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 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
1.36K+ 1.54% |
$53.8K - $65.6K
|
89.5K
$4.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3.98K+ 1.51% |
$157K - $192K
|
267K
$12.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
1.18K+ 9.4% |
$46.4K - $56.6K
|
13.7K
$625K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
120New |
$4.74K - $5.78K
|
120
$5.48K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-28- 0.42% |
$1.11K - $1.35K
|
6.63K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
796+ 4.73% |
$31.4K - $38.3K
|
17.6K
$805K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
43.8K+ 4.06% |
$1.73M - $2.11M
|
1.12M
$51.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
79+ 1.11% |
$3.12K - $3.8K
|
7.19K
$328K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-62.6K- 14.71% |
$2.47M - $3.01M
|
363K
$16.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
193+ 3.24% |
$7.62K - $9.29K
|
6.16K
$281K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-50- 0.59% |
$1.97K - $2.41K
|
8.44K
$385K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-91- 0.34% |
$3.59K - $4.38K
|
27K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
15New |
$592 - $722
|
15
$685
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
15KNew |
$592K - $722K
|
15K
$685K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.4K- 10.27% |
$253K - $308K
|
55.9K
$2.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
251+ 4.62% |
$9.91K - $12.1K
|
5.68K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-4.32K- 3.9% |
$171K - $208K
|
106K
$4.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
102New |
$4.03K - $4.91K
|
102
$4.66K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-65- 0.54% |
$2.57K - $3.13K
|
12.1K
$551K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
5.5K+ 20.37% |
$217K - $265K
|
32.5K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.11K+ 19.72% |
$43.8K - $53.4K
|
6.74K
$308K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-128- 0.21% |
$5.05K - $6.16K
|
61.8K
$2.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.4K- 21.49% |
$94.8K - $116K
|
8.77K
$400K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.82K+ 2.03% |
$269K - $328K
|
342K
$15.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
25+ 9.4% |
$987 - $1.2K
|
291
$13.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-12- 0.04% |
$474 - $578
|
27.4K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
236K+ 51.63% |
$9.31M - $11.4M
|
693K
$31.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
50.9K+ 806.65% |
$2.01M - $2.45M
|
57.3K
$2.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
981+ 0.56% |
$38.7K - $47.2K
|
177K
$8.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.71K+ 0.52% |
$67.5K - $82.3K
|
328K
$15M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
137+ 4.18% |
$5.41K - $6.6K
|
3.42K
$156K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
58+ 1.07% |
$2.29K - $2.79K
|
5.5K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
305+ 1.58% |
$12K - $14.7K
|
19.7K
$898K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-500- 0.9% |
$19.7K - $24.1K
|
55.3K
$2.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
BUY
|
- |
8.07K+ 2.68% |
$318K - $388K
|
309K
$14.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.4K- 16.35% |
$94.8K - $116K
|
12.3K
$561K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2K+ 36.66% |
$79.1K - $96.5K
|
7.47K
$341K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 2.0% |
$79 - $96.3
|
102
$4.66K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.13K- 2.61% |
$124K - $151K
|
117K
$5.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-188- 2.41% |
$7.42K - $9.05K
|
7.61K
$348K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
4.86K+ 171.18% |
$192K - $234K
|
7.7K
$351K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-796- 3.24% |
$31.4K - $38.3K
|
23.7K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.63K+ 66.64% |
$143K - $175K
|
9.09K
$415K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$158 - $193
|
4.91K
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
8.17KNew |
$323K - $394K
|
8.17K
$373K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
15.9K+ 15.38% |
$630K - $768K
|
120K
$5.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
394+ 2.49% |
$15.6K - $19K
|
16.2K
$741K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-2.33K- 0.91% |
$92K - $112K
|
253K
$11.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-245- 2.4% |
$9.67K - $11.8K
|
9.96K
$455K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-34- 0.51% |
$1.34K - $1.64K
|
6.69K
$305K
|