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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-7.05K- 14.52% |
$270K - $317K
|
41.5K
$1.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
875+ 2.71% |
$33.4K - $39.3K
|
33.2K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-323- 5.15% |
$12.3K - $14.5K
|
5.95K
$280K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.28K- 2.25% |
$125K - $147K
|
142K
$6.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-187- 95.9% |
$7.15K - $8.4K
|
8
$377
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
95New |
$3.63K - $4.27K
|
95
$4.48K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.51K- 8.13% |
$134K - $158K
|
39.6K
$1.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
300New |
$11.5K - $13.5K
|
300
$14.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
600New |
$22.9K - $27K
|
600
$28.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-80- 0.49% |
$3.06K - $3.6K
|
16.4K
$773K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
19.7KNew |
$754K - $887K
|
19.7K
$930K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
300K+ 9.98% |
$11.5M - $13.5M
|
3.3M
$156M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
5.08KNew |
$194K - $228K
|
5.08K
$239K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
45New |
$1.72K - $2.02K
|
45
$2.12K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
270+ 2.67% |
$10.3K - $12.1K
|
10.4K
$490K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-10.1K- 42.38% |
$384K - $452K
|
13.7K
$644K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
20KNew |
$763K - $897K
|
20K
$941K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-60- 0.97% |
$2.29K - $2.7K
|
6.15K
$290K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
5.85K+ 42.95% |
$224K - $263K
|
19.5K
$918K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
4.75KNew |
$182K - $214K
|
4.75K
$224K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
998+ 8.58% |
$38.1K - $44.9K
|
12.6K
$595K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.05K+ 19.72% |
$155K - $182K
|
24.6K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.18K+ 94.6% |
$236K - $278K
|
12.7K
$600K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
27+ 0.83% |
$1.03K - $1.21K
|
3.28K
$155K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.39K+ 10.65% |
$91.2K - $107K
|
24.8K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
13.6KNew |
$520K - $611K
|
13.6K
$641K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-150- 0.67% |
$5.73K - $6.74K
|
22.3K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-105- 10.3% |
$4.01K - $4.72K
|
914
$43.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.06KNew |
$40.6K - $47.7K
|
1.06K
$50.1K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
15.7K+ 3.39% |
$601K - $707K
|
479K
$22.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-29.4K- 97.47% |
$1.13M - $1.32M
|
764
$36K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.37KNew |
$52.2K - $61.4K
|
1.37K
$64.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-1.9K- 0.16% |
$72.6K - $85.4K
|
1.22M
$57.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-3.68K- 0.45% |
$140K - $165K
|
816K
$38.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-357K- 66.35% |
$13.7M - $16.1M
|
181K
$8.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-46.9K- 6.84% |
$1.79M - $2.11M
|
639K
$30.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4.87KNew |
$186K - $219K
|
4.87K
$230K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
12K+ 138.82% |
$460K - $541K
|
20.7K
$977K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-935- 4.39% |
$35.7K - $42K
|
20.3K
$959K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
33+ 1.56% |
$1.26K - $1.48K
|
2.14K
$101K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-884- 1.2% |
$33.8K - $39.7K
|
72.9K
$3.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.91K- 32.94% |
$188K - $221K
|
10K
$471K
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
7.68K+ 61.1% |
$293K - $345K
|
20.2K
$955K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
165+ 82.5% |
$6.31K - $7.42K
|
365
$17.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
16+ 0.03% |
$612 - $719
|
55.4K
$2.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
16New |
$612 - $719
|
16
$754
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.67KNew |
$178K - $210K
|
4.67K
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-200- 2.63% |
$7.64K - $8.99K
|
7.4K
$349K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-17.6K- 23.02% |
$674K - $792K
|
58.9K
$2.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
584+ 7.02% |
$22.3K - $26.2K
|
8.91K
$420K
|