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 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
22+ 6.47% |
$869 - $1.06K
|
362
$16.5K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-800- 0.05% |
$31.6K - $38.5K
|
1.66M
$75.9M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6K- 3.77% |
$237K - $289K
|
153K
$6.99M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-240- 1.04% |
$9.48K - $11.6K
|
22.9K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
5.13K+ 1.33% |
$203K - $247K
|
390K
$17.8M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-32- 0.53% |
$1.26K - $1.54K
|
6.03K
$276K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5.42K+ 19.75% |
$214K - $261K
|
32.9K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 0.84% |
$23.7K - $28.9K
|
70.8K
$3.23M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.66K+ 1.28% |
$65.5K - $79.9K
|
132K
$6.02M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
126+ 56.76% |
$4.97K - $6.07K
|
348
$15.9K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5+ 1.34% |
$197 - $241
|
378
$17.3K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
216New |
$8.53K - $10.4K
|
216
$9.86K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7+ 0.12% |
$276 - $337
|
5.61K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.93K+ 11.68% |
$234K - $286K
|
56.7K
$2.59M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.87K+ 26.76% |
$74K - $90.2K
|
8.88K
$405K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.29KNew |
$90.5K - $110K
|
2.29K
$105K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
27+ 0.82% |
$1.07K - $1.3K
|
3.32K
$152K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2+ 0.02% |
$79 - $96.3
|
12.3K
$562K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
11.7KNew |
$460K - $561K
|
11.7K
$532K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
624+ 1.65% |
$24.6K - $30K
|
38.4K
$1.75M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-7.28K- 24.79% |
$287K - $351K
|
22.1K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.64K- 2.3% |
$64.8K - $79K
|
69.7K
$3.18M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
15+ 0.16% |
$592 - $722
|
9.25K
$422K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5.66K+ 1.71% |
$224K - $273K
|
337K
$15.4M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-18K- 11.92% |
$712K - $869K
|
133K
$6.09M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-817- 1.67% |
$32.3K - $39.3K
|
48.2K
$2.2M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5+ 0.02% |
$197 - $241
|
20.6K
$942K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.39K- 2.55% |
$54.9K - $66.9K
|
53.1K
$2.43M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
432+ 6.31% |
$17.1K - $20.8K
|
7.28K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
102+ 4.24% |
$4.03K - $4.91K
|
2.51K
$114K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.74K- 2.12% |
$148K - $180K
|
173K
$7.9M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-10.3K- 5.7% |
$407K - $497K
|
171K
$7.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.21K- 5.31% |
$127K - $155K
|
57.3K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-13.4K- 2.34% |
$528K - $644K
|
559K
$25.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3- 0.02% |
$118 - $144
|
18.5K
$846K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-389- 5.18% |
$15.4K - $18.7K
|
7.12K
$325K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-97- 0.53% |
$3.83K - $4.67K
|
18.2K
$830K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
94+ 0.18% |
$3.71K - $4.53K
|
52K
$2.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-518- 31.0% |
$20.5K - $24.9K
|
1.15K
$52.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.7K+ 12.4% |
$67K - $81.8K
|
15.4K
$703K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
382+ 1.44% |
$15.1K - $18.4K
|
26.8K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-162- 3.05% |
$6.4K - $7.8K
|
5.15K
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-16.6K- 24.32% |
$654K - $798K
|
51.6K
$2.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
17.6K+ 4.03% |
$696K - $849K
|
454K
$20.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11K+ 13.57% |
$434K - $530K
|
92.1K
$4.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11- 9.57% |
$434 - $530
|
104
$4.75K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
13New |
$513 - $626
|
13
$594
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 2.82% |
$71.1K - $86.7K
|
62.1K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-6.7K- 4.01% |
$265K - $323K
|
160K
$7.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-481- 2.33% |
$19K - $23.2K
|
20.2K
$921K
|