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 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.02K+ 10.88% |
$40.1K - $48.9K
|
10.3K
$473K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
85New |
$3.36K - $4.09K
|
85
$3.88K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
6.35KNew |
$251K - $306K
|
6.35K
$290K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
981+ 17.93% |
$38.7K - $47.2K
|
6.45K
$295K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
420+ 3.95% |
$16.6K - $20.2K
|
11K
$504K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.26K- 15.46% |
$129K - $157K
|
17.8K
$814K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
3+ 0.02% |
$118 - $144
|
12.9K
$589K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-291- 1.32% |
$11.5K - $14K
|
21.7K
$993K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3.5K- 38.74% |
$138K - $169K
|
5.54K
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.11K+ 28.22% |
$83.3K - $102K
|
9.59K
$438K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.41K- 7.52% |
$95.3K - $116K
|
29.7K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-236- 3.75% |
$9.32K - $11.4K
|
6.07K
$277K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-583- 5.91% |
$23K - $28.1K
|
9.28K
$424K
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-43.7K- 17.7% |
$1.73M - $2.11M
|
203K
$9.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-136- 1.32% |
$5.37K - $6.55K
|
10.2K
$464K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20.3K+ 14.95% |
$801K - $977K
|
156K
$7.13M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
5.66K+ 48.65% |
$223K - $273K
|
17.3K
$790K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
37+ 0.33% |
$1.46K - $1.78K
|
11.1K
$506K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
495+ 2.81% |
$19.5K - $23.8K
|
18.1K
$828K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
261+ 11.82% |
$10.3K - $12.6K
|
2.47K
$113K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.97K- 1.16% |
$77.7K - $94.7K
|
168K
$7.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.5K- 3.88% |
$98.6K - $120K
|
61.9K
$2.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.89K- 57.11% |
$114K - $139K
|
2.17K
$99K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
73+ 0.89% |
$2.88K - $3.51K
|
8.28K
$378K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.18KNew |
$205K - $249K
|
5.18K
$237K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
25+ 192.31% |
$987 - $1.2K
|
38
$1.74K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
98+ 1.16% |
$3.87K - $4.72K
|
8.55K
$390K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-81- 1.16% |
$3.2K - $3.9K
|
6.88K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
30K+ 5.79% |
$1.18M - $1.44M
|
547K
$25M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
700+ 1.6% |
$27.6K - $33.7K
|
44.4K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-563- 8.75% |
$22.2K - $27.1K
|
5.87K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-12- 0.03% |
$474 - $578
|
36.6K
$1.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-6.47K- 0.79% |
$256K - $312K
|
814K
$37.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
11+ 0.06% |
$434 - $530
|
18.1K
$826K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
11.6K+ 9.19% |
$458K - $558K
|
138K
$6.29M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.28K- 8.34% |
$89.9K - $110K
|
25K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.64K+ 5.61% |
$64.8K - $79.1K
|
30.9K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-640- 0.9% |
$25.3K - $30.8K
|
70.5K
$3.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-458- 10.22% |
$18.1K - $22.1K
|
4.02K
$184K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
94+ 33.57% |
$3.71K - $4.53K
|
374
$17.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.53KNew |
$297K - $363K
|
7.53K
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-20.5K- 70.89% |
$809K - $987K
|
8.42K
$384K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
151+ 1.03% |
$5.96K - $7.27K
|
14.8K
$675K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-9.23K- 38.63% |
$364K - $444K
|
14.7K
$669K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-103K- 5.17% |
$4.06M - $4.96M
|
1.89M
$86.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-551- 8.49% |
$21.8K - $26.5K
|
5.94K
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
32+ 0.61% |
$1.26K - $1.54K
|
5.3K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-2.19K- 23.85% |
$86.5K - $105K
|
6.99K
$319K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.78K+ 28.28% |
$110K - $134K
|
12.6K
$576K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-145- 1.34% |
$5.72K - $6.98K
|
10.7K
$488K
|