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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
209+ 3.2% |
$8.25K - $10.1K
|
6.74K
$308K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.1K- 12.93% |
$43.3K - $52.8K
|
7.38K
$337K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
49+ 0.67% |
$1.93K - $2.36K
|
7.36K
$336K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-400- 6.81% |
$15.8K - $19.3K
|
5.48K
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.02K+ 78.89% |
$356K - $434K
|
20.5K
$934K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.95K- 7.02% |
$116K - $142K
|
39K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
66.6K+ 12.59% |
$2.63M - $3.21M
|
596K
$27.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
8.87KNew |
$350K - $427K
|
8.87K
$405K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-16.6K- 3.02% |
$655K - $799K
|
533K
$24.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.2K+ 3.37% |
$47.2K - $57.6K
|
36.7K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10+ 0.04% |
$395 - $482
|
25.1K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.4K- 0.88% |
$134K - $164K
|
384K
$17.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
70.6K+ 155.19% |
$2.79M - $3.4M
|
116K
$5.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
18.5KNew |
$731K - $891K
|
18.5K
$845K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.6K+ 14.76% |
$457K - $557K
|
89.9K
$4.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-170K- 47.67% |
$6.73M - $8.21M
|
187K
$8.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
4.3KNew |
$170K - $207K
|
4.3K
$196K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.8K+ 8.92% |
$466K - $568K
|
144K
$6.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
1.82K+ 3.23% |
$71.8K - $87.5K
|
58.2K
$2.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
106K+ 17.75% |
$4.17M - $5.08M
|
700K
$32M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
468+ 2.06% |
$18.5K - $22.5K
|
23.2K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.9K+ 3.95% |
$430K - $525K
|
287K
$13.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.84K+ 9.58% |
$309K - $377K
|
89.7K
$4.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.64K+ 11.07% |
$64.9K - $79.2K
|
16.5K
$754K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-151K- 60.25% |
$5.96M - $7.27M
|
99.5K
$4.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
24.3K+ 0.53% |
$958K - $1.17M
|
4.58M
$209M
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
700+ 1.51% |
$27.6K - $33.7K
|
47K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
10+ 0.19% |
$395 - $482
|
5.27K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
915+ 3.56% |
$36.1K - $44.1K
|
26.6K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
832+ 5.78% |
$32.8K - $40.1K
|
15.2K
$696K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.11K- 4.48% |
$43.6K - $53.2K
|
23.6K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.72KNew |
$68K - $82.9K
|
1.72K
$78.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.87K- 12.02% |
$113K - $138K
|
21K
$959K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-18.2K- 25.73% |
$719K - $877K
|
52.6K
$2.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2- -0.0% |
$79 - $96.3
|
59.1K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
352+ 64.35% |
$13.9K - $16.9K
|
899
$41.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-54- 51.92% |
$2.13K - $2.6K
|
50
$2.28K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75+ 2.73% |
$2.96K - $3.61K
|
2.82K
$129K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-471- 1.13% |
$18.6K - $22.7K
|
41.1K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
218+ 2.98% |
$8.61K - $10.5K
|
7.53K
$344K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
61K+ 1.81% |
$2.41M - $2.94M
|
3.43M
$157M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
580+ 360.25% |
$22.9K - $27.9K
|
741
$33.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.75K- 23.65% |
$148K - $181K
|
12.1K
$553K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-950- 38.78% |
$37.5K - $45.7K
|
1.5K
$68.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-147- 0.06% |
$5.8K - $7.08K
|
262K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-946- 2.7% |
$37.3K - $45.5K
|
34.1K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
185New |
$7.3K - $8.91K
|
185
$8.45K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.58K+ 3.39% |
$102K - $124K
|
78.6K
$3.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-306- 2.17% |
$12.1K - $14.7K
|
13.8K
$631K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.32K- 2.13% |
$51.9K - $63.3K
|
60.3K
$2.75M
|