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 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.88K+ 39.63% |
$114K - $139K
|
10.1K
$463K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.29K+ 8.41% |
$50.7K - $61.9K
|
16.6K
$757K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
819+ 10.81% |
$32.3K - $39.4K
|
8.4K
$383K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.26K+ 7.22% |
$49.9K - $60.9K
|
18.8K
$857K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-1.5K- 22.73% |
$59.2K - $72.2K
|
5.1K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
45.7K+ 421.91% |
$1.8M - $2.2M
|
56.5K
$2.58M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 1.03% |
$276 - $337
|
687
$31.4K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
197+ 1.29% |
$7.78K - $9.49K
|
15.4K
$705K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.17K- 8.32% |
$46.3K - $56.5K
|
12.9K
$591K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-706- 7.89% |
$27.9K - $34K
|
8.24K
$376K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
775+ 12.7% |
$30.6K - $37.3K
|
6.88K
$314K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.46K+ 2.85% |
$57.5K - $70.2K
|
52.7K
$2.4M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-436- 1.08% |
$17.2K - $21K
|
39.8K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.3K+ 161.55% |
$446K - $544K
|
18.3K
$836K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
39.4K+ 21.57% |
$1.56M - $1.9M
|
222K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.37K- 12.93% |
$54K - $65.9K
|
9.22K
$421K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
13.5K+ 1.84% |
$535K - $652K
|
750K
$34.3M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
323+ 17.54% |
$12.8K - $15.6K
|
2.16K
$98.8K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
127+ 0.81% |
$5.01K - $6.12K
|
15.8K
$722K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.05K+ 2.85% |
$160K - $195K
|
146K
$6.67M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
6.01M+ 922.91% |
$237M - $290M
|
6.66M
$304M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-65- 0.32% |
$2.57K - $3.13K
|
20.5K
$934K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
22+ 62.86% |
$869 - $1.06K
|
57
$2.6K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
560+ 2.89% |
$22.1K - $27K
|
19.9K
$911K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.8KNew |
$268K - $327K
|
6.8K
$311K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.23K- 8.32% |
$88.2K - $108K
|
24.6K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
14.3K+ 6.25% |
$566K - $691K
|
244K
$11.1M
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-34.4K- 1.55% |
$1.36M - $1.65M
|
2.18M
$99.6M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-512- 7.59% |
$20.2K - $24.7K
|
6.23K
$285K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.19K+ 5.95% |
$205K - $250K
|
92.3K
$4.22M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.51K- 7.54% |
$59.6K - $72.7K
|
18.5K
$845K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.01% |
$158 - $193
|
70.1K
$3.2M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-748- 0.48% |
$29.5K - $36K
|
155K
$7.06M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
53+ 0.89% |
$2.09K - $2.55K
|
6K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-845- 5.32% |
$33.4K - $40.7K
|
15K
$687K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
176+ 0.33% |
$6.95K - $8.47K
|
53.3K
$2.44M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
19.8K+ 73.94% |
$782K - $954K
|
46.6K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12+ 0.06% |
$474 - $578
|
18.9K
$863K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
18New |
$711 - $867
|
18
$822
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-221- 2.53% |
$8.73K - $10.6K
|
8.52K
$389K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.22K- 20.65% |
$245K - $299K
|
23.9K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
1+ 0.0% |
$39.5 - $48.2
|
20.3K
$927K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-56- 6.96% |
$2.21K - $2.7K
|
749
$34.2K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-156K- 4.81% |
$6.15M - $7.5M
|
3.08M
$141M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.51K+ 13515.38% |
$139K - $169K
|
3.54K
$162K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-184- 74.8% |
$7.26K - $8.86K
|
62
$2.83K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.41K- 97.64% |
$55.6K - $67.8K
|
34
$1.55K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-44- 0.14% |
$1.74K - $2.12K
|
31.5K
$1.44M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.22K+ 8.3% |
$87.8K - $107K
|
29K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3.71K- 14.22% |
$146K - $178K
|
22.4K
$1.02M
|