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 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
125+ 0.43% |
$4.94K - $6.02K
|
28.9K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-1.61K- 3.31% |
$63.6K - $77.5K
|
47K
$2.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.17K+ 15.65% |
$244K - $297K
|
45.6K
$2.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
76+ 0.93% |
$3K - $3.66K
|
8.24K
$377K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
343+ 0.32% |
$13.5K - $16.5K
|
108K
$4.91M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
465+ 2.26% |
$18.4K - $22.4K
|
21K
$959K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
25+ 5.8% |
$987 - $1.2K
|
456
$20.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
136+ 2.18% |
$5.37K - $6.55K
|
6.38K
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-33.4K- 53.93% |
$1.32M - $1.61M
|
28.5K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.11K- 15.3% |
$43.7K - $53.3K
|
6.13K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4.55K- 10.36% |
$180K - $219K
|
39.4K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.09K- 0.6% |
$43K - $52.4K
|
181K
$8.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.53K- 15.79% |
$99.9K - $122K
|
13.5K
$616K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
62+ 1.13% |
$2.45K - $2.99K
|
5.53K
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
688+ 9.84% |
$27.2K - $33.1K
|
7.68K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-19- 0.12% |
$750 - $915
|
16.2K
$742K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-22.7K- 8.95% |
$896K - $1.09M
|
231K
$10.5M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
24.8K+ 2337.3% |
$977K - $1.19M
|
25.8K
$1.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.44KNew |
$96.4K - $118K
|
2.44K
$112K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
201+ 1.9% |
$7.94K - $9.68K
|
10.8K
$492K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-2.66K- 8.33% |
$105K - $128K
|
29.3K
$1.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
144+ 1.33% |
$5.69K - $6.93K
|
10.9K
$500K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.56K- 3.98% |
$61.5K - $75K
|
37.6K
$1.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4.99KNew |
$197K - $240K
|
4.99K
$228K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
7+ 0.07% |
$276 - $337
|
10.4K
$473K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.05K- 0.44% |
$80.9K - $98.7K
|
459K
$21M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.98K- 13.11% |
$78.1K - $95.3K
|
13.1K
$599K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-13- 46.43% |
$513 - $626
|
15
$685
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
345New |
$13.6K - $16.6K
|
345
$15.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.51K+ 10.9% |
$138K - $169K
|
35.7K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
3KNew |
$118K - $144K
|
3K
$137K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
324+ 3.03% |
$12.8K - $15.6K
|
11K
$503K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-387- 2.97% |
$15.3K - $18.6K
|
12.6K
$577K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
468+ 3.35% |
$18.5K - $22.5K
|
14.4K
$659K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
15+ 0.15% |
$592 - $722
|
9.95K
$454K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
19+ 0.23% |
$750 - $915
|
8.34K
$381K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
51+ 0.93% |
$2.01K - $2.46K
|
5.56K
$254K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
1.62K+ 1.8% |
$63.8K - $77.9K
|
91.4K
$4.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-113- 3.09% |
$4.46K - $5.44K
|
3.55K
$162K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
15.1KNew |
$594K - $725K
|
15.1K
$688K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-600- 11.32% |
$23.7K - $28.9K
|
4.7K
$215K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.39K- 16.13% |
$94.5K - $115K
|
12.4K
$568K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-317- 3.77% |
$12.5K - $15.3K
|
8.1K
$370K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.2K+ 31.29% |
$482K - $588K
|
51.2K
$2.34M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
248New |
$9.79K - $11.9K
|
248
$11.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
4.39KNew |
$173K - $211K
|
4.39K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-600- 2.61% |
$23.7K - $28.9K
|
22.4K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-336- 4.51% |
$13.3K - $16.2K
|
7.12K
$325K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-240K- 95.74% |
$9.47M - $11.6M
|
10.7K
$487K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
207+ 0.48% |
$8.17K - $9.97K
|
43.4K
$1.98M
|