.82K+ 5.04% |
$72K - $87.8K
|
38K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-908- 8.33% |
$35.8K - $43.7K
|
10K
$456K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-28- 11.02% |
$1.11K - $1.35K
|
226
$10.3K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2.66K- 9.6% |
$105K - $128K
|
25K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
82+ 46.33% |
$3.24K - $3.95K
|
259
$11.8K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.08K+ 9.34% |
$42.5K - $51.9K
|
12.6K
$576K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
21KNew |
$827K - $1.01M
|
21K
$957K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42.6K+ 175.95% |
$1.68M - $2.05M
|
66.8K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.07% |
$39.5 - $48.2
|
1.36K
$62.1K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
17.1K+ 33.04% |
$673K - $821K
|
68.7K
$3.14M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
186+ 2.26% |
$7.34K - $8.96K
|
8.41K
$384K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-647- 0.43% |
$25.5K - $31.2K
|
151K
$6.92M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-685- 11.85% |
$27K - $33K
|
5.1K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.06K+ 4.79% |
$200K - $244K
|
111K
$5.06M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-31.7K- 57.95% |
$1.25M - $1.53M
|
23K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.12K+ 3.14% |
$123K - $150K
|
102K
$4.68M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 30.77% |
$158 - $193
|
17
$776
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-19.4K- 12.06% |
$765K - $933K
|
141K
$6.45M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
42.4K+ 75.98% |
$1.67M - $2.04M
|
98.2K
$4.48M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
454+ 1.24% |
$17.9K - $21.9K
|
37.2K
$1.7M
|