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 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-119- 3.42% |
$4.7K - $5.73K
|
3.36K
$153K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.24K+ 9.22% |
$128K - $156K
|
38.3K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
301K+ 347.49% |
$11.9M - $14.5M
|
387K
$17.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-550- 0.86% |
$21.7K - $26.5K
|
63.5K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.95K+ 13.04% |
$116K - $142K
|
25.6K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Salzhauer Michael
|
BUY
|
- |
142+ 0.2% |
$5.61K - $6.84K
|
72.4K
$3.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-18- 0.12% |
$711 - $867
|
14.5K
$663K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.13K+ 49.91% |
$124K - $151K
|
9.41K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.8K+ 10.43% |
$71.2K - $86.9K
|
19.1K
$872K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-43- 0.22% |
$1.7K - $2.07K
|
19.1K
$871K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.74K+ 25.51% |
$148K - $180K
|
18.4K
$840K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
629+ 9.39% |
$24.8K - $30.3K
|
7.33K
$335K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-49.8K- 32.54% |
$1.97M - $2.4M
|
103K
$4.71M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
1.52K+ 3.26% |
$60.1K - $73.3K
|
48.2K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.09K- 6.92% |
$43.2K - $52.6K
|
14.7K
$672K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.02% |
$158 - $193
|
396
$18.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
158+ 0.41% |
$6.24K - $7.61K
|
38.8K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-881- 0.96% |
$34.8K - $42.4K
|
91.1K
$4.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
38.8KNew |
$1.53M - $1.87M
|
38.8K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-27.6K- 7.07% |
$1.09M - $1.33M
|
363K
$16.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9K+ 4.09% |
$548K - $669K
|
354K
$16.2M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-194- 1.33% |
$7.66K - $9.34K
|
14.3K
$655K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-1K- 7.18% |
$39.5K - $48.2K
|
12.9K
$590K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-1.05K- 17.4% |
$41.5K - $50.6K
|
4.99K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2.69K- 17.85% |
$106K - $130K
|
12.4K
$566K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-5.73K- 5.88% |
$226K - $276K
|
91.7K
$4.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
57+ 17.59% |
$2.25K - $2.74K
|
381
$17.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
64+ 5.02% |
$2.53K - $3.08K
|
1.34K
$61.2K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-14- 0.15% |
$553 - $674
|
9.41K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-18- 0.14% |
$711 - $867
|
12.5K
$572K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-5- 0.05% |
$197 - $241
|
9.11K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-13.7K- 45.66% |
$542K - $661K
|
16.3K
$747K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
47.2KNew |
$1.86M - $2.27M
|
47.2K
$2.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
5.04KNew |
$199K - $242K
|
5.04K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-53- 0.5% |
$2.09K - $2.55K
|
10.5K
$481K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.99K+ 2.21% |
$118K - $144K
|
138K
$6.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.38K+ 1.33% |
$212K - $259K
|
409K
$18.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-730- 8.63% |
$28.8K - $35.1K
|
7.73K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
481+ 5.3% |
$19K - $23.2K
|
9.57K
$437K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-10- 0.2% |
$395 - $482
|
5.07K
$231K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.83K+ 10.17% |
$112K - $136K
|
30.6K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.24K+ 8.49% |
$48.9K - $59.6K
|
15.8K
$723K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15+ 0.07% |
$592 - $722
|
22.1K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-84- 38.53% |
$3.32K - $4.04K
|
134
$6.12K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
3.66K+ 49.94% |
$144K - $176K
|
11K
$501K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.8K+ 1.85% |
$111K - $135K
|
154K
$7.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9.2K+ 18.78% |
$363K - $443K
|
58.2K
$2.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
317+ 3.47% |
$12.5K - $15.3K
|
9.46K
$432K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
1.28K+ 1.55% |
$50.7K - $61.8K
|
84K
$3.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.41K+ 20.16% |
$95.1K - $116K
|
14.4K
$656K
|