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 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-7.86K- 2.85% |
$310K - $378K
|
268K
$12.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
116+ 1.58% |
$4.58K - $5.59K
|
7.44K
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
58New |
$2.29K - $2.79K
|
58
$2.65K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.71K+ 26.15% |
$186K - $227K
|
22.7K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
2.48K+ 2.64% |
$97.9K - $119K
|
96.5K
$4.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-7.79K- 1.59% |
$308K - $375K
|
483K
$22.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.13KNew |
$44.6K - $54.4K
|
1.13K
$51.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
106+ 2.91% |
$4.18K - $5.1K
|
3.74K
$171K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.35K+ 0.52% |
$53.2K - $64.9K
|
262K
$12M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.5K- 66.22% |
$495K - $603K
|
6.39K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-400- 8.2% |
$15.8K - $19.3K
|
4.48K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-185- 2.04% |
$7.3K - $8.91K
|
8.89K
$406K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
47.7K+ 55.07% |
$1.88M - $2.3M
|
134K
$6.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.18K+ 8.42% |
$46.6K - $56.9K
|
15.2K
$694K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
350+ 2.04% |
$13.8K - $16.9K
|
17.5K
$798K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
177K+ 223.77% |
$6.98M - $8.51M
|
256K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-7.92K- 12.95% |
$312K - $381K
|
53.2K
$2.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-730- 0.64% |
$28.8K - $35.1K
|
113K
$5.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-990- 2.13% |
$39.1K - $47.7K
|
45.5K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-6.01K- 24.03% |
$237K - $289K
|
19K
$868K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
130+ 24.16% |
$5.13K - $6.26K
|
668
$30.5K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
700+ 2.24% |
$27.6K - $33.7K
|
31.9K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-19.7K- 1.33% |
$779K - $950K
|
1.47M
$67M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.84K+ 18.74% |
$270K - $329K
|
43.3K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
99New |
$3.91K - $4.77K
|
99
$4.52K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
3.53K+ 55.49% |
$139K - $170K
|
9.89K
$452K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.27K+ 10.85% |
$50K - $61K
|
12.9K
$591K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.13K+ 12.19% |
$163K - $199K
|
38K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
350+ 2.69% |
$13.8K - $16.9K
|
13.4K
$610K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.03K- 55.32% |
$80.2K - $97.8K
|
1.64K
$74.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.51K+ 0.08% |
$98.9K - $121K
|
3.02M
$138M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-29K- 1.43% |
$1.14M - $1.4M
|
2M
$91.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
109+ 0.67% |
$4.3K - $5.25K
|
16.3K
$743K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.09K+ 2.43% |
$43.2K - $52.7K
|
46.1K
$2.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-425- 4.16% |
$16.8K - $20.5K
|
9.79K
$447K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
532+ 7.21% |
$21K - $25.6K
|
7.91K
$361K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
521+ 9.8% |
$20.6K - $25.1K
|
5.84K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-106K- 10.43% |
$4.18M - $5.1M
|
910K
$41.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.9K+ 1.14% |
$114K - $139K
|
258K
$11.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-2.29K- 12.74% |
$90.2K - $110K
|
15.7K
$715K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-41- 0.66% |
$1.62K - $1.97K
|
6.16K
$281K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.12K- 18.07% |
$44.1K - $53.8K
|
5.06K
$231K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
397+ 0.96% |
$15.7K - $19.1K
|
41.6K
$1.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-163- 1.68% |
$6.44K - $7.85K
|
9.56K
$437K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
31+ 44.93% |
$1.22K - $1.49K
|
100
$4.57K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 23.97% |
$43.7K - $53.4K
|
5.73K
$262K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3+ 0.73% |
$118 - $144
|
413
$18.9K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
899+ 20.59% |
$35.5K - $43.3K
|
5.27K
$240K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.3K+ 11.98% |
$51.2K - $62.5K
|
12.1K
$554K
|